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
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
5.73K
+ 4.04%
$289K - $311K
148K $3.45M
Oct 25, 2023 Q3 2023
Access Financial Services, Inc.

BUY
 -
5.71K
+ 0.92%
$287K - $309K
628K $14.7M
Oct 23, 2023 Q3 2023
Dakota Wealth Management

BUY
 -
5.65K
+ 13.62%
$285K - $306K
47.2K $1.1M
Oct 25, 2023 Q3 2023
Seven Bridge Financial Group, LLC

BUY
 -
5.64K
New
$284K - $306K
5.64K $132K
Nov 14, 2023 Q3 2023
Vident Advisory, LLC

Alpharetta, GA
BUY
 -
5.59K
New
$281K - $303K
5.59K $131K
Nov 03, 2023 Q3 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
5.56K
+ 19.16%
$280K - $301K
34.6K $809K
Nov 01, 2023 Q3 2023
Investors Research Corp

BUY
 -
5.46K
+ 3.58%
$275K - $296K
158K $3.7M
Oct 10, 2023 Q3 2023
Fidelis I M, LLC

Medford, OR
BUY
 -
5.42K
+ 1.14%
$273K - $294K
479K $11.2M
Nov 09, 2023 Q3 2023
Tortoise Investment Management, LLC

BUY
 -
5.31K
+ 3.08%
$267K - $288K
177K $4.15M
Oct 27, 2023 Q3 2023
Brio Consultants, LLC

BUY
 -
5.29K
New
$267K - $287K
5.29K $124K
Oct 31, 2023 Q3 2023
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
5.24K
+ 3.32%
$264K - $284K
163K $3.81M
Nov 01, 2023 Q3 2023
Lowery Thomas, LLC

San Francisco, CA
BUY
 -
5.22K
+ 103.45%
$263K - $283K
10.3K $240K
Nov 08, 2023 Q3 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
5.22K
+ 1.15%
$263K - $283K
457K $10.7M
Oct 31, 2023 Q3 2023
Delta Financial Group, Inc.

Basking Ridge, NJ
BUY
 -
5.17K
New
$260K - $280K
5.17K $121K
Nov 14, 2023 Q3 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
5.16K
+ 1.14%
$260K - $280K
460K $10.8M
Nov 14, 2023 Q3 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
5.06K
+ 96.9%
$255K - $274K
10.3K $241K
Nov 17, 2023 Q3 2023
Diversified Trust CO

BUY
 -
4.98K
New
$251K - $270K
4.98K $116K
Nov 14, 2023 Q3 2023
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
4.97K
+ 4.61%
$250K - $270K
113K $2.64M
Jul 22, 2024 Q3 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
4.95K
+ 0.92%
$249K - $268K
541K $12.7M
Oct 24, 2023 Q3 2023
Capital Advisors Inc

BUY
 -
4.94K
+ 16.75%
$249K - $268K
34.4K $805K
Oct 13, 2023 Q3 2023
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
4.84K
+ 11.23%
$244K - $262K
47.9K $1.12M
Nov 08, 2023 Q3 2023
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
4.82K
+ 1.79%
$243K - $262K
275K $6.43M
Oct 31, 2023 Q3 2023
Financial Designs Corp

Claremont, CA
BUY
 -
4.72K
New
$238K - $256K
4.72K $111K
Nov 13, 2023 Q3 2023
Cibc World Markets Corp

New York, NY
BUY
 -
4.71K
New
$237K - $255K
4.71K $110K
Nov 02, 2023 Q3 2023
Badgley Phelps Wealth Managers, LLC

BUY
 -
4.71K
+ 21.9%
$237K - $255K
26.2K $613K
Oct 19, 2023 Q3 2023
Connecticut Wealth Management, LLC

BUY
 -
4.65K
New
$234K - $252K
4.65K $109K
Nov 13, 2023 Q3 2023
Madden Advisory Services, Inc.

BUY
 -
4.64K
+ 5.08%
$234K - $252K
96.1K $2.25M
Oct 10, 2023 Q3 2023
Wbh Advisory Inc

BUY
 -
4.64K
+ 1.64%
$234K - $252K
287K $6.73M
Nov 14, 2023 Q3 2023
Petix & Botte CO

BUY
 -
4.49K
New
$226K - $243K
4.49K $105K
Oct 20, 2023 Q3 2023
Pds Planning, Inc

BUY
 -
4.42K
New
$222K - $239K
4.42K $103K
Oct 27, 2023 Q3 2023
Sym Financial Corp

BUY
 -
4.41K
+ 813.28%
$222K - $239K
4.95K $116K
Nov 13, 2023 Q3 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
4.4K
+ 15.5%
$221K - $238K
32.8K $767K
Nov 14, 2023 Q3 2023
Creative Financial Designs Inc

BUY
 -
4.39K
+ 25.92%
$221K - $238K
21.3K $499K
Oct 25, 2023 Q3 2023
Buffington Mohr Mc Neal

BUY
 -
4.36K
+ 0.61%
$220K - $236K
718K $16.8M
Nov 14, 2023 Q3 2023
American Financial Advisors, LLC

BUY
 -
4.33K
+ 29.11%
$218K - $235K
19.2K $449K
Nov 07, 2023 Q3 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
4.3K
+ 51.84%
$217K - $233K
12.6K $295K
Oct 11, 2023 Q3 2023
Cva Family Office, LLC

BUY
 -
4.21K
+ 3.4%
$212K - $228K
128K $3M
Nov 08, 2023 Q3 2023
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
4.19K
+ 0.9%
$211K - $227K
470K $11M
Oct 23, 2023 Q3 2023
Sigma Investment Counselors Inc

BUY
 -
4.1K
+ 7.23%
$206K - $222K
60.8K $1.42M
Dec 06, 2023 Q3 2023
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
4.07K
+ 64.13%
$205K - $221K
10.4K $244K
Nov 09, 2023 Q3 2023
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
4.04K
+ 8.35%
$204K - $219K
52.4K $1.23M
Oct 05, 2023 Q3 2023
Falcon Wealth Planning

BUY
 -
4.02K
New
$203K - $218K
4.02K $94.1K
Oct 11, 2023 Q3 2023
Burt Wealth Advisors

BUY
 -
4.02K
+ 0.92%
$202K - $218K
440K $10.3M
Oct 16, 2023 Q3 2023
Naples Global Advisors, LLC

Naples, FL
BUY
 -
4K
+ 10.8%
$202K - $217K
41.1K $961K
Oct 30, 2023 Q3 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
3.95K
New
$199K - $214K
3.95K $92.5K
Nov 14, 2024 Q3 2023
Plotkin Financial Advisors, LLC

Chevy Chase, MD
BUY
 -
3.7K
+ 46.86%
$186K - $200K
11.6K $271K
Dec 01, 2023 Q3 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
3.56K
+ 4.12%
$179K - $193K
90K $2.11M
Nov 21, 2023 Q3 2023
Carlson Capital Management

BUY
 -
3.55K
+ 5.66%
$179K - $192K
66.2K $1.55M
Nov 13, 2023 Q3 2023
Pinkerton Retirement Specialists, LLC

Coeur D Alene, ID
BUY
 -
3.53K
+ 0.39%
$178K - $192K
906K $21.2M

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