Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-17.4K- 46.07% |
$878K - $945K
|
20.4K
$477K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-17.7K- 4.67% |
$889K - $957K
|
361K
$8.44M
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-18.1K- 18.88% |
$911K - $981K
|
77.7K
$1.82M
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-18.4K- 4.02% |
$926K - $997K
|
439K
$10.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-19.1K- 12.43% |
$963K - $1.04M
|
135K
$3.15M
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-19.3K- 15.75% |
$973K - $1.05M
|
103K
$2.42M
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-20.2K- 17.0% |
$1.02M - $1.1M
|
98.7K
$2.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-21.1K- 19.04% |
$1.06M - $1.14M
|
89.7K
$2.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-21.2K- 8.86% |
$1.07M - $1.15M
|
218K
$5.11M
|
|
|
Oct 13, 2023
Q3 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-21.5K- 3.69% |
$1.08M - $1.16M
|
560K
$13.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-23K- 4.84% |
$1.16M - $1.25M
|
452K
$10.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Manchester Financial Inc
|
SELL
|
- |
-23.3K- 4.7% |
$1.17M - $1.26M
|
473K
$11.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-23.5K- 48.01% |
$1.18M - $1.28M
|
25.5K
$596K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-25.2K- 88.74% |
$1.27M - $1.37M
|
3.2K
$74.9K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-25.2K- 9.25% |
$1.27M - $1.37M
|
248K
$5.79M
|
|
|
Nov 06, 2023
Q3 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-25.6K- 15.31% |
$1.29M - $1.39M
|
141K
$3.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-25.8K- 27.31% |
$1.3M - $1.4M
|
68.8K
$1.61M
|
|
|
Oct 23, 2023
Q3 2023
|
Moneywise, Inc.
|
SELL
|
- |
-26.9K- 4.36% |
$1.36M - $1.46M
|
591K
$13.8M
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-27.6K- 31.24% |
$1.39M - $1.49M
|
60.7K
$1.42M
|
|
|
Nov 03, 2023
Q3 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-27.8K- 12.09% |
$1.4M - $1.51M
|
202K
$4.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-28.7K- 4.74% |
$1.44M - $1.55M
|
575K
$13.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-28.7K- 19.33% |
$1.45M - $1.56M
|
120K
$2.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-28.8K- 5.07% |
$1.45M - $1.56M
|
540K
$12.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-29.6K- 6.72% |
$1.49M - $1.61M
|
411K
$9.63M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-30.2K- 2.81% |
$1.52M - $1.64M
|
1.04M
$24.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-31.5K- 2.95% |
$1.59M - $1.71M
|
1.04M
$24.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-32.5K- 2.61% |
$1.64M - $1.76M
|
1.21M
$28.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-33.6K- 21.02% |
$1.69M - $1.82M
|
126K
$2.95M
|
|
|
Oct 31, 2023
Q3 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-35.2K- 1.22% |
$1.77M - $1.91M
|
2.84M
$66.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-36.9K- 1.97% |
$1.86M - $2M
|
1.83M
$42.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-39.1K- 5.1% |
$1.97M - $2.12M
|
727K
$17M
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-45K- 2.64% |
$2.27M - $2.44M
|
1.66M
$38.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-45.9K- 5.56% |
$2.31M - $2.49M
|
780K
$18.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-50K- 33.33% |
$2.52M - $2.71M
|
100K
$2.34M
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-50K- 33.33% |
$2.52M - $2.71M
|
100K
$2.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-54.3K- 92.26% |
$2.73M - $2.94M
|
4.55K
$107K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-56.1K- 14.02% |
$2.83M - $3.04M
|
344K
$8.05M
|
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-56.1K- 8.6% |
$2.83M - $3.04M
|
597K
$14M
|
|
|
Nov 09, 2023
Q3 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-60.8K- 12.57% |
$3.06M - $3.29M
|
423K
$9.89M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-64.6K- 1.9% |
$3.25M - $3.5M
|
3.35M
$78.3M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-68.5K- 5.16% |
$3.45M - $3.71M
|
1.26M
$29.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Adams Wealth Management
|
SELL
|
- |
-68.9K- 4.27% |
$3.47M - $3.74M
|
1.55M
$36.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-73.8K- 3.41% |
$3.72M - $4M
|
2.09M
$49M
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-77.4K- 51.01% |
$3.9M - $4.2M
|
74.3K
$1.74M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-78.1K- 6.2% |
$3.93M - $4.23M
|
1.18M
$27.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-85.5K- 14.93% |
$4.31M - $4.64M
|
487K
$11.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Ashford Advisors, LLC
|
SELL
|
- |
-86.5K- 13.39% |
$4.36M - $4.69M
|
560K
$13.1M
|
|
|
Feb 12, 2024
Q3 2023
|
Ashford Advisors, LLC
|
SELL
|
- |
-86.5K- 13.39% |
$4.36M - $4.69M
|
560K
$13.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-107K- 98.35% |
$5.39M - $5.8M
|
1.8K
$42.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-109K- 26.22% |
$5.47M - $5.89M
|
306K
$7.15M
|