Purchases and Sales Made in Q2 2023 in Schwab Strategic Tr Us Large C (SCHX)

SCHX Quotes by TradingView

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 20, 2023 Q2 2023
Gleason Group, Inc.

BUY
 -
3.89K
+ 1.09%
$185K - $204K
362K $8.47M
May 20, 2024 Q2 2023
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
3.86K
New
$184K - $202K
3.86K $90.3K
Jul 20, 2023 Q2 2023
Davenport & CO LLC

BUY
 -
3.85K
New
$183K - $202K
3.85K $90.1K
Jul 26, 2023 Q2 2023
Arlington Partners LLC

BUY
 -
3.8K
New
$181K - $199K
3.8K $89K
Jul 12, 2023 Q2 2023
Wbh Advisory Inc

BUY
 -
3.79K
+ 1.36%
$181K - $198K
283K $6.62M
Jul 17, 2023 Q2 2023
Vista Private Wealth Partners. LLC

BUY
 -
3.77K
+ 1.86%
$180K - $198K
207K $4.85M
Jul 21, 2023 Q2 2023
Asset Planning Services Inc

BUY
 -
3.69K
+ 7.64%
$176K - $193K
52K $1.22M
Aug 09, 2023 Q2 2023
Spotlight Asset Group, Inc.

Oakbrook Terrace, IL
BUY
 -
3.62K
New
$173K - $190K
3.62K $84.8K
Jul 18, 2023 Q2 2023
Droms Strauss Advisors Inc

St. Louis, MO
BUY
 -
3.61K
+ 4.44%
$172K - $189K
84.8K $1.99M
Aug 11, 2023 Q2 2023
Segall Bryant & Hamill, LLC

Chicago, IL
BUY
 -
3.57K
+ 17.98%
$170K - $187K
23.4K $547K
Aug 11, 2023 Q2 2023
Waterloo Capital, L.P.

Austin, TX
BUY
 -
3.52K
+ 5.47%
$168K - $184K
67.9K $1.59M
Aug 01, 2023 Q2 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
3.46K
+ 2.49%
$165K - $181K
143K $3.34M
Aug 07, 2023 Q2 2023
Tortoise Investment Management, LLC

BUY
 -
3.43K
+ 2.03%
$163K - $180K
172K $4.02M
Jul 31, 2023 Q2 2023
Valley National Advisers Inc

BUY
 -
3.33K
+ 0.44%
$159K - $174K
767K $17.9M
Jul 31, 2023 Q2 2023
Tiaa, Fsb

St. Louis, MO
BUY
 -
3.33K
+ 11.91%
$159K - $174K
31.3K $732K
Aug 08, 2023 Q2 2023
Lee Financial CO

Dallas, TX
BUY
 -
3.28K
+ 2.7%
$157K - $172K
125K $2.92M
Aug 02, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
3.24K
+ 241.94%
$155K - $170K
4.58K $107K
Aug 08, 2023 Q2 2023
Forvis Wealth Advisors, LLC

BUY
 -
3.11K
+ 48.73%
$148K - $163K
9.49K $222K
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
3K
+ 0.56%
$143K - $157K
541K $12.7M
Aug 14, 2023 Q2 2023
Lazard Asset Management LLC

New York, NY
BUY
 -
3K
+ 7.63%
$143K - $157K
42.3K $990K
Jul 20, 2023 Q2 2023
Bailard, Inc.

