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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Montis Financial, LLC
|
SELL
|
- |
-8.81K- 4.94% |
$427K - $499K
|
170K
$3.97M
|
|
|
Jan 26, 2024
Q4 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-8.92K- 22.21% |
$432K - $505K
|
31.2K
$731K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
SELL
|
- |
-9.18K- 18.48% |
$445K - $519K
|
40.5K
$947K
|
|
|
Feb 12, 2024
Q4 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-9.55K- 0.9% |
$463K - $540K
|
1.05M
$24.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-9.78K- 12.58% |
$474K - $553K
|
67.9K
$1.59M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-9.95K- 1.11% |
$482K - $563K
|
887K
$20.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-10.3K- 25.52% |
$498K - $581K
|
30K
$701K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-10.3K- 5.28% |
$499K - $582K
|
185K
$4.32M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-10.4K- 1.0% |
$504K - $588K
|
1.03M
$24.2M
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-11.3K- 86.3% |
$550K - $642K
|
1.8K
$42.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-11.3K- 86.3% |
$550K - $642K
|
1.8K
$42.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-11.6K- 3.23% |
$564K - $658K
|
349K
$8.17M
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-11.7K- 45.91% |
$567K - $662K
|
13.8K
$322K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-12.2K- 56.07% |
$593K - $692K
|
9.58K
$224K
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-12.4K- 3.02% |
$599K - $699K
|
396K
$9.28M
|
|
|
Feb 02, 2024
Q4 2023
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-13K- 6.37% |
$631K - $737K
|
192K
$4.48M
|
|
|
Jun 10, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-13.5K- 77.16% |
$655K - $765K
|
4K
$93.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-13.7K- 3.14% |
$663K - $774K
|
421K
$9.86M
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-13.8K- 5.51% |
$671K - $784K
|
238K
$5.56M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-14.3K- 66.28% |
$692K - $808K
|
7.26K
$170K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-14.4K- 3.13% |
$696K - $813K
|
445K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-14.4K- 15.25% |
$700K - $818K
|
80.3K
$1.88M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-14.4K- 15.25% |
$700K - $818K
|
80.3K
$1.88M
|
|
|
Jan 25, 2024
Q4 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-14.7K- 4.82% |
$711K - $831K
|
290K
$6.78M
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-15.2K- 25.07% |
$736K - $859K
|
45.4K
$1.06M
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-15.8K- 2.82% |
$765K - $894K
|
544K
$12.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-16.1K- 6.01% |
$782K - $913K
|
252K
$5.91M
|
|
|
Jan 19, 2024
Q4 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-16.2K- 2.46% |
$787K - $919K
|
645K
$15.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-16.8K- 21.43% |
$814K - $951K
|
61.6K
$1.44M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-18.3K- 9.18% |
$886K - $1.04M
|
181K
$4.23M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-18.7K- 39.66% |
$909K - $1.06M
|
28.5K
$667K
|
|
|
Feb 06, 2024
Q4 2023
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-19.4K- 3.81% |
$939K - $1.1M
|
490K
$11.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Moneywise, Inc.
|
SELL
|
- |
-20.2K- 3.43% |
$981K - $1.15M
|
570K
$13.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-20.7K- 20.49% |
$1M - $1.17M
|
80.3K
$1.88M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-21K- 10.37% |
$1.02M - $1.19M
|
182K
$4.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-21.9K- 1.11% |
$1.06M - $1.24M
|
1.95M
$45.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-22.3K- 4.69% |
$1.08M - $1.26M
|
454K
$10.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-22.4K- 58.33% |
$1.09M - $1.27M
|
16K
$374K
|
|
|
Feb 05, 2024
Q4 2023
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-23.3K- 6.61% |
$1.13M - $1.32M
|
330K
$7.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-23.7K- 9.5% |
$1.15M - $1.34M
|
225K
$5.27M
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-23.8K- 32.58% |
$1.15M - $1.35M
|
49.2K
$1.15M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-24.5K- 7.53% |
$1.19M - $1.39M
|
301K
$7.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-24.7K- 59.85% |
$1.2M - $1.4M
|
16.6K
$388K
|
|
|
Feb 13, 2024
Q4 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-24.9K- 40.14% |
$1.21M - $1.41M
|
37.2K
$870K
|
|
|
Jan 25, 2024
Q4 2023
|
Manchester Financial Inc
|
SELL
|
- |
-25K- 5.29% |
$1.21M - $1.42M
|
448K
$10.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-25.8K- 8.79% |
$1.25M - $1.46M
|
268K
$6.27M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-27.7K- 44.63% |
$1.34M - $1.57M
|
34.4K
$805K
|
|
|
Jan 23, 2024
Q4 2023
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-28.7K- 3.24% |
$1.39M - $1.62M
|
858K
$20.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-31.2K- 0.38% |
$1.51M - $1.76M
|
8.08M
$189M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-32.3K- 23.16% |
$1.57M - $1.83M
|
107K
$2.51M
|