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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.25K- 6.14% |
$59.6K - $65.5K
|
19.1K
$447K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-1.27K- 0.77% |
$60.6K - $66.6K
|
163K
$3.82M
|
|
|
Jul 05, 2023
Q2 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-1.27K- 15.16% |
$60.7K - $66.7K
|
7.12K
$167K
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-1.29K- 3.2% |
$61.5K - $67.6K
|
39K
$913K
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.3K- 1.24% |
$62K - $68.1K
|
103K
$2.41M
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.3K- 0.82% |
$62K - $68.1K
|
158K
$3.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.3K- 19.96% |
$62.1K - $68.2K
|
5.22K
$122K
|
|
|
Aug 04, 2023
Q2 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-1.31K- 8.83% |
$62.3K - $68.4K
|
13.5K
$316K
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
SELL
|
- |
-1.33K- 6.75% |
$63.3K - $69.5K
|
18.3K
$429K
|
|
|
Jul 14, 2023
Q2 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.33K- 0.73% |
$63.4K - $69.6K
|
180K
$4.21M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-1.35K- 20.04% |
$64.5K - $70.9K
|
5.4K
$126K
|
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-1.36K- 12.97% |
$65K - $71.4K
|
9.15K
$214K
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.37K- 1.25% |
$65.1K - $71.5K
|
108K
$2.53M
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.38K- 1.0% |
$65.6K - $72.1K
|
137K
$3.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.4K- 3.51% |
$66.6K - $73.2K
|
38.4K
$898K
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.4K- 24.86% |
$66.7K - $73.3K
|
4.23K
$99K
|
|
|
Jul 06, 2023
Q2 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-1.46K- 1.2% |
$69.4K - $76.2K
|
120K
$2.81M
|
|
|
Aug 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.48K- 2.94% |
$70.5K - $77.4K
|
48.8K
$1.14M
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.51K- 28.13% |
$71.9K - $79K
|
3.85K
$90.1K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.52K- 6.04% |
$72.4K - $79.6K
|
23.6K
$553K
|
|
|
Aug 14, 2023
Q2 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-1.54K- 5.79% |
$73.6K - $80.8K
|
25.1K
$588K
|
|
|
Jul 20, 2023
Q2 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-1.56K- 0.4% |
$74.3K - $81.6K
|
391K
$9.14M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.57K- 12.68% |
$74.9K - $82.3K
|
10.8K
$253K
|
|
|
Jul 12, 2023
Q2 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.59K- 26.05% |
$75.8K - $83.3K
|
4.51K
$106K
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.6K- 5.28% |
$76.3K - $83.8K
|
28.7K
$672K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.61K- 3.76% |
$76.7K - $84.3K
|
41.2K
$963K
|
|
|
Aug 07, 2023
Q2 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.63K- 0.7% |
$77.8K - $85.5K
|
230K
$5.39M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.64K- 4.3% |
$78K - $85.7K
|
36.4K
$852K
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-1.64K- 15.22% |
$78.2K - $85.9K
|
9.14K
$214K
|
|
|
Jul 26, 2023
Q2 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1.65K- 2.02% |
$78.5K - $86.2K
|
79.7K
$1.87M
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.66K- 2.07% |
$79K - $86.8K
|
78.5K
$1.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
SELL
|
- |
-1.67K- 2.21% |
$79.5K - $87.4K
|
73.7K
$1.72M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.69K- 2.73% |
$80.4K - $88.3K
|
60.2K
$1.41M
|
|
|
Jul 25, 2023
Q2 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-1.74K- 3.62% |
$83K - $91.2K
|
46.4K
$1.09M
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-1.76K- 1.48% |
$83.9K - $92.2K
|
117K
$2.75M
|
|
|
Jul 13, 2023
Q2 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-1.76K- 2.97% |
$83.9K - $92.2K
|
57.5K
$1.35M
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.8K- 9.39% |
$85.7K - $94.1K
|
17.3K
$406K
|
|
|
Aug 14, 2023
Q2 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-1.83K- 6.23% |
$87.3K - $95.9K
|
27.6K
$645K
|
|
|
Aug 03, 2023
Q2 2023
|
Appleton Group, LLC
|
SELL
|
- |
-1.84K- 0.61% |
$87.9K - $96.6K
|
300K
$7.02M
|
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.86K- 2.58% |
$88.9K - $97.6K
|
70.3K
$1.65M
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.88K- 2.94% |
$89.4K - $98.2K
|
62K
$1.45M
|
|
|
Jul 26, 2023
Q2 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-1.89K- 0.6% |
$90.3K - $99.2K
|
314K
$7.34M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.9K- 37.88% |
$90.6K - $99.5K
|
3.12K
$72.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Capital Advantage, Inc.
|
SELL
|
- |
-1.91K- 6.55% |
$91K - $100K
|
27.2K
$637K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.91K- 15.25% |
$91.1K - $100K
|
10.6K
$249K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-1.92K- 10.6% |
$91.5K - $100K
|
16.2K
$379K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.94K- 21.12% |
$92.2K - $101K
|
7.23K
$169K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.94K- 19.33% |
$92.2K - $101K
|
8.07K
$189K
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.95K- 11.08% |
$93.1K - $102K
|
15.7K
$367K
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
SELL
|
- |
-2K- 8.8% |
$95.3K - $105K
|
20.7K
$485K
|