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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-398- 2.69% |
$20K - $21.6K
|
14.4K
$336K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-399- 3.19% |
$20.1K - $21.6K
|
12.1K
$284K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-400- 2.85% |
$20.1K - $21.7K
|
13.6K
$319K
|
|
|
Nov 07, 2023
Q3 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-400- 0.59% |
$20.1K - $21.7K
|
67K
$1.57M
|
|
|
Oct 16, 2023
Q3 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-403- 8.54% |
$20.3K - $21.8K
|
4.32K
$101K
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-403- 1.82% |
$20.3K - $21.8K
|
21.8K
$509K
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-429- 4.93% |
$21.6K - $23.3K
|
8.27K
$194K
|
|
|
Oct 12, 2023
Q3 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-431- 2.13% |
$21.7K - $23.4K
|
19.8K
$463K
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-439- 3.84% |
$22.1K - $23.8K
|
11K
$258K
|
|
|
Nov 15, 2023
Q3 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-441- 5.22% |
$22.2K - $23.9K
|
8.01K
$187K
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-446- 3.72% |
$22.5K - $24.2K
|
11.6K
$270K
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-451- 4.31% |
$22.7K - $24.4K
|
10K
$234K
|
|
|
Oct 13, 2023
Q3 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-459- 5.02% |
$23.1K - $24.9K
|
8.69K
$203K
|
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-460- 2.28% |
$23.2K - $24.9K
|
19.7K
$462K
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-481- 3.92% |
$24.2K - $26.1K
|
11.8K
$276K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-481- 1.32% |
$24.2K - $26.1K
|
36.1K
$844K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-487- 2.21% |
$24.5K - $26.4K
|
21.5K
$504K
|
|
|
Oct 30, 2023
Q3 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-508- 2.13% |
$25.6K - $27.5K
|
23.3K
$545K
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
SELL
|
- |
-510- 0.69% |
$25.7K - $27.6K
|
73.2K
$1.71M
|
|
|
Nov 06, 2023
Q3 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-515- 4.04% |
$25.9K - $27.9K
|
12.2K
$286K
|
|
|
Oct 11, 2023
Q3 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-518- 3.46% |
$26.1K - $28.1K
|
14.4K
$338K
|
|
|
Nov 16, 2023
Q3 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-525- 4.67% |
$26.4K - $28.5K
|
10.7K
$251K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-538- 1.47% |
$27.1K - $29.2K
|
36.2K
$847K
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-543- 2.52% |
$27.3K - $29.4K
|
21K
$491K
|
|
|
Oct 25, 2023
Q3 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-544- 7.01% |
$27.4K - $29.5K
|
7.21K
$169K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
SELL
|
- |
-556- 0.51% |
$28K - $30.1K
|
109K
$2.54M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-573- 7.41% |
$28.9K - $31.1K
|
7.16K
$167K
|
|
|
Nov 03, 2023
Q3 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-578- 1.24% |
$29.1K - $31.3K
|
45.9K
$1.07M
|
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-579- 0.82% |
$29.2K - $31.4K
|
69.8K
$1.63M
|
|
|
Oct 17, 2023
Q3 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-580- 4.65% |
$29.2K - $31.4K
|
11.9K
$278K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-583- 0.97% |
$29.4K - $31.6K
|
59.5K
$1.39M
|
|
|
Oct 10, 2023
Q3 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-589- 2.04% |
$29.7K - $31.9K
|
28.3K
$663K
|
|
|
Nov 15, 2023
Q3 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-598- 1.14% |
$30.1K - $32.4K
|
51.7K
$1.21M
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-601- 6.5% |
$30.3K - $32.6K
|
8.65K
$202K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-605- 5.61% |
$30.5K - $32.8K
|
10.2K
$238K
|
|
|
Nov 13, 2023
Q3 2023
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-607- 19.97% |
$30.6K - $32.9K
|
2.43K
$56.9K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-609- 11.88% |
$30.7K - $33K
|
4.52K
$106K
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-629- 1.04% |
$31.7K - $34.1K
|
59.6K
$1.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-630- 11.01% |
$31.7K - $34.2K
|
5.09K
$119K
|
|
|
Nov 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-645- 0.8% |
$32.5K - $35K
|
80.2K
$1.88M
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-647- 7.93% |
$32.6K - $35.1K
|
7.51K
$176K
|
|
|
Nov 03, 2023
Q3 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-650- 0.5% |
$32.7K - $35.2K
|
130K
$3.03M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-653- 7.93% |
$32.9K - $35.4K
|
7.59K
$177K
|
|
|
Oct 13, 2023
Q3 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-658- 6.58% |
$33.1K - $35.7K
|
9.34K
$219K
|
|
|
Nov 13, 2023
Q3 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-693- 1.79% |
$34.9K - $37.6K
|
38K
$890K
|
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-704- 1.8% |
$35.5K - $38.2K
|
38.4K
$898K
|
|
|
Oct 03, 2023
Q3 2023
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-704- 14.84% |
$35.5K - $38.2K
|
4.04K
$94.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-706- 11.52% |
$35.6K - $38.3K
|
5.42K
$127K
|
|
|
Nov 08, 2023
Q3 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-721- 0.23% |
$36.3K - $39.1K
|
313K
$7.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-746- 26.83% |
$37.6K - $40.4K
|
2.03K
$47.6K
|