Purchases and Sales Made in Q4 2023 in Schwab Strategic Tr Us Large C (SCHX)

SCHX Quotes by TradingView

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 07, 2024 Q4 2023
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
16.3K
+ 7.41%
$789K - $922K
236K $5.52M
Feb 12, 2024 Q4 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
16K
+ 12.92%
$777K - $907K
140K $3.28M
Feb 07, 2024 Q4 2023
St. Johns Investment Management Company, LLC

BUY
 -
15.7K
+ 4.11%
$760K - $887K
397K $9.29M
Feb 09, 2024 Q4 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
15.2K
New
$737K - $861K
15.2K $356K
Feb 12, 2024 Q4 2023
Mitchell Sinkler & Starr

BUY
 -
15.1K
New
$734K - $857K
15.1K $354K
Feb 12, 2024 Q4 2023
Robinson Smith Wealth Advisors LLC

Portland, ME
BUY
 -
15.1K
New
$732K - $854K
15.1K $353K
Feb 09, 2024 Q4 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
14.8K
+ 1.05%
$715K - $835K
1.42M $33.2M
Feb 08, 2024 Q4 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
14.6K
+ 4.67%
$709K - $828K
327K $7.66M
Jan 18, 2024 Q4 2023
Procyon Advisors, LLC

BUY
 -
14.6K
+ 14.11%
$706K - $825K
118K $2.76M
Jan 22, 2024 Q4 2023
Brand Asset Management Group, Inc.

BUY
 -
14.4K
+ 12.27%
$698K - $815K
132K $3.08M
Feb 07, 2024 Q4 2023
Avantax Advisory Services, Inc.

BUY
 -
14.1K
+ 23.58%
$684K - $799K
74K $1.73M
Feb 14, 2024 Q4 2023
Hollencrest Capital Management

BUY
 -
13.4K
+ 31.28%
$649K - $757K
56.2K $1.31M
Jan 25, 2024 Q4 2023
One Wealth Management Investment & Advisory Services, LLC

Miami Beach, FL
BUY
 -
13.3K
New
$647K - $755K
13.3K $312K
Feb 05, 2024 Q4 2023
St. Louis Trust CO

BUY
 -
13.2K
+ 3.78%
$642K - $749K
363K $8.5M
Jan 16, 2024 Q4 2023
Cooper Financial Group

BUY
 -
13K
New
$631K - $737K
13K $305K
Feb 07, 2024 Q4 2023
Lutz Financial Services LLC

BUY
 -
12.7K
+ 6.28%
$616K - $719K
215K $5.04M
Jan 30, 2024 Q4 2023
Life Plan Financial, LLC

Mankato, MN
BUY
 -
12.5K
New
$608K - $710K
12.5K $294K
Feb 08, 2024 Q4 2023
Main Street Financial Solutions, LLC

BUY
 -
12.5K
+ 3.62%
$604K - $705K
357K $8.35M
Feb 06, 2024 Q4 2023
Sawgrass Asset Management LLC

BUY
 -
12.3K
+ 3.24%
$597K - $697K
392K $9.17M
Feb 14, 2024 Q4 2023
Ff Advisors,Llc

Manhattan Beach, CA
BUY
 -
12.1K
New
$585K - $683K
12.1K $282K
Feb 12, 2024 Q4 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
11.8K
+ 141.04%
$572K - $668K
20.2K $472K
Jan 29, 2024 Q4 2023
Org Partners LLC

Roanoke, IN
BUY
 -
11.7K
New
$568K - $663K
11.7K $274K
Feb 06, 2024 Q4 2023
Lincoln National Corp

BUY
 -
11.5K
+ 14.93%
$559K - $652K
88.7K $2.08M
Feb 12, 2024 Q4 2023
Sonoma Private Wealth LLC

San Francisco, CA
BUY
 -
11.4K
New
$554K - $647K
11.4K $268K
Feb 14, 2024 Q4 2023
Janus Henderson Group PLC

London, X0
BUY
 -
11.3K
+ 0.31%
$550K - $642K
3.66M $85.5M
Feb 12, 2024 Q4 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
11.3K
+ 6.13%
$546K - $638K
195K $4.57M
Jan 16, 2024 Q4 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
11.3K
+ 1.88%
$546K - $637K
610K $14.3M
Feb 14, 2024 Q4 2023
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
11.2K
+ 4.07%
$542K - $632K
286K $6.69M
Feb 13, 2024 Q4 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
11.2K
+ 49.56%
$541K - $632K
33.7K $788K
May 07, 2024 Q4 2023
Fiduciary Family Office, LLC

Boca Raton, FL
BUY
 -
11.1K
New
$536K - $626K
11.1K $259K
Jan 18, 2024 Q4 2023
Access Financial Services, Inc.

BUY
 -
10.9K
+ 1.74%
$530K - $619K
639K $15M
Jan 26, 2024 Q4 2023
Eagle Capital Management, LLC

BUY
 -
10.8K
+ 21.57%
$523K - $611K
60.8K $1.42M
Feb 15, 2024 Q4 2023
Townsquare Capital LLC

BUY
 -
10.8K
+ 2.37%
$523K - $611K
465K $10.9M
Feb 12, 2024 Q4 2023
Blair William & CO

Chicago, IL
BUY
 -
10.7K
+ 64.71%
$520K - $607K
27.3K $639K
Jan 29, 2024 Q4 2023
Nottingham Advisors, Inc.

Amherst, NY
BUY
 -
10.6K
+ 6.22%
$515K - $602K
182K $4.25M
Feb 07, 2024 Q4 2023
Ieq Capital, LLC

BUY
 -
10.6K
+ 27.66%
$513K - $599K
48.8K $1.14M
Feb 09, 2024 Q4 2023
Nbt Bank N A

BUY
 -
10.6K
New
$512K - $598K
10.6K $247K
Feb 14, 2024 Q4 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
10.5K
+ 265.22%
$508K - $593K
14.4K $338K
Mar 01, 2024 Q4 2023
Ark & Tlk Investments, LLC

Oklahoma City, OK
BUY
 -
10.4K
New
$506K - $591K
10.4K $244K
Jan 12, 2024 Q4 2023
Apeiron Ria LLC

BUY
 -
10.3K
New
$500K - $584K
10.3K $241K
May 22, 2024 Q4 2023
Fsa Advisors, Inc.

Troy, MI
BUY
 -
10.3K
New
$498K - $582K
10.3K $241K
Feb 13, 2024 Q4 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
10K
+ 79.8%
$487K - $568K
22.6K $529K
Jan 19, 2024 Q4 2023
Mba Advisors LLC

Hermitage, PA
BUY
 -
9.71K
+ 8.19%
$470K - $549K
128K $3M
Aug 14, 2024 Q4 2023
Capital Investment Counsel, LLC

Denver, CO
BUY
 -
9.56K
New
$464K - $541K
9.56K $224K
Feb 13, 2024 Q4 2023
Y Intercept (Hong Kong) LTD

BUY
 -
9.47K
New
$459K - $536K
9.47K $222K
Jan 10, 2024 Q4 2023
Strategic Investment Advisors

Farmington Hills, MI
BUY
 -
9.36K
New
$454K - $530K
9.36K $219K
Feb 14, 2024 Q4 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
9.2K
+ 761.18%
$446K - $520K
10.4K $243K
Feb 01, 2024 Q4 2023
Burt Wealth Advisors

BUY
 -
9.16K
+ 2.08%
$444K - $519K
449K $10.5M
Jan 22, 2024 Q4 2023
Sns Financial Group, LLC

BUY
 -
8.72K
+ 1.91%
$423K - $493K
465K $10.9M

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