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 24, 2023
Q2 2023
|
Flower City Capital
|
SELL
|
- |
-648- 1.31% |
$30.9K - $33.9K
|
48.8K
$1.14M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-670- 20.26% |
$31.9K - $35.1K
|
2.64K
$61.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-677- 8.05% |
$32.3K - $35.5K
|
7.73K
$181K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-691- 3.39% |
$32.9K - $36.2K
|
19.7K
$461K
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-697- 1.48% |
$33.2K - $36.5K
|
46.5K
$1.09M
|
|
|
Aug 08, 2023
Q2 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-701- 0.92% |
$33.4K - $36.7K
|
75.8K
$1.77M
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-709- 2.61% |
$33.8K - $37.1K
|
26.5K
$619K
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-726- 0.42% |
$34.6K - $38K
|
172K
$4.02M
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-727- 5.22% |
$34.7K - $38.1K
|
13.2K
$309K
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-738- 0.16% |
$35.2K - $38.6K
|
467K
$10.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-748- 1.68% |
$35.7K - $39.2K
|
43.7K
$1.02M
|
|
|
Jul 19, 2023
Q2 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-751- 2.0% |
$35.8K - $39.3K
|
36.8K
$860K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-797- 5.54% |
$38K - $41.7K
|
13.6K
$318K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-797- 5.54% |
$38K - $41.7K
|
13.6K
$318K
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-800- 9.91% |
$38.1K - $41.9K
|
7.28K
$170K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-807- 41.07% |
$38.5K - $42.3K
|
1.16K
$27.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-855- 2.73% |
$40.8K - $44.8K
|
30.5K
$714K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-885- 3.96% |
$42.2K - $46.3K
|
21.5K
$502K
|
|
|
Jul 19, 2023
Q2 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-886- 9.9% |
$42.2K - $46.4K
|
8.07K
$189K
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-888- 8.44% |
$42.3K - $46.5K
|
9.64K
$226K
|
|
|
Jul 06, 2023
Q2 2023
|
Madden Securities Corp
|
SELL
|
- |
-893- 4.09% |
$42.6K - $46.8K
|
20.9K
$490K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-913- 1.89% |
$43.5K - $47.8K
|
47.3K
$1.11M
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-927- 2.46% |
$44.2K - $48.5K
|
36.7K
$860K
|
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-943- 5.3% |
$45K - $49.4K
|
16.8K
$394K
|
|
|
Aug 01, 2023
Q2 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-972- 12.09% |
$46.3K - $50.9K
|
7.07K
$165K
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-979- 4.36% |
$46.7K - $51.3K
|
21.5K
$503K
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-990- 1.24% |
$47.2K - $51.8K
|
78.9K
$1.85M
|
|
|
Jul 28, 2023
Q2 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-997- 2.51% |
$47.5K - $52.2K
|
38.7K
$906K
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.01K- 0.56% |
$48K - $52.7K
|
178K
$4.17M
|
|
|
Aug 01, 2023
Q2 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.02K- 1.19% |
$48.7K - $53.5K
|
85.1K
$1.99M
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.03K- 0.38% |
$49K - $53.8K
|
271K
$6.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.03K- 2.52% |
$49K - $53.8K
|
39.8K
$932K
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-1.05K- 21.28% |
$49.9K - $54.8K
|
3.87K
$90.5K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1.07K- 8.08% |
$51.1K - $56.1K
|
12.2K
$285K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.08K- 3.21% |
$51.4K - $56.5K
|
32.5K
$761K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.11K- 4.03% |
$53K - $58.2K
|
26.4K
$618K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.12K- 2.46% |
$53.3K - $58.5K
|
44.3K
$1.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-1.13K- 0.24% |
$54.1K - $59.4K
|
475K
$11.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.18K- 3.94% |
$56.4K - $62K
|
28.9K
$675K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.2K- 3.62% |
$57K - $62.6K
|
31.8K
$744K
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.2K- 23.64% |
$57K - $62.6K
|
3.86K
$90.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.2K- 7.03% |
$57.2K - $62.8K
|
15.9K
$371K
|
|
|
Aug 10, 2023
Q2 2023
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-1.2K- 2.86% |
$57.3K - $63K
|
40.9K
$956K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1.21K- 49.45% |
$57.5K - $63.2K
|
1.23K
$28.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Rovin Capital
|
SELL
|
- |
-1.22K- 3.81% |
$58K - $63.7K
|
30.7K
$718K
|
|
|
Jul 28, 2023
Q2 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-1.23K- 0.74% |
$58.4K - $64.2K
|
164K
$3.83M
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-1.23K- 8.19% |
$58.4K - $64.2K
|
13.7K
$322K
|
|
|
Jul 18, 2023
Q2 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-1.23K- 3.44% |
$58.5K - $64.3K
|
34.5K
$807K
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.24K- 24.16% |
$59.1K - $64.9K
|
3.89K
$91K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.25K- 2.05% |
$59.5K - $65.4K
|
59.5K
$1.39M
|