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
|
- |
-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
$191M
|
|
|
Apr 08, 2025
Q4 2023
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-410K- 66.25% |
$19.9M - $23.2M
|
209K
$5.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-417K- 7.67% |
$20.2M - $23.6M
|
5.02M
$135M
|
|
|
Aug 07, 2025
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-542K- 74.97% |
$26.3M - $30.7M
|
181K
$4.87M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-576K- 60.82% |
$27.9M - $32.6M
|
371K
$9.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Adams Wealth Management
|
SELL
|
- |
-663K- 42.88% |
$32.1M - $37.5M
|
883K
$23.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-835K- 11.48% |
$40.5M - $47.3M
|
6.44M
$173M
|