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 20, 2023
Q3 2023
|
Capital Planning LLC
|
SELL
|
- |
-6.59K- 5.72% |
$332K - $357K
|
109K
$2.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-6.62K- 17.69% |
$333K - $359K
|
30.8K
$721K
|
|
|
Oct 17, 2023
Q3 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-6.91K- 3.84% |
$348K - $374K
|
173K
$4.05M
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-7.13K- 10.31% |
$359K - $387K
|
62.1K
$1.45M
|
|
|
Oct 10, 2023
Q3 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-7.23K- 6.74% |
$364K - $392K
|
100K
$2.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-7.4K- 36.13% |
$373K - $401K
|
13.1K
$306K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-7.74K- 2.66% |
$390K - $420K
|
283K
$6.62M
|
|
|
Nov 03, 2023
Q3 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-7.79K- 4.73% |
$392K - $422K
|
157K
$3.67M
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-8.01K- 2.5% |
$403K - $434K
|
313K
$7.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-8.18K- 13.26% |
$412K - $443K
|
53.5K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.2K- 87.16% |
$413K - $444K
|
1.21K
$28.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-8.23K- 17.23% |
$414K - $446K
|
39.5K
$925K
|
|
|
Oct 18, 2023
Q3 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-8.39K- 1.95% |
$423K - $455K
|
422K
$9.88M
|
|
|
Oct 26, 2023
Q3 2023
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-8.44K- 3.96% |
$425K - $457K
|
205K
$4.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-8.82K- 1.97% |
$444K - $478K
|
438K
$10.3M
|
|
|
Oct 17, 2023
Q3 2023
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-8.86K- 3.29% |
$446K - $480K
|
261K
$6.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-8.97K- 8.26% |
$452K - $486K
|
99.6K
$2.33M
|
|
|
Oct 23, 2023
Q3 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-8.98K- 7.45% |
$452K - $487K
|
112K
$2.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-9.12K- 75.45% |
$459K - $494K
|
2.97K
$69.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-9.16K- 11.66% |
$461K - $496K
|
69.4K
$1.62M
|
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-9.28K- 4.48% |
$467K - $503K
|
198K
$4.63M
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-9.81K- 54.96% |
$494K - $532K
|
8.04K
$188K
|
|
|
Nov 03, 2023
Q3 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-9.9K- 13.74% |
$498K - $537K
|
62.1K
$1.45M
|
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-10.2K- 10.98% |
$511K - $551K
|
82.4K
$1.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-10.3K- 2.73% |
$517K - $557K
|
366K
$8.57M
|
|
|
Nov 02, 2023
Q3 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-10.5K- 4.91% |
$528K - $568K
|
203K
$4.74M
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-10.5K- 2.25% |
$528K - $568K
|
456K
$10.7M
|
|
|
Oct 17, 2023
Q3 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-10.6K- 20.87% |
$533K - $574K
|
40.2K
$940K
|
|
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-11.3K- 15.49% |
$570K - $613K
|
61.7K
$1.44M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-11.7K- 24.71% |
$589K - $634K
|
35.6K
$834K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-11.7K- 2.51% |
$590K - $635K
|
455K
$10.6M
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-11.9K- 3.95% |
$601K - $647K
|
290K
$6.79M
|
|
|
Nov 07, 2023
Q3 2023
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-12K- 3.3% |
$606K - $652K
|
353K
$8.26M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-12.2K- 37.13% |
$615K - $662K
|
20.7K
$484K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-12.5K- 40.22% |
$629K - $677K
|
18.6K
$435K
|
|
|
Nov 09, 2023
Q3 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-12.6K- 7.4% |
$633K - $682K
|
157K
$3.68M
|
|
|
Oct 18, 2023
Q3 2023
|
Next Capital Management LLC
|
SELL
|
- |
-12.8K- 19.84% |
$645K - $695K
|
51.8K
$1.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
SELL
|
- |
-13K- 3.18% |
$653K - $703K
|
395K
$9.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-13.3K- 8.42% |
$671K - $722K
|
145K
$3.39M
|
|
|
Oct 10, 2023
Q3 2023
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-13.6K- 10.75% |
$685K - $737K
|
113K
$2.64M
|
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-13.7K- 7.15% |
$690K - $742K
|
178K
$4.16M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-14.1K- 77.28% |
$708K - $762K
|
4.13K
$96.7K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-14.1K- 2.88% |
$711K - $766K
|
476K
$11.1M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-14.2K- 23.67% |
$716K - $771K
|
45.9K
$1.07M
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-14.3K- 1.07% |
$722K - $777K
|
1.33M
$31.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-14.4K- 1.59% |
$723K - $779K
|
887K
$20.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-15.5K- 8.83% |
$782K - $841K
|
160K
$3.75M
|
|
|
Dec 07, 2023
Q3 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-15.6K- 7.39% |
$784K - $844K
|
195K
$4.56M
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-16.9K- 17.64% |
$852K - $917K
|
79K
$1.85M
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-16.9K- 70.43% |
$853K - $919K
|
7.11K
$166K
|