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 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-38- 5.45% |
$1.91K - $2.06K
|
659
$15.4K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-42- 50.0% |
$2.12K - $2.28K
|
42
$983
|
|
|
Oct 25, 2023
Q3 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-46- 0.17% |
$2.32K - $2.49K
|
26.8K
$628K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-50- 1.02% |
$2.52K - $2.71K
|
4.86K
$114K
|
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-50- 1.16% |
$2.52K - $2.71K
|
4.27K
$99.9K
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-56- 0.34% |
$2.82K - $3.04K
|
16.6K
$388K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-59- 0.23% |
$2.97K - $3.2K
|
25.4K
$593K
|
|
|
Oct 26, 2023
Q3 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-61- 1.02% |
$3.07K - $3.31K
|
5.9K
$138K
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-66- 0.3% |
$3.32K - $3.58K
|
22.1K
$518K
|
|
|
Oct 10, 2023
Q3 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-67- 0.09% |
$3.37K - $3.63K
|
76K
$1.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-70- 0.89% |
$3.53K - $3.79K
|
7.8K
$183K
|
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-70- 0.27% |
$3.53K - $3.79K
|
26.1K
$610K
|
|
|
Oct 23, 2023
Q3 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-71- 0.29% |
$3.58K - $3.85K
|
24.1K
$564K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-73- 0.5% |
$3.68K - $3.96K
|
14.6K
$341K
|
|
|
Oct 31, 2023
Q3 2023
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-73- 0.64% |
$3.68K - $3.96K
|
11.3K
$265K
|
|
|
Oct 25, 2023
Q3 2023
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-75- 1.34% |
$3.78K - $4.07K
|
5.52K
$129K
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-75- 14.29% |
$3.78K - $4.07K
|
450
$10.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-76- 1.65% |
$3.83K - $4.12K
|
4.53K
$106K
|
|
|
Oct 26, 2023
Q3 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-82- 1.46% |
$4.13K - $4.45K
|
5.55K
$130K
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-90- 2.05% |
$4.53K - $4.88K
|
4.31K
$101K
|
|
|
Nov 13, 2023
Q3 2023
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-91- 0.22% |
$4.58K - $4.93K
|
40.8K
$954K
|
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-92- 1.29% |
$4.63K - $4.99K
|
7.03K
$164K
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-92- 0.88% |
$4.63K - $4.99K
|
10.3K
$242K
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-93- 0.33% |
$4.68K - $5.04K
|
28.3K
$662K
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-95- 0.35% |
$4.78K - $5.15K
|
27.4K
$642K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-95- 2.17% |
$4.78K - $5.15K
|
4.27K
$100K
|
|
|
Oct 18, 2023
Q3 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-97- 1.2% |
$4.88K - $5.26K
|
7.97K
$186K
|
|
|
Nov 14, 2023
Q3 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-100- 1.66% |
$5.04K - $5.42K
|
5.92K
$139K
|
|
|
Oct 17, 2023
Q3 2023
|
Advocate Group LLC
|
SELL
|
- |
-100- 2.12% |
$5.04K - $5.42K
|
4.63K
$108K
|
|
|
Nov 06, 2023
Q3 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-100- 0.33% |
$5.04K - $5.42K
|
29.9K
$699K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-104- 64.2% |
$5.24K - $5.64K
|
58
$1.36K
|
|
|
Oct 25, 2023
Q3 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-104- 0.61% |
$5.24K - $5.64K
|
16.8K
$394K
|
|
|
Nov 09, 2023
Q3 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-105- 1.94% |
$5.29K - $5.69K
|
5.3K
$124K
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-105- 0.96% |
$5.29K - $5.69K
|
10.8K
$252K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-109- 0.27% |
$5.49K - $5.91K
|
39.7K
$929K
|
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-110- 3.87% |
$5.54K - $5.96K
|
2.74K
$64K
|
|
|
Oct 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-117- 0.74% |
$5.89K - $6.34K
|
15.7K
$368K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-124- 0.49% |
$6.24K - $6.72K
|
25.2K
$589K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-125- 1.46% |
$6.3K - $6.78K
|
8.46K
$198K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-125- 0.95% |
$6.3K - $6.78K
|
13K
$304K
|
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-126- 3.49% |
$6.35K - $6.83K
|
3.48K
$81.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-127- 0.21% |
$6.4K - $6.88K
|
59.4K
$1.39M
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-135- 0.86% |
$6.8K - $7.32K
|
15.5K
$362K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-139- 3.26% |
$7K - $7.54K
|
4.13K
$96.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-141- 0.68% |
$7.1K - $7.64K
|
20.7K
$485K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-143- 85.63% |
$7.2K - $7.75K
|
24
$562
|
|
|
Nov 13, 2024
Q3 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-144- 1.78% |
$7.25K - $7.81K
|
7.93K
$186K
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-153- 1.58% |
$7.71K - $8.29K
|
9.52K
$223K
|
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-154- 1.83% |
$7.76K - $8.35K
|
8.28K
$194K
|
|
|
Oct 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-163- 0.28% |
$8.21K - $8.84K
|
57.4K
$1.34M
|