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 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6.31K+ 145.48% |
$301K - $331K
|
10.7K
$249K
|
|
|
Jul 26, 2023
Q2 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
6.29KNew |
$300K - $330K
|
6.29K
$147K
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.24K+ 13.2% |
$297K - $327K
|
53.5K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
6.14KNew |
$293K - $321K
|
6.14K
$144K
|
|
|
Aug 14, 2023
Q2 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
6.13KNew |
$292K - $321K
|
6.13K
$143K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
6.07K+ 18.89% |
$290K - $318K
|
38.2K
$894K
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
BUY
|
- |
6.05K+ 4.13% |
$288K - $317K
|
153K
$3.57M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6.04K+ 68.79% |
$288K - $316K
|
14.8K
$347K
|
|
|
Aug 14, 2023
Q2 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
5.95KNew |
$284K - $312K
|
5.95K
$139K
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
5.89K+ 43.21% |
$281K - $309K
|
19.5K
$457K
|
|
|
Jul 19, 2023
Q2 2023
|
West Oak Capital, LLC
|
BUY
|
- |
5.72K+ 8.23% |
$273K - $300K
|
75.2K
$1.76M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
5.59K+ 1221.4% |
$267K - $293K
|
6.05K
$142K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
5.43K+ 71.83% |
$259K - $284K
|
13K
$304K
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
5.42K+ 7.77% |
$258K - $284K
|
75.1K
$1.76M
|
|
|
Aug 09, 2023
Q2 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
5.36KNew |
$255K - $281K
|
5.36K
$125K
|
|
|
Jul 05, 2023
Q2 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
5.35K+ 6.79% |
$255K - $280K
|
84.2K
$1.97M
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
5.28K+ 6.83% |
$252K - $276K
|
82.5K
$1.93M
|
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
5.26KNew |
$251K - $276K
|
5.26K
$123K
|
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
5.23KNew |
$249K - $274K
|
5.23K
$122K
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
5.16KNew |
$246K - $270K
|
5.16K
$121K
|
|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
5.1KNew |
$243K - $267K
|
5.1K
$119K
|
|
|
Jul 31, 2023
Q2 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
5.05KNew |
$241K - $264K
|
5.05K
$118K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
4.96K+ 5.71% |
$236K - $260K
|
91.7K
$2.15M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4.96K+ 5.71% |
$236K - $260K
|
91.7K
$2.15M
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
BUY
|
- |
4.86K+ 5.72% |
$232K - $254K
|
89.8K
$2.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
4.73K+ 111.51% |
$225K - $248K
|
8.97K
$210K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.72K+ 9.34% |
$225K - $247K
|
55.2K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
4.71K+ 7.38% |
$225K - $247K
|
68.6K
$1.61M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.63K+ 56.2% |
$221K - $243K
|
12.9K
$301K
|
|
|
Jul 18, 2023
Q2 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
4.6K+ 1.56% |
$219K - $241K
|
300K
$7.01M
|
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
BUY
|
- |
4.5KNew |
$214K - $235K
|
4.5K
$105K
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
4.44K+ 49.3% |
$212K - $233K
|
13.5K
$315K
|
|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
4.43KNew |
$211K - $232K
|
4.43K
$104K
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
4.4KNew |
$210K - $230K
|
4.4K
$103K
|
|
|
Jul 21, 2023
Q2 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
4.31K+ 4.03% |
$206K - $226K
|
111K
$2.6M
|
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
4.16KNew |
$198K - $218K
|
4.16K
$97.3K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.16KNew |
$198K - $218K
|
4.16K
$97.3K
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
4.13K+ 0.46% |
$197K - $216K
|
893K
$20.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
4.11KNew |
$196K - $215K
|
4.11K
$96.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
4.08KNew |
$194K - $213K
|
4.08K
$95.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
4.07KNew |
$194K - $213K
|
4.07K
$95.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
4.05K+ 26.07% |
$193K - $212K
|
19.6K
$459K
|
|
|
Jul 07, 2023
Q2 2023
|
Divergent Wealth Advisors
|
BUY
|
- |
4.04KNew |
$193K - $212K
|
4.04K
$94.5K
|
|
|
Jul 17, 2023
Q2 2023
|
Bowman & CO S.C.
|
BUY
|
- |
4.04KNew |
$192K - $211K
|
4.04K
$94.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
4KNew |
$191K - $209K
|
4K
$93.6K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.96K+ 5.02% |
$189K - $207K
|
82.9K
$1.94M
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.96K+ 81.09% |
$189K - $207K
|
8.84K
$207K
|
|
|
Aug 04, 2023
Q2 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
3.95KNew |
$188K - $207K
|
3.95K
$92.5K
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.93K+ 8.81% |
$187K - $206K
|
48.6K
$1.14M
|
|
|
Jul 13, 2023
Q2 2023
|
Presidio Capital Management, LLC
|
BUY
|
- |
3.93KNew |
$187K - $206K
|
3.93K
$92K
|