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 |
|---|---|---|---|---|---|---|---|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
41+ 0.06% |
$1.84K - $2.03K
|
63.7K
$1.49M
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
40+ 0.09% |
$1.79K - $1.98K
|
46.5K
$1.09M
|
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
39New |
$1.75K - $1.93K
|
39
$913
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
38+ 0.17% |
$1.7K - $1.88K
|
22.8K
$533K
|
|
|
May 10, 2023
Q1 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
37+ 0.58% |
$1.66K - $1.83K
|
6.47K
$151K
|
|
|
May 10, 2023
Q1 2023
|
Human Investing LLC
|
BUY
|
- |
35+ 0.14% |
$1.57K - $1.73K
|
25.5K
$597K
|
|
|
May 09, 2023
Q1 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
32+ 0.03% |
$1.43K - $1.58K
|
117K
$2.75M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
29+ 0.49% |
$1.3K - $1.43K
|
5.92K
$138K
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
28+ 12.44% |
$1.25K - $1.38K
|
253
$5.92K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
27+ 0.5% |
$1.21K - $1.33K
|
5.39K
$126K
|
|
|
Apr 21, 2023
Q1 2023
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
27+ 0.09% |
$1.21K - $1.33K
|
28.6K
$668K
|
|
|
May 02, 2023
Q1 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
25+ 0.2% |
$1.12K - $1.24K
|
12.5K
$291K
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
23+ 0.09% |
$1.03K - $1.14K
|
25.2K
$589K
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
22+ 0.55% |
$985 - $1.09K
|
4K
$93.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
22+ 0.26% |
$985 - $1.09K
|
8.38K
$196K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
21+ 75.0% |
$940 - $1.04K
|
49
$1.15K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
20+ 1.69% |
$896 - $988
|
1.2K
$28.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
20+ 0.18% |
$896 - $988
|
11.4K
$267K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
19+ 0.82% |
$851 - $939
|
2.34K
$54.7K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
19+ 0.37% |
$851 - $939
|
5.17K
$121K
|
|
|
May 03, 2023
Q1 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
19+ 0.34% |
$851 - $939
|
5.66K
$132K
|
|
|
May 12, 2023
Q1 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
19+ 0.4% |
$851 - $939
|
4.78K
$112K
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
18+ 0.13% |
$806 - $889
|
13.9K
$326K
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
18+ 0.35% |
$806 - $889
|
5.2K
$122K
|
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
BUY
|
- |
15+ 0.18% |
$672 - $741
|
8.39K
$196K
|
|
|
May 08, 2023
Q1 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
14+ 0.31% |
$627 - $692
|
4.59K
$107K
|
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
14+ 0.21% |
$627 - $692
|
6.55K
$153K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
13+ 16.88% |
$582 - $642
|
90
$2.11K
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
11+ 0.03% |
$493 - $544
|
38.9K
$909K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
11+ 0.03% |
$493 - $544
|
32.2K
$753K
|
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
BUY
|
- |
11+ 0.18% |
$493 - $544
|
6.05K
$142K
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
11+ 0.1% |
$493 - $544
|
10.7K
$249K
|
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
10+ 0.1% |
$448 - $494
|
10.1K
$236K
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
BUY
|
- |
10+ 0.03% |
$448 - $494
|
29.9K
$699K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.11% |
$313 - $346
|
6.38K
$149K
|
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
6+ 0.1% |
$269 - $296
|
6.21K
$145K
|
|
|
Apr 18, 2023
Q1 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
5+ 0.11% |
$224 - $247
|
4.56K
$107K
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
5+ 0.06% |
$224 - $247
|
8.45K
$198K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
5+ 0.03% |
$224 - $247
|
16.2K
$380K
|
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
4+ 0.01% |
$179 - $198
|
40.9K
$956K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4+ 0.37% |
$179 - $198
|
1.08K
$25.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
4+ 0.25% |
$179 - $198
|
1.63K
$38.1K
|
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
4+ 0.02% |
$179 - $198
|
21.3K
$497K
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3+ 0.02% |
$134 - $148
|
18.7K
$438K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 0.15% |
$134 - $148
|
1.97K
$46K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
2+ 0.25% |
$89.6 - $98.8
|
813
$19K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2+ 0.11% |
$89.6 - $98.8
|
1.82K
$42.6K
|
|
|
May 01, 2023
Q1 2023
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
2+ 0.01% |
$89.6 - $98.8
|
13.8K
$323K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 0.36% |
$89.6 - $98.8
|
559
$13.1K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.53% |
$44.8 - $49.4
|
190
$4.45K
|