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 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.24K- 6.13% |
$345K - $379K
|
111K
$2.59M
|
|
|
Jul 14, 2023
Q2 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-7.39K- 7.15% |
$352K - $387K
|
96K
$2.25M
|
|
|
Aug 03, 2023
Q2 2023
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-7.46K- 3.38% |
$356K - $391K
|
213K
$4.99M
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-7.49K- 6.34% |
$357K - $392K
|
111K
$2.59M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-7.7K- 9.66% |
$367K - $403K
|
72K
$1.69M
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
SELL
|
- |
-7.74K- 4.16% |
$369K - $405K
|
179K
$4.18M
|
|
|
Jul 13, 2023
Q2 2023
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-8.11K- 6.02% |
$386K - $424K
|
126K
$2.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-8.4K- 14.95% |
$400K - $440K
|
47.8K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.52K- 3.29% |
$406K - $446K
|
250K
$5.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-8.73K- 1.92% |
$416K - $457K
|
447K
$10.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-8.79K- 15.16% |
$419K - $460K
|
49.2K
$1.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
SELL
|
- |
-8.97K- 6.61% |
$427K - $469K
|
127K
$2.96M
|
|
|
Oct 09, 2024
Q2 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-9.24K- 35.59% |
$440K - $484K
|
16.7K
$391K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-9.36K- 3.79% |
$446K - $490K
|
238K
$5.57M
|
|
|
Jul 31, 2023
Q2 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-9.45K- 2.89% |
$451K - $495K
|
318K
$7.44M
|
|
|
Jul 18, 2023
Q2 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-9.51K- 15.78% |
$453K - $498K
|
50.8K
$1.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.91K- 1.01% |
$472K - $519K
|
972K
$22.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-9.91K- 9.37% |
$472K - $519K
|
95.8K
$2.24M
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-10.1K- 6.23% |
$479K - $526K
|
151K
$3.54M
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-10.9K- 27.45% |
$518K - $569K
|
28.7K
$672K
|
|
|
Aug 04, 2023
Q2 2023
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-10.9K- 2.9% |
$519K - $571K
|
365K
$8.54M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-11.1K- 6.55% |
$529K - $581K
|
158K
$3.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-11.2K- 10.61% |
$533K - $585K
|
94.2K
$2.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-11.4K- 2.93% |
$542K - $595K
|
376K
$8.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-11.5K- 2.91% |
$546K - $600K
|
383K
$8.96M
|
|
|
Jul 17, 2023
Q2 2023
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-11.6K- 1.27% |
$551K - $605K
|
901K
$21.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-11.6K- 5.23% |
$554K - $609K
|
210K
$4.93M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-11.7K- 5.35% |
$560K - $615K
|
208K
$4.86M
|
|
|
Jul 28, 2023
Q2 2023
|
Manchester Financial Inc
|
SELL
|
- |
-12K- 2.36% |
$571K - $627K
|
496K
$11.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-12.6K- 5.44% |
$601K - $660K
|
219K
$5.13M
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-13.1K- 7.41% |
$626K - $687K
|
164K
$3.84M
|
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-13.6K- 7.93% |
$649K - $713K
|
158K
$3.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-13.8K- 4.42% |
$659K - $723K
|
299K
$6.99M
|
|
|
Jul 31, 2023
Q2 2023
|
Montis Financial, LLC
|
SELL
|
- |
-14.3K- 7.2% |
$684K - $751K
|
185K
$4.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-14.4K- 2.62% |
$684K - $752K
|
533K
$12.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-14.5K- 52.61% |
$694K - $762K
|
13.1K
$307K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-14.6K- 1.3% |
$698K - $767K
|
1.11M
$26M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-14.7K- 1.6% |
$702K - $771K
|
903K
$21.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-15K- 56.06% |
$713K - $783K
|
11.7K
$274K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-16.6K- 29.63% |
$789K - $867K
|
39.3K
$920K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-16.6K- 4.2% |
$791K - $869K
|
378K
$8.85M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-16.8K- 12.23% |
$801K - $880K
|
121K
$2.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-18.4K- 82.14% |
$877K - $964K
|
4K
$93.6K
|
|
|
Jul 10, 2023
Q2 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-18.7K- 9.64% |
$894K - $982K
|
176K
$4.11M
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-19.7K- 3.86% |
$938K - $1.03M
|
490K
$11.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-20.4K- 25.35% |
$973K - $1.07M
|
60.1K
$1.41M
|
|
|
Jul 14, 2023
Q2 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-20.5K- 3.41% |
$978K - $1.07M
|
581K
$13.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-21.6K- 13.12% |
$1.03M - $1.13M
|
143K
$3.35M
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-21.6K- 3.2% |
$1.03M - $1.13M
|
653K
$15.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-21.7K- 77.85% |
$1.04M - $1.14M
|
6.18K
$145K
|