BUY
 -
2.98K
+ 4.02%
$142K - $156K
77.2K $1.81M
Jul 19, 2023 Q2 2023
Matrix Trust CO

BUY
 -
2.97K
+ 0.54%
$142K - $156K
553K $13M
Aug 14, 2023 Q2 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
2.96K
+ 9.28%
$141K - $155K
34.8K $815K
Aug 10, 2023 Q2 2023
Citigroup Inc

BUY
 -
2.89K
+ 2185.61%
$138K - $151K
3.02K $70.6K
Jul 10, 2023 Q2 2023
Orgel Wealth Management, LLC

BUY
 -
2.86K
+ 0.17%
$136K - $150K
1.65M $38.7M
Jul 11, 2023 Q2 2023
Compass Financial Group, Inc/Sd

Sioux Falls, SD
BUY
 -
2.85K
+ 13.03%
$136K - $149K
24.7K $579K
Aug 09, 2023 Q2 2023
Wilson & Boucher Capital Management, LLC

BUY
 -
2.84K
New
$135K - $148K
2.84K $66.3K
Aug 03, 2023 Q2 2023
Northwest Quadrant Wealth Management, LLC

BUY
 -
2.83K
+ 0.19%
$135K - $148K
1.48M $34.6M
Jul 13, 2023 Q2 2023
Gen Wealth Group, Inc.

BUY
 -
2.58K
+ 19.6%
$123K - $135K
15.7K $368K
Jul 21, 2023 Q2 2023
1900 Wealth Management LLC

BUY
 -
2.55K
+ 5.68%
$122K - $134K
47.5K $1.11M
Jul 12, 2023 Q2 2023
Independent Wealth Network Inc.

BUY
 -
2.54K
+ 37.82%
$121K - $133K
9.25K $217K
Aug 03, 2023 Q2 2023
Headlands Technologies LLC

Chicago, IL
BUY
 -
2.52K
New
$120K - $132K
2.52K $59K
Aug 04, 2023 Q2 2023
Sandy Spring Bank

BUY
 -
2.49K
+ 13.92%
$119K - $131K
20.4K $478K
Jul 21, 2023 Q2 2023
Private Ocean, LLC

BUY
 -
2.49K
+ 486.13%
$119K - $130K
3K $70.2K
Aug 09, 2023 Q2 2023
Clear Investment Research, LLC

BUY
 -
2.48K
+ 6.07%
$118K - $130K
43.3K $1.01M
Aug 08, 2023 Q2 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
2.47K
+ 2.37%
$118K - $129K
106K $2.49M
Jul 26, 2023 Q2 2023
Janney Montgomery Scott LLC

BUY
 -
2.46K
+ 6.12%
$117K - $129K
42.6K $998K
Jul 28, 2023 Q2 2023
Gpm Growth Investors, Inc.

BUY
 -
2.43K
+ 9.45%
$116K - $127K
28.2K $660K
Jul 26, 2023 Q2 2023
Beam Wealth Advisors, Inc.

BUY
 -
2.41K
+ 24.88%
$115K - $126K
12.1K $283K
Jul 05, 2023 Q2 2023
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
2.41K
+ 200.08%
$115K - $126K
3.61K $84.5K
Aug 14, 2023 Q2 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
2.38K
+ 28.31%
$114K - $125K
10.8K $252K
Jul 31, 2023 Q2 2023
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
2.35K
+ 0.56%
$112K - $123K
420K $9.83M
Aug 14, 2023 Q2 2023
Berkshire Asset Management LLC

Wilkes Barre, PA
BUY
 -
2.23K
+ 2.83%
$106K - $117K
80.9K $1.89M
Aug 14, 2023 Q2 2023
Jefferies Financial Group Inc.

New York, NY
BUY
 -
2.16K
+ 10.68%
$103K - $113K
22.4K $523K
Aug 03, 2023 Q2 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
2.15K
+ 6.16%
$103K - $113K
37.1K $869K
Aug 11, 2023 Q2 2023
Blair William & CO

Chicago, IL
BUY
 -
2.1K
+ 18.41%
$99.9K - $110K
13.5K $316K
Jul 14, 2023 Q2 2023
Valeo Financial Advisors, LLC

BUY
 -
2.06K
+ 4.81%
$98.1K - $108K
44.8K $1.05M
Aug 11, 2023 Q2 2023
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
2K
+ 7.73%
$95.4K - $105K
27.9K $653K
Mar 13, 2024 Q2 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
1.98K
+ 5.16%
$94.2K - $104K
40.3K $944K

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