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 13, 2023 Q3 2023
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
129
+ 0.16%
$6.5K - $6.99K
79K $1.85M
Nov 13, 2023 Q3 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
124
+ 0.2%
$6.24K - $6.72K
61.8K $1.45M
Nov 03, 2023 Q3 2023
Larson Financial Group LLC

BUY
 -
113
+ 0.5%
$5.69K - $6.13K
22.6K $528K
Oct 16, 2023 Q3 2023
Relyea Zuckerberg Hanson LLC

BUY
 -
96
+ 0.33%
$4.83K - $5.2K
28.9K $677K
Nov 07, 2023 Q3 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
95
+ 6.57%
$4.78K - $5.15K
1.54K $36K
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
94
New
$4.73K - $5.1K
94 $2.2K
Nov 14, 2023 Q3 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
86
+ 0.52%
$4.33K - $4.66K
16.5K $385K
Oct 26, 2023 Q3 2023
Macroview Investment Management LLC

BUY
 -
81
+ 2.02%
$4.08K - $4.39K
4.09K $95.8K
Nov 14, 2023 Q3 2023
Quantinno Capital Management LP

New York, NY
BUY
 -
81
+ 1.26%
$4.08K - $4.39K
6.52K $153K
Nov 14, 2023 Q3 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
77
+ 0.22%
$3.88K - $4.17K
34.9K $817K
Oct 30, 2023 Q3 2023
Bogart Wealth, LLC

BUY
 -
59
+ 5.09%
$2.97K - $3.2K
1.22K $28.5K
Nov 06, 2023 Q3 2023
E Rn Financial, LLC

BUY
 -
58
+ 0.84%
$2.92K - $3.14K
6.92K $162K
Oct 10, 2023 Q3 2023
M&R Capital Management Inc

BUY
 -
57
+ 5.28%
$2.87K - $3.09K
1.14K $26.6K
Oct 17, 2023 Q3 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
56
+ 0.62%
$2.82K - $3.04K
9.11K $213K
Oct 12, 2023 Q3 2023
Mayport, LLC

BUY
 -
54
+ 0.57%
$2.72K - $2.93K
9.57K $224K
Nov 07, 2023 Q3 2023
Plante Moran Financial Advisors, LLC

BUY
 -
50
+ 0.79%
$2.52K - $2.71K
6.35K $148K
Oct 31, 2023 Q3 2023
Lyell Wealth Management, LP

BUY
 -
50
+ 0.38%
$2.52K - $2.71K
13.3K $310K
Nov 13, 2023 Q3 2023
Centaurus Financial, Inc.

BUY
 -
49
+ 0.88%
$2.47K - $2.66K
5.64K $132K
Oct 25, 2023 Q3 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
37
New
$1.86K - $2.01K
37 $866
Apr 22, 2024 Q3 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
37
New
$1.86K - $2.01K
37 $866
Oct 11, 2023 Q3 2023
Zhang Financial LLC

BUY
 -
36
+ 0.07%
$1.81K - $1.95K
49.7K $1.16M
Nov 15, 2023 Q3 2023
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
32
+ 0.33%
$1.61K - $1.73K
9.59K $224K
Nov 13, 2023 Q3 2023
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
31
+ 0.02%
$1.56K - $1.68K
146K $3.41M
Oct 10, 2023 Q3 2023
Tilia Fiduciary Partners, Inc.

BUY
 -
31
+ 0.27%
$1.56K - $1.68K
11.4K $267K
Oct 24, 2023 Q3 2023
G2 Capital Management, LLC

Columbus, OH
BUY
 -
29
+ 0.02%
$1.46K - $1.57K
160K $3.75M
Oct 20, 2023 Q3 2023
Avion Wealth

The Woodlands, TX
BUY
 -
28
+ 0.53%
$1.41K - $1.52K
5.35K $125K
Nov 07, 2023 Q3 2023
Accredited Investors Inc.

BUY
 -
27
+ 0.6%
$1.36K - $1.46K
4.52K $106K
Oct 12, 2023 Q3 2023
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
27
+ 150.0%
$1.36K - $1.46K
45 $1.05K
Nov 08, 2023 Q3 2023
Amg National Trust Bank

BUY
 -
26
+ 0.16%
$1.31K - $1.41K
16.7K $391K
Nov 07, 2023 Q3 2023
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
26
+ 0.35%
$1.31K - $1.41K
7.36K $172K
Oct 10, 2023 Q3 2023
Verum Partners LLC

Charlotte, NC
BUY
 -
26
+ 0.1%
$1.31K - $1.41K
25.9K $606K
Oct 23, 2023 Q3 2023
Mayfair Advisory Group, LLC

Birmingham, AL
BUY
 -
24
+ 0.49%
$1.21K - $1.3K
4.89K $114K
Nov 13, 2023 Q3 2023
Regimen Wealth, LLC

Atlanta, GA
BUY
 -
23
+ 0.38%
$1.16K - $1.25K
6.07K $142K
Oct 30, 2023 Q3 2023
Sanctuary Wealth Management, L.L.C.

BUY
 -
22
New
$1.11K - $1.19K
22 $515
Nov 13, 2023 Q3 2023
Glassman Wealth Services

BUY
 -
21
+ 1.7%
$1.06K - $1.14K
1.26K $29.4K
Oct 27, 2023 Q3 2023
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
20
+ 1.03%
$1.01K - $1.08K
1.97K $46.1K
Nov 13, 2023 Q3 2023
Riverview Capital Advisers, LLC

Boston, MA
BUY
 -
19
+ 0.33%
$957 - $1.03K
5.7K $133K
Oct 24, 2023 Q3 2023
Stratos Wealth Advisors, LLC

BUY
 -
19
+ 0.37%
$957 - $1.03K
5.21K $122K
Feb 15, 2024 Q3 2023
Westshore Wealth, LLC

BUY
 -
18
+ 0.38%
$906 - $976
4.82K $113K
Oct 10, 2023 Q3 2023
Ccg Wealth Management, LLC

BUY
 -
17
+ 0.04%
$856 - $922
44.7K $1.05M
Nov 08, 2023 Q3 2023
First Command Advisory Services, Inc.

BUY
 -
16
New
$806 - $867
16 $374
Oct 04, 2023 Q3 2023
Bowman & CO S.C.

BUY
 -
16
+ 0.4%
$806 - $867
4.05K $94.8K
Oct 31, 2023 Q3 2023
Divergent Wealth Advisors

BUY
 -
15
+ 0.37%
$755 - $813
4.05K $94.9K
Nov 14, 2023 Q3 2023
Marietta Investment Partners LLC

Milwaukee, WI
BUY
 -
15
+ 0.12%
$755 - $813
12.6K $295K
Nov 09, 2023 Q3 2023
Human Investing LLC

BUY
 -
12
+ 0.05%
$604 - $651
25.3K $592K
Oct 18, 2023 Q3 2023
Koshinski Asset Management, Inc.

BUY
 -
12
+ 0.15%
$604 - $651
8.09K $189K
Oct 19, 2023 Q3 2023
Root Financial Partners, LLC

Solana Beach, CA
BUY
 -
11
+ 0.17%
$554 - $596
6.31K $148K
Oct 25, 2023 Q3 2023
Oxinas Partners Wealth Management LLC

BUY
 -
11
+ 0.23%
$554 - $596
4.71K $110K
Oct 30, 2023 Q3 2023
Oakwell Private Wealth Management, LLC

BUY
 -
11
+ 0.01%
$554 - $596
116K $2.71M

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