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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-1.92K- 10.6% |
$91.5K - $100K
|
16.2K
$356K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.94K- 21.12% |
$92.2K - $101K
|
7.23K
$159K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.94K- 19.33% |
$92.2K - $101K
|
8.07K
$177K
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.95K- 11.08% |
$93.1K - $102K
|
15.7K
$344K
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
SELL
|
- |
-2K- 8.8% |
$95.3K - $105K
|
20.7K
$455K
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-2.05K- 4.01% |
$97.5K - $107K
|
49K
$1.08M
|
|
|
Aug 09, 2023
Q2 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-2.12K- 11.54% |
$101K - $111K
|
16.3K
$357K
|
|
|
Aug 14, 2023
Q2 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-2.14K- 3.94% |
$102K - $112K
|
52.3K
$1.15M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.16K- 5.57% |
$103K - $113K
|
36.6K
$803K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.19K- 3.44% |
$104K - $115K
|
61.5K
$1.35M
|
|
|
Jul 31, 2023
Q2 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-2.27K- 2.08% |
$108K - $119K
|
107K
$2.35M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-2.28K- 0.88% |
$109K - $119K
|
256K
$5.62M
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.29K- 10.76% |
$109K - $120K
|
19K
$417K
|
|
|
Jul 20, 2023
Q2 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-2.31K- 6.56% |
$110K - $121K
|
32.9K
$723K
|
|
|
Aug 07, 2023
Q2 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-2.36K- 0.77% |
$112K - $123K
|
306K
$6.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-2.43K- 23.59% |
$116K - $127K
|
7.87K
$173K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.45K- 2.76% |
$117K - $129K
|
86.4K
$1.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-2.53K- 17.3% |
$121K - $132K
|
12.1K
$265K
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-2.53K- 2.59% |
$121K - $133K
|
95.1K
$2.09M
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
SELL
|
- |
-2.54K- 13.77% |
$121K - $133K
|
15.9K
$349K
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.55K- 3.0% |
$121K - $133K
|
82.3K
$1.81M
|
|
|
Jul 13, 2023
Q2 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.61K- 8.94% |
$124K - $136K
|
26.5K
$583K
|
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-2.65K- 2.63% |
$126K - $139K
|
98.2K
$2.16M
|
|
|
Jul 28, 2023
Q2 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-2.66K- 5.42% |
$127K - $139K
|
46.4K
$1.02M
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.71K- 23.21% |
$129K - $142K
|
8.96K
$197K
|
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-2.72K- 0.6% |
$130K - $143K
|
452K
$9.93M
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.73K- 2.73% |
$130K - $143K
|
97.2K
$2.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.73K- 2.73% |
$130K - $143K
|
97.2K
$2.14M
|
|
|
Jul 05, 2023
Q2 2023
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-2.73K- 36.49% |
$130K - $143K
|
4.75K
$104K
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-2.74K- 3.8% |
$130K - $143K
|
69.2K
$1.52M
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-2.74K- 8.9% |
$130K - $143K
|
28K
$615K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-2.86K- 76.5% |
$136K - $150K
|
879
$19.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.88K- 1.35% |
$137K - $151K
|
211K
$4.63M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-2.88K- 3.27% |
$137K - $151K
|
85.1K
$1.87M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2.94K- 1.76% |
$140K - $154K
|
164K
$3.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-2.97K- 4.56% |
$142K - $156K
|
62.2K
$1.37M
|
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-2.99K- 14.26% |
$143K - $157K
|
18K
$395K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.05K- 4.63% |
$145K - $160K
|
62.8K
$1.38M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.09K- 7.11% |
$147K - $162K
|
40.3K
$886K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-3.11K- 60.5% |
$148K - $163K
|
2.03K
$44.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-3.12K- 15.75% |
$149K - $164K
|
16.7K
$367K
|
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-3.22K- 40.69% |
$154K - $169K
|
4.7K
$103K
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-3.23K- 1.02% |
$154K - $169K
|
313K
$6.86M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-3.24K- 70.73% |
$154K - $170K
|
1.34K
$29.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-3.24K- 7.98% |
$155K - $170K
|
37.4K
$822K
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.25K- 6.98% |
$155K - $170K
|
43.2K
$949K
|
|
|
Aug 07, 2023
Q2 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-3.38K- 1.98% |
$161K - $177K
|
167K
$3.67M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.4K- 11.51% |
$162K - $178K
|
26.1K
$574K
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-3.42K- 5.44% |
$163K - $179K
|
59.5K
$1.31M
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.43K- 7.38% |
$164K - $180K
|
43.1K
$946K
|