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
Nov 08, 2023 Q3 2023
Kcm Investment Advisors LLC

Greenbrae, CA
SELL
 -
-1.46K
- 12.14%
$73.4K - $79K
10.5K $247K
Nov 13, 2023 Q3 2023
Gen Wealth Group, Inc.

SELL
 -
-1.47K
- 9.37%
$74.1K - $79.8K
14.2K $333K
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-1.49K
- 2.19%
$75.1K - $80.8K
66.6K $1.56M
Nov 13, 2023 Q3 2023
Intrepid Capital Management Inc

Jacksonville Beach, FL
SELL
 -
-1.49K
- 6.51%
$75.2K - $81K
21.4K $502K
Oct 13, 2023 Q3 2023
Hb Wealth Management, LLC

SELL
 -
-1.5K
- 0.13%
$75.5K - $81.3K
1.14M $26.7M
Oct 12, 2023 Q3 2023
Fifth Third Securities, Inc.

SELL
 -
-1.51K
- 3.78%
$76.1K - $82K
38.5K $902K
Nov 14, 2023 Q3 2023
Gries Financial LLC

Cleveland, OH
SELL
 -
-1.51K
- 16.58%
$76.1K - $82K
7.61K $178K
Oct 11, 2023 Q3 2023
Alpha Omega Wealth Management LLC

SELL
 -
-1.51K
- 4.76%
$76.1K - $82K
30.3K $709K
Nov 08, 2023 Q3 2023
Pathstone Family Office, LLC

Englewood, NJ
SELL
 -
-1.52K
- 8.13%
$76.6K - $82.5K
17.2K $402K
Nov 07, 2023 Q3 2023
Valmark Advisers, Inc.

SELL
 -
-1.55K
- 2.48%
$78.1K - $84.1K
61K $1.43M
Oct 20, 2023 Q3 2023
Fulton Breakefield Broenniman LLC

SELL
 -
-1.65K
- 9.51%
$83K - $89.4K
15.7K $367K
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

SELL
 -
-1.66K
- 5.86%
$83.4K - $89.8K
26.6K $623K
Oct 31, 2023 Q3 2023
Zimmermann Investment Management & Planning LLC

SELL
 -
-1.66K
- 4.1%
$83.6K - $90K
38.9K $910K
Oct 24, 2023 Q3 2023
Independent Advisor Alliance

SELL
 -
-1.69K
- 26.15%
$84.9K - $91.4K
4.76K $111K
Oct 13, 2023 Q3 2023
Pfg Advisors

SELL
 -
-1.7K
- 3.24%
$85.7K - $92.3K
50.9K $1.19M
Oct 27, 2023 Q3 2023
Alpha Q Advisors LLC

Orlando, FL
SELL
 -
-1.75K
- 9.64%
$87.9K - $94.7K
16.4K $383K
Oct 11, 2023 Q3 2023
Adviser Investments LLC

SELL
 -
-1.79K
- 3.15%
$89.9K - $96.8K
54.9K $1.28M
Nov 02, 2023 Q3 2023
Pegasus Asset Management, Inc.

SELL
 -
-1.8K
- 19.02%
$90.6K - $97.6K
7.66K $179K
Nov 03, 2023 Q3 2023
Santori & Peters, Inc.

SELL
 -
-1.86K
- 1.88%
$93.7K - $101K
97.3K $2.28M
Nov 14, 2023 Q3 2023
Lowe Brockenbrough & CO Inc

SELL
 -
-1.87K
- 0.63%
$93.9K - $101K
292K $6.84M
Oct 16, 2023 Q3 2023
Minich Mac Gregor Wealth Management, LLC

SELL
 -
-1.9K
- 1.8%
$95.8K - $103K
104K $2.43M
Oct 25, 2023 Q3 2023
Miracle Mile Advisors, LLC

SELL
 -
-1.92K
- 21.25%
$96.4K - $104K
7.1K $166K
Oct 24, 2023 Q3 2023
Iag Wealth Partners, LLC

SELL
 -
-1.95K
- 19.28%
$98K - $105K
8.15K $191K
Oct 24, 2023 Q3 2023
Gw Henssler & Associates LTD

