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
Lake Street Advisors Group, LLC

BUY
 -
461
+ 0.34%
$23.2K - $25K
137K $3.21M
Oct 31, 2023 Q3 2023
Tempus Wealth Planning, LLC

BUY
 -
446
+ 0.59%
$22.5K - $24.2K
75.5K $1.77M
Nov 01, 2023 Q3 2023
Gs Investments, Inc.

BUY
 -
430
+ 3.19%
$21.7K - $23.3K
13.9K $326K
Nov 03, 2023 Q3 2023
Ever Source Wealth Advisors, LLC

BUY
 -
428
+ 16.72%
$21.6K - $23.2K
2.99K $69.9K
Oct 27, 2023 Q3 2023
Gradient Investments LLC

BUY
 -
412
+ 71.53%
$20.7K - $22.3K
988 $23.1K
Oct 16, 2023 Q3 2023
Dechtman Wealth Management, LLC

Centennial, CO
BUY
 -
407
+ 1.4%
$20.5K - $22.1K
29.6K $692K
Oct 25, 2023 Q3 2023
Rovin Capital

BUY
 -
400
+ 1.3%
$20.1K - $21.7K
31.1K $728K
Oct 18, 2023 Q3 2023
Arcataur Capital Management LLC

Milwaukee, WI
BUY
 -
400
+ 0.4%
$20.1K - $21.7K
102K $2.38M
Nov 07, 2023 Q3 2023
James J. Burns & Company, LLC

Melville, NY
BUY
 -
389
+ 2.27%
$19.6K - $21.1K
17.5K $410K
Nov 13, 2023 Q3 2023
Tradition Wealth Management, LLC

BUY
 -
387
+ 10.36%
$19.5K - $21K
4.12K $96.5K
Oct 25, 2023 Q3 2023
Farmers & Merchants Investments Inc

BUY
 -
355
+ 6.51%
$17.9K - $19.2K
5.81K $136K
Oct 10, 2023 Q3 2023
Harbor Group, Inc.

BUY
 -
354
+ 0.34%
$17.8K - $19.2K
105K $2.45M
Oct 25, 2023 Q3 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
349
+ 0.94%
$17.6K - $18.9K
37.5K $877K
Oct 18, 2023 Q3 2023
Aurora Private Wealth, Inc.

BUY
 -
349
+ 2.23%
$17.6K - $18.9K
16K $375K
Oct 16, 2023 Q3 2023
Moseley Investment Management Inc

BUY
 -
333
+ 3.88%
$16.8K - $18.1K
8.92K $209K
Nov 08, 2023 Q3 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
329
+ 0.57%
$16.6K - $17.8K
58.5K $1.37M
Nov 15, 2023 Q3 2023
Team Financial Group, LLC

Temecula, CA
BUY
 -
323
New
$16.3K - $17.5K
323 $7.56K
Oct 18, 2023 Q3 2023
Builder Investment Group Inc /Adv

Atlanta, GA
BUY
 -
318
+ 7.82%
$16K - $17.2K
4.38K $103K
Oct 10, 2023 Q3 2023
Bartlett & Co. LLC

BUY
 -
310
+ 0.34%
$15.6K - $16.8K
92K $2.15M
Feb 14, 2024 Q3 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
310
+ 0.34%
$15.6K - $16.8K
92K $2.15M
Nov 14, 2023 Q3 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
304
New
$15.3K - $16.5K
304 $7.11K
Nov 02, 2023 Q3 2023
Novare Capital Management LLC

BUY
 -
302
+ 2.33%
$15.2K - $16.4K
13.3K $311K
Nov 03, 2023 Q3 2023
Briaud Financial Planning, Inc

College Station, TX
BUY
 -
301
New
$15.2K - $16.3K
301 $7.04K
Oct 23, 2023 Q3 2023
Garrison Asset Management, LLC

BUY
 -
300
+ 2.23%
$15.1K - $16.3K
13.8K $322K
Oct 25, 2023 Q3 2023
Sage Mountain Advisors LLC

BUY
 -
295
+ 0.36%
$14.9K - $16K
82.8K $1.94M
Nov 14, 2023 Q3 2023
Circle Wealth Management, LLC

Summit, NJ
BUY
 -
295
+ 0.29%
$14.9K - $16K
102K $2.38M
Nov 06, 2023 Q3 2023
Nicholas Hoffman & Company, Llc.

