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 14, 2024
Q4 2023
|
Argent Capital Management LLC
|
BUY
|
- |
102K+ 1166.41% |
$4.93M - $5.75M
|
110K
$2.58M
|
|
|
Jan 19, 2024
Q4 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
101K+ 2337.88% |
$4.92M - $5.74M
|
106K
$2.48M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
101K+ 859.74% |
$4.9M - $5.72M
|
113K
$2.64M
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
101K+ 49.86% |
$4.89M - $5.71M
|
303K
$7.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
98.5K+ 61.45% |
$4.77M - $5.57M
|
259K
$6.05M
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
91.7K+ 10.01% |
$4.45M - $5.19M
|
1.01M
$23.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
91.7K+ 12.84% |
$4.44M - $5.19M
|
806K
$18.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
86.4KNew |
$4.19M - $4.89M
|
86.4K
$2.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
85.5KNew |
$4.14M - $4.84M
|
85.5K
$2M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
85K+ 18.53% |
$4.12M - $4.81M
|
544K
$12.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Lindenwold Advisors
|
BUY
|
- |
84.8KNew |
$4.11M - $4.8M
|
84.8K
$1.99M
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
79KNew |
$3.83M - $4.47M
|
79K
$1.85M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
77.4KNew |
$3.75M - $4.38M
|
77.4K
$1.81M
|
|
|
Feb 08, 2024
Q4 2023
|
Campbell Wealth Management
|
BUY
|
- |
75.3K+ 1.67% |
$3.65M - $4.26M
|
4.58M
$107M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
74.5K+ 29.36% |
$3.61M - $4.22M
|
328K
$7.68M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
73.7KNew |
$3.57M - $4.17M
|
73.7K
$1.72M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
73.3K+ 2.4% |
$3.55M - $4.15M
|
3.13M
$73.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
67.3K+ 20.8% |
$3.26M - $3.81M
|
391K
$9.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
65.5K+ 73.07% |
$3.18M - $3.71M
|
155K
$3.63M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
60.7K+ 215.75% |
$2.94M - $3.44M
|
88.9K
$2.08M
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
60.6KNew |
$2.94M - $3.43M
|
60.6K
$1.42M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
58.2K+ 5.46% |
$2.82M - $3.29M
|
1.12M
$26.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
57.2KNew |
$2.77M - $3.24M
|
57.2K
$1.34M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
56.9K+ 133.46% |
$2.76M - $3.22M
|
99.5K
$2.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
56.2KNew |
$2.72M - $3.18M
|
56.2K
$1.31M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
53.1K+ 46.25% |
$2.57M - $3.01M
|
168K
$3.93M
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
52K+ 1.83% |
$2.52M - $2.95M
|
2.9M
$67.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
51.2KNew |
$2.48M - $2.9M
|
51.2K
$1.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
49.5KNew |
$2.4M - $2.8M
|
49.5K
$1.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
48.2K+ 9.21% |
$2.34M - $2.73M
|
571K
$13.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Ashford Advisors, LLC
|
BUY
|
- |
47.6K+ 8.5% |
$2.31M - $2.69M
|
608K
$14.2M
|
|
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
46.1KNew |
$2.24M - $2.61M
|
46.1K
$1.08M
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
45.5K+ 11.38% |
$2.21M - $2.58M
|
445K
$10.4M
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
45.2K+ 6.87% |
$2.19M - $2.56M
|
704K
$16.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
45K+ 12.38% |
$2.18M - $2.55M
|
409K
$9.56M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
44.7K+ 4.12% |
$2.17M - $2.53M
|
1.13M
$26.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
44.4K+ 10.88% |
$2.15M - $2.51M
|
452K
$10.6M
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
44.2KNew |
$2.14M - $2.5M
|
44.2K
$1.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
43.4K+ 5.29% |
$2.1M - $2.46M
|
864K
$20.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
40.6KNew |
$1.97M - $2.3M
|
40.6K
$951K
|
|
|
Mar 15, 2024
Q4 2023
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
40KNew |
$1.94M - $2.26M
|
40K
$936K
|
|
|
Feb 07, 2024
Q4 2023
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
39.6KNew |
$1.92M - $2.24M
|
39.6K
$926K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
36.6K+ 374.09% |
$1.78M - $2.07M
|
46.4K
$1.09M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
35.5K+ 98.22% |
$1.72M - $2.01M
|
71.7K
$1.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
35.5K+ 147.11% |
$1.72M - $2.01M
|
59.7K
$1.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
35.4K+ 7.47% |
$1.72M - $2M
|
510K
$11.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
35.1KNew |
$1.7M - $1.99M
|
35.1K
$822K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
35K+ 5.58% |
$1.7M - $1.98M
|
662K
$15.5M
|
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
34.9KNew |
$1.69M - $1.98M
|
34.9K
$817K
|
|
|
Jan 29, 2024
Q4 2023
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
33.2KNew |
$1.61M - $1.88M
|
33.2K
$776K
|