SELL
 -
-1.96K
- 4.02%
$98.6K - $106K
46.8K $1.1M
Oct 18, 2023 Q3 2023
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-1.96K
- 29.39%
$98.7K - $106K
4.71K $110K
Nov 16, 2023 Q3 2023
Athena Investment Management

SELL
 -
-2.02K
- 0.42%
$102K - $109K
477K $11.2M
Oct 11, 2023 Q3 2023
Mbl Wealth, LLC

Charlotte, NC
SELL
 -
-2.04K
- 1.97%
$103K - $110K
101K $2.37M
Oct 10, 2023 Q3 2023
Omega Financial Group, LLC

SELL
 -
-2.05K
- 2.05%
$103K - $111K
97.8K $2.29M
Oct 11, 2023 Q3 2023
Worth Asset Management, LLC

SELL
 -
-2.08K
- 6.76%
$105K - $113K
28.7K $671K
Oct 26, 2023 Q3 2023
Verity Wealth Advisors

SELL
 -
-2.1K
- 4.43%
$106K - $114K
45.2K $1.06M
Oct 31, 2023 Q3 2023
Bigelow Investment Advisors, LLC

SELL
 -
-2.12K
- 2.15%
$107K - $115K
96K $2.25M
Oct 26, 2023 Q3 2023
Duncker Streett & CO Inc

SELL
 -
-2.14K
- 5.82%
$108K - $116K
34.6K $810K
Nov 02, 2023 Q3 2023
Jfs Wealth Advisors, LLC

SELL
 -
-2.15K
- 7.66%
$108K - $116K
25.9K $606K
Oct 17, 2023 Q3 2023
Cross Staff Investments Inc

SELL
 -
-2.19K
- 7.73%
$110K - $119K
26.1K $610K
Nov 01, 2023 Q3 2023
Facet Wealth, Inc.

SELL
 -
-2.2K
- 12.53%
$111K - $119K
15.3K $359K
Oct 23, 2023 Q3 2023
Clear Creek Financial Management, LLC

SELL
 -
-2.21K
- 8.45%
$111K - $120K
23.9K $560K
Oct 10, 2023 Q3 2023
Northwest Capital Management Inc

SELL
 -
-2.21K
- 0.86%
$111K - $120K
254K $5.94M
Oct 26, 2023 Q3 2023
North Star Asset Management Inc

SELL
 -
-2.23K
- 1.41%
$112K - $121K
156K $3.64M
Nov 13, 2023 Q3 2023
Gsb Wealth Management, LLC

SELL
 -
-2.24K
- 26.35%
$113K - $122K
6.27K $147K
Nov 06, 2023 Q3 2023
Pioneer Wealth Management Group

Austin, TX
SELL
 -
-2.27K
- 7.69%
$114K - $123K
27.2K $637K
Oct 23, 2023 Q3 2023
Sebold Capital Management, Inc.

Lisle, IL
SELL
 -
-2.29K
- 4.92%
$115K - $124K
44.1K $1.03M
Oct 27, 2023 Q3 2023
Whittier Trust CO Of Nevada Inc

SELL
 -
-2.3K
- 7.31%
$116K - $125K
29.2K $682K
Oct 31, 2023 Q3 2023
Stockman Wealth Management, Inc.

SELL
 -
-2.34K
- 5.5%
$118K - $127K
40.2K $941K
Oct 18, 2023 Q3 2023
Brand Asset Management Group, Inc.

SELL
 -
-2.36K
- 1.97%
$119K - $128K
117K $2.75M
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-2.38K
- 4.36%
$120K - $129K
52.1K $1.22M
Oct 10, 2023 Q3 2023
Successful Portfolios LLC

SELL
 -
-2.44K
- 9.51%
$123K - $132K
23.2K $543K
Oct 13, 2023 Q3 2023
Courage Miller Partners, LLC

SELL
 -
-2.44K
- 0.37%
$123K - $132K
661K $15.5M
Oct 12, 2023 Q3 2023
Northwest Investment Counselors, LLC

SELL
 -
-2.47K
- 1.63%
$125K - $134K
149K $3.48M
Aug 06, 2024 Q3 2023
Hantz Financial Services, Inc.

SELL
 -
-2.49K
- 2.56%
$125K - $135K
94.8K $2.22M

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