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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-746- 26.83% |
$37.6K - $40.4K
|
2.03K
$47.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-749- 0.46% |
$37.7K - $40.6K
|
163K
$3.82M
|
|
|
Oct 13, 2023
Q3 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-796- 1.87% |
$40.1K - $43.2K
|
41.9K
$980K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-822- 8.76% |
$41.4K - $44.6K
|
8.56K
$200K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-901- 3.47% |
$45.4K - $48.8K
|
25.1K
$587K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-929- 2.09% |
$46.8K - $50.4K
|
43.4K
$1.02M
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-950- 3.19% |
$47.8K - $51.5K
|
28.8K
$674K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-967- 1.54% |
$48.7K - $52.4K
|
61.8K
$1.45M
|
|
|
Oct 19, 2023
Q3 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-970- 11.55% |
$48.8K - $52.6K
|
7.43K
$174K
|
|
|
Oct 20, 2023
Q3 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-972- 13.65% |
$48.9K - $52.7K
|
6.15K
$144K
|
|
|
Nov 09, 2023
Q3 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-993- 1.31% |
$50K - $53.8K
|
74.8K
$1.75M
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-1.01K- 7.32% |
$50.7K - $54.5K
|
12.7K
$298K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.03K- 7.56% |
$51.8K - $55.7K
|
12.6K
$294K
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.04K- 2.4% |
$52.2K - $56.2K
|
42.2K
$987K
|
|
|
Oct 23, 2023
Q3 2023
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-1.05K- 15.11% |
$52.6K - $56.6K
|
5.87K
$137K
|
|
|
Nov 13, 2023
Q3 2023
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-1.06K- 2.43% |
$53.1K - $57.2K
|
42.4K
$991K
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.07K- 19.9% |
$53.9K - $58K
|
4.31K
$101K
|
|
|
Nov 01, 2023
Q3 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-1.08K- 0.9% |
$54.2K - $58.4K
|
119K
$2.79M
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.11K- 2.23% |
$55.7K - $60K
|
48.5K
$1.13M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.11K- 2.02% |
$56.1K - $60.4K
|
54.1K
$1.27M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-1.12K- 1.45% |
$56.4K - $60.7K
|
76.1K
$1.78M
|
|
|
Nov 06, 2023
Q3 2023
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-1.13K- 16.45% |
$56.7K - $61K
|
5.71K
$134K
|
|
|
Oct 25, 2023
Q3 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.13K- 3.7% |
$56.9K - $61.2K
|
29.4K
$687K
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.13K- 5.44% |
$56.9K - $61.3K
|
19.7K
$460K
|
|
|
Nov 06, 2023
Q3 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.14K- 0.37% |
$57.5K - $61.9K
|
305K
$7.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-1.15K- 4.56% |
$57.7K - $62.1K
|
24K
$561K
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
SELL
|
- |
-1.16K- 5.58% |
$58.3K - $62.7K
|
19.6K
$458K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.17K- 21.73% |
$59.1K - $63.6K
|
4.23K
$99K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.2K- 4.52% |
$60.2K - $64.8K
|
25.2K
$590K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.2K- 6.3% |
$60.2K - $64.8K
|
17.8K
$416K
|
|
|
Nov 08, 2023
Q3 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-1.2K- 0.74% |
$60.6K - $65.3K
|
162K
$3.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.21K- 85.36% |
$61.1K - $65.8K
|
208
$4.87K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.27K- 6.43% |
$63.8K - $68.6K
|
18.4K
$431K
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-1.28K- 4.58% |
$64.6K - $69.5K
|
26.7K
$626K
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.29K- 1.11% |
$65K - $70K
|
115K
$2.69M
|
|
|
Nov 08, 2023
Q3 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-1.31K- 2.12% |
$66K - $71.1K
|
60.6K
$1.42M
|
|
|
Nov 06, 2023
Q3 2023
|
Firestone Capital Management
|
SELL
|
- |
-1.32K- 7.07% |
$66.2K - $71.3K
|
17.3K
$404K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.32K- 14.28% |
$66.5K - $71.6K
|
7.93K
$186K
|
|
|
Oct 24, 2023
Q3 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-1.33K- 1.57% |
$67.1K - $72.3K
|
83.5K
$1.95M
|
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
SELL
|
- |
-1.34K- 6.87% |
$67.6K - $72.7K
|
18.2K
$426K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.35K- 3.7% |
$67.9K - $73.1K
|
35K
$820K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1.35K- 11.67% |
$68.2K - $73.4K
|
10.2K
$240K
|
|
|
Nov 13, 2023
Q3 2023
|
Hanseatic Management Services Inc
|
SELL
|
- |
-1.36K- 2.03% |
$68.5K - $73.7K
|
65.5K
$1.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.37K- 23.63% |
$69.1K - $74.4K
|
4.43K
$104K
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.41K- 0.82% |
$70.9K - $76.3K
|
171K
$3.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.41K- 2.28% |
$71.1K - $76.5K
|
60.6K
$1.42M
|
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.43K- 0.46% |
$72.1K - $77.6K
|
311K
$7.28M
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.44K- 17.63% |
$72.5K - $78.1K
|
6.73K
$157K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.44K- 22.52% |
$72.6K - $78.1K
|
4.96K
$116K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.44K- 13.57% |
$72.6K - $78.1K
|
9.18K
$215K
|