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 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
872+ 4.51% |
$41.6K - $45.7K
|
20.2K
$473K
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
845+ 13.59% |
$40.3K - $44.3K
|
7.06K
$165K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
844+ 1.63% |
$40.2K - $44.2K
|
52.6K
$1.23M
|
|
|
Jul 17, 2023
Q2 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
841+ 0.92% |
$40.1K - $44K
|
92.5K
$2.16M
|
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
824+ 3.98% |
$39.3K - $43.2K
|
21.5K
$503K
|
|
|
Jul 21, 2023
Q2 2023
|
Rhs Financial, LLC
|
BUY
|
- |
822+ 1.4% |
$39.2K - $43K
|
59.6K
$1.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
BUY
|
- |
819+ 15.95% |
$39K - $42.9K
|
5.95K
$139K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
812+ 46.45% |
$38.7K - $42.5K
|
2.56K
$59.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
793+ 13.09% |
$37.8K - $41.5K
|
6.85K
$160K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
783New |
$37.3K - $41K
|
783
$18.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
772+ 3.92% |
$36.8K - $40.4K
|
20.5K
$479K
|
|
|
Jul 24, 2023
Q2 2023
|
Outfitter Financial LLC
|
BUY
|
- |
770+ 2.81% |
$36.7K - $40.3K
|
28.2K
$660K
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
734+ 3.89% |
$35K - $38.4K
|
19.6K
$458K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
726+ 1.72% |
$34.6K - $38K
|
43K
$1.01M
|
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
712+ 1.49% |
$33.9K - $37.3K
|
48.4K
$1.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
690+ 1.13% |
$32.9K - $36.1K
|
61.7K
$1.44M
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
680+ 7.82% |
$32.4K - $35.6K
|
9.38K
$220K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
674+ 2.43% |
$32.1K - $35.3K
|
28.4K
$664K
|
|
|
Jul 11, 2023
Q2 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
673+ 0.68% |
$32.1K - $35.2K
|
99.8K
$2.34M
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
669+ 1.16% |
$31.9K - $35K
|
58.6K
$1.37M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
659New |
$31.4K - $34.5K
|
659
$15.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
645+ 0.41% |
$30.7K - $33.8K
|
160K
$3.74M
|
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
591+ 2.31% |
$28.2K - $31K
|
26.2K
$612K
|
|
|
Aug 10, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
585+ 2.62% |
$27.9K - $30.6K
|
22.9K
$537K
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
581+ 7.39% |
$27.7K - $30.4K
|
8.45K
$198K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
574+ 2.31% |
$27.4K - $30.1K
|
25.4K
$595K
|
|
|
Jul 13, 2023
Q2 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
569+ 0.65% |
$27.1K - $29.8K
|
88.7K
$2.08M
|
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
BUY
|
- |
559+ 4.5% |
$26.6K - $29.3K
|
13K
$304K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
553+ 2.15% |
$26.4K - $29K
|
26.3K
$616K
|
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
BUY
|
- |
542New |
$25.8K - $28.4K
|
542
$12.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
507+ 0.88% |
$24.2K - $26.6K
|
58.2K
$1.36M
|
|
|
Aug 01, 2023
Q2 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
499+ 0.13% |
$23.8K - $26.1K
|
395K
$9.24M
|
|
|
Jul 28, 2023
Q2 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
493+ 2.76% |
$23.5K - $25.8K
|
18.3K
$429K
|
|
|
Jul 24, 2023
Q2 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
478+ 1.57% |
$22.8K - $25K
|
30.9K
$722K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
457+ 73.35% |
$21.8K - $23.9K
|
1.08K
$25.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
446+ 4.62% |
$21.3K - $23.4K
|
10.1K
$236K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
443+ 7.1% |
$21.1K - $23.2K
|
6.68K
$156K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
427+ 1.7% |
$20.4K - $22.4K
|
25.6K
$598K
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
423+ 0.75% |
$20.2K - $22.2K
|
56.7K
$1.33M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
418+ 1.13% |
$19.9K - $21.9K
|
37.3K
$873K
|
|
|
Oct 26, 2023
Q2 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
411+ 7.88% |
$19.6K - $21.5K
|
5.63K
$132K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
409+ 4.81% |
$19.5K - $21.4K
|
8.91K
$208K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
375+ 4.32% |
$17.9K - $19.6K
|
9.05K
$212K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
374+ 1.35% |
$17.8K - $19.6K
|
28K
$656K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
362+ 3.09% |
$17.3K - $19K
|
12.1K
$282K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
360New |
$17.2K - $18.9K
|
360
$8.42K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
342New |
$16.3K - $17.9K
|
342
$8K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
319+ 8.56% |
$15.2K - $16.7K
|
4.04K
$94.6K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
312+ 305.88% |
$14.9K - $16.3K
|
414
$9.69K
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
308+ 4.23% |
$14.7K - $16.1K
|
7.59K
$177K
|