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
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
57.9K+ 157.29% |
$2.76M - $3.03M
|
94.6K
$2.21M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
57.9K+ 157.29% |
$2.76M - $3.03M
|
94.6K
$2.21M
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
56.7KNew |
$2.7M - $2.97M
|
56.7K
$1.33M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
49.9K+ 1.55% |
$2.38M - $2.61M
|
3.26M
$76.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
47.6K+ 304.52% |
$2.27M - $2.49M
|
63.3K
$1.48M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
47.3KNew |
$2.25M - $2.48M
|
47.3K
$1.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
46.4K+ 45.44% |
$2.21M - $2.43M
|
148K
$3.47M
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
44.4K+ 7.76% |
$2.12M - $2.33M
|
617K
$14.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
43.9K+ 5.19% |
$2.09M - $2.3M
|
890K
$20.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
43.6K+ 2.89% |
$2.08M - $2.28M
|
1.55M
$36.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
43.1KNew |
$2.06M - $2.26M
|
43.1K
$1.01M
|
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
41.9K+ 11.04% |
$2M - $2.19M
|
421K
$9.86M
|
|
|
Jul 21, 2023
Q2 2023
|
Financial Consulate, Inc
|
BUY
|
- |
38.7K+ 4.54% |
$1.84M - $2.03M
|
892K
$20.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
38.3K+ 6.72% |
$1.82M - $2M
|
608K
$14.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
37.4K+ 52.43% |
$1.78M - $1.96M
|
109K
$2.54M
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
36.8K+ 6.41% |
$1.75M - $1.93M
|
611K
$14.3M
|
|
|
Jul 27, 2023
Q2 2023
|
Leverty Financial Group, LLC
|
BUY
|
- |
36.1K+ 4.09% |
$1.72M - $1.89M
|
919K
$21.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
35.9K+ 3.25% |
$1.71M - $1.88M
|
1.14M
$26.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
35.5K+ 101.5% |
$1.69M - $1.86M
|
70.4K
$1.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
35K+ 5.96% |
$1.67M - $1.83M
|
622K
$14.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
34.7K+ 1.61% |
$1.65M - $1.82M
|
2.19M
$51.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
34.1K+ 8.7% |
$1.63M - $1.79M
|
426K
$9.97M
|
|
|
Jul 27, 2023
Q2 2023
|
Sage Financial Group Inc
|
BUY
|
- |
33.5K+ 0.41% |
$1.6M - $1.75M
|
8.28M
$194M
|
|
|
Jul 13, 2023
Q2 2023
|
Veery Capital, LLC
|
BUY
|
- |
33.4K+ 6.95% |
$1.59M - $1.75M
|
514K
$12M
|
|
|
Jul 13, 2023
Q2 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
32.7K+ 44.81% |
$1.56M - $1.71M
|
106K
$2.47M
|
|
|
Jul 14, 2023
Q2 2023
|
Capital Planning LLC
|
BUY
|
- |
31.1K+ 37.01% |
$1.48M - $1.63M
|
115K
$2.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
31.1K+ 5.35% |
$1.48M - $1.63M
|
612K
$14.3M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
30.3K+ 6.76% |
$1.44M - $1.59M
|
479K
$11.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
29.9K+ 5.04% |
$1.42M - $1.56M
|
623K
$14.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
BUY
|
- |
29.8K+ 20.72% |
$1.42M - $1.56M
|
174K
$4.07M
|
|
|
Sep 08, 2023
Q2 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
29.1KNew |
$1.39M - $1.53M
|
29.1K
$682K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
28.9K+ 25.87% |
$1.38M - $1.51M
|
140K
$3.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Adams Wealth Management
|
BUY
|
- |
28.8K+ 1.82% |
$1.38M - $1.51M
|
1.61M
$37.8M
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
27K+ 52.25% |
$1.29M - $1.41M
|
78.7K
$1.84M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25K+ 6.29% |
$1.19M - $1.31M
|
423K
$9.9M
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
25K+ 20.0% |
$1.19M - $1.31M
|
150K
$3.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
24.1K+ 563.48% |
$1.15M - $1.26M
|
28.4K
$665K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
24K+ 356.71% |
$1.15M - $1.26M
|
30.8K
$720K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23.8K+ 2.28% |
$1.13M - $1.24M
|
1.07M
$25M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
22.4K+ 7.56% |
$1.07M - $1.18M
|
319K
$7.47M
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
22.3K+ 24.04% |
$1.06M - $1.17M
|
115K
$2.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
21.7KNew |
$1.03M - $1.14M
|
21.7K
$508K
|
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
BUY
|
- |
20.4K+ 4.92% |
$973K - $1.07M
|
436K
$10.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20.3K+ 15.21% |
$968K - $1.06M
|
154K
$3.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
19.8K+ 6.47% |
$943K - $1.04M
|
325K
$7.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
19.7K+ 6.27% |
$939K - $1.03M
|
334K
$7.82M
|
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
BUY
|
- |
19.5KNew |
$931K - $1.02M
|
19.5K
$457K
|
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
19.1K+ 89.07% |
$911K - $1M
|
40.5K
$949K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
19K+ 1.84% |
$905K - $994K
|
1.05M
$24.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
18.1K+ 4.43% |
$864K - $949K
|
427K
$10M
|