Purchases and Sales Made in Q2 2023 in Schwab Strategic Tr Us Large C (SCHX)
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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-299- 1.78% |
$14.3K - $15.7K
|
16.5K
$363K
|
|
|
Aug 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-300- 6.95% |
$14.3K - $15.7K
|
4.02K
$88.2K
|
|
|
Jul 14, 2023
Q2 2023
|
Joule Financial, LLC
|
SELL
|
- |
-314- 1.49% |
$15K - $16.4K
|
20.7K
$455K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-323- 1.87% |
$15.4K - $16.9K
|
17K
$373K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-329- 5.56% |
$15.7K - $17.2K
|
5.59K
$123K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-338- 3.83% |
$16.1K - $17.7K
|
8.5K
$187K
|
|
|
Jul 20, 2023
Q2 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-340- 1.39% |
$16.2K - $17.8K
|
24.2K
$530K
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-346- 0.12% |
$16.5K - $18.1K
|
294K
$6.46M
|
|
|
Jul 21, 2023
Q2 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-350- 0.81% |
$16.7K - $18.3K
|
42.7K
$937K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-362- 95.26% |
$17.3K - $19K
|
18
$395
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-367- 1.15% |
$17.5K - $19.2K
|
31.6K
$694K
|
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-367- 4.1% |
$17.5K - $19.2K
|
8.59K
$189K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-367- 20.16% |
$17.5K - $19.2K
|
1.45K
$31.9K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-375- 2.91% |
$17.9K - $19.6K
|
12.5K
$275K
|
|
|
Aug 03, 2023
Q2 2023
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-400- 3.83% |
$19.1K - $20.9K
|
10K
$220K
|
|
|
Jul 27, 2023
Q2 2023
|
ETF Store, Inc.
|
SELL
|
- |
-400- 0.37% |
$19.1K - $20.9K
|
107K
$2.35M
|
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-408- 1.12% |
$19.4K - $21.4K
|
35.9K
$789K
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-427- 7.84% |
$20.4K - $22.4K
|
5.02K
$110K
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-435- 2.15% |
$20.7K - $22.8K
|
19.8K
$434K
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-447- 4.11% |
$21.3K - $23.4K
|
10.4K
$229K
|
|
|
Jul 13, 2023
Q2 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-450- 0.43% |
$21.5K - $23.6K
|
104K
$2.29M
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-452- 0.31% |
$21.5K - $23.7K
|
146K
$3.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-464- 0.51% |
$22.1K - $24.3K
|
91.4K
$2.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-464- 3.33% |
$22.1K - $24.3K
|
13.5K
$296K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-467- 0.95% |
$22.3K - $24.5K
|
48.5K
$1.07M
|
|
|
Jul 25, 2023
Q2 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-472- 1.16% |
$22.5K - $24.7K
|
40.3K
$886K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-473- 18.31% |
$22.5K - $24.8K
|
2.11K
$46.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-487- 25.21% |
$23.2K - $25.5K
|
1.45K
$31.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-489- 8.68% |
$23.3K - $25.6K
|
5.15K
$113K
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-494- 0.26% |
$23.5K - $25.9K
|
190K
$4.18M
|
|
|
Jul 18, 2023
Q2 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-500- 4.54% |
$23.8K - $26.2K
|
10.5K
$231K
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-503- 1.64% |
$24K - $26.3K
|
30.2K
$663K
|
|
|
Aug 14, 2023
Q2 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-510- 11.23% |
$24.3K - $26.7K
|
4.03K
$88.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-515- 1.13% |
$24.6K - $27K
|
45K
$989K
|
|
|
Aug 08, 2023
Q2 2023
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-523- 7.03% |
$24.9K - $27.4K
|
6.91K
$152K
|
|
|
Nov 14, 2024
Q2 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-525- 6.24% |
$25K - $27.5K
|
7.89K
$173K
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-529- 0.44% |
$25.2K - $27.7K
|
120K
$2.64M
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-542- 0.49% |
$25.8K - $28.4K
|
109K
$2.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-543- 3.54% |
$25.9K - $28.4K
|
14.8K
$325K
|
|
|
Jul 27, 2023
Q2 2023
|
Next Capital Management LLC
|
SELL
|
- |
-544- 0.84% |
$25.9K - $28.5K
|
64.6K
$1.42M
|
|
|
Jul 11, 2023
Q2 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-545- 1.85% |
$26K - $28.5K
|
28.9K
$635K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-546- 10.83% |
$26K - $28.6K
|
4.5K
$98.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-555- 2.44% |
$26.5K - $29.1K
|
22.2K
$488K
|
|
|
Jul 14, 2023
Q2 2023
|
Evolution Advisers, Inc.
|
SELL
|
- |
-556- 2.57% |
$26.5K - $29.1K
|
21K
$462K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-559- 3.3% |
$26.6K - $29.3K
|
16.4K
$360K
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-560- 0.45% |
$26.7K - $29.3K
|
123K
$2.69M
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-565- 44.73% |
$26.9K - $29.6K
|
698
$15.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-566- 10.86% |
$27K - $29.6K
|
4.65K
$102K
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-594- 4.93% |
$28.3K - $31.1K
|
11.4K
$251K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-597- 0.86% |
$28.5K - $31.3K
|
68.8K
$1.51M
|