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 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
11.7K+ 2.94% |
$588K - $633K
|
409K
$9.57M
|
|
|
Oct 12, 2023
Q3 2023
|
Single Point Partners, LLC
|
BUY
|
- |
11.5KNew |
$581K - $625K
|
11.5K
$270K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.5K+ 8.04% |
$578K - $622K
|
154K
$3.61M
|
|
|
Nov 09, 2023
Q3 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
11.4K+ 2.9% |
$576K - $620K
|
406K
$9.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11.4K+ 97.03% |
$573K - $617K
|
23.1K
$540K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
11.3K+ 9.93% |
$568K - $612K
|
125K
$2.92M
|
|
|
Oct 31, 2023
Q3 2023
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
10.8K+ 38.3% |
$544K - $585K
|
39K
$912K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
10.2K+ 11.89% |
$514K - $553K
|
96.1K
$2.25M
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
10.2K+ 52.51% |
$513K - $552K
|
29.6K
$693K
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
10.1K+ 119.09% |
$507K - $545K
|
18.5K
$433K
|
|
|
Oct 13, 2023
Q3 2023
|
Veery Capital, LLC
|
BUY
|
- |
10K+ 1.95% |
$505K - $544K
|
524K
$12.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
9.8KNew |
$493K - $531K
|
9.8K
$229K
|
|
|
Oct 19, 2023
Q3 2023
|
Eagle Capital Management, LLC
|
BUY
|
- |
9.69K+ 24.01% |
$488K - $525K
|
50K
$1.17M
|
|
|
Oct 18, 2023
Q3 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
9.56K+ 2.45% |
$482K - $518K
|
400K
$9.36M
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
9.54K+ 31.96% |
$481K - $517K
|
39.4K
$922K
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
9.48K+ 3.92% |
$477K - $514K
|
251K
$5.88M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
9.41K+ 105.09% |
$474K - $510K
|
18.4K
$430K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
9.22K+ 4.9% |
$464K - $500K
|
197K
$4.62M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
9.16K+ 2.81% |
$461K - $496K
|
335K
$7.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
9.01KNew |
$454K - $488K
|
9.01K
$211K
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
8.83K+ 32.29% |
$445K - $479K
|
36.2K
$846K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
8.83K+ 2.95% |
$444K - $478K
|
308K
$7.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
8.77K+ 1.43% |
$442K - $476K
|
621K
$14.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
8.75K+ 92.21% |
$440K - $474K
|
18.2K
$427K
|
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
8.71KNew |
$439K - $472K
|
8.71K
$204K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
8.7K+ 1.13% |
$438K - $471K
|
776K
$18.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
8.45KNew |
$425K - $458K
|
8.45K
$198K
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
8.37KNew |
$422K - $454K
|
8.37K
$196K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
8.2K+ 11.72% |
$413K - $445K
|
78.2K
$1.83M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Consulate, Inc
|
BUY
|
- |
8.08K+ 0.91% |
$407K - $438K
|
900K
$21.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
7.86K+ 0.75% |
$396K - $426K
|
1.06M
$24.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
7.78K+ 1.82% |
$392K - $422K
|
435K
$10.2M
|
|
|
Nov 02, 2023
Q3 2023
|
St. Louis Trust CO
|
BUY
|
- |
7.56K+ 2.21% |
$380K - $410K
|
350K
$8.19M
|
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
7.4K+ 18.55% |
$373K - $401K
|
47.3K
$1.11M
|
|
|
Oct 19, 2023
Q3 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
7.22K+ 6.49% |
$364K - $392K
|
119K
$2.77M
|
|
|
Oct 16, 2023
Q3 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
7.2KNew |
$363K - $390K
|
7.2K
$168K
|
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
BUY
|
- |
7.19K+ 5.82% |
$362K - $390K
|
131K
$3.06M
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
7.17K+ 3.01% |
$361K - $389K
|
245K
$5.74M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
7.15K+ 2.72% |
$360K - $388K
|
271K
$6.33M
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
7.08K+ 36.25% |
$356K - $384K
|
26.6K
$622K
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
7.06KNew |
$356K - $383K
|
7.06K
$165K
|
|
|
Nov 13, 2023
Q3 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
7.01KNew |
$353K - $380K
|
7.01K
$164K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
6.74K+ 9.57% |
$339K - $365K
|
77.2K
$1.81M
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
BUY
|
- |
6.62KNew |
$333K - $359K
|
6.62K
$155K
|
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
BUY
|
- |
6.39K+ 2.93% |
$322K - $346K
|
224K
$5.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.23K+ 70.41% |
$313K - $337K
|
15.1K
$353K
|
|
|
Oct 23, 2023
Q3 2023
|
Wealth Advisors, Inc.
|
BUY
|
- |
6.07KNew |
$306K - $329K
|
6.07K
$142K
|
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
6.03K+ 30.48% |
$304K - $327K
|
25.8K
$604K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.81K+ 1.21% |
$293K - $315K
|
484K
$11.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
5.79KNew |
$292K - $314K
|
5.79K
$135K
|