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
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-35.7K- 8.45% |
$1.73M - $2.02M
|
387K
$9.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-36K- 31.91% |
$1.75M - $2.04M
|
76.9K
$1.81M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-36.2K- 2.98% |
$1.76M - $2.05M
|
1.18M
$27.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-41.6K- 1.86% |
$2.02M - $2.35M
|
2.19M
$51.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-42.7K- 8.81% |
$2.07M - $2.42M
|
442K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-43.5K- 5.01% |
$2.11M - $2.46M
|
825K
$19.4M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-44K- 29.44% |
$2.13M - $2.49M
|
105K
$2.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-48.5K- 6.47% |
$2.35M - $2.74M
|
701K
$16.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-49.1K- 5.94% |
$2.38M - $2.78M
|
777K
$18.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-49.5K- 2.7% |
$2.4M - $2.8M
|
1.78M
$42M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-50K- 6.61% |
$2.42M - $2.83M
|
707K
$16.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-54K- 2.58% |
$2.62M - $3.06M
|
2.04M
$48M
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-56.7KClosed |
$2.75M - $3.21M
|
0
$0
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Planning LLC
|
SELL
|
- |
-57.8K- 53.22% |
$2.8M - $3.27M
|
50.8K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-59.3K- 1.61% |
$2.87M - $3.35M
|
3.63M
$85.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-62.7K- 15.44% |
$3.04M - $3.55M
|
344K
$8.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-63.3K- 2.64% |
$3.07M - $3.58M
|
2.33M
$54.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-67K- 17.71% |
$3.25M - $3.79M
|
311K
$7.33M
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-67.3K- 4.03% |
$3.26M - $3.81M
|
1.6M
$37.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-78.3K- 8.94% |
$3.8M - $4.43M
|
798K
$18.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-80.2K- 98.81% |
$3.89M - $4.54M
|
969
$22.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-82.8K- 24.98% |
$4.01M - $4.69M
|
249K
$5.86M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-108K- 5.93% |
$5.26M - $6.14M
|
1.72M
$40.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-111K- 0.38% |
$5.4M - $6.3M
|
28.8M
$679M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-117K- 17.05% |
$5.69M - $6.64M
|
571K
$13.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-119K- 77.29% |
$5.78M - $6.75M
|
35K
$824K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-122K- 13.43% |
$5.9M - $6.89M
|
785K
$18.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-155K- 21.3% |
$7.51M - $8.77M
|
573K
$13.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-172K- 5.15% |
$8.35M - $9.75M
|
3.17M
$74.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-244K- 3.14% |
$11.8M - $13.8M
|
7.51M
$177M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-246K- 1.02% |
$11.9M - $14M
|
23.8M
$561M
|
|
|
Jan 29, 2024
Q4 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-292K- 92.72% |
$14.1M - $16.5M
|
22.9K
$539K
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-299K- 29.07% |
$14.5M - $16.9M
|
729K
$17.2M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-373K- 29.61% |
$18.1M - $21.1M
|
886K
$20.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-387KClosed |
$18.8M - $21.9M
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-396K- 5.28% |
$19.2M - $22.4M
|
7.09M
$167M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-417K- 7.67% |
$20.2M - $23.6M
|
5.02M
$118M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-576K- 60.82% |
$27.9M - $32.6M
|
371K
$8.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Adams Wealth Management
|
SELL
|
- |
-663K- 42.88% |
$32.1M - $37.5M
|
883K
$20.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-835K- 11.48% |
$40.5M - $47.3M
|
6.44M
$152M
|