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
Dec 11, 2023 Q3 2023
Headinvest, LLC

Portland, ME
BUY
 -
1.42K
New
$71.7K - $77.2K
1.42K $33.3K
Oct 19, 2023 Q3 2023
Values Added Financial LLC

Washington, DC
BUY
 -
1.41K
+ 3.26%
$70.8K - $76.2K
44.5K $1.04M
Oct 10, 2023 Q3 2023
Ignite Planners, LLC

BUY
 -
1.4K
+ 2.39%
$70.5K - $75.9K
60K $1.4M
Nov 13, 2023 Q3 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
1.34K
+ 14.24%
$67.3K - $72.5K
10.7K $251K
Nov 13, 2023 Q3 2023
Forte Capital LLC

BUY
 -
1.3K
+ 1.45%
$65.4K - $70.4K
91.1K $2.13M
Nov 14, 2023 Q3 2023
Missouri Trust & Investment CO

Springfield, MO
BUY
 -
1.3K
+ 1.91%
$65.4K - $70.4K
69.2K $1.62M
Nov 13, 2023 Q3 2023
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
1.26K
+ 2.71%
$63.5K - $68.4K
47.8K $1.12M
Oct 25, 2023 Q3 2023
Godsey & Gibb Associates

BUY
 -
1.23K
+ 6.97%
$61.9K - $66.6K
18.9K $442K
Oct 05, 2023 Q3 2023
West Oak Capital, LLC

BUY
 -
1.2K
+ 1.6%
$60.4K - $65.1K
76.4K $1.79M
Nov 13, 2023 Q3 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
1.16K
+ 5.42%
$58.3K - $62.8K
22.5K $527K
Oct 12, 2023 Q3 2023
Paradigm Financial Partners, LLC

BUY
 -
1.13K
+ 2.54%
$56.8K - $61.1K
45.5K $1.06M
Oct 19, 2023 Q3 2023
Roof Eidam & Maycock

BUY
 -
1.13K
+ 9.39%
$56.7K - $61K
13.1K $307K
Nov 01, 2023 Q3 2023
Krilogy Financial LLC

BUY
 -
1.11K
+ 0.94%
$55.8K - $60.1K
119K $2.77M
Nov 01, 2023 Q3 2023
Bank Of Montreal

Toronto, A6
BUY
 -
1.09K
+ 1.68%
$54.7K - $58.9K
65.9K $1.54M
Oct 26, 2023 Q3 2023
Beam Wealth Advisors, Inc.

BUY
 -
1.04K
+ 8.56%
$52.2K - $56.2K
13.1K $308K
Nov 01, 2023 Q3 2023
Aspen Investment Management Inc

Grand Rapids, MI
BUY
 -
1.03K
+ 5.63%
$52K - $56K
19.4K $453K
Nov 02, 2023 Q3 2023
Red Tortoise LLC

Atlanta, GA
BUY
 -
1.03K
+ 0.89%
$51.6K - $55.6K
116K $2.72M
Nov 14, 2023 Q3 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
1.02K
+ 16.62%
$51.4K - $55.3K
7.16K $168K
Nov 03, 2023 Q3 2023
Ieq Capital, LLC

BUY
 -
1.01K
+ 2.71%
$50.7K - $54.6K
38.2K $895K
Oct 24, 2023 Q3 2023
Grant

BUY
 -
1.01K
+ 5.49%
$50.7K - $54.5K
19.3K $452K
Nov 01, 2023 Q3 2023
Empirical Asset Management, LLC

BUY
 -
977
+ 21.51%
$49.2K - $53K
5.52K $129K
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
963
+ 3.34%
$48.5K - $52.2K
29.8K $698K
Nov 07, 2023 Q3 2023
Austin Private Wealth, LLC

BUY
 -
904
+ 12.07%
$45.5K - $49K
8.39K $196K
Nov 14, 2023 Q3 2023
Ria Advisory Group LLC

Ames, IA
BUY
 -
896
+ 3.35%
$45.1K - $48.6K
27.6K $647K
Nov 09, 2023 Q3 2023
Citigroup Inc

