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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
ETF Store, Inc.
|
BUY
|
- |
515+ 0.48% |
$25.9K - $27.9K
|
107K
$2.36M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
503+ 1.57% |
$25.3K - $27.3K
|
32.5K
$715K
|
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
480+ 2.32% |
$24.2K - $26K
|
21.2K
$465K
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
461+ 0.34% |
$23.2K - $25K
|
137K
$3.02M
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
446+ 0.59% |
$22.5K - $24.2K
|
75.5K
$1.66M
|
|
|
Nov 01, 2023
Q3 2023
|
Gs Investments, Inc.
|
BUY
|
- |
430+ 3.19% |
$21.7K - $23.3K
|
13.9K
$306K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
428+ 16.72% |
$21.6K - $23.2K
|
2.99K
$65.6K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
412+ 71.53% |
$20.7K - $22.3K
|
988
$21.7K
|
|
|
Oct 16, 2023
Q3 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
407+ 1.4% |
$20.5K - $22.1K
|
29.6K
$649K
|
|
|
Oct 25, 2023
Q3 2023
|
Rovin Capital
|
BUY
|
- |
400+ 1.3% |
$20.1K - $21.7K
|
31.1K
$683K
|
|
|
Oct 18, 2023
Q3 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
400+ 0.4% |
$20.1K - $21.7K
|
102K
$2.23M
|
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
389+ 2.27% |
$19.6K - $21.1K
|
17.5K
$384K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
387+ 10.36% |
$19.5K - $21K
|
4.12K
$90.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
360+ 0.43% |
$18.1K - $19.5K
|
84.6K
$1.86M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
355+ 6.51% |
$17.9K - $19.2K
|
5.81K
$128K
|
|
|
Oct 10, 2023
Q3 2023
|
Harbor Group, Inc.
|
BUY
|
- |
354+ 0.34% |
$17.8K - $19.2K
|
105K
$2.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
349+ 0.94% |
$17.6K - $18.9K
|
37.5K
$823K
|
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
349+ 2.23% |
$17.6K - $18.9K
|
16K
$352K
|
|
|
Oct 16, 2023
Q3 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
333+ 3.88% |
$16.8K - $18.1K
|
8.92K
$196K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
329+ 0.57% |
$16.6K - $17.8K
|
58.5K
$1.28M
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
323New |
$16.3K - $17.5K
|
323
$7.09K
|
|
|
Oct 18, 2023
Q3 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
318+ 7.82% |
$16K - $17.2K
|
4.38K
$96.3K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
310+ 0.34% |
$15.6K - $16.8K
|
92K
$2.02M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
310+ 0.34% |
$15.6K - $16.8K
|
92K
$2.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
304New |
$15.3K - $16.5K
|
304
$6.68K
|
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
BUY
|
- |
302+ 2.33% |
$15.2K - $16.4K
|
13.3K
$292K
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
301New |
$15.2K - $16.3K
|
301
$6.61K
|
|
|
Oct 23, 2023
Q3 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
300+ 2.23% |
$15.1K - $16.3K
|
13.8K
$302K
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
295+ 0.36% |
$14.9K - $16K
|
82.8K
$1.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
295+ 0.29% |
$14.9K - $16K
|
102K
$2.24M
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
273+ 0.72% |
$13.7K - $14.8K
|
38.3K
$842K
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
271+ 0.6% |
$13.6K - $14.7K
|
45.3K
$995K
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
BUY
|
- |
270New |
$13.6K - $14.6K
|
270
$5.93K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
268+ 30.49% |
$13.5K - $14.5K
|
1.15K
$25.2K
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
259+ 0.53% |
$13K - $14K
|
48.8K
$1.07M
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Advantage, Inc.
|
BUY
|
- |
242+ 0.89% |
$12.2K - $13.1K
|
27.5K
$603K
|
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
235+ 1.05% |
$11.8K - $12.7K
|
22.6K
$495K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
223+ 12.54% |
$11.2K - $12.1K
|
2K
$43.9K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
221+ 5.74% |
$11.1K - $12K
|
4.07K
$89.4K
|
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
219+ 0.19% |
$11K - $11.9K
|
116K
$2.55M
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
219+ 5.62% |
$11K - $11.9K
|
4.12K
$90.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
214+ 0.38% |
$10.8K - $11.6K
|
56.6K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
190+ 3.53% |
$9.57K - $10.3K
|
5.57K
$122K
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
182+ 2.87% |
$9.17K - $9.87K
|
6.53K
$143K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
179+ 0.69% |
$9.01K - $9.7K
|
26.2K
$576K
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
155+ 1.2% |
$7.81K - $8.4K
|
13.1K
$287K
|
|
|
Nov 13, 2023
Q3 2023
|
Rice Partnership, LLC
|
BUY
|
- |
151+ 12.85% |
$7.6K - $8.19K
|
1.33K
$29.1K
|
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
149+ 4.83% |
$7.5K - $8.08K
|
3.23K
$71K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
146+ 2.41% |
$7.35K - $7.91K
|
6.19K
$136K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
143+ 5.42% |
$7.2K - $7.75K
|
2.78K
$61K
|