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 15, 2023
Q1 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
287+ 2.28% |
$12.9K - $14.2K
|
12.9K
$301K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
279+ 1.93% |
$12.5K - $13.8K
|
14.7K
$344K
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
278+ 3.36% |
$12.4K - $13.7K
|
8.54K
$200K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
254+ 5.97% |
$11.4K - $12.6K
|
4.51K
$106K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
252+ 1.02% |
$11.3K - $12.5K
|
24.8K
$581K
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
BUY
|
- |
246+ 1.35% |
$11K - $12.2K
|
18.4K
$431K
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
225+ 0.61% |
$10.1K - $11.1K
|
37.2K
$870K
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
217+ 2.79% |
$9.72K - $10.7K
|
7.99K
$187K
|
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
215+ 0.38% |
$9.63K - $10.6K
|
56.2K
$1.32M
|
|
|
May 15, 2023
Q1 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
213+ 4.92% |
$9.54K - $10.5K
|
4.54K
$106K
|
|
|
Apr 20, 2023
Q1 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
210+ 0.59% |
$9.4K - $10.4K
|
36K
$843K
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
208+ 1.06% |
$9.31K - $10.3K
|
19.8K
$464K
|
|
|
May 01, 2023
Q1 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
208+ 3.83% |
$9.31K - $10.3K
|
5.64K
$132K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
204New |
$9.14K - $10.1K
|
204
$4.77K
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
202+ 3.08% |
$9.05K - $9.98K
|
6.77K
$158K
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
183+ 2.35% |
$8.19K - $9.04K
|
7.97K
$186K
|
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
BUY
|
- |
177+ 1.12% |
$7.93K - $8.75K
|
16K
$374K
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
BUY
|
- |
162+ 2.29% |
$7.25K - $8K
|
7.23K
$169K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
162New |
$7.25K - $8K
|
162
$3.79K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
150New |
$6.72K - $7.41K
|
150
$3.51K
|
|
|
May 02, 2023
Q1 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
146+ 0.57% |
$6.54K - $7.21K
|
25.6K
$598K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
145+ 25.57% |
$6.49K - $7.16K
|
712
$16.7K
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
140+ 2.98% |
$6.27K - $6.92K
|
4.85K
$113K
|
|
|
May 04, 2023
Q1 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
136+ 4.45% |
$6.09K - $6.72K
|
3.19K
$74.7K
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
BUY
|
- |
126+ 1.01% |
$5.64K - $6.23K
|
12.6K
$295K
|
|
|
May 09, 2023
Q1 2023
|
Gs Investments, Inc.
|
BUY
|
- |
123+ 0.84% |
$5.51K - $6.08K
|
14.8K
$346K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
121+ 1.22% |
$5.42K - $5.98K
|
10K
$234K
|
|
|
May 05, 2023
Q1 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
117+ 1.98% |
$5.24K - $5.78K
|
6.03K
$141K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
108+ 0.19% |
$4.84K - $5.34K
|
57.4K
$1.34M
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
106+ 0.41% |
$4.75K - $5.24K
|
25.9K
$606K
|
|
|
Apr 13, 2023
Q1 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
105+ 0.29% |
$4.7K - $5.19K
|
35.7K
$835K
|
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
99+ 0.35% |
$4.43K - $4.89K
|
28.7K
$672K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
84+ 0.54% |
$3.76K - $4.15K
|
15.5K
$364K
|
|
|
May 15, 2023
Q1 2023
|
Palouse Capital Management, Inc.
|
BUY
|
- |
84+ 1.14% |
$3.76K - $4.15K
|
7.44K
$174K
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
81+ 0.31% |
$3.63K - $4K
|
26.3K
$615K
|
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
77+ 1.24% |
$3.45K - $3.8K
|
6.29K
$147K
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Cmt
|
BUY
|
- |
75+ 0.25% |
$3.36K - $3.71K
|
29.7K
$696K
|
|
|
Apr 28, 2023
Q1 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
70+ 0.08% |
$3.13K - $3.46K
|
86.1K
$2.02M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
66+ 0.96% |
$2.96K - $3.26K
|
6.92K
$162K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
66+ 32.04% |
$2.96K - $3.26K
|
272
$6.36K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
63+ 11.25% |
$2.82K - $3.11K
|
623
$14.6K
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
61+ 0.06% |
$2.73K - $3.01K
|
100K
$2.34M
|
|
|
May 04, 2023
Q1 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
60+ 0.08% |
$2.69K - $2.96K
|
76K
$1.78M
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
58+ 7.11% |
$2.6K - $2.87K
|
874
$20.5K
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
50+ 0.52% |
$2.24K - $2.47K
|
9.64K
$226K
|
|
|
May 03, 2023
Q1 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
50+ 0.87% |
$2.24K - $2.47K
|
5.81K
$136K
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
BUY
|
- |
49+ 0.08% |
$2.19K - $2.42K
|
62.6K
$1.46M
|
|
|
Apr 25, 2023
Q1 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
46+ 0.16% |
$2.06K - $2.27K
|
28.3K
$661K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
46New |
$2.06K - $2.27K
|
46
$1.08K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
44+ 0.08% |
$1.97K - $2.17K
|
53.1K
$1.24M
|