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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.9K+ 23.51% |
$84.9K - $93.6K
|
9.96K
$233K
|
|
|
Apr 20, 2023
Q1 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
1.81K+ 10.34% |
$81.1K - $89.5K
|
19.3K
$452K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.8K+ 183.67% |
$80.6K - $88.9K
|
2.78K
$65.1K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.76K+ 16.58% |
$78.9K - $87.1K
|
12.4K
$290K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
1.75K+ 6.69% |
$78.5K - $86.6K
|
27.9K
$654K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
1.74K+ 8.64% |
$77.9K - $86K
|
21.9K
$512K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.66K+ 32.93% |
$74.4K - $82.1K
|
6.71K
$157K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.65K+ 24.95% |
$73.9K - $81.5K
|
8.26K
$193K
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.64K+ 1.2% |
$73.2K - $80.8K
|
138K
$3.24M
|
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.62K+ 7.76% |
$72.4K - $79.9K
|
22.5K
$526K
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
BUY
|
- |
1.61K+ 0.74% |
$72K - $79.4K
|
218K
$5.09M
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1.6KNew |
$71.6K - $79.1K
|
1.6K
$37.4K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.57K+ 47.78% |
$70.4K - $77.7K
|
4.86K
$114K
|
|
|
May 15, 2023
Q1 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.55KNew |
$69.5K - $76.7K
|
1.55K
$36.3K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.52KNew |
$68.2K - $75.3K
|
1.52K
$35.7K
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.52K+ 1.41% |
$68K - $75K
|
109K
$2.56M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
1.49K+ 157.49% |
$66.9K - $73.8K
|
2.44K
$57.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
BUY
|
- |
1.49K+ 9.12% |
$66.5K - $73.4K
|
17.8K
$416K
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
BUY
|
- |
1.47K+ 3.29% |
$65.9K - $72.7K
|
46.2K
$1.08M
|
|
|
Apr 25, 2023
Q1 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1.47K+ 5.81% |
$65.7K - $72.5K
|
26.7K
$626K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.41K+ 4.19% |
$63K - $69.5K
|
35K
$818K
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
1.41K+ 7.01% |
$62.9K - $69.4K
|
21.4K
$502K
|
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.4K+ 1.98% |
$62.9K - $69.4K
|
72.2K
$1.69M
|
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
BUY
|
- |
1.4K+ 6.54% |
$62.5K - $69K
|
22.7K
$532K
|
|
|
May 05, 2023
Q1 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1.38K+ 1.84% |
$61.9K - $68.3K
|
76.5K
$1.79M
|
|
|
Apr 11, 2023
Q1 2023
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
1.38K+ 5.65% |
$61.7K - $68K
|
25.8K
$603K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.37KNew |
$61.3K - $67.6K
|
1.37K
$32K
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.37K+ 3.58% |
$61.2K - $67.5K
|
39.6K
$926K
|
|
|
May 09, 2023
Q1 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
1.37K+ 1.37% |
$61.1K - $67.4K
|
101K
$2.37M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1.35K+ 6.76% |
$60.3K - $66.6K
|
21.3K
$498K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.34K+ 2.0% |
$60.1K - $66.3K
|
68.4K
$1.6M
|
|
|
May 03, 2023
Q1 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
1.34K+ 2.87% |
$60K - $66.3K
|
48.1K
$1.13M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.29K+ 1.97% |
$57.9K - $63.8K
|
66.8K
$1.56M
|
|
|
Apr 06, 2023
Q1 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
1.27K+ 0.66% |
$56.9K - $62.8K
|
195K
$4.55M
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.25K+ 19.97% |
$56.1K - $61.9K
|
7.52K
$176K
|
|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1.23K+ 18.43% |
$55.2K - $60.9K
|
7.92K
$185K
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.22K+ 6.44% |
$54.8K - $60.4K
|
20.2K
$473K
|
|
|
Apr 19, 2023
Q1 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
1.21K+ 3.37% |
$54K - $59.5K
|
37K
$865K
|
|
|
May 11, 2023
Q1 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1.18K+ 2.89% |
$52.9K - $58.4K
|
42.1K
$984K
|
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
BUY
|
- |
1.18KNew |
$52.6K - $58.1K
|
1.18K
$27.5K
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
1.17K+ 1.87% |
$52.4K - $57.9K
|
63.8K
$1.49M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.17K+ 7.69% |
$52.4K - $57.9K
|
16.4K
$384K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1.17K+ 0.45% |
$52.3K - $57.8K
|
263K
$6.15M
|
|
|
May 08, 2023
Q1 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
1.15K+ 0.86% |
$51.6K - $57K
|
135K
$3.17M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.15K+ 10.89% |
$51.3K - $56.6K
|
11.7K
$273K
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
1.13K+ 18.33% |
$50.7K - $55.9K
|
7.31K
$171K
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
BUY
|
- |
1.08K+ 0.21% |
$48.1K - $53.1K
|
510K
$11.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1.07K+ 8.79% |
$48K - $52.9K
|
13.2K
$310K
|
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.07K+ 1.04% |
$47.8K - $52.7K
|
103K
$2.42M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.03K+ 0.26% |
$46.2K - $51K
|
398K
$9.31M
|