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 13, 2023 Q2 2023
Rtd Financial Advisors, Inc.

BUY
 -
308
+ 0.21%
$14.7K - $16.1K
145K $3.39M
Jul 11, 2023 Q2 2023
Gradient Investments LLC

BUY
 -
304
+ 111.76%
$14.5K - $15.9K
576 $13.5K
Aug 10, 2023 Q2 2023
Delta Asset Management LLC

Memphis, TN
BUY
 -
300
+ 133.33%
$14.3K - $15.7K
525 $12.3K
Aug 08, 2023 Q2 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
295
+ 3.24%
$14.1K - $15.4K
9.39K $220K
Aug 11, 2023 Q2 2023
Circle Wealth Management, LLC

Summit, NJ
BUY
 -
286
+ 0.28%
$13.6K - $15K
102K $2.38M
Aug 10, 2023 Q2 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
281
+ 6.32%
$13.4K - $14.7K
4.73K $111K
Jul 31, 2023 Q2 2023
First National Corp

BUY
 -
281
+ 0.13%
$13.4K - $14.7K
218K $5.1M
Jul 14, 2023 Q2 2023
Vanguard Capital Wealth Advisors

BUY
 -
280
+ 6.19%
$13.3K - $14.7K
4.8K $112K
Jul 14, 2023 Q2 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
276
+ 0.87%
$13.2K - $14.5K
32.1K $751K
Aug 10, 2023 Q2 2023
Index Fund Advisors, Inc.

BUY
 -
270
+ 0.53%
$12.9K - $14.1K
50.8K $1.19M
Jul 26, 2023 Q2 2023
Firestone Capital Management

BUY
 -
245
+ 1.34%
$11.7K - $12.8K
18.6K $435K
Aug 03, 2023 Q2 2023
Jnba Financial Advisors

BUY
 -
234
New
$11.2K - $12.3K
234 $5.48K
Aug 02, 2023 Q2 2023
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
223
+ 1.37%
$10.6K - $11.7K
16.5K $385K
Aug 02, 2023 Q2 2023
Thrive Capital Management, LLC

Fort Washington, PA
BUY
 -
218
+ 3.53%
$10.4K - $11.4K
6.4K $150K
Jul 14, 2023 Q2 2023
Advisor Net Financial, Inc

BUY
 -
217
+ 0.77%
$10.3K - $11.4K
28.3K $662K
Aug 08, 2023 Q2 2023
Northeast Financial Consultants Inc

Westport, CT
BUY
 -
214
+ 3.82%
$10.2K - $11.2K
5.81K $136K
Aug 08, 2023 Q2 2023
Archer Investment Corp

BUY
 -
212
New
$10.1K - $11.1K
212 $4.96K
Aug 14, 2023 Q2 2023
Asset Management Group, Inc.

Stamford, CT
BUY
 -
209
+ 0.37%
$9.96K - $10.9K
56.4K $1.32M
Jul 12, 2023 Q2 2023
Contravisory Investment Management, Inc.

BUY
 -
206
+ 26.51%
$9.82K - $10.8K
983 $23K
Jul 24, 2023 Q2 2023
Mayfair Advisory Group, LLC

Birmingham, AL
BUY
 -
200
+ 4.29%
$9.53K - $10.5K
4.86K $114K
Jul 21, 2023 Q2 2023
John W. Brooker & Co., Cp As

BUY
 -
189
+ 0.56%
$9.01K - $9.9K
34K $796K
Aug 11, 2023 Q2 2023
Avant Capital LLC

Lafayette, LA
BUY
 -
186
+ 0.84%
$8.87K - $9.74K
22.3K $522K
Jul 27, 2023 Q2 2023
Verity Wealth Advisors

BUY
 -
183
+ 0.39%
$8.72K - $9.58K
47.3K $1.11M
Nov 13, 2023 Q2 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
180
New
$8.58K - $9.43K
180 $4.21K
Sep 08, 2023 Q2 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
180
+ 23.26%
$8.58K - $9.43K
954 $22.3K
Aug 11, 2023 Q2 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
179
+ 1.21%
$8.53K - $9.37K
15K $350K
Aug 08, 2023 Q2 2023
First Pacific Financial

BUY
 -
171
New
$8.15K - $8.96K
171 $4K
Oct 18, 2023 Q2 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
167
+ 2.57%
$7.96K - $8.75K
6.67K $156K
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
167
New
$7.96K - $8.75K
167 $3.91K
Aug 11, 2023 Q2 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
165
+ 2.06%
$7.87K - $8.64K
8.16K $191K
Jul 13, 2023 Q2 2023
Tilia Fiduciary Partners, Inc.

BUY
 -
158
+ 1.41%
$7.53K - $8.27K
11.4K $266K
Aug 11, 2023 Q2 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
158
+ 2.87%
$7.53K - $8.27K
5.66K $133K
Nov 13, 2024 Q2 2023
Covington Investment Advisors Inc.

Ligonier, PA
BUY
 -
154
+ 1.94%
$7.34K - $8.06K
8.08K $189K
Aug 07, 2023 Q2 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
143
+ 1.75%
$6.82K - $7.49K
8.3K $194K
Jul 28, 2023 Q2 2023
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
143
+ 3.81%
$6.82K - $7.49K
3.9K $91.3K
Aug 10, 2023 Q2 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
131
+ 0.45%
$6.24K - $6.86K
29K $679K
Aug 04, 2023 Q2 2023
Capital Wealth Planning, LLC

BUY
 -
115
+ 2.51%
$5.48K - $6.02K
4.7K $110K
Aug 02, 2023 Q2 2023
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
112
+ 2.51%
$5.34K - $5.87K
4.58K $107K
Aug 11, 2023 Q2 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
100
New
$4.77K - $5.24K
100 $2.34K
Aug 10, 2023 Q2 2023
E Rn Financial, LLC

BUY
 -
97
+ 1.43%
$4.62K - $5.08K
6.87K $161K
Jul 17, 2023 Q2 2023
Relyea Zuckerberg Hanson LLC

BUY
 -
95
+ 0.33%
$4.53K - $4.98K
28.8K $675K
Aug 01, 2023 Q2 2023
Financial Advisors, LLC

Andover, MA
BUY
 -
91
+ 0.12%
$4.34K - $4.77K
76.1K $1.78M
Aug 01, 2023 Q2 2023
Wolff Wiese Magana LLC

BUY
 -
84
New
$4K - $4.4K
84 $1.97K
Aug 09, 2023 Q2 2023
Nicholas Hoffman & Company, Llc.

Atlanta, GA
BUY
 -
82
+ 0.22%
$3.91K - $4.29K
38.1K $891K
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
80
New
$3.81K - $4.19K
80 $1.87K
Aug 07, 2023 Q2 2023
Rainsberger Wealth Advisors, Inc.

Colorado Springs, CO
BUY
 -
61
+ 0.17%
$2.91K - $3.19K
36.1K $844K
Jul 24, 2023 Q2 2023
Carlson Capital Management

BUY
 -
59
+ 0.09%
$2.81K - $3.09K
62.6K $1.47M
Jul 26, 2023 Q2 2023
Sawtooth Solutions, LLC

BUY
 -
52
+ 0.12%
$2.48K - $2.72K
44.4K $1.04M
Aug 14, 2023 Q2 2023
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
52
+ 0.12%
$2.48K - $2.72K
44.4K $1.04M

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