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 14, 2023 Q3 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
43.5K
+ 30.98%
$2.19M - $2.36M
184K $4.31M
Nov 02, 2023 Q3 2023
Diversified, LLC

BUY
 -
40.5K
+ 2.43%
$2.04M - $2.2M
1.71M $39.9M
Oct 12, 2023 Q3 2023
Wealthcare Capital Management LLC

Richmond, VA
BUY
 -
40.2K
+ 105.15%
$2.02M - $2.18M
78.4K $1.83M
Nov 03, 2023 Q3 2023
Rkl Wealth Management LLC

BUY
 -
38.3K
+ 2.46%
$1.93M - $2.07M
1.59M $37.3M
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
37.8K
+ 6.21%
$1.9M - $2.05M
646K $15.1M
Oct 12, 2023 Q3 2023
Gleason Group, Inc.

BUY
 -
37.6K
+ 10.38%
$1.89M - $2.04M
400K $9.35M
Nov 02, 2023 Q3 2023
Fund Evaluation Group, LLC

Cincinnati, OH
BUY
 -
36.2K
+ 3.53%
$1.82M - $1.96M
1.06M $24.8M
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
35.2K
+ 6.51%
$1.77M - $1.91M
577K $13.5M
Nov 14, 2023 Q3 2023
Marshall Wace, LLP

London, X0
BUY
 -
33.6K
New
$1.69M - $1.82M
33.6K $786K
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
33.2K
+ 10.05%
$1.67M - $1.8M
364K $8.51M
Nov 14, 2023 Q3 2023
Baker Avenue Asset Management, LP

BUY
 -
32.7K
+ 7.67%
$1.65M - $1.77M
459K $10.7M
Nov 09, 2023 Q3 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
32.5K
New
$1.64M - $1.76M
32.5K $762K
Nov 14, 2023 Q3 2023
Barden Capital Management, Inc.

BUY
 -
31.8K
+ 31.95%
$1.6M - $1.72M
131K $3.07M
Nov 01, 2023 Q3 2023
Standpoint Asset Management, LLC

Scottsdale, AZ
BUY
 -
30.9K
+ 3.39%
$1.56M - $1.68M
943K $22.1M
Oct 17, 2023 Q3 2023
Meridian Wealth Management, LLC

BUY
 -
30.5K
+ 96.51%
$1.54M - $1.65M
62.1K $1.45M
Oct 27, 2023 Q3 2023
Tiaa Trust, National Association

Charlotte, NC
BUY
 -
30.4K
New
$1.53M - $1.65M
30.4K $710K
Oct 19, 2023 Q3 2023
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
26.1K
+ 4.24%
$1.32M - $1.42M
643K $15M
Oct 10, 2023 Q3 2023
Northwest Quadrant Wealth Management, LLC

BUY
 -
25.9K
+ 1.75%
$1.31M - $1.41M
1.5M $35.2M
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
25.4K
+ 5.1%
$1.28M - $1.38M
523K $12.2M
Oct 13, 2023 Q3 2023
Financial Management Professionals, Inc.

BUY
 -
25.1K
+ 2.73%
$1.27M - $1.36M
947K $22.2M
Nov 01, 2023 Q3 2023
Petra Financial Advisors Inc

Colorado Srpings, CO
BUY
 -
24.4K
+ 487.55%
$1.23M - $1.32M
29.4K $689K
Nov 03, 2023 Q3 2023
Us Bancorp \De\

BUY
 -
24K
+ 14.6%
$1.21M - $1.3M
188K $4.4M
Oct 19, 2023 Q3 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
23.9K
+ 28.84%
$1.2M - $1.3M
107K $2.5M
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
23.2K
+ 36.54%
$1.17M - $1.26M
86.6K $2.03M
Oct 12, 2023 Q3 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
23.1K
+ 7.68%
$1.16M - $1.25M
324K $7.57M
Oct 19, 2023 Q3 2023
Charles Schwab Trust CO

BUY
 -
22.9K
+ 2.57%
$1.15M - $1.24M
916K $21.4M
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

BUY
 -
21.7K
+ 41.03%
$1.09M - $1.18M
74.5K $1.74M
May 20, 2024 Q3 2023
Parallel Advisors, LLC

BUY
 -
21.7K
+ 41.03%
$1.09M - $1.18M
74.5K $1.74M
Nov 14, 2023 Q3 2023
Jones Financial Companies Lllp

BUY
 -
21.3K
+ 11.99%
$1.07M - $1.16M
199K $4.67M
Nov 07, 2023 Q3 2023
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
20.7K
New
$1.04M - $1.12M
20.7K $484K
Nov 07, 2023 Q3 2023
Newman Dignan & Sheerar, Inc.

BUY
 -
20.5K
+ 4.85%
$1.03M - $1.11M
442K $10.3M
Oct 19, 2023 Q3 2023
Walkner Condon Financial Advisors LLC

BUY
 -
20.4K
+ 26.72%
$1.03M - $1.1M
96.6K $2.26M
Feb 14, 2024 Q3 2023
Alternative Investment Advisors, Llc.

Maitland, FL
BUY
 -
19.9K
New
$1M - $1.08M
19.9K $465K
Oct 16, 2023 Q3 2023
Essex LLC

BUY
 -
19.1K
+ 11.01%
$964K - $1.04M
193K $4.52M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
19K
New
$955K - $1.03M
19K $444K
Oct 26, 2023 Q3 2023
Orgel Wealth Management, LLC

BUY
 -
18.5K
+ 1.12%
$934K - $1.01M
1.67M $39.1M
Nov 07, 2023 Q3 2023
Dravo Bay LLC

Wilmington, DE
BUY
 -
17.3K
+ 3.52%
$871K - $937K
509K $11.9M
Oct 30, 2023 Q3 2023
Matrix Trust CO

BUY
 -
16.8K
+ 3.04%
$848K - $913K
570K $13.3M
Nov 14, 2023 Q3 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
16.5K
+ 15.35%
$831K - $895K
124K $2.9M
Nov 13, 2023 Q3 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
15.3K
New
$770K - $828K
15.3K $358K
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
15.1K
+ 37.64%
$763K - $821K
55.4K $1.3M
Oct 24, 2023 Q3 2023
Compass Advisory Group LLC

BUY
 -
14.9K
+ 4.98%
$751K - $808K
315K $7.36M
Oct 17, 2023 Q3 2023
Patriot Investment Management Inc.

BUY
 -
14K
+ 10.04%
$707K - $761K
154K $3.6M
Oct 19, 2023 Q3 2023
Red Door Wealth Management, LLC

BUY
 -
13.7K
+ 3.63%
$688K - $740K
390K $9.12M
Nov 09, 2023 Q3 2023
Betterment LLC

New York, NY
BUY
 -
13.5K
+ 8.95%
$681K - $733K
165K $3.85M
Nov 14, 2023 Q3 2023
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
13.5K
+ 11.41%
$680K - $732K
132K $3.08M
Nov 08, 2023 Q3 2023
Van Strum & Towne Inc.

San Francisco, CA
BUY
 -
13K
+ 29.26%
$654K - $704K
57.4K $1.34M
Nov 13, 2023 Q3 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
12.8K
+ 20.16%
$642K - $691K
76K $1.78M
Nov 06, 2023 Q3 2023
Flputnam Investment Management CO

Portland, ME
BUY
 -
12.3K
+ 17.93%
$620K - $667K
80.9K $1.89M

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