Purchases and Sales Made in Q2 2023 in Schwab Strategic Tr Us Large C (SCHX)

SCHX Quotes by TradingView

This table provides information about the institutional ownership of Schwab Strategic Tr Us Large C (SCHX) during Q2 2023. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR US LARGE-C.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Aug 15, 2023 Q2 2023
Cm Wealth Advisors LLC

Beachwood, OH
BUY
 -
2
+ 0.02%
$95.3 - $105
11.2K $263K
Aug 07, 2023 Q2 2023
Tfc Financial Management

BUY
 -
2
+ 0.25%
$95.3 - $105
815 $19.1K
Aug 04, 2023 Q2 2023
Princeton Global Asset Management LLC

BUY
 -
2
+ 0.47%
$95.3 - $105
425 $9.95K
Jul 17, 2023 Q2 2023
Gps Wealth Strategies Group, LLC

BUY
 -
2
+ 0.08%
$95.3 - $105
2.64K $61.8K
Aug 13, 2024 Q2 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
1
+ 2.04%
$47.7 - $52.4
50 $1.17K
Jul 21, 2023 Q2 2023
Newbridge Financial Services Group, Inc.

BUY
 -
1
+ 0.12%
$47.7 - $52.4
848 $19.8K
Aug 09, 2023 Q2 2023
Legend Financial Advisors, Inc.

Pittsburgh, PA
BUY
 -
1
+ 0.05%
$47.7 - $52.4
1.9K $44.6K
Jul 26, 2023 Q2 2023
Time Scale Financial, Inc.

BUY
 -
1
+ 0.14%
$47.7 - $52.4
713 $16.7K
Jul 24, 2023 Q2 2023
Retirement Planning Group

BUY
 -
1
+ 0.01%
$47.7 - $52.4
15.5K $363K
Jul 19, 2023 Q2 2023
Fin Dec Wealth Services, Inc.

Stockton, CA
SELL
 -
-1
- -0.0%
$47.7 - $52.4
36.6K $856K
Aug 07, 2023 Q2 2023
Plante Moran Financial Advisors, LLC

SELL
 -
-2
- 0.03%
$95.3 - $105
6.3K $147K
Jul 20, 2023 Q2 2023
Tradewinds Capital Management, LLC

SELL
 -
-4
- 0.08%
$191 - $209
4.72K $110K
Jul 27, 2023 Q2 2023
Horan Securities, Inc.

SELL
 -
-4
- 0.17%
$191 - $209
2.34K $54.6K
Dec 18, 2023 Q2 2023
West Paces Advisors Inc.

Atlanta, GA
SELL
 -
-7
- 0.14%
$334 - $367
4.85K $113K
Aug 10, 2023 Q2 2023
Nwk Group, Inc.

San Francisco, CA
SELL
 -
-7
- 0.23%
$334 - $367
3.04K $71.1K
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

SELL
 -
-8
- 0.01%
$381 - $419
62.8K $1.47M
Jul 26, 2023 Q2 2023
Plancorp, LLC

SELL
 -
-10
- 0.03%
$477 - $524
29.9K $699K
Aug 01, 2023 Q2 2023
Empirical Asset Management, LLC

SELL
 -
-19
- 0.42%
$906 - $995
4.54K $106K
Aug 09, 2023 Q2 2023
Pittenger & Anderson Inc

SELL
 -
-20
- 0.07%
$953 - $1.05K
27.3K $640K
Jul 25, 2023 Q2 2023
Richard W. Paul & Associates, LLC

Novi, MI
SELL
 -
-20
- 52.63%
$953 - $1.05K
18 $421
Jul 10, 2023 Q2 2023
Parkside Advisors LLC

SELL
 -
-24
- 0.37%
$1.14K - $1.26K
6.43K $150K
Jul 11, 2023 Q2 2023
Walker Financial Services, Inc.

Bowling Green, KY
SELL
 -
-27
- 0.18%
$1.29K - $1.41K
15K $350K
Aug 11, 2023 Q2 2023
Warwick Investment Management, Inc.

