Purchases and Sales Made in Q4 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 Q4 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 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
106+ 0.37% |
$5.14K - $6K
|
29K
$679K
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
106+ 0.37% |
$5.14K - $6K
|
29K
$679K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
100New |
$4.85K - $5.66K
|
100
$2.34K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
84+ 0.27% |
$4.07K - $4.75K
|
31.2K
$730K
|
|
|
Feb 07, 2024
Q4 2023
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
82+ 0.72% |
$3.97K - $4.64K
|
11.4K
$267K
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
76+ 0.52% |
$3.68K - $4.3K
|
14.6K
$343K
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
72+ 0.19% |
$3.49K - $4.08K
|
38.3K
$895K
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
72+ 1.16% |
$3.49K - $4.08K
|
6.29K
$147K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
65+ 1.38% |
$3.15K - $3.68K
|
4.78K
$112K
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
BUY
|
- |
62+ 0.47% |
$3.01K - $3.51K
|
13.3K
$312K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
62+ 1.28% |
$3.01K - $3.51K
|
4.91K
$115K
|
|
|
Jan 31, 2024
Q4 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
60+ 1.86% |
$2.91K - $3.4K
|
3.29K
$77K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
57+ 0.36% |
$2.76K - $3.23K
|
15.9K
$373K
|
|
|
Jan 29, 2024
Q4 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
55+ 0.19% |
$2.67K - $3.11K
|
29.5K
$690K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
54+ 0.3% |
$2.62K - $3.06K
|
18.3K
$428K
|
|
|
Jan 10, 2024
Q4 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
53+ 0.93% |
$2.57K - $3K
|
5.77K
$135K
|
|
|
Jan 22, 2024
Q4 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
52+ 1.19% |
$2.52K - $2.94K
|
4.44K
$104K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
50New |
$2.42K - $2.83K
|
50
$1.17K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
50+ 0.18% |
$2.42K - $2.83K
|
28K
$654K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
49+ 1.2% |
$2.38K - $2.77K
|
4.14K
$96.9K
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
47+ 0.45% |
$2.28K - $2.66K
|
10.5K
$245K
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
45+ 0.24% |
$2.18K - $2.55K
|
18.5K
$434K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
42+ 0.37% |
$2.04K - $2.38K
|
11.5K
$268K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
41+ 0.11% |
$1.99K - $2.32K
|
37.5K
$878K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
30+ 0.26% |
$1.45K - $1.7K
|
11.5K
$268K
|
|
|
Feb 08, 2024
Q4 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
30+ 0.64% |
$1.45K - $1.7K
|
4.73K
$111K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
30New |
$1.45K - $1.7K
|
30
$702
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
27+ 0.16% |
$1.31K - $1.53K
|
16.8K
$392K
|
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
27+ 0.28% |
$1.31K - $1.53K
|
9.52K
$223K
|
|
|
Feb 13, 2024
Q4 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
25+ 0.41% |
$1.21K - $1.42K
|
6.1K
$143K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
24New |
$1.16K - $1.36K
|
24
$562
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Advantage, Inc.
|
BUY
|
- |
21+ 0.08% |
$1.02K - $1.19K
|
27.5K
$644K
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
21+ 0.03% |
$1.02K - $1.19K
|
61.7K
$1.44M
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
20+ 0.42% |
$969 - $1.13K
|
4.84K
$113K
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
20+ 0.3% |
$969 - $1.13K
|
6.6K
$154K
|
|
|
Feb 12, 2024
Q4 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
20+ 0.35% |
$969 - $1.13K
|
5.72K
$134K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
19+ 0.09% |
$921 - $1.08K
|
20.4K
$478K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
16+ 0.1% |
$776 - $906
|
15.5K
$363K
|
|
|
Jan 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
BUY
|
- |
16+ 0.39% |
$776 - $906
|
4.07K
$95.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
15+ 0.29% |
$727 - $849
|
5.18K
$121K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.5% |
$727 - $849
|
3K
$70.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
14+ 0.05% |
$679 - $792
|
26.1K
$611K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
12New |
$582 - $679
|
12
$281
|
|
|
Feb 05, 2024
Q4 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
12+ 0.04% |
$582 - $679
|
29.3K
$686K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
10+ 0.24% |
$485 - $566
|
4.24K
$99.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
9+ 0.33% |
$436 - $509
|
2.72K
$63.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
9New |
$436 - $509
|
9
$211
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
8+ 0.13% |
$388 - $453
|
6.07K
$142K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
7+ 0.73% |
$339 - $396
|
961
$22.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
6+ 0.13% |
$291 - $340
|
4.59K
$107K
|