Purchases and Sales Made in Q2 2023 in Schwab Strategic Tr Us Large C (SCHX)

SCHX Quotes by TradingView

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 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
1.97K
+ 5.03%
$93.7K - $103K
41K $960K
Jul 26, 2023 Q2 2023
Bell Bank

BUY
 -
1.96K
+ 16.05%
$93.3K - $102K
14.1K $331K
Jul 31, 2023 Q2 2023
Athena Investment Management

BUY
 -
1.93K
+ 0.41%
$92.1K - $101K
479K $11.2M
Aug 14, 2023 Q2 2023
Van Cleef Asset Management,Inc

Beachwood, OH
BUY
 -
1.93K
+ 2.95%
$92K - $101K
67.4K $1.58M
Jul 12, 2023 Q2 2023
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
1.91K
+ 14.98%
$90.9K - $99.9K
14.6K $343K
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
1.89K
+ 3.07%
$90K - $98.9K
63.4K $1.48M
May 20, 2024 Q2 2023
Parallel Advisors, LLC

BUY
 -
1.81K
+ 3.55%
$86.3K - $94.8K
52.8K $1.24M
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

BUY
 -
1.81K
+ 3.55%
$86.3K - $94.8K
52.8K $1.24M
Aug 01, 2023 Q2 2023
Pegasus Asset Management, Inc.

BUY
 -
1.8K
+ 23.49%
$85.8K - $94.3K
9.46K $221K
Jul 14, 2023 Q2 2023
Park Avenue Securities LLC

BUY
 -
1.78K
+ 10.86%
$84.9K - $93.3K
18.2K $426K
Aug 11, 2023 Q2 2023
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
1.77K
+ 6.31%
$84.1K - $92.4K
29.7K $696K
Aug 14, 2023 Q2 2023
New Republic Capital, LLC

Charlotte, NC
BUY
 -
1.76K
New
$83.9K - $92.2K
1.76K $41.2K
Aug 08, 2023 Q2 2023
Dravo Bay LLC

Wilmington, DE
BUY
 -
1.76K
+ 0.36%
$83.7K - $91.9K
492K $11.5M
Aug 10, 2023 Q2 2023
Sonora Investment Management Group, LLC

Tucson, AZ
BUY
 -
1.73K
+ 14.65%
$82.3K - $90.4K
13.5K $316K
Aug 08, 2023 Q2 2023
Fagan Associates, Inc.

BUY
 -
1.68K
+ 3.81%
$80.1K - $88K
45.7K $1.07M
Jul 26, 2023 Q2 2023
Aaron Wealth Advisors LLC

BUY
 -
1.65K
+ 24.24%
$78.4K - $86.1K
8.43K $197K
Jul 10, 2023 Q2 2023
B.O.S.S. Retirement Advisors, LLC

Lehi, UT
BUY
 -
1.62K
+ 1.87%
$77.2K - $84.8K
88.3K $2.07M
Jul 10, 2023 Q2 2023
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
1.59K
+ 33.43%
$75.8K - $83.3K
6.35K $148K
Jul 25, 2023 Q2 2023
Godsey & Gibb Associates

BUY
 -
1.57K
+ 9.76%
$74.8K - $82.2K
17.6K $413K
Jul 27, 2023 Q2 2023
Oak Harbor Wealth Partners, LLC

BUY
 -
1.56K
New
$74.3K - $81.6K
1.56K $36.5K
Jul 31, 2023 Q2 2023
Roof Eidam & Maycock

BUY
 -
1.55K
+ 14.86%
$73.9K - $81.2K
12K $280K
Aug 14, 2023 Q2 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
1.54K
+ 2.25%
$73.3K - $80.5K
70K $1.64M
Jan 12, 2024 Q2 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
1.52K
+ 8.85%
$72.5K - $79.7K
18.7K $438K
Aug 04, 2023 Q2 2023
Tanglewood Wealth Management, Inc.

BUY
 -
1.47K
+ 14.79%
$70.1K - $77K
11.4K $267K
Jul 13, 2023 Q2 2023
Patriot Investment Management Inc.

