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
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.49K- 2.56% |
$125K - $135K
|
94.8K
$2.22M
|
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-2.53K- 1.46% |
$128K - $137K
|
171K
$4M
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-2.56K- 2.35% |
$129K - $139K
|
107K
$2.49M
|
|
|
Oct 30, 2023
Q3 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-2.58K- 21.34% |
$130K - $140K
|
9.49K
$222K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.58K- 11.04% |
$130K - $140K
|
20.8K
$487K
|
|
|
Oct 19, 2023
Q3 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-2.59K- 7.09% |
$131K - $141K
|
34K
$795K
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.62K- 18.66% |
$132K - $142K
|
11.4K
$267K
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-2.62K- 9.52% |
$132K - $142K
|
24.9K
$583K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.71K- 6.72% |
$136K - $147K
|
37.6K
$880K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.71K- 6.72% |
$136K - $147K
|
37.6K
$880K
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.72K- 6.12% |
$137K - $147K
|
41.7K
$975K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.72K- 6.12% |
$137K - $147K
|
41.7K
$975K
|
|
|
Oct 16, 2023
Q3 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-2.76K- 12.8% |
$139K - $149K
|
18.8K
$439K
|
|
|
Nov 03, 2023
Q3 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-2.76K- 0.93% |
$139K - $150K
|
294K
$6.87M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-2.85K- 13.0% |
$143K - $154K
|
19K
$446K
|
|
|
Oct 19, 2023
Q3 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-2.97K- 0.43% |
$150K - $161K
|
682K
$16M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.97K- 4.73% |
$150K - $161K
|
59.9K
$1.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-3.12K- 9.12% |
$157K - $169K
|
31.1K
$728K
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-3.19K- 2.88% |
$160K - $173K
|
108K
$2.52M
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-3.29K- 3.46% |
$166K - $179K
|
91.8K
$2.15M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.3K- 4.8% |
$166K - $179K
|
65.5K
$1.53M
|
|
|
Nov 01, 2023
Q3 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-3.37K- 2.35% |
$170K - $183K
|
140K
$3.27M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.59K- 1.42% |
$181K - $195K
|
249K
$5.83M
|
|
|
Nov 06, 2023
Q3 2023
|
Wall Capital Group, Inc.
|
SELL
|
- |
-3.82K- 52.75% |
$192K - $207K
|
3.42K
$80.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
SELL
|
- |
-3.85K- 3.04% |
$194K - $209K
|
123K
$2.87M
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-3.86KClosed |
$194K - $209K
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
SELL
|
- |
-3.98K- 8.44% |
$201K - $216K
|
43.2K
$1.01M
|
|
|
Dec 06, 2023
Q3 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-4.06K- 3.16% |
$204K - $220K
|
124K
$2.91M
|
|
|
Oct 26, 2023
Q3 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-4.08K- 8.79% |
$205K - $221K
|
42.3K
$990K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-4.1K- 1.24% |
$207K - $222K
|
326K
$7.63M
|
|
|
Nov 03, 2023
Q3 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-4.18K- 2.32% |
$211K - $227K
|
176K
$4.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.23K- 33.55% |
$213K - $229K
|
8.37K
$196K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.24K- 3.13% |
$214K - $230K
|
131K
$3.07M
|
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-4.36K- 2.11% |
$219K - $236K
|
202K
$4.74M
|
|
|
Oct 13, 2023
Q3 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-4.54K- 1.17% |
$228K - $246K
|
381K
$8.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.56K- 1.19% |
$230K - $247K
|
378K
$8.85M
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-4.59K- 3.82% |
$231K - $249K
|
115K
$2.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-4.67K- 3.23% |
$235K - $253K
|
140K
$3.28M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-4.82K- 30.46% |
$243K - $261K
|
11K
$257K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.83K- 1.62% |
$243K - $262K
|
294K
$6.87M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.84K- 2.33% |
$244K - $263K
|
203K
$4.75M
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-5.02K- 2.29% |
$253K - $272K
|
214K
$5.01M
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-5.26K- 1.94% |
$265K - $285K
|
266K
$6.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.31K- 4.99% |
$267K - $288K
|
101K
$2.36M
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-5.32K- 3.99% |
$268K - $288K
|
128K
$2.99M
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-5.57K- 26.31% |
$280K - $302K
|
15.6K
$365K
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-5.65K- 7.19% |
$285K - $306K
|
73K
$1.71M
|
|
|
Oct 31, 2023
Q3 2023
|
Montis Financial, LLC
|
SELL
|
- |
-6.32K- 3.42% |
$318K - $343K
|
178K
$4.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-6.47K- 5.71% |
$326K - $351K
|
107K
$2.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-6.53K- 1.74% |
$329K - $354K
|
369K
$8.64M
|