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
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
3.45K
+ 10.25%
$174K - $187K
37.1K $868K
Nov 13, 2023 Q3 2023
Fwl Investment Management, LLC

BUY
 -
3.44K
New
$173K - $186K
3.44K $80.4K
Nov 07, 2023 Q3 2023
Fort Pitt Capital Group, LLC

BUY
 -
3.36K
+ 16.16%
$169K - $182K
24.1K $565K
Nov 09, 2023 Q3 2023
Sws Partners

BUY
 -
3.32K
+ 1.71%
$167K - $180K
197K $4.61M
Nov 13, 2023 Q3 2023
Salomon & Ludwin, LLC

BUY
 -
3.28K
New
$165K - $178K
3.28K $76.7K
Oct 23, 2023 Q3 2023
Rhs Financial, LLC

BUY
 -
3.28K
+ 5.5%
$165K - $178K
62.9K $1.47M
Oct 24, 2023 Q3 2023
J.W. Cole Advisors, Inc.

BUY
 -
3.21K
+ 43.9%
$162K - $174K
10.5K $246K
Oct 17, 2023 Q3 2023
Blue Sky Wealth Advisors, LLC

BUY
 -
3.21K
+ 0.16%
$162K - $174K
1.97M $46.2M
Oct 03, 2023 Q3 2023
Appleton Partners Inc

BUY
 -
3.18K
+ 0.51%
$160K - $172K
627K $14.7M
Nov 07, 2023 Q3 2023
Western Wealth Management, LLC

BUY
 -
3.14K
+ 5.11%
$158K - $170K
64.7K $1.51M
Nov 09, 2023 Q3 2023
Blair William & CO

Chicago, IL
BUY
 -
3.09K
+ 22.91%
$156K - $167K
16.6K $388K
Oct 05, 2023 Q3 2023
Foundations Investment Advisors, LLC

BUY
 -
2.99K
+ 34.12%
$151K - $162K
11.8K $275K
Nov 08, 2023 Q3 2023
Thoroughbred Financial Services, LLC

BUY
 -
2.96K
+ 11.25%
$149K - $161K
29.3K $686K
Nov 13, 2023 Q3 2023
Private Capital Management LLC

BUY
 -
2.86K
+ 1.6%
$144K - $155K
181K $4.24M
Nov 13, 2023 Q3 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
2.76K
+ 0.35%
$139K - $149K
782K $18.3M
Nov 14, 2023 Q3 2023
Ironwood Investment Counsel, LLC

BUY
 -
2.75K
+ 30.68%
$139K - $149K
11.7K $274K
Oct 10, 2023 Q3 2023
Compass Financial Group, Inc/Sd

Sioux Falls, SD
BUY
 -
2.66K
+ 10.76%
$134K - $144K
27.4K $641K
Dec 20, 2023 Q3 2023
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
2.58K
New
$130K - $140K
2.58K $60.4K
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
2.58K
+ 10.09%
$130K - $140K
28.1K $659K
Nov 14, 2023 Q3 2023
Edgestream Partners, L.P.

Princeton, NJ
BUY
 -
2.45K
+ 55.2%
$123K - $133K
6.88K $161K
Nov 15, 2023 Q3 2023
Greenwood Gearhart Inc

Fayetteville, AR
BUY
 -
2.31K
+ 2.16%
$116K - $125K
109K $2.55M
Oct 19, 2023 Q3 2023
Asset Planning Services Inc

BUY
 -
2.27K
+ 4.37%
$114K - $123K
54.3K $1.27M
Oct 23, 2023 Q3 2023
Yhb Investment Advisors, Inc.

BUY
 -
2.26K
+ 8.52%
$114K - $122K
28.7K $672K
Oct 20, 2023 Q3 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
2.24K
+ 7.42%
$113K - $122K
32.4K $759K
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
2.21K
+ 4.18%
$111K - $120K
55.1K $1.29M
Nov 14, 2023 Q3 2023
My Purposeful Wealth Corp.

