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 22, 2024
Q4 2023
|
Financial Management Network Inc
|
SELL
|
- |
-241- 2.95% |
$11.7K - $13.6K
|
7.94K
$186K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-247- 29.06% |
$12K - $14K
|
603
$14.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-254- 1.45% |
$12.3K - $14.4K
|
17.3K
$405K
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-258- 2.2% |
$12.5K - $14.6K
|
11.5K
$268K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-262- 0.5% |
$12.7K - $14.8K
|
51.8K
$1.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-269- 0.79% |
$13K - $15.2K
|
33.7K
$789K
|
|
|
Jan 26, 2024
Q4 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-274- 0.69% |
$13.3K - $15.5K
|
39.6K
$927K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
SELL
|
- |
-275- 1.68% |
$13.3K - $15.6K
|
16.1K
$376K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-281- 1.58% |
$13.6K - $15.9K
|
17.5K
$409K
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-289- 1.38% |
$14K - $16.4K
|
20.7K
$484K
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-292- 1.03% |
$14.2K - $16.5K
|
28K
$656K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-302- 16.8% |
$14.6K - $17.1K
|
1.5K
$35K
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-304- 6.46% |
$14.7K - $17.2K
|
4.4K
$103K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-304- 1.93% |
$14.7K - $17.2K
|
15.4K
$361K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-310- 0.45% |
$15K - $17.5K
|
68.9K
$1.61M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-323- 1.25% |
$15.7K - $18.3K
|
25.6K
$598K
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-330- 5.37% |
$16K - $18.7K
|
5.82K
$136K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-335- 0.34% |
$16.2K - $19K
|
98.4K
$2.3M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-336- 1.03% |
$16.3K - $19K
|
32.2K
$754K
|
|
|
Jan 17, 2024
Q4 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-356- 6.42% |
$17.3K - $20.1K
|
5.19K
$121K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-359- 3.27% |
$17.4K - $20.3K
|
10.6K
$248K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-365- 12.21% |
$17.7K - $20.7K
|
2.62K
$61.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-369- 8.63% |
$17.9K - $20.9K
|
3.91K
$91.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-373- 4.31% |
$18.1K - $21.1K
|
8.28K
$194K
|
|
|
Feb 15, 2024
Q4 2023
|
Hanseatic Management Services Inc
|
SELL
|
- |
-375- 0.57% |
$18.2K - $21.2K
|
65.2K
$1.52M
|
|
|
Feb 07, 2024
Q4 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-380- 0.37% |
$18.4K - $21.5K
|
101K
$2.37M
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
SELL
|
- |
-383- 2.47% |
$18.6K - $21.7K
|
15.1K
$354K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-387- 0.51% |
$18.8K - $21.9K
|
75.7K
$1.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-389- 11.18% |
$18.9K - $22K
|
3.09K
$72.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-391- 4.78% |
$19K - $22.1K
|
7.79K
$182K
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-397- 11.55% |
$19.2K - $22.5K
|
3.04K
$71.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-403- 3.9% |
$19.5K - $22.8K
|
9.92K
$232K
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-403- 0.85% |
$19.5K - $22.8K
|
46.9K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-407- 0.68% |
$19.7K - $23K
|
59.8K
$1.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-408- 4.7% |
$19.8K - $23.1K
|
8.28K
$194K
|
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-412- 9.26% |
$20K - $23.3K
|
4.04K
$94.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-423- 10.25% |
$20.5K - $23.9K
|
3.7K
$86.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-426- 1.98% |
$20.6K - $24.1K
|
21.1K
$493K
|
|
|
Feb 09, 2024
Q4 2023
|
Divergent Wealth Advisors
|
SELL
|
- |
-437- 10.78% |
$21.2K - $24.7K
|
3.62K
$84.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-447- 0.71% |
$21.7K - $25.3K
|
62.5K
$1.46M
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-457- 1.62% |
$22.2K - $25.9K
|
27.8K
$651K
|
|
|
Jan 12, 2024
Q4 2023
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-460- 8.33% |
$22.3K - $26K
|
5.06K
$118K
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-462- 1.85% |
$22.4K - $26.1K
|
24.5K
$573K
|
|
|
Feb 01, 2024
Q4 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-463- 3.64% |
$22.4K - $26.2K
|
12.3K
$287K
|
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-468- 2.78% |
$22.7K - $26.5K
|
16.4K
$383K
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-475- 1.22% |
$23K - $26.9K
|
38.4K
$899K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-479- 1.21% |
$23.2K - $27.1K
|
39.1K
$914K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-481- 2.01% |
$23.3K - $27.2K
|
23.4K
$548K
|
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-486- 1.02% |
$23.6K - $27.5K
|
47.2K
$1.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-488- 1.65% |
$23.7K - $27.6K
|
29.1K
$681K
|