Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Campbell Wealth Management
|
BUY
|
- |
4.65MNew |
$222M - $244M
|
4.65M
$109M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.98M+ 234.5% |
$190M - $209M
|
5.68M
$133M
|
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
BUY
|
- |
1.25M+ 300.46% |
$59.6M - $65.5M
|
1.67M
$39M
|
|
|
Aug 08, 2023
Q2 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
1.02MNew |
$48.8M - $53.6M
|
1.02M
$24M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
684KNew |
$32.6M - $35.8M
|
684K
$16M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
644K+ 0.68% |
$30.7M - $33.7M
|
95.6M
$2.24B
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
446K+ 2251.99% |
$21.3M - $23.4M
|
466K
$10.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
446K+ 198.0% |
$21.3M - $23.4M
|
672K
$15.7M
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
445KNew |
$21.2M - $23.3M
|
445K
$10.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
444K+ 6.75% |
$21.2M - $23.3M
|
7.03M
$164M
|
|
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
441KNew |
$21M - $23.1M
|
441K
$10.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
429K+ 2158.41% |
$20.4M - $22.4M
|
448K
$10.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
393KNew |
$18.8M - $20.6M
|
393K
$9.21M
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
348K+ 60.64% |
$16.6M - $18.2M
|
922K
$21.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
319K+ 235.46% |
$15.2M - $16.7M
|
454K
$10.6M
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
305K+ 101731.0% |
$14.5M - $16M
|
305K
$7.15M
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
303KNew |
$14.5M - $15.9M
|
303K
$7.09M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
303KNew |
$14.5M - $15.9M
|
303K
$7.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
299K+ 16.03% |
$14.3M - $15.7M
|
2.17M
$50.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
279K+ 56.94% |
$13.3M - $14.6M
|
770K
$18M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
264K+ 7.47% |
$12.6M - $13.8M
|
3.79M
$88.7M
|
|
|
Sep 07, 2023
Q2 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
199K+ 14.91% |
$9.5M - $10.4M
|
1.54M
$35.9M
|
|
|
Aug 17, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
194KNew |
$9.24M - $10.2M
|
194K
$4.54M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
192KNew |
$9.15M - $10.1M
|
192K
$4.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
191K+ 38.57% |
$9.11M - $10M
|
686K
$16.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
183K+ 17.24% |
$8.74M - $9.6M
|
1.25M
$29.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
168K+ 126.56% |
$8.01M - $8.79M
|
301K
$7.03M
|
|
|
Aug 02, 2023
Q2 2023
|
St. Louis Trust CO
|
BUY
|
- |
165K+ 93.42% |
$7.89M - $8.67M
|
343K
$8.02M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
163K+ 99.94% |
$7.77M - $8.54M
|
326K
$7.63M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
147K+ 5.22% |
$6.99M - $7.68M
|
2.96M
$69.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
135K+ 3.27% |
$6.46M - $7.09M
|
4.27M
$100M
|
|
|
Aug 08, 2023
Q2 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
132K+ 8.36% |
$6.31M - $6.93M
|
1.72M
$40.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
123K+ 34.87% |
$5.85M - $6.43M
|
475K
$11.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
116KNew |
$5.53M - $6.08M
|
116K
$2.71M
|
|
|
Jul 21, 2023
Q2 2023
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
BUY
|
- |
115K+ 14.44% |
$5.49M - $6.03M
|
912K
$21.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
105K+ 345.37% |
$5.01M - $5.5M
|
136K
$3.17M
|
|
|
Jul 26, 2023
Q2 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
101KNew |
$4.82M - $5.3M
|
101K
$2.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
99.6K+ 7.97% |
$4.75M - $5.22M
|
1.35M
$31.6M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
98.6K+ 68.76% |
$4.7M - $5.16M
|
242K
$5.66M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
97.8K+ 619.01% |
$4.66M - $5.12M
|
114K
$2.66M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
93.5K+ 3.66% |
$4.45M - $4.89M
|
2.65M
$61.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
90.5K+ 241.93% |
$4.32M - $4.74M
|
128K
$2.99M
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
74.9K+ 2.43% |
$3.57M - $3.92M
|
3.15M
$73.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
73KNew |
$3.48M - $3.82M
|
73K
$1.71M
|
|
|
Jul 26, 2023
Q2 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
66.9KNew |
$3.19M - $3.5M
|
66.9K
$1.57M
|
|
|
Nov 19, 2024
Q2 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
65.3K+ 16.46% |
$3.11M - $3.42M
|
462K
$10.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
62KNew |
$2.96M - $3.25M
|
62K
$1.45M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
61.2K+ 5.04% |
$2.92M - $3.21M
|
1.28M
$29.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
60.5K+ 1329.25% |
$2.88M - $3.17M
|
65K
$1.52M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
58KNew |
$2.77M - $3.04M
|
58K
$1.36M
|