BUY
 -
851
+ 28.21%
$42.9K - $46.1K
3.87K $90.5K
Dec 05, 2023 Q3 2023
Morton Capital Management Llc/Ca

Calabasas, CA
BUY
 -
839
+ 16.27%
$42.3K - $45.5K
6K $140K
Nov 01, 2023 Q3 2023
Centerpoint Advisors, LLC

BUY
 -
824
New
$41.5K - $44.7K
824 $19.3K
Nov 14, 2023 Q3 2023
Vista Wealth Management Group, LLC

BUY
 -
820
+ 3.86%
$41.3K - $44.5K
22.1K $517K
May 24, 2024 Q3 2023
Garrison Asset Management, LLC

BUY
 -
783
+ 6.03%
$39.4K - $42.4K
13.8K $322K
Nov 07, 2023 Q3 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
773
+ 3.6%
$38.9K - $41.9K
22.2K $520K
Oct 18, 2023 Q3 2023
Cambridge Advisors Inc.

BUY
 -
765
+ 5.89%
$38.5K - $41.5K
13.8K $322K
Nov 06, 2023 Q3 2023
Hm Payson & CO

Portland, ME
BUY
 -
757
+ 33.92%
$38.1K - $41K
2.99K $69.9K
Oct 30, 2023 Q3 2023
Pathway Financial Advisors LLC

BUY
 -
734
+ 14.08%
$37K - $39.8K
5.95K $139K
Oct 10, 2023 Q3 2023
Evensky & Katz LLC

BUY
 -
722
+ 4.29%
$36.4K - $39.1K
17.6K $411K
Oct 17, 2023 Q3 2023
Aspiriant, LLC

BUY
 -
715
+ 0.84%
$36K - $38.8K
85.8K $2.01M
Nov 09, 2023 Q3 2023
Lee Financial CO

Dallas, TX
BUY
 -
707
+ 0.57%
$35.6K - $38.3K
126K $2.94M
Oct 10, 2023 Q3 2023
Carnegie Capital Asset Management, LLC

BUY
 -
706
+ 8.09%
$35.6K - $38.3K
9.44K $221K
Nov 09, 2023 Q3 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
678
+ 1.14%
$34.1K - $36.8K
60.2K $1.41M
Nov 13, 2023 Q3 2023
Roundview Capital LLC

Princeton, NJ
BUY
 -
678
+ 1.55%
$34.1K - $36.8K
44.4K $1.04M
Oct 23, 2023 Q3 2023
Joel Isaacson & Co., LLC

BUY
 -
659
+ 10.56%
$33.2K - $35.7K
6.9K $161K
Nov 14, 2023 Q3 2023
Williams Jones Wealth Management, Llc.

New York, NY
BUY
 -
647
+ 9.16%
$32.6K - $35.1K
7.71K $180K
Nov 07, 2023 Q3 2023
Cutler Group LP

BUY
 -
600
New
$30.2K - $32.5K
600 $14K
Oct 20, 2023 Q3 2023
Bfsg, LLC

BUY
 -
576
+ 3.65%
$29K - $31.2K
16.4K $383K
Nov 14, 2023 Q3 2023
Chilton Capital Management LLC

Houston, TX
BUY
 -
565
+ 376.67%
$28.5K - $30.6K
715 $16.7K
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
526
+ 4.36%
$26.5K - $28.5K
12.6K $294K
Nov 13, 2023 Q3 2023
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
520
New
$26.2K - $28.2K
520 $12.2K
Oct 25, 2023 Q3 2023
ETF Store, Inc.

BUY
 -
515
+ 0.48%
$25.9K - $27.9K
107K $2.51M
Nov 01, 2023 Q3 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
503
+ 1.57%
$25.3K - $27.3K
32.5K $762K
Oct 25, 2023 Q3 2023
Chatham Capital Group, Inc.

BUY
 -
480
+ 2.32%
$24.2K - $26K
21.2K $495K

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