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 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-576K- 60.82% |
$27.9M - $32.6M
|
371K
$8.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Adams Wealth Management
|
SELL
|
- |
-663K- 42.88% |
$32.1M - $37.5M
|
883K
$20.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-835K- 11.48% |
$40.5M - $47.3M
|
6.44M
$150M
|