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 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.27K- 4.88% |
$110K - $128K
|
44.2K
$1.03M
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-2.32K- 1.94% |
$112K - $131K
|
117K
$2.73M
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.37K- 23.47% |
$115K - $134K
|
7.73K
$181K
|
|
|
Jan 30, 2024
Q4 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-2.39K- 5.35% |
$116K - $135K
|
42.3K
$990K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.44K- 7.65% |
$118K - $138K
|
29.4K
$688K
|
|
|
Jan 30, 2024
Q4 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-2.44K- 2.44% |
$118K - $138K
|
97.5K
$2.28M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2.47K- 7.6% |
$120K - $140K
|
30K
$701K
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-2.49K- 12.61% |
$121K - $141K
|
17.3K
$404K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.57K- 0.23% |
$125K - $145K
|
1.14M
$26.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-2.57K- 2.41% |
$125K - $146K
|
104K
$2.44M
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-2.58K- 5.27% |
$125K - $146K
|
46.4K
$1.09M
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-2.6K- 10.8% |
$126K - $147K
|
21.5K
$503K
|
|
|
Jan 30, 2024
Q4 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-2.61K- 0.36% |
$126K - $148K
|
715K
$16.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-2.64K- 2.1% |
$128K - $150K
|
124K
$2.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Athena Investment Management
|
SELL
|
- |
-2.65K- 0.56% |
$128K - $150K
|
474K
$11.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.65K- 1.07% |
$129K - $150K
|
245K
$5.73M
|
|
|
Feb 02, 2024
Q4 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-2.7K- 5.46% |
$131K - $153K
|
46.8K
$1.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-2.76K- 2.65% |
$134K - $156K
|
101K
$2.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-2.88K- 1.34% |
$139K - $163K
|
211K
$4.94M
|
|
|
Feb 08, 2024
Q4 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-2.95K- 8.12% |
$143K - $167K
|
33.4K
$782K
|
|
|
Oct 09, 2024
Q4 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-3K- 17.91% |
$145K - $170K
|
13.7K
$321K
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-3K- 2.97% |
$145K - $170K
|
98.1K
$2.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.04K- 6.33% |
$147K - $172K
|
44.9K
$1.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-3.07K- 10.28% |
$149K - $174K
|
26.8K
$627K
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-3.09K- 3.22% |
$150K - $175K
|
93K
$2.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-3.12K- 6.81% |
$151K - $177K
|
42.8K
$1M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-3.15K- 30.7% |
$152K - $178K
|
7.1K
$166K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.15K- 0.22% |
$153K - $178K
|
1.45M
$33.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-3.15K- 0.4% |
$153K - $178K
|
777K
$18.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-3.25K- 47.21% |
$157K - $184K
|
3.63K
$85K
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-3.26K- 2.32% |
$158K - $184K
|
137K
$3.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-3.33K- 2.84% |
$161K - $188K
|
114K
$2.67M
|
|
|
Jan 23, 2024
Q4 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-3.35K- 1.94% |
$163K - $190K
|
170K
$3.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-3.38K- 6.31% |
$164K - $191K
|
50.1K
$1.17M
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-3.48K- 3.24% |
$169K - $197K
|
104K
$2.43M
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
SELL
|
- |
-3.54K- 19.44% |
$171K - $200K
|
14.7K
$343K
|
|
|
Feb 13, 2024
Q4 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-3.63K- 0.83% |
$176K - $206K
|
434K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-3.65K- 5.26% |
$177K - $206K
|
65.7K
$1.54M
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-3.78K- 4.11% |
$183K - $214K
|
88.1K
$2.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-3.78K- 21.7% |
$183K - $214K
|
13.7K
$319K
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-3.8K- 3.89% |
$184K - $215K
|
94K
$2.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-3.97K- 3.42% |
$192K - $225K
|
112K
$2.63M
|
|
|
Jan 18, 2024
Q4 2023
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-3.97K- 8.92% |
$193K - $225K
|
40.6K
$949K
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-4.02K- 6.63% |
$195K - $228K
|
56.7K
$1.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-4.05K- 13.14% |
$196K - $229K
|
26.7K
$626K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-4.15K- 1.36% |
$201K - $235K
|
301K
$7.05M
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-4.21K- 78.75% |
$204K - $238K
|
1.14K
$26.6K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-4.21K- 7.03% |
$204K - $238K
|
55.8K
$1.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-4.23K- 0.55% |
$205K - $240K
|
771K
$18.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-4.43K- 1.01% |
$215K - $251K
|
434K
$10.2M
|