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 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-4.02K- 6.63% |
$195K - $228K
|
56.7K
$1.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-4.05K- 13.14% |
$196K - $229K
|
26.7K
$623K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-4.15K- 1.36% |
$201K - $235K
|
301K
$7.02M
|
|
|
May 28, 2025
Q4 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-4.19KClosed |
$203K - $237K
|
0
$0
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-4.21K- 78.75% |
$204K - $238K
|
1.14K
$26.5K
|
|
|
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
$18M
|
|
|
Jan 08, 2025
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-4.26K- 2.03% |
$206K - $241K
|
205K
$4.78M
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-4.43K- 1.01% |
$215K - $251K
|
434K
$10.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-4.6K- 3.98% |
$223K - $260K
|
111K
$2.58M
|
|
|
Feb 07, 2024
Q4 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-4.73K- 1.05% |
$229K - $267K
|
447K
$10.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-4.79K- 34.4% |
$232K - $271K
|
9.14K
$213K
|
|
|
Feb 05, 2024
Q4 2023
|
Santori & Peters, Inc.
|
SELL
|
- |
-4.85K- 4.99% |
$235K - $275K
|
92.5K
$2.15M
|
|
|
Jan 17, 2024
Q4 2023
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-4.88K- 1.65% |
$236K - $276K
|
291K
$6.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-4.95K- 12.02% |
$240K - $280K
|
36.2K
$844K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-4.97K- 3.95% |
$241K - $281K
|
121K
$2.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.08K- 3.5% |
$246K - $287K
|
140K
$3.26M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-5.09K- 6.44% |
$247K - $288K
|
73.9K
$1.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-5.29K- 9.21% |
$256K - $299K
|
52.1K
$1.21M
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-5.35K- 1.37% |
$259K - $303K
|
385K
$8.96M
|
|
|
Jan 17, 2024
Q4 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-5.36K- 12.14% |
$260K - $303K
|
38.8K
$904K
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-5.51K- 4.65% |
$267K - $312K
|
113K
$2.63M
|
|
|
Dec 19, 2024
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-5.59K- 2.65% |
$271K - $316K
|
206K
$4.79M
|
|
|
Jan 18, 2024
Q4 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-5.65K- 3.99% |
$274K - $320K
|
136K
$3.16M
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-5.69K- 6.23% |
$276K - $322K
|
85.6K
$2M
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-5.75K- 53.34% |
$279K - $326K
|
5.03K
$117K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-5.8K- 8.54% |
$281K - $328K
|
62.1K
$1.45M
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-5.81K- 37.02% |
$282K - $329K
|
9.89K
$230K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-5.95K- 1.22% |
$289K - $337K
|
481K
$11.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-5.97K- 1.91% |
$290K - $338K
|
307K
$7.15M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-6.04K- 13.92% |
$293K - $342K
|
37.4K
$871K
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-6.06K- 7.61% |
$294K - $343K
|
73.5K
$1.71M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-6.17K- 32.85% |
$299K - $349K
|
12.6K
$294K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-6.25K- 96.99% |
$303K - $354K
|
194
$4.52K
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-6.46K- 4.12% |
$313K - $366K
|
150K
$3.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-6.51K- 3.95% |
$315K - $368K
|
158K
$3.68M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-6.61K- 40.38% |
$320K - $374K
|
9.76K
$227K
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-6.73K- 6.03% |
$326K - $381K
|
105K
$2.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-6.92K- 3.47% |
$335K - $392K
|
192K
$4.48M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-7.01K- 10.64% |
$340K - $397K
|
58.9K
$1.37M
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
SELL
|
- |
-7.02K- 20.4% |
$340K - $397K
|
27.4K
$638K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-7.03K- 12.94% |
$341K - $398K
|
47.3K
$1.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-7.03K- 1.59% |
$341K - $398K
|
436K
$10.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-7.03K- 3.22% |
$341K - $398K
|
211K
$4.92M
|
|
|
Jan 09, 2024
Q4 2023
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-7.16K- 0.48% |
$347K - $405K
|
1.5M
$34.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-7.19K- 1.06% |
$348K - $407K
|
669K
$15.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7.2K- 13.31% |
$349K - $408K
|
46.9K
$1.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-7.26K- 7.29% |
$352K - $411K
|
92.4K
$2.15M
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-7.3K- 0.55% |
$354K - $413K
|
1.32M
$30.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-7.42K- 2.53% |
$360K - $420K
|
286K
$6.67M
|