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 05, 2024
Q4 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
2.25K+ 21.89% |
$109K - $127K
|
12.5K
$293K
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2.21K+ 0.76% |
$107K - $125K
|
295K
$6.9M
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2.2K+ 214.04% |
$106K - $124K
|
3.22K
$75.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2.19K+ 1.88% |
$106K - $124K
|
118K
$2.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
2.17K+ 2.7% |
$105K - $123K
|
82.4K
$1.93M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.14K+ 20.36% |
$104K - $121K
|
12.7K
$297K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.07K+ 48.0% |
$100K - $117K
|
6.38K
$149K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
2.02KNew |
$98.1K - $115K
|
2.02K
$47.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2K+ 10.34% |
$97.1K - $113K
|
21.4K
$500K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.92K+ 199.38% |
$93.1K - $109K
|
2.88K
$67.5K
|
|
|
Dec 11, 2024
Q4 2023
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
1.88K+ 11.57% |
$90.9K - $106K
|
18.1K
$423K
|
|
|
Feb 12, 2024
Q4 2023
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
1.85K+ 4.36% |
$89.5K - $104K
|
44.2K
$1.03M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.81K+ 2.12% |
$87.7K - $102K
|
87.1K
$2.04M
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
1.76K+ 1.03% |
$85.5K - $99.8K
|
172K
$4.03M
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
1.76K+ 0.97% |
$85.3K - $99.6K
|
183K
$4.29M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
1.74K+ 0.61% |
$84.4K - $98.6K
|
289K
$6.77M
|
|
|
Feb 02, 2024
Q4 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
1.73K+ 2.57% |
$83.6K - $97.6K
|
68.7K
$1.61M
|
|
|
Jan 24, 2024
Q4 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.65K+ 0.52% |
$80.1K - $93.5K
|
322K
$7.53M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.6K+ 35.41% |
$77.6K - $90.6K
|
6.12K
$143K
|
|
|
Jan 29, 2024
Q4 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1.6K+ 36.15% |
$77.4K - $90.3K
|
6.01K
$141K
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
1.59K+ 1.48% |
$76.9K - $89.8K
|
109K
$2.55M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.58K+ 1.32% |
$76.7K - $89.5K
|
121K
$2.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1.58K+ 7.5% |
$76.5K - $89.4K
|
22.6K
$529K
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.51K+ 2.44% |
$73.3K - $85.6K
|
63.6K
$1.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.51K+ 19.87% |
$73.3K - $85.6K
|
9.12K
$213K
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
BUY
|
- |
1.44K+ 25.95% |
$69.8K - $81.5K
|
6.99K
$164K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.43K+ 44.75% |
$69.4K - $81.1K
|
4.63K
$108K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.39K+ 0.85% |
$67.2K - $78.4K
|
165K
$3.85M
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
1.37K+ 30.94% |
$66.5K - $77.7K
|
5.81K
$136K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.33K+ 13.1% |
$64.7K - $75.5K
|
11.5K
$270K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.31KNew |
$63.4K - $74.1K
|
1.31K
$30.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
1.3KNew |
$63.2K - $73.8K
|
1.3K
$30.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Sws Partners
|
BUY
|
- |
1.29K+ 0.65% |
$62.5K - $73K
|
199K
$4.65M
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.26K+ 6.43% |
$61.2K - $71.5K
|
20.9K
$489K
|
|
|
Jan 18, 2024
Q4 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
1.23K+ 20.43% |
$59.4K - $69.3K
|
7.22K
$169K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.22K+ 77.47% |
$59.3K - $69.3K
|
2.8K
$65.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.22K+ 17.03% |
$59K - $68.9K
|
8.37K
$196K
|
|
|
Jan 08, 2024
Q4 2023
|
Parkside Advisors LLC
|
BUY
|
- |
1.16K+ 17.97% |
$56K - $65.4K
|
7.58K
$177K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.13K+ 1.17% |
$55K - $64.2K
|
97.7K
$2.29M
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.13K+ 7.21% |
$55K - $64.2K
|
16.9K
$395K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.13K+ 9.0% |
$54.9K - $64.1K
|
13.7K
$321K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.08K+ 1.72% |
$52.2K - $61K
|
63.6K
$1.49M
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
BUY
|
- |
1.07K+ 14.21% |
$51.8K - $60.5K
|
8.59K
$201K
|
|
|
Jan 18, 2024
Q4 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
1.05K+ 1.83% |
$50.9K - $59.4K
|
58.4K
$1.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.02K+ 7.79% |
$49.3K - $57.6K
|
14.1K
$329K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1.01K+ 3153.13% |
$48.9K - $57.1K
|
1.04K
$24.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
995New |
$48.2K - $56.3K
|
995
$23.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Outfitter Financial LLC
|
BUY
|
- |
950+ 3.17% |
$46K - $53.8K
|
30.9K
$724K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
913New |
$44.3K - $51.7K
|
913
$21.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
910New |
$44.1K - $51.5K
|
910
$21.3K
|