Atlanta, GA
BUY
 -
273
+ 0.72%
$13.7K - $14.8K
38.3K $897K
Oct 31, 2023 Q3 2023
Abbrea Capital, LLC

BUY
 -
271
+ 0.6%
$13.6K - $14.7K
45.3K $1.06M
Nov 13, 2023 Q3 2023
Clear Street Markets LLC

BUY
 -
270
New
$13.6K - $14.6K
270 $6.32K
Nov 14, 2023 Q3 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
268
+ 30.49%
$13.5K - $14.5K
1.15K $26.8K
Nov 09, 2023 Q3 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
259
+ 0.53%
$13K - $14K
48.8K $1.14M
Oct 30, 2023 Q3 2023
Capital Advantage, Inc.

BUY
 -
242
+ 0.89%
$12.2K - $13.1K
27.5K $643K
Nov 07, 2023 Q3 2023
Avant Capital LLC

Lafayette, LA
BUY
 -
235
+ 1.05%
$11.8K - $12.7K
22.6K $528K
Nov 15, 2023 Q3 2023
Atticus Wealth Management, LLC

BUY
 -
223
+ 12.54%
$11.2K - $12.1K
2K $46.8K
Oct 17, 2023 Q3 2023
Davenport & CO LLC

BUY
 -
221
+ 5.74%
$11.1K - $12K
4.07K $95.2K
Oct 18, 2023 Q3 2023
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
219
+ 5.62%
$11K - $11.9K
4.12K $96.4K
Nov 01, 2023 Q3 2023
Paulson Wealth Management Inc.

BUY
 -
219
+ 0.19%
$11K - $11.9K
116K $2.72M
Nov 14, 2023 Q3 2023
Asset Management Group, Inc.

Stamford, CT
BUY
 -
214
+ 0.38%
$10.8K - $11.6K
56.6K $1.33M
Nov 14, 2023 Q3 2023
Southeast Asset Advisors Inc.

Thomasville, GA
BUY
 -
190
+ 3.53%
$9.57K - $10.3K
5.57K $130K
Nov 08, 2023 Q3 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
182
+ 2.87%
$9.17K - $9.87K
6.53K $153K
Oct 27, 2023 Q3 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
179
+ 0.69%
$9.01K - $9.7K
26.2K $614K
Nov 13, 2023 Q3 2023
Natixis Advisors, L.P.

Boston, MA
BUY
 -
155
+ 1.2%
$7.81K - $8.4K
13.1K $305K
Nov 13, 2023 Q3 2023
Rice Partnership, LLC

BUY
 -
151
+ 12.85%
$7.6K - $8.19K
1.33K $31K
Oct 23, 2023 Q3 2023
Robbins Farley LLC

Manchester, NH
BUY
 -
149
+ 4.83%
$7.5K - $8.08K
3.23K $75.6K
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
146
+ 2.41%
$7.35K - $7.91K
6.19K $145K
Oct 31, 2023 Q3 2023
Fifth Third Bancorp

BUY
 -
143
+ 5.42%
$7.2K - $7.75K
2.78K $65.1K
Oct 24, 2023 Q3 2023
Argent Capital Management LLC

BUY
 -
140
+ 1.63%
$7.05K - $7.59K
8.72K $204K
Oct 20, 2023 Q3 2023
Evolution Advisers, Inc.

BUY
 -
136
+ 0.65%
$6.85K - $7.37K
21.2K $496K
Nov 07, 2023 Q3 2023
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
135
+ 3.25%
$6.8K - $7.32K
4.3K $101K

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