BUY
 -
1.46K
+ 1.05%
$69.6K - $76.4K
140K $3.27M
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

BUY
 -
1.43K
+ 2.78%
$68.3K - $75K
52.9K $1.24M
Aug 08, 2023 Q2 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
1.42K
New
$67.7K - $74.4K
1.42K $33.3K
Jul 14, 2023 Q2 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
1.26K
+ 18.01%
$59.9K - $65.8K
8.24K $193K
Aug 08, 2023 Q2 2023
Edge Capital Group, LLC

BUY
 -
1.25K
+ 2.07%
$59.6K - $65.5K
61.7K $1.44M
Jul 31, 2023 Q2 2023
Brighton Jones LLC

BUY
 -
1.22K
+ 2.29%
$57.9K - $63.6K
54.3K $1.27M
Aug 04, 2023 Q2 2023
Parsons Capital Management Inc

BUY
 -
1.21K
+ 16.55%
$57.6K - $63.3K
8.52K $199K
Jul 13, 2023 Q2 2023
Transcend Capital Advisors, LLC

BUY
 -
1.21K
+ 6.56%
$57.6K - $63.3K
19.6K $459K
Aug 14, 2023 Q2 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
1.21K
+ 28.91%
$57.5K - $63.2K
5.38K $126K
Jul 13, 2023 Q2 2023
American Financial Advisors, LLC

BUY
 -
1.17K
+ 8.51%
$55.6K - $61.1K
14.9K $348K
Aug 03, 2023 Q2 2023
Larson Financial Group LLC

BUY
 -
1.16K
+ 5.43%
$55.1K - $60.5K
22.4K $525K
Jul 18, 2023 Q2 2023
Zhang Financial LLC

BUY
 -
1.07K
+ 2.21%
$51.2K - $56.2K
49.6K $1.16M
Aug 10, 2023 Q2 2023
Somerset Group LLC

Wayzata, MN
BUY
 -
1.06K
+ 2.51%
$50.7K - $55.7K
43.4K $1.02M
Jul 18, 2023 Q2 2023
Sentinel Pension Advisors Inc

Wakefield, MA
BUY
 -
1.06K
+ 1.11%
$50.6K - $55.6K
96.4K $2.26M
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
1.03K
+ 9.31%
$49K - $53.8K
12.1K $282K
Jul 27, 2023 Q2 2023
Financial Counselors Inc

BUY
 -
1K
+ 2.17%
$47.8K - $52.5K
47.2K $1.1M
Sep 12, 2023 Q2 2023
Cgc Financial Services, LLC

Lake Oswego, OR
BUY
 -
1K
New
$47.7K - $52.4K
1K $23.4K
Jul 11, 2023 Q2 2023
Capital Investment Advisors, LLC

BUY
 -
989
+ 11.97%
$47.1K - $51.8K
9.25K $216K
Aug 08, 2023 Q2 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
983
+ 4.64%
$46.9K - $51.5K
22.2K $519K
Aug 14, 2023 Q2 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
982
+ 4.94%
$46.8K - $51.4K
20.9K $488K
Jul 21, 2023 Q2 2023
Beacon Investment Advisory Services, Inc.

BUY
 -
938
+ 9.42%
$44.7K - $49.1K
10.9K $255K
Aug 07, 2023 Q2 2023
Ieq Capital, LLC

BUY
 -
926
+ 2.55%
$44.1K - $48.5K
37.2K $871K
Jul 28, 2023 Q2 2023
Crewe Advisors LLC

BUY
 -
908
+ 6.17%
$43.3K - $47.6K
15.6K $365K
Jul 11, 2023 Q2 2023
Pioneer Wealth Management Group

Austin, TX
BUY
 -
902
+ 3.16%
$43K - $47.2K
29.5K $690K
Aug 04, 2023 Q2 2023
Summit Place Financial Advisors, LLC

BUY
 -
900
+ 1.47%
$42.9K - $47.1K
61.9K $1.45M

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