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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4+ 0.37% |
$194 - $226
|
1.1K
$25.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.43% |
$145 - $170
|
706
$16.5K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
3+ 0.53% |
$145 - $170
|
566
$13.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
3+ 0.37% |
$145 - $170
|
820
$19.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
2+ 0.19% |
$96.9 - $113
|
1.03K
$24.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.47% |
$96.9 - $113
|
428
$10K
|
|
|
Feb 14, 2024
Q4 2023
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
2+ 0.01% |
$96.9 - $113
|
13.8K
$323K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 0.55% |
$96.9 - $113
|
363
$8.49K
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$96.9 - $113
|
27.4K
$642K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
2+ 0.18% |
$96.9 - $113
|
1.14K
$26.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$96.9 - $113
|
4.65K
$109K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.34% |
$48.5 - $56.6
|
292
$6.83K
|
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
BUY
|
- |
1+ 0.02% |
$48.5 - $56.6
|
5.85K
$137K
|
|
|
Jan 31, 2024
Q4 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.05% |
$48.5 - $56.6
|
1.91K
$44.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
1+ 0.0% |
$48.5 - $56.6
|
34.6K
$810K
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1+ 2.56% |
$48.5 - $56.6
|
40
$936
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 0.31% |
$48.5 - $56.6
|
324
$7.58K
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1+ 4.55% |
$48.5 - $56.6
|
23
$538
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 2.04% |
$48.5 - $56.6
|
50
$1.17K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.04% |
$48.5 - $56.6
|
2.64K
$61.8K
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1+ 0.95% |
$48.5 - $56.6
|
106
$2.48K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.07% |
$48.5 - $56.6
|
1.34K
$31.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1- 0.02% |
$48.5 - $56.6
|
4K
$93.6K
|
|
|
Jan 11, 2024
Q4 2023
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-2- 0.02% |
$96.9 - $113
|
12.2K
$286K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2- 0.03% |
$96.9 - $113
|
6.85K
$160K
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-2- 0.01% |
$96.9 - $113
|
17.6K
$413K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-2- 4.44% |
$96.9 - $113
|
43
$1.01K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-2- 0.03% |
$96.9 - $113
|
6.73K
$157K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-6- 0.05% |
$291 - $340
|
11K
$257K
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-9- 0.13% |
$436 - $509
|
6.91K
$162K
|
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-10- 0.07% |
$485 - $566
|
13.8K
$323K
|
|
|
Jan 09, 2024
Q4 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-12- 0.08% |
$582 - $679
|
14.4K
$337K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-12- 0.29% |
$582 - $679
|
4.11K
$96.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-13- 0.17% |
$630 - $736
|
7.65K
$179K
|
|
|
Jan 25, 2024
Q4 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-15- 0.25% |
$727 - $849
|
5.89K
$138K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-17- 0.06% |
$824 - $962
|
26.7K
$625K
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-17- 0.31% |
$824 - $962
|
5.5K
$129K
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-18- 0.13% |
$872 - $1.02K
|
13.7K
$321K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-31- 0.06% |
$1.5K - $1.75K
|
55.3K
$1.29M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-32- 0.19% |
$1.55K - $1.81K
|
16.4K
$384K
|
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-34- 0.74% |
$1.65K - $1.92K
|
4.59K
$107K
|
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-37- 0.48% |
$1.79K - $2.09K
|
7.73K
$181K
|
|
|
Jan 12, 2024
Q4 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-37- 0.32% |
$1.79K - $2.09K
|
11.4K
$266K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-38- 0.45% |
$1.84K - $2.15K
|
8.35K
$195K
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-39- 2.58% |
$1.89K - $2.21K
|
1.47K
$34.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Matrix Trust CO
|
SELL
|
- |
-39- 0.01% |
$1.89K - $2.21K
|
570K
$13.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-40- 0.25% |
$1.94K - $2.26K
|
16.2K
$378K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-40- 0.21% |
$1.94K - $2.26K
|
18.8K
$439K
|
|
|
Feb 14, 2024
Q4 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-40- 2.99% |
$1.94K - $2.26K
|
1.3K
$30.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Next Capital Management LLC
|
SELL
|
- |
-40- 0.08% |
$1.94K - $2.26K
|
51.7K
$1.21M
|