Purchases and Sales Made in Q3 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 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
Oct 30, 2023 Q3 2023
Joseph P. Lucia & Associates, LLC

SELL
 -
-166
- 0.43%
$8.36K - $9K
38.2K $894K
Nov 13, 2023 Q3 2023
Hollencrest Capital Management

SELL
 -
-168
- 0.39%
$8.46K - $9.11K
42.8K $1M
Oct 20, 2023 Q3 2023
Private Asset Management Inc

SELL
 -
-175
- 3.36%
$8.81K - $9.49K
5.03K $118K
Nov 03, 2023 Q3 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
SELL
 -
-179
- 1.2%
$9.01K - $9.7K
14.8K $346K
Nov 13, 2023 Q3 2023
Td Waterhouse Canada Inc.

Toronto, A6
SELL
 -
-180
Closed
$9.06K - $9.76K
0 $0
Nov 01, 2023 Q3 2023
Vanguard Capital Wealth Advisors

SELL
 -
-184
- 3.83%
$9.27K - $9.97K
4.62K $108K
Nov 14, 2023 Q3 2023
Peak Asset Management, LLC

Louisville, CO
SELL
 -
-185
- 1.12%
$9.32K - $10K
16.3K $381K
Oct 23, 2023 Q3 2023
Hexagon Capital Partners LLC

SELL
 -
-188
- 4.65%
$9.47K - $10.2K
3.86K $90.2K
Oct 13, 2023 Q3 2023
Collective Family Office LLC

SELL
 -
-200
- 3.48%
$10.1K - $10.8K
5.55K $130K
Nov 14, 2023 Q3 2023
Laurel Wealth Advisors LLC

Charlotte, NC
SELL
 -
-200
- 2.77%
$10.1K - $10.8K
7.03K $164K
Nov 14, 2023 Q3 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
SELL
 -
-206
- 0.95%
$10.4K - $11.2K
21.5K $503K
Oct 25, 2023 Q3 2023
Stone Point Wealth LLC

SELL
 -
-216
- 1.2%
$10.9K - $11.7K
17.8K $416K
Oct 24, 2023 Q3 2023
Acas, LLC

SELL
 -
-228
- 3.75%
$11.5K - $12.4K
5.85K $137K
Oct 23, 2023 Q3 2023
Financial Management Network Inc

SELL
 -
-234
- 2.78%
$11.8K - $12.7K
8.18K $191K
Nov 09, 2023 Q3 2023
Phillips Financial Management, LLC

SELL
 -
-237
- 0.29%
$11.9K - $12.8K
82K $1.92M
Nov 02, 2023 Q3 2023
Capital Investment Advisory Services, LLC

SELL
 -
-244
- 5.0%
$12.3K - $13.2K
4.64K $109K
Nov 15, 2023 Q3 2023
Owen La Rue, LLC

Elizabethtown, KY
SELL
 -
-246
- 5.29%
$12.4K - $13.3K
4.4K $103K
Nov 09, 2023 Q3 2023
Jackson Hole Capital Partners, LLC

SELL
 -
-250
- 96.9%
$12.6K - $13.6K
8 $187
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
SELL
 -
-250
- 2.21%
$12.6K - $13.6K
11.1K $259K
Oct 12, 2023 Q3 2023
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-254
- 0.79%
$12.8K - $13.8K
31.9K $745K
Nov 02, 2023 Q3 2023
Cypress Capital Group

SELL
 -
-260
- 2.76%
$13.1K - $14.1K
9.17K $215K
Oct 23, 2023 Q3 2023
Balboa Wealth Partners

Newport Beach, CA
SELL
 -
-271
- 5.4%
$13.6K - $14.7K
4.75K $111K
Jun 17, 2024 Q3 2023
Traphagen Investment Advisors LLC

Oradell, NJ
SELL
 -
-271
- 0.75%
$13.6K - $14.7K
36.1K $844K
Oct 13, 2023 Q3 2023
Mc Kinley Carter Wealth Services, Inc.