SELL
 -
-30
- 0.13%
$1.43K - $1.57K
22.6K $528K
Jul 11, 2023 Q2 2023
Ferguson Wellman Capital Management, Inc

SELL
 -
-40
- 0.19%
$1.91K - $2.09K
20.8K $486K
Aug 02, 2023 Q2 2023
Jacobsen Capital Management

SELL
 -
-41
- 0.24%
$1.95K - $2.15K
16.9K $396K
Aug 11, 2023 Q2 2023
Tiemann Investment Advisors, LLC

Menlo Park, CA
SELL
 -
-50
- 1.14%
$2.38K - $2.62K
4.32K $101K
Aug 03, 2023 Q2 2023
Addison Advisors LLC

SELL
 -
-50
- 75.76%
$2.38K - $2.62K
16 $374
Aug 08, 2023 Q2 2023
American Money Management, LLC

SELL
 -
-50
- 0.04%
$2.38K - $2.62K
123K $2.89M
Aug 14, 2023 Q2 2023
Jackson Hole Capital Partners, LLC

SELL
 -
-50
- 16.23%
$2.38K - $2.62K
258 $6.04K
Aug 07, 2023 Q2 2023
Mc Ilrath & Eck, LLC

SELL
 -
-58
- 6.64%
$2.76K - $3.04K
816 $19.1K
Jul 20, 2023 Q2 2023
Kathleen S. Wright Associates Inc.

SELL
 -
-58
- 3.67%
$2.76K - $3.04K
1.52K $35.6K
Jul 31, 2023 Q2 2023
Heritage Financial Services, LLC

SELL
 -
-66
- 0.78%
$3.15K - $3.46K
8.4K $197K
Aug 14, 2023 Q2 2023
Logan Capital Management Inc

Newtown Square, PA
SELL
 -
-69
Closed
$3.29K - $3.61K
0 $0
Nov 08, 2023 Q2 2023
Sutton Wealth Advisors Inc.

Tampa, FL
SELL
 -
-70
- 0.02%
$3.34K - $3.67K
466K $10.9M
Jul 12, 2023 Q2 2023
Phocas Financial Corp.

Alameda, CA
SELL
 -
-71
- 0.05%
$3.38K - $3.72K
148K $3.46M
Jul 27, 2023 Q2 2023
Aspire Wealth Management Corp

Waltham, MA
SELL
 -
-74
- 0.31%
$3.53K - $3.88K
24.1K $563K
Jul 20, 2023 Q2 2023
Keystone Wealth Services, LLC

SELL
 -
-76
- 0.62%
$3.62K - $3.98K
12.3K $287K
Aug 15, 2023 Q2 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
SELL
 -
-81
- 5.92%
$3.86K - $4.24K
1.29K $30.1K
Aug 14, 2023 Q2 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
SELL
 -
-84
- 10.76%
$4K - $4.4K
697 $16.3K
Aug 11, 2023 Q2 2023
Peak Asset Management, LLC

Louisville, CO
SELL
 -
-86
- 0.52%
$4.1K - $4.5K
16.5K $385K
Jul 14, 2023 Q2 2023
Ccg Wealth Management, LLC

SELL
 -
-86
- 0.19%
$4.1K - $4.5K
44.7K $1.05M
Aug 07, 2023 Q2 2023
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-87
- 0.33%
$4.15K - $4.56K
26.1K $610K
Jul 10, 2023 Q2 2023
City State Bank

Norwalk, IA
SELL
 -
-100
- 50.0%
$4.77K - $5.24K
100 $2.34K
Jul 18, 2023 Q2 2023
Noble Family Wealth, LLC

Clearwater, FL
SELL
 -
-103
- 0.73%
$4.91K - $5.39K
13.9K $326K
Aug 07, 2023 Q2 2023
Robbins Farley LLC

Manchester, NH
SELL
 -
-110
- 3.45%
$5.24K - $5.76K
3.08K $72.1K
Aug 01, 2023 Q2 2023
Hazlett, Burt & Watson, Inc.

SELL
 -
-110
- 16.67%
$5.24K - $5.76K
550 $12.9K
Jul 17, 2023 Q2 2023
Naples Global Advisors, LLC

Naples, FL
SELL
 -
-117
- 0.31%
$5.58K - $6.13K
37.1K $867K
Aug 10, 2023 Q2 2023
Rock Point Advisors, LLC

Burlington, VT
SELL
 -
-120
- 2.17%
$5.72K - $6.28K
5.4K $126K
Jul 14, 2023 Q2 2023
Level Financial Advisors, Inc.

SELL
 -
-122
- 7.11%
$5.82K - $6.39K
1.6K $37.3K

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