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 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.6K- 8.22% |
$172K - $189K
|
40.2K
$941K
|
|
|
Aug 09, 2023
Q2 2023
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-3.61K- 44.75% |
$172K - $189K
|
4.45K
$104K
|
|
|
Jul 27, 2023
Q2 2023
|
Leisure Capital Management
|
SELL
|
- |
-3.68K- 2.04% |
$175K - $193K
|
177K
$4.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.71K- 2.55% |
$177K - $194K
|
142K
$3.32M
|
|
|
Aug 07, 2023
Q2 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-3.73K- 3.19% |
$178K - $195K
|
113K
$2.65M
|
|
|
Jul 18, 2023
Q2 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-3.85K- 4.13% |
$184K - $202K
|
89.5K
$2.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.86K- 0.77% |
$184K - $202K
|
498K
$11.6M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.94K- 25.84% |
$188K - $206K
|
11.3K
$265K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.94K- 25.84% |
$188K - $206K
|
11.3K
$265K
|
|
|
Aug 03, 2023
Q2 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-4.02K- 22.99% |
$192K - $211K
|
13.5K
$315K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-4.07K- 22.48% |
$194K - $213K
|
14K
$329K
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-4.1K- 2.99% |
$196K - $215K
|
133K
$3.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-4.13K- 3.11% |
$197K - $216K
|
128K
$3M
|
|
|
Jul 06, 2023
Q2 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-4.15K- 15.02% |
$198K - $217K
|
23.5K
$550K
|
|
|
Aug 10, 2023
Q2 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-4.21K- 9.72% |
$201K - $220K
|
39.1K
$915K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-4.27K- 6.37% |
$203K - $224K
|
62.8K
$1.47M
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-4.29K- 8.05% |
$204K - $225K
|
49K
$1.15M
|
|
|
Jul 26, 2023
Q2 2023
|
Santori & Peters, Inc.
|
SELL
|
- |
-4.35K- 4.2% |
$207K - $228K
|
99.2K
$2.32M
|
|
|
Aug 08, 2023
Q2 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-4.42K- 17.03% |
$211K - $231K
|
21.5K
$504K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-4.43K- 17.18% |
$211K - $232K
|
21.4K
$500K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-4.45K- 3.47% |
$212K - $233K
|
124K
$2.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.5K- 6.49% |
$214K - $235K
|
64.8K
$1.52M
|
|
|
May 24, 2024
Q2 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-4.51K- 25.75% |
$215K - $236K
|
13K
$304K
|
|
|
Jul 18, 2023
Q2 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-4.61K- 2.5% |
$220K - $241K
|
180K
$4.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-4.61K- 11.87% |
$220K - $241K
|
34.2K
$801K
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-4.77K- 18.68% |
$228K - $250K
|
20.8K
$486K
|
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-4.83K- 2.85% |
$230K - $253K
|
165K
$3.85M
|
|
|
Jul 19, 2023
Q2 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-5.01K- 4.02% |
$239K - $262K
|
120K
$2.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-5.12K- 44.69% |
$244K - $268K
|
6.33K
$148K
|
|
|
Jul 26, 2023
Q2 2023
|
Sws Partners
|
SELL
|
- |
-5.25K- 2.63% |
$250K - $275K
|
194K
$4.54M
|
|
|
Aug 02, 2023
Q2 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-5.43K- 1.8% |
$259K - $285K
|
296K
$6.93M
|
|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-5.65K- 52.71% |
$269K - $296K
|
5.07K
$119K
|
|
|
Jul 31, 2023
Q2 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-5.69K- 3.43% |
$271K - $298K
|
160K
$3.75M
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-5.96K- 14.58% |
$284K - $312K
|
34.9K
$817K
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-6.19K- 39.31% |
$295K - $324K
|
9.55K
$224K
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-6.23K- 41.32% |
$297K - $326K
|
8.84K
$207K
|
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-6.29KClosed |
$300K - $330K
|
0
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-6.45K- 1.92% |
$307K - $338K
|
330K
$7.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-6.54K- 2.66% |
$312K - $343K
|
240K
$5.61M
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-6.56K- 23.66% |
$313K - $343K
|
21.2K
$495K
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-6.59K- 13.41% |
$314K - $345K
|
42.6K
$996K
|
|
|
Jul 18, 2023
Q2 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-6.6K- 5.37% |
$314K - $345K
|
116K
$2.72M
|
|
|
Jul 24, 2023
Q2 2023
|
Wall Capital Group, Inc.
|
SELL
|
- |
-6.61K- 47.7% |
$315K - $346K
|
7.25K
$170K
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-6.67K- 14.27% |
$318K - $349K
|
40K
$937K
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-6.67K- 13.92% |
$318K - $350K
|
41.3K
$965K
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-6.72K- 41.77% |
$320K - $352K
|
9.37K
$219K
|
|
|
Jul 31, 2023
Q2 2023
|
Argent Capital Management LLC
|
SELL
|
- |
-6.87K- 44.47% |
$327K - $360K
|
8.58K
$201K
|
|
|
Aug 01, 2023
Q2 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-6.96K- 5.07% |
$332K - $364K
|
130K
$3.05M
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-6.96K- 1.82% |
$332K - $364K
|
376K
$8.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-7.14K- 4.03% |
$340K - $374K
|
170K
$3.97M
|