SELL
 -
-280
- 1.7%
$14.1K - $15.2K
16.2K $379K
Nov 07, 2023 Q3 2023
First County Bank /Ct/

Stamford, CT
SELL
 -
-284
- 2.7%
$14.3K - $15.4K
10.2K $240K
Oct 19, 2023 Q3 2023
Evanson Asset Management, LLC

SELL
 -
-284
- 1.2%
$14.3K - $15.4K
23.3K $546K
Oct 10, 2023 Q3 2023
Flower City Capital

SELL
 -
-285
- 0.58%
$14.4K - $15.4K
48.5K $1.13M
Oct 20, 2023 Q3 2023
Townsend Asset Management Corp

SELL
 -
-290
- 0.74%
$14.6K - $15.7K
38.7K $906K
Oct 23, 2023 Q3 2023
Private Ocean, LLC

SELL
 -
-295
- 9.83%
$14.9K - $16K
2.71K $63.3K
Nov 13, 2023 Q3 2023
Northern Trust Corp

Chicago, IL
SELL
 -
-295
- 0.15%
$14.9K - $16K
190K $4.45M
Nov 09, 2023 Q3 2023
Texas Yale Capital Corp.

St. Petersburg, FL
SELL
 -
-300
- 1.57%
$15.1K - $16.3K
18.8K $440K
Nov 07, 2023 Q3 2023
Kestra Private Wealth Services, LLC

SELL
 -
-302
- 2.35%
$15.2K - $16.4K
12.6K $294K
Oct 26, 2023 Q3 2023
Schoolcraft Capital LLC

Boulder, CO
SELL
 -
-306
- 1.71%
$15.4K - $16.6K
17.6K $411K
Oct 17, 2023 Q3 2023
Kozak & Associates, Inc.

Highlands Ranch, CO
SELL
 -
-311
- 75.12%
$15.7K - $16.9K
103 $2.41K
Nov 13, 2023 Q3 2023
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-319
- 5.63%
$16.1K - $17.3K
5.35K $125K
Oct 24, 2023 Q3 2023
Northern Oak Wealth Management Inc

Milwaukee, WI
SELL
 -
-332
- 4.41%
$16.7K - $18K
7.19K $168K
Oct 11, 2023 Q3 2023
Abacus Planning Group, Inc.

SELL
 -
-341
- 1.45%
$17.2K - $18.5K
23.2K $542K
Nov 14, 2023 Q3 2023
Evergreen Capital Management LLC

Bellevue, WA
SELL
 -
-342
- 3.48%
$17.2K - $18.5K
9.5K $222K
Nov 13, 2023 Q3 2023
River Wealth Advisors LLC

Camp Hill, PA
SELL
 -
-345
- 6.94%
$17.4K - $18.7K
4.63K $108K
Nov 03, 2023 Q3 2023
D.B. Root & Company, LLC

SELL
 -
-348
- 0.11%
$17.5K - $18.9K
312K $7.31M
Oct 31, 2024 Q3 2023
Relyea Zuckerberg Hanson LLC

SELL
 -
-351
- 1.2%
$17.7K - $19K
28.9K $677K
Oct 31, 2023 Q3 2023
Transcend Capital Advisors, LLC

SELL
 -
-354
- 1.81%
$17.8K - $19.2K
19.3K $451K
Nov 13, 2023 Q3 2023
Peachtree Investment Partners, LLC

Vero Beach, FL
SELL
 -
-368
- 9.13%
$18.5K - $19.9K
3.66K $85.7K
Nov 16, 2023 Q3 2023
Chesapeake Wealth Management

SELL
 -
-370
- 7.07%
$18.6K - $20.1K
4.86K $114K
Oct 26, 2023 Q3 2023
Joule Financial, LLC

SELL
 -
-372
- 1.79%
$18.7K - $20.2K
20.4K $477K
Oct 11, 2023 Q3 2023
Park Edge Advisors, LLC

Cleveland, OH
SELL
 -
-383
- 1.44%
$19.3K - $20.8K
26.2K $612K
Oct 13, 2023 Q3 2023
Landmark Financial Advisors, LLC

SELL
 -
-387
- 1.12%
$19.5K - $21K
34.1K $798K
Oct 17, 2023 Q3 2023
1900 Wealth Management LLC

SELL
 -
-387
- 0.81%
$19.5K - $21K
47.1K $1.1M
Feb 08, 2024 Q3 2023
Bedel Financial Consulting, Inc.

SELL
 -
-391
- 3.44%
$19.7K - $21.2K
11K $257K

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