Purchases and Sales Made in Q1 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 Q1 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 19, 2023
Q1 2023
|
Capital Advisors Inc
|
SELL
|
- |
-130- 0.43% |
$5.82K - $6.42K
|
30.1K
$705K
|
|
|
May 04, 2023
Q1 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-135- 0.31% |
$6.05K - $6.67K
|
43K
$1.01M
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-138- 1.24% |
$6.18K - $6.82K
|
11K
$258K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-145- 1.56% |
$6.49K - $7.16K
|
9.16K
$214K
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-147- 0.36% |
$6.58K - $7.26K
|
40.8K
$955K
|
|
|
May 15, 2023
Q1 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-150- 2.49% |
$6.72K - $7.41K
|
5.87K
$137K
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-152- 1.19% |
$6.81K - $7.51K
|
12.6K
$296K
|
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-155- 3.22% |
$6.94K - $7.66K
|
4.66K
$109K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-156- 15.55% |
$6.99K - $7.71K
|
847
$19.8K
|
|
|
Apr 27, 2023
Q1 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-158- 0.52% |
$7.08K - $7.81K
|
30K
$701K
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-158- 16.9% |
$7.08K - $7.81K
|
777
$18.2K
|
|
|
May 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-163- 13.72% |
$7.3K - $8.05K
|
1.03K
$24K
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-174- 1.78% |
$7.79K - $8.6K
|
9.59K
$224K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-181- 2.42% |
$8.11K - $8.94K
|
7.3K
$171K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-182- 0.32% |
$8.15K - $8.99K
|
55.9K
$1.31M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-186- 0.18% |
$8.33K - $9.19K
|
104K
$2.43M
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-188- 3.29% |
$8.42K - $9.29K
|
5.53K
$129K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-190- 3.57% |
$8.51K - $9.39K
|
5.13K
$120K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-204- 1.11% |
$9.14K - $10.1K
|
18.1K
$424K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-205- 0.12% |
$9.18K - $10.1K
|
172K
$4.02M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-222- 55.5% |
$9.94K - $11K
|
178
$4.17K
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-224- 1.11% |
$10K - $11.1K
|
19.9K
$465K
|
|
|
Apr 04, 2023
Q1 2023
|
Private Asset Management Inc
|
SELL
|
- |
-225- 4.14% |
$10.1K - $11.1K
|
5.21K
$122K
|
|
|
May 11, 2023
Q1 2023
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-236- 0.55% |
$10.6K - $11.7K
|
42.4K
$991K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-246- 34.94% |
$11K - $12.2K
|
458
$10.7K
|
|
|
May 01, 2023
Q1 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-250- 1.44% |
$11.2K - $12.4K
|
17.1K
$399K
|
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-252- 1.99% |
$11.3K - $12.5K
|
12.4K
$291K
|
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-254- 78.64% |
$11.4K - $12.6K
|
69
$1.61K
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-254- 0.45% |
$11.4K - $12.6K
|
56.2K
$1.31M
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-259- 3.23% |
$11.6K - $12.8K
|
7.76K
$182K
|
|
|
Apr 12, 2023
Q1 2023
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-259- 2.07% |
$11.6K - $12.8K
|
12.2K
$286K
|
|
|
Apr 24, 2023
Q1 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-260- 0.32% |
$11.6K - $12.8K
|
81.4K
$1.9M
|
|
|
May 05, 2023
Q1 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-263- 1.89% |
$11.8K - $13K
|
13.7K
$320K
|
|
|
May 08, 2023
Q1 2023
|
Bennett Selby Investments LP
|
SELL
|
- |
-267- 5.97% |
$12K - $13.2K
|
4.2K
$98.4K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-275- 0.66% |
$12.3K - $13.6K
|
41.7K
$975K
|
|
|
Apr 25, 2023
Q1 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-276- 0.3% |
$12.4K - $13.6K
|
91.9K
$2.15M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-277- 5.37% |
$12.4K - $13.7K
|
4.88K
$114K
|
|
|
May 10, 2023
Q1 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-289- 4.59% |
$12.9K - $14.3K
|
6K
$140K
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-294- 0.58% |
$13.2K - $14.5K
|
50.5K
$1.18M
|
|
|
May 11, 2023
Q1 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-296- 0.6% |
$13.3K - $14.6K
|
49.1K
$1.15M
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-298- 1.45% |
$13.3K - $14.7K
|
20.2K
$473K
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-301- 2.02% |
$13.5K - $14.9K
|
14.6K
$342K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-330- 43.82% |
$14.8K - $16.3K
|
423
$9.9K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-348- 2.36% |
$15.6K - $17.2K
|
14.4K
$337K
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-348- 2.36% |
$15.6K - $17.2K
|
14.4K
$337K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-351- 1.13% |
$15.7K - $17.3K
|
30.7K
$718K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-351- 5.12% |
$15.7K - $17.3K
|
6.5K
$152K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-366- 35.67% |
$16.4K - $18.1K
|
660
$15.4K
|
|
|
May 05, 2023
Q1 2023
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-370- 1.25% |
$16.6K - $18.3K
|
29.3K
$685K
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-371- 6.47% |
$16.6K - $18.3K
|
5.36K
$125K
|