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 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
44+ 0.08% |
$2.1K - $2.3K
|
54.4K
$1.27M
|
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
42+ 0.25% |
$2K - $2.2K
|
17.1K
$400K
|
|
|
Aug 11, 2023
Q2 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
41+ 0.19% |
$1.95K - $2.15K
|
21.2K
$496K
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
BUY
|
- |
35+ 0.61% |
$1.67K - $1.83K
|
5.75K
$135K
|
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
31+ 0.32% |
$1.48K - $1.62K
|
9.67K
$226K
|
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
31+ 0.27% |
$1.48K - $1.62K
|
11.4K
$268K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
30New |
$1.43K - $1.57K
|
30
$702
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
30+ 0.02% |
$1.43K - $1.57K
|
152K
$3.55M
|
|
|
Jul 26, 2023
Q2 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
25+ 0.2% |
$1.19K - $1.31K
|
12.5K
$292K
|
|
|
Jul 24, 2023
Q2 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
24+ 0.09% |
$1.14K - $1.26K
|
25.9K
$605K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
23+ 0.38% |
$1.1K - $1.2K
|
6.13K
$144K
|
|
|
Aug 08, 2023
Q2 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
22+ 0.37% |
$1.05K - $1.15K
|
6.05K
$142K
|
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
22+ 0.3% |
$1.05K - $1.15K
|
7.33K
$172K
|
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
22New |
$1.05K - $1.15K
|
22
$515
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
BUY
|
- |
21+ 0.25% |
$1K - $1.1K
|
8.41K
$197K
|
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
BUY
|
- |
21+ 0.32% |
$1K - $1.1K
|
6.57K
$154K
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
20New |
$953 - $1.05K
|
20
$468
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
19+ 0.37% |
$906 - $995
|
5.19K
$121K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
18+ 1.02% |
$858 - $943
|
1.78K
$41.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
18+ 0.32% |
$858 - $943
|
5.68K
$133K
|
|
|
Aug 02, 2023
Q2 2023
|
Fusion Capital, LLC
|
BUY
|
- |
18+ 0.3% |
$858 - $943
|
6.02K
$141K
|
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
17+ 0.36% |
$810 - $890
|
4.8K
$112K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
17+ 0.33% |
$810 - $890
|
5.22K
$122K
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
16+ 0.38% |
$763 - $838
|
4.17K
$97.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
15+ 0.01% |
$715 - $786
|
117K
$2.75M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14+ 0.19% |
$667 - $733
|
7.32K
$171K
|
|
|
Aug 01, 2023
Q2 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
13+ 0.05% |
$620 - $681
|
28.3K
$662K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
12+ 0.3% |
$572 - $628
|
4.01K
$93.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
11+ 0.2% |
$524 - $576
|
5.54K
$130K
|
|
|
Dec 19, 2024
Q2 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
11+ 0.01% |
$524 - $576
|
211K
$4.94M
|
|
|
Aug 07, 2023
Q2 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
11+ 0.04% |
$524 - $576
|
29.3K
$685K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
11+ 0.2% |
$524 - $576
|
5.4K
$126K
|
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
10+ 0.1% |
$477 - $524
|
10.1K
$236K
|
|
|
Jul 17, 2023
Q2 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
10+ 0.23% |
$477 - $524
|
4.42K
$103K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
9+ 0.24% |
$429 - $471
|
3.74K
$87.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
BUY
|
- |
7+ 0.12% |
$334 - $367
|
6.06K
$142K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6+ 0.39% |
$286 - $314
|
1.53K
$35.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
5+ 0.06% |
$238 - $262
|
8.45K
$198K
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
5+ 0.08% |
$238 - $262
|
6.22K
$145K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4+ 0.37% |
$191 - $209
|
1.09K
$25.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
4+ 0.02% |
$191 - $209
|
18.7K
$438K
|
|
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
3+ 0.01% |
$143 - $157
|
21.3K
$497K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
3+ 0.18% |
$143 - $157
|
1.63K
$38.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
2+ 0.2% |
$95.3 - $105
|
1.03K
$24K
|
|
|
Jul 26, 2023
Q2 2023
|
Acas, LLC
|
BUY
|
- |
2+ 0.03% |
$95.3 - $105
|
6.08K
$142K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$95.3 - $105
|
27.4K
$641K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 0.36% |
$95.3 - $105
|
561
$13.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
2+ 0.01% |
$95.3 - $105
|
13.8K
$323K
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2+ 0.1% |
$95.3 - $105
|
2K
$46.7K
|
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$95.3 - $105
|
27.5K
$644K
|