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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
895New |
$43.4K - $50.7K
|
895
$20.9K
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
877+ 2.41% |
$42.5K - $49.6K
|
37.2K
$870K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
851New |
$41.2K - $48.2K
|
851
$19.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
848+ 11.85% |
$41.1K - $48K
|
8K
$187K
|
|
|
Feb 06, 2024
Q4 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
841+ 0.26% |
$40.8K - $47.6K
|
320K
$7.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
838+ 68.86% |
$40.6K - $47.4K
|
2.06K
$48.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
819+ 71.4% |
$39.7K - $46.4K
|
1.97K
$46K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
816+ 1.34% |
$39.6K - $46.2K
|
61.8K
$1.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
800+ 16.46% |
$38.8K - $45.3K
|
5.66K
$132K
|
|
|
Nov 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
777+ 9.79% |
$37.7K - $44K
|
8.71K
$204K
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
770+ 5.86% |
$37.3K - $43.6K
|
13.9K
$326K
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
746+ 1.77% |
$36.2K - $42.2K
|
42.9K
$1M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
731+ 1.94% |
$35.4K - $41.4K
|
38.3K
$897K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
731+ 1.94% |
$35.4K - $41.4K
|
38.3K
$897K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
712+ 3.48% |
$34.5K - $40.3K
|
21.2K
$495K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
689+ 9.71% |
$33.4K - $39K
|
7.78K
$182K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
686+ 1.46% |
$33.3K - $38.8K
|
47.8K
$1.12M
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
682+ 0.47% |
$33.1K - $38.6K
|
146K
$3.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
675+ 2.3% |
$32.7K - $38.2K
|
30K
$701K
|
|
|
Feb 13, 2024
Q4 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
673+ 5.34% |
$32.6K - $38.1K
|
13.3K
$311K
|
|
|
Feb 14, 2024
Q4 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
667+ 333.5% |
$32.3K - $37.8K
|
867
$20.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
665+ 4.41% |
$32.2K - $37.6K
|
15.7K
$368K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
665+ 8.27% |
$32.2K - $37.6K
|
8.7K
$204K
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
662+ 4.31% |
$32.1K - $37.5K
|
16K
$374K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
646New |
$31.3K - $36.6K
|
646
$15.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
643New |
$31.2K - $36.4K
|
643
$15K
|
|
|
May 24, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
640+ 4.65% |
$31K - $36.2K
|
14.4K
$337K
|
|
|
Feb 01, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
640+ 4.65% |
$31K - $36.2K
|
14.4K
$337K
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
636+ 7.68% |
$30.8K - $36K
|
8.91K
$209K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
626+ 6.88% |
$30.3K - $35.4K
|
9.73K
$228K
|
|
|
Feb 02, 2024
Q4 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
613+ 0.38% |
$29.7K - $34.7K
|
163K
$3.81M
|
|
|
Feb 02, 2024
Q4 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
610+ 7.61% |
$29.6K - $34.5K
|
8.62K
$202K
|
|
|
Feb 09, 2024
Q4 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
606+ 15.33% |
$29.4K - $34.3K
|
4.56K
$107K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
573+ 0.67% |
$27.8K - $32.4K
|
86.4K
$2.02M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
570New |
$27.6K - $32.3K
|
570
$13.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
567+ 2.57% |
$27.5K - $32.1K
|
22.6K
$530K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
549New |
$26.6K - $31.1K
|
549
$12.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
548+ 2.64% |
$26.6K - $31K
|
21.3K
$498K
|
|
|
Jan 30, 2024
Q4 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
547+ 4.6% |
$26.5K - $31K
|
12.4K
$291K
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
537+ 0.62% |
$26K - $30.4K
|
87.2K
$2.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
535+ 1.44% |
$25.9K - $30.3K
|
37.6K
$880K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
518+ 4.27% |
$25.1K - $29.3K
|
12.6K
$296K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
512+ 12.43% |
$24.8K - $29K
|
4.63K
$108K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
511+ 8.05% |
$24.8K - $28.9K
|
6.86K
$160K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
502+ 3.13% |
$24.3K - $28.4K
|
16.5K
$387K
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
499+ 0.36% |
$24.2K - $28.2K
|
138K
$3.23M
|
|
|
Jan 25, 2024
Q4 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
467+ 0.38% |
$22.6K - $26.4K
|
125K
$2.92M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
464+ 5.45% |
$22.5K - $26.3K
|
8.98K
$210K
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
464+ 6.43% |
$22.5K - $26.3K
|
7.68K
$180K
|
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
459+ 1.68% |
$22.2K - $26K
|
27.8K
$652K
|