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 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.59K+ 73.63% |
$271K - $316K
|
13.2K
$308K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
5.57K+ 3.52% |
$270K - $315K
|
164K
$3.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.44K+ 4.35% |
$263K - $308K
|
130K
$3.05M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.36K+ 6.19% |
$260K - $304K
|
92K
$2.15M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
5.35K+ 10.51% |
$259K - $303K
|
56.2K
$1.32M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
5.32KNew |
$258K - $301K
|
5.32K
$125K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
5.31K+ 9.68% |
$258K - $301K
|
60.2K
$1.41M
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
5.27K+ 60.32% |
$256K - $298K
|
14K
$328K
|
|
|
Feb 12, 2024
Q4 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
5.24K+ 142.9% |
$254K - $296K
|
8.9K
$208K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
5.19KNew |
$252K - $294K
|
5.19K
$121K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.12K+ 59.77% |
$248K - $290K
|
13.7K
$320K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
5.05K+ 3.1% |
$245K - $286K
|
168K
$3.93M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
5.04KNew |
$244K - $285K
|
5.04K
$118K
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
5.02KNew |
$243K - $284K
|
5.02K
$117K
|
|
|
Jan 10, 2024
Q4 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
5K+ 4.43% |
$242K - $283K
|
118K
$2.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
4.89K+ 126.4% |
$237K - $277K
|
8.76K
$205K
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
4.81K+ 1.17% |
$233K - $272K
|
416K
$9.74M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
4.76KNew |
$231K - $269K
|
4.76K
$111K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
4.7KNew |
$228K - $266K
|
4.7K
$110K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.7K+ 58.1% |
$228K - $266K
|
12.8K
$299K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.69KNew |
$227K - $266K
|
4.69K
$110K
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
4.68K+ 2.09% |
$227K - $265K
|
229K
$5.36M
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
BUY
|
- |
4.67KNew |
$226K - $264K
|
4.67K
$109K
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
4.56K+ 63.33% |
$221K - $258K
|
11.8K
$275K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
4.55K+ 7.37% |
$221K - $258K
|
66.4K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
4.51K+ 34.45% |
$218K - $255K
|
17.6K
$411K
|
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
4.48KNew |
$217K - $253K
|
4.48K
$105K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.45KNew |
$216K - $252K
|
4.45K
$104K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.39K+ 55.36% |
$213K - $248K
|
12.3K
$288K
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
4.34K+ 4.4% |
$210K - $246K
|
103K
$2.41M
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.3KNew |
$208K - $243K
|
4.3K
$101K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4.24K+ 0.66% |
$206K - $240K
|
647K
$15.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
4.21KNew |
$204K - $238K
|
4.21K
$98.5K
|
|
|
Jan 17, 2024
Q4 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
4.15KNew |
$201K - $235K
|
4.15K
$97K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
4.14K+ 110.43% |
$201K - $234K
|
7.89K
$185K
|
|
|
Feb 13, 2024
Q4 2023
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
4.12KNew |
$200K - $233K
|
4.12K
$96.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
4.11KNew |
$199K - $233K
|
4.11K
$96.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4.09KNew |
$198K - $232K
|
4.09K
$95.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.08K+ 3.11% |
$198K - $231K
|
135K
$3.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.02K+ 42.29% |
$195K - $227K
|
13.5K
$316K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
4KNew |
$194K - $226K
|
4K
$93.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
4K+ 29.74% |
$194K - $226K
|
17.5K
$408K
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
3.98KNew |
$193K - $225K
|
3.98K
$93K
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.97KNew |
$192K - $224K
|
3.97K
$92.8K
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
3.94K+ 1.26% |
$191K - $223K
|
316K
$7.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.94K+ 255.65% |
$191K - $223K
|
5.48K
$128K
|
|
|
Jan 12, 2024
Q4 2023
|
Presidio Capital Management, LLC
|
BUY
|
- |
3.93KNew |
$191K - $223K
|
3.93K
$92K
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
3.91KNew |
$190K - $221K
|
3.91K
$91.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.91KNew |
$189K - $221K
|
3.91K
$91.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.9K+ 48.23% |
$189K - $221K
|
12K
$281K
|