Omaha, NE
BUY
 -
2.12K
+ 6.88%
$107K - $115K
33K $772K
Oct 23, 2023 Q3 2023
Sentinel Pension Advisors Inc

Wakefield, MA
BUY
 -
2.1K
+ 2.18%
$106K - $114K
98.5K $2.3M
Nov 08, 2023 Q3 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
2.1K
+ 4.26%
$106K - $114K
51.3K $1.2M
Nov 13, 2023 Q3 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
1.96K
+ 31.99%
$98.8K - $106K
8.1K $189K
Dec 11, 2023 Q3 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
1.95K
+ 127.39%
$98.2K - $106K
3.48K $81.4K
Oct 31, 2023 Q3 2023
Fagan Associates, Inc.

BUY
 -
1.94K
+ 4.25%
$97.8K - $105K
47.7K $1.12M
Oct 30, 2023 Q3 2023
Leisure Capital Management

BUY
 -
1.92K
+ 1.09%
$96.6K - $104K
179K $4.18M
Nov 02, 2023 Q3 2023
Sonora Investment Management Group, LLC

Tucson, AZ
BUY
 -
1.91K
+ 14.13%
$96.2K - $104K
15.4K $361K
Oct 19, 2023 Q3 2023
Provident Wealth Management, LLC

BUY
 -
1.87K
+ 0.59%
$94.4K - $102K
320K $7.49M
Oct 26, 2023 Q3 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
1.86K
New
$93.7K - $101K
1.86K $43.5K
Oct 05, 2023 Q3 2023
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
1.83K
+ 0.84%
$92.1K - $99.2K
220K $5.14M
Oct 10, 2023 Q3 2023
Hutchens & Kramer Investment Management Group, LLC

Carmel, IN
BUY
 -
1.82K
+ 2.04%
$91.8K - $98.8K
91.3K $2.14M
Oct 20, 2023 Q3 2023
Outfitter Financial LLC

BUY
 -
1.79K
+ 6.35%
$90.1K - $97K
30K $702K
Nov 20, 2023 Q3 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
1.76K
+ 27.73%
$88.4K - $95.2K
8.09K $189K
Nov 13, 2023 Q3 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
1.72K
+ 36.37%
$86.6K - $93.2K
6.45K $151K
Oct 19, 2023 Q3 2023
Valeo Financial Advisors, LLC

BUY
 -
1.66K
+ 3.7%
$83.5K - $89.9K
46.5K $1.09M
Oct 13, 2023 Q3 2023
John W. Brooker & Co., Cp As

BUY
 -
1.65K
+ 4.84%
$82.8K - $89.2K
35.6K $834K
Nov 03, 2023 Q3 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
1.61K
+ 10.83%
$80.8K - $87K
16.4K $384K
Nov 13, 2023 Q3 2023
Cibc Private Wealth Group, LLC

BUY
 -
1.6K
+ 5.57%
$80.6K - $86.8K
30.3K $710K
Oct 27, 2023 Q3 2023
Klingenstein Fields & CO LP

BUY
 -
1.58K
+ 1.85%
$79.5K - $85.5K
86.7K $2.03M
Oct 27, 2023 Q3 2023
Patten & Patten Inc

BUY
 -
1.57K
+ 26.37%
$79.1K - $85.1K
7.52K $176K
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

BUY
 -
1.56K
+ 3.79%
$78.4K - $84.4K
42.6K $997K
Nov 14, 2023 Q3 2023
Rainsberger Wealth Advisors, Inc.

Colorado Springs, CO
BUY
 -
1.53K
+ 4.24%
$77K - $82.9K
37.6K $880K
Nov 15, 2023 Q3 2023
Holderness Investments CO

Greensboro, NC
BUY
 -
1.46K
+ 7.47%
$73.7K - $79.3K
21K $493K

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