Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.33M+ 126.2% |
$218M - $235M
|
7.76M
$181M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.9M+ 580.9% |
$197M - $212M
|
4.57M
$107M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.68M+ 3.82% |
$84.5M - $91M
|
45.6M
$1.07B
|
|
|
Nov 30, 2023
Q3 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.55M+ 78754.63% |
$77.9M - $83.8M
|
1.55M
$36.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
1.07MNew |
$53.7M - $57.8M
|
1.07M
$24.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
726K+ 0.76% |
$36.6M - $39.4M
|
96.3M
$2.25B
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
637K+ 65.58% |
$32.1M - $34.5M
|
1.61M
$37.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
625K+ 663.82% |
$31.5M - $33.9M
|
719K
$16.8M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
573K+ 553.33% |
$28.8M - $31M
|
676K
$15.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
424K+ 130.22% |
$21.3M - $23M
|
749K
$17.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
423K+ 126.5% |
$21.3M - $22.9M
|
757K
$17.7M
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
BUY
|
- |
321K+ 45.39% |
$16.2M - $17.4M
|
1.03M
$24.1M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
317K+ 9.7% |
$15.9M - $17.2M
|
3.58M
$83.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
296KNew |
$14.9M - $16.1M
|
296K
$6.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
291K+ 327.91% |
$14.7M - $15.8M
|
380K
$8.88M
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
267KNew |
$13.4M - $14.4M
|
267K
$6.24M
|
|
|
Oct 13, 2023
Q3 2023
|
Seneca House Advisors
|
BUY
|
- |
226KNew |
$11.4M - $12.3M
|
226K
$5.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
209K+ 4.88% |
$10.5M - $11.3M
|
4.48M
$105M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
205K+ 2.92% |
$10.3M - $11.1M
|
7.23M
$169M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
196K+ 21.99% |
$9.86M - $10.6M
|
1.09M
$25.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
176K+ 13.82% |
$8.89M - $9.56M
|
1.45M
$34M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
157K+ 62.83% |
$7.92M - $8.53M
|
408K
$9.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
144K+ 4.08% |
$7.27M - $7.83M
|
3.69M
$86.3M
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
137K+ 1096.79% |
$6.89M - $7.42M
|
149K
$3.49M
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
130K+ 4.92% |
$6.55M - $7.05M
|
2.78M
$65M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
128K+ 5.66% |
$6.46M - $6.95M
|
2.4M
$56M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
128K+ 16.57% |
$6.42M - $6.92M
|
897K
$21M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
124K+ 26.13% |
$6.25M - $6.72M
|
599K
$14M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
113K+ 14.96% |
$5.69M - $6.13M
|
869K
$20.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
96.5K+ 3.26% |
$4.86M - $5.23M
|
3.05M
$71.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
92.3K+ 14.84% |
$4.65M - $5M
|
714K
$16.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
90.2K+ 55.68% |
$4.54M - $4.89M
|
252K
$5.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
82.7K+ 6.27% |
$4.16M - $4.48M
|
1.4M
$32.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
79.9K+ 6205.21% |
$4.02M - $4.33M
|
81.1K
$1.9M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
79.1K+ 1279.7% |
$3.98M - $4.29M
|
85.3K
$2M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
77.5K+ 10.44% |
$3.9M - $4.2M
|
820K
$19.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Econ Financial Services Corp
|
BUY
|
- |
71.7KNew |
$3.61M - $3.89M
|
71.7K
$1.68M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
67.8K+ 0.78% |
$3.41M - $3.67M
|
8.72M
$204M
|
|
|
Oct 05, 2023
Q3 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
67.3KNew |
$3.39M - $3.65M
|
67.3K
$1.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
64.4K+ 379.7% |
$3.24M - $3.49M
|
81.4K
$1.9M
|
|
|
Nov 19, 2024
Q3 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
62.2K+ 13.46% |
$3.13M - $3.37M
|
524K
$12.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
60.3K+ 3.52% |
$3.04M - $3.27M
|
1.78M
$41.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
59.8K+ 23.06% |
$3.01M - $3.24M
|
319K
$7.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
58K+ 27.51% |
$2.92M - $3.14M
|
269K
$6.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
55K+ 1.53% |
$2.77M - $2.98M
|
3.64M
$85.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
51.5K+ 12.17% |
$2.59M - $2.79M
|
474K
$11.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
49.6K+ 12.61% |
$2.5M - $2.69M
|
443K
$10.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
49.5KNew |
$2.49M - $2.68M
|
49.5K
$1.16M
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
48K+ 7.86% |
$2.42M - $2.6M
|
659K
$15.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
44.7K+ 2.04% |
$2.25M - $2.42M
|
2.23M
$52.3M
|