Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
23.7M+ 518.65% |
$1.15B - $1.34B
|
28.3M
$662M
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
3.05MNew |
$148M - $173M
|
3.05M
$71.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.58M+ 5.66% |
$125M - $146M
|
48.1M
$1.13B
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.61MNew |
$78.2M - $91.3M
|
1.61M
$37.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.57M+ 2285.26% |
$76.2M - $89M
|
1.64M
$38.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.56M+ 17.87% |
$75.6M - $88.2M
|
10.3M
$241M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
1.02MNew |
$49.5M - $57.8M
|
1.02M
$23.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
999K+ 914.97% |
$48.4M - $56.5M
|
1.11M
$25.9M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
533KNew |
$25.8M - $30.2M
|
533K
$12.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
526K+ 11142.91% |
$25.5M - $29.8M
|
531K
$12.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
BUY
|
- |
521K+ 131.88% |
$25.2M - $29.5M
|
916K
$21.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
513K+ 89.14% |
$24.9M - $29M
|
1.09M
$25.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
476K+ 27.91% |
$23.1M - $27M
|
2.18M
$51.1M
|
|
|
Mar 15, 2024
Q4 2023
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
464KNew |
$22.5M - $26.3M
|
464K
$10.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
462KNew |
$22.4M - $26.2M
|
462K
$10.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
435K+ 117.8% |
$21.1M - $24.6M
|
804K
$18.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
416KNew |
$20.1M - $23.5M
|
416K
$9.73M
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
406KNew |
$19.7M - $23M
|
406K
$9.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
395K+ 0.41% |
$19.2M - $22.4M
|
96.7M
$2.26B
|
|
|
Feb 12, 2024
Q4 2023
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
385KNew |
$18.7M - $21.8M
|
385K
$9.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
362KNew |
$17.5M - $20.5M
|
362K
$8.46M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
329K+ 4.55% |
$16M - $18.6M
|
7.56M
$177M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
310K+ 22.95% |
$15M - $17.5M
|
1.66M
$38.9M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
300KNew |
$14.5M - $17M
|
300K
$7.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
293K+ 30.57% |
$14.2M - $16.6M
|
1.25M
$29.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Equity Management
|
BUY
|
- |
271KNew |
$13.2M - $15.4M
|
271K
$6.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
246K+ 20.86% |
$11.9M - $14M
|
1.43M
$33.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
238KNew |
$11.6M - $13.5M
|
238K
$5.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
231K+ 5.16% |
$11.2M - $13.1M
|
4.71M
$110M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
229K+ 84.59% |
$11.1M - $13M
|
499K
$11.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Financial Consulate, Inc
|
BUY
|
- |
214K+ 23.84% |
$10.4M - $12.1M
|
1.11M
$26.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
202KNew |
$9.78M - $11.4M
|
202K
$4.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
198K+ 99.84% |
$9.58M - $11.2M
|
395K
$9.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
174KNew |
$8.45M - $9.87M
|
174K
$4.08M
|
|
|
Feb 15, 2024
Q4 2023
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
162KNew |
$7.86M - $9.18M
|
162K
$3.79M
|
|
|
Jul 24, 2024
Q4 2023
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
153KNew |
$7.43M - $8.68M
|
153K
$3.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
145K+ 8.15% |
$7.02M - $8.2M
|
1.92M
$44.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
144K+ 2596.99% |
$6.99M - $8.16M
|
150K
$3.5M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
142KNew |
$6.86M - $8.01M
|
142K
$3.31M
|
|
|
Apr 02, 2024
Q4 2023
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
137KNew |
$6.63M - $7.75M
|
137K
$3.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
136K+ 18.91% |
$6.59M - $7.7M
|
855K
$20M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
128KNew |
$6.22M - $7.26M
|
128K
$3M
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
123K+ 613370.0% |