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 |
|---|---|---|---|---|---|---|---|
|
Sep 28, 2023
Q2 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
17.9KNew |
$851K - $935K
|
17.9K
$418K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
17.5K+ 3.37% |
$833K - $915K
|
536K
$12.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
17.3KNew |
$825K - $906K
|
17.3K
$405K
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
17.1K+ 208.21% |
$817K - $898K
|
25.4K
$594K
|
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
16.9K+ 61.89% |
$808K - $888K
|
44.3K
$1.04M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
16.4K+ 9.54% |
$781K - $858K
|
188K
$4.41M
|
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
16.3K+ 231.93% |
$777K - $854K
|
23.3K
$546K
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
15K+ 65.4% |
$713K - $783K
|
37.8K
$885K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.8K+ 43.9% |
$706K - $776K
|
48.6K
$1.14M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
14.5KNew |
$691K - $759K
|
14.5K
$339K
|
|
|
Jul 25, 2023
Q2 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
14.3K+ 2.04% |
$681K - $748K
|
714K
$16.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
13.8K+ 69.47% |
$657K - $722K
|
33.6K
$787K
|
|
|
Aug 10, 2023
Q2 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
13.6KNew |
$647K - $710K
|
13.6K
$317K
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
13.2K+ 2.98% |
$631K - $693K
|
457K
$10.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
13.2KNew |
$629K - $691K
|
13.2K
$309K
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
12.9KNew |
$615K - $675K
|
12.9K
$302K
|
|
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
11.7K+ 3.02% |
$555K - $610K
|
397K
$9.29M
|
|
|
Jul 26, 2023
Q2 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
11.6K+ 4.67% |
$551K - $605K
|
259K
$6.06M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
11.4K+ 8.17% |
$544K - $598K
|
151K
$3.54M
|
|
|
Aug 10, 2023
Q2 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
11.4KNew |
$542K - $596K
|
11.4K
$266K
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
11.3K+ 629.8% |
$541K - $594K
|
13.2K
$308K
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
11.2K+ 3001.6% |
$535K - $588K
|
11.6K
$271K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
10.7K+ 2.74% |
$509K - $560K
|
400K
$9.37M
|
|
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
10.7K+ 6.56% |
$509K - $559K
|
174K
$4.06M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
BUY
|
- |
10.6K+ 146.75% |
$506K - $556K
|
17.8K
$418K
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.4KNew |
$493K - $542K
|
10.4K
$242K
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
10.3K+ 5.25% |
$492K - $540K
|
207K
$4.84M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
10.2K+ 152.35% |
$487K - $535K
|
16.9K
$396K
|
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
9.91K+ 93.77% |
$472K - $519K
|
20.5K
$479K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
9.84KNew |
$469K - $515K
|
9.84K
$230K
|
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
9.62K+ 2.56% |
$459K - $504K
|
386K
$9.03M
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
9.49K+ 29.66% |
$453K - $497K
|
41.5K
$971K
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
8.9K+ 2.93% |
$424K - $466K
|
313K
$7.32M
|
|
|
Aug 08, 2023
Q2 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
8.8K+ 24.72% |
$420K - $461K
|
44.4K
$1.04M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.76KNew |
$418K - $459K
|
8.76K
$205K
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
8.58K+ 8.58% |
$409K - $449K
|
109K
$2.54M
|
|
|
Aug 01, 2023
Q2 2023
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
8.27K+ 1.78% |
$394K - $433K
|
474K
$11.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
7.91K+ 2.1% |
$377K - $414K
|
385K
$9M
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
7.83K+ 7.09% |
$373K - $410K
|
118K
$2.77M
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
7.48K+ 2.57% |
$356K - $391K
|
299K
$6.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.35K+ 358.11% |
$350K - $385K
|
9.41K
$220K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7.18K+ 2.73% |
$342K - $376K
|
270K
$6.32M
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
7.15KNew |
$341K - $375K
|
7.15K
$167K
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.99K+ 2.85% |
$333K - $366K
|
253K
$5.91M
|
|
|
Jul 28, 2023
Q2 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
6.84KNew |
$326K - $358K
|
6.84K
$160K
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
6.72K+ 2.14% |
$320K - $352K
|
321K
$7.51M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.71K+ 12.01% |
$320K - $351K
|
62.6K
$1.46M
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6.57K+ 9.43% |
$313K - $344K
|
76.2K
$1.78M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
6.35KNew |
$303K - $333K
|
6.35K
$149K
|
|
|
Jul 31, 2023
Q2 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
6.32K+ 107.95% |
$301K - $331K
|
12.2K
$285K
|