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 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.83K- 1.62% |
$243K - $262K
|
294K
$7.79M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.84K- 2.33% |
$244K - $263K
|
203K
$5.38M
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-5.02K- 2.29% |
$253K - $272K
|
214K
$5.68M
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-5.26K- 1.94% |
$265K - $285K
|
266K
$7.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.31K- 4.99% |
$267K - $288K
|
101K
$2.68M
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-5.32K- 3.99% |
$268K - $288K
|
128K
$3.39M
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-5.57K- 26.31% |
$280K - $302K
|
15.6K
$414K
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-5.65K- 7.19% |
$285K - $306K
|
73K
$1.94M
|
|
|
Oct 31, 2023
Q3 2023
|
Montis Financial, LLC
|
SELL
|
- |
-6.32K- 3.42% |
$318K - $343K
|
178K
$4.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-6.47K- 5.71% |
$326K - $351K
|
107K
$2.83M
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-6.53K- 1.74% |
$329K - $354K
|
369K
$9.8M
|
|
|
Oct 20, 2023
Q3 2023
|
Capital Planning LLC
|
SELL
|
- |
-6.59K- 5.72% |
$332K - $357K
|
109K
$2.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-6.62K- 17.69% |
$333K - $359K
|
30.8K
$817K
|
|
|
Oct 17, 2023
Q3 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-6.91K- 3.84% |
$348K - $374K
|
173K
$4.59M
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-7.13K- 10.31% |
$359K - $387K
|
62.1K
$1.65M
|
|
|
Oct 10, 2023
Q3 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-7.23K- 6.74% |
$364K - $392K
|
100K
$2.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-7.4K- 36.13% |
$373K - $401K
|
13.1K
$347K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-7.74K- 2.66% |
$390K - $420K
|
283K
$7.51M
|
|
|
Nov 03, 2023
Q3 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-7.79K- 4.73% |
$392K - $422K
|
157K
$4.16M
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-8.01K- 2.5% |
$403K - $434K
|
313K
$8.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-8.18K- 13.26% |
$412K - $443K
|
53.5K
$1.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.2K- 87.16% |
$413K - $444K
|
1.21K
$32K
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-8.23K- 17.23% |
$414K - $446K
|
39.5K
$1.05M
|
|
|
Oct 18, 2023
Q3 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-8.39K- 1.95% |
$423K - $455K
|
422K
$11.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-8.44K- 3.96% |
$425K - $457K
|
205K
$5.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-8.82K- 1.97% |
$444K - $478K
|
438K
$11.6M
|
|
|
Oct 17, 2023
Q3 2023
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-8.86K- 3.29% |
$446K - $480K
|
261K
$6.92M
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-8.97K- 8.26% |
$452K - $486K
|
99.6K
$2.64M
|
|
|
Oct 23, 2023
Q3 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-8.98K- 7.45% |
$452K - $487K
|
112K
$2.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-9.12K- 75.45% |
$459K - $494K
|
2.97K
$78.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-9.16K- 11.66% |
$461K - $496K
|
69.4K
$1.84M
|
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-9.28K- 4.48% |
$467K - $503K
|
198K
$5.25M
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-9.81K- 54.96% |
$494K - $532K
|
8.04K
$213K
|
|
|
Nov 03, 2023
Q3 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-9.9K- 13.74% |
$498K - $537K
|
62.1K
$1.65M
|
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-10.2K- 10.98% |
$511K - $551K
|
82.4K
$2.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-10.3K- 2.73% |
$517K - $557K
|
366K
$9.71M
|
|
|
Nov 02, 2023
Q3 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-10.5K- 4.91% |
$528K - $568K
|
203K
$5.38M
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-10.5K- 2.25% |
$528K - $568K
|
456K
$12.1M
|
|
|
Oct 17, 2023
Q3 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-10.6K- 20.87% |
$533K - $574K
|
40.2K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-11.3K- 15.49% |
$570K - $613K
|
61.7K
$1.64M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-11.7K- 24.71% |
$589K - $634K
|
35.6K
$946K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-11.7K- 2.51% |
$590K - $635K
|
455K
$12.1M
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-11.9K- 3.95% |
$601K - $647K
|
290K
$7.69M
|
|
|
Nov 07, 2023
Q3 2023
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-12K- 3.3% |
$606K - $652K
|
353K
$9.37M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-12.2K- 37.13% |
$615K - $662K
|
20.7K
$549K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-12.5K- 40.22% |
$629K - $677K
|
18.6K
$493K
|
|
|
Nov 09, 2023
Q3 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-12.6K- 7.4% |
$633K - $682K
|
157K
$4.17M
|
|
|
Oct 18, 2023
Q3 2023
|
Next Capital Management LLC
|
SELL
|
- |
-12.8K- 19.84% |
$645K - $695K
|
51.8K
$1.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
SELL
|
- |
-13K- 3.18% |
$653K - $703K
|
395K
$10.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-13.3K- 8.42% |
$671K - $722K
|
145K
$3.84M
|