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 19, 2024
Q4 2023
|
Next Capital Management LLC
|
SELL
|
- |
-40- 0.08% |
$1.94K - $2.26K
|
51.7K
$1.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-40- 0.25% |
$1.94K - $2.26K
|
16.2K
$336K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-47- 0.95% |
$2.28K - $2.66K
|
4.91K
$102K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-55- 0.6% |
$2.67K - $3.11K
|
9.05K
$188K
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-55- 0.33% |
$2.67K - $3.11K
|
16.5K
$343K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-57- 0.16% |
$2.76K - $3.23K
|
34.8K
$724K
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-58- 0.1% |
$2.81K - $3.28K
|
59.3K
$1.23M
|
|
|
Feb 01, 2024
Q4 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-61- 0.91% |
$2.96K - $3.45K
|
6.62K
$138K
|
|
|
Feb 05, 2024
Q4 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-62- 0.05% |
$3.01K - $3.51K
|
116K
$2.41M
|
|
|
Jan 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-73- 0.51% |
$3.54K - $4.13K
|
14.2K
$295K
|
|
|
Jan 18, 2024
Q4 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-76- 0.95% |
$3.68K - $4.3K
|
7.89K
$164K
|
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
SELL
|
- |
-77- 0.8% |
$3.73K - $4.36K
|
9.5K
$197K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-78- 0.57% |
$3.78K - $4.41K
|
13.6K
$282K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-88- 1.09% |
$4.27K - $4.98K
|
7.96K
$166K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-90- 1.28% |
$4.36K - $5.09K
|
6.94K
$144K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-92- 0.39% |
$4.46K - $5.21K
|
23.3K
$484K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-93- 44.71% |
$4.51K - $5.26K
|
115
$2.39K
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
SELL
|
- |
-98- 1.5% |
$4.75K - $5.55K
|
6.45K
$134K
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-100- 0.98% |
$4.85K - $5.66K
|
10.1K
$211K
|
|
|
Jan 30, 2024
Q4 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-105- 0.65% |
$5.09K - $5.94K
|
16.1K
$335K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-109- 1.14% |
$5.28K - $6.17K
|
9.48K
$197K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-110- 2.7% |
$5.33K - $6.23K
|
3.96K
$82.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-111- 1.44% |
$5.38K - $6.28K
|
7.6K
$158K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-119- 4.28% |
$5.77K - $6.74K
|
2.66K
$55.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-121- 1.21% |
$5.86K - $6.85K
|
9.89K
$206K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-124- 6.2% |
$6.01K - $7.02K
|
1.88K
$39K
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-125- 0.71% |
$6.06K - $7.08K
|
17.4K
$361K
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-131- 0.5% |
$6.35K - $7.41K
|
26K
$540K
|
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-131- 1.76% |
$6.35K - $7.41K
|
7.3K
$152K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-136- 1.81% |
$6.59K - $7.7K
|
7.37K
$153K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
SELL
|
- |
-140- 0.66% |
$6.79K - $7.92K
|
21K
$437K
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-150- 0.18% |
$7.27K - $8.49K
|
84.4K
$1.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-151- 11.39% |
$7.32K - $8.55K
|
1.18K
$24.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-156- 0.37% |
$7.56K - $8.83K
|
42.1K
$876K
|
|
|
Jan 22, 2024
Q4 2023
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-158- 2.24% |
$7.66K - $8.94K
|
6.9K
$144K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-159- 3.38% |
$7.71K - $9K
|
4.55K
$94.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
SELL
|
- |
-174- 0.19% |
$8.43K - $9.85K
|
90.9K
$1.89M
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-180- 1.53% |
$8.72K - $10.2K
|
11.6K
$241K
|
|
|
Jan 26, 2024
Q4 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-184- 0.1% |
$8.92K - $10.4K
|
176K
$3.65M
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-184- 0.79% |
$8.92K - $10.4K
|
23K
$477K
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-186- 4.02% |
$9.02K - $10.5K
|
4.44K
$92.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-189- 3.03% |
$9.16K - $10.7K
|
6.05K
$126K
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-198- 0.67% |
$9.6K - $11.2K
|
29.2K
$606K
|
|
|
Jan 16, 2024
Q4 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-199- 0.74% |
$9.65K - $11.3K
|
26.6K
$553K
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-200- 4.62% |
$9.69K - $11.3K
|
4.13K
$85.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-200- 2.18% |
$9.69K - $11.3K
|
8.97K
$186K
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-204- 0.46% |
$9.89K - $11.5K
|
44.1K
$918K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-206- 2.0% |
$9.98K - $11.7K
|
10.1K
$209K
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
SELL
|
- |
-207- 0.67% |
$10K - $11.7K
|
30.9K
$642K
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-214- 3.68% |
$10.4K - $12.1K
|
5.6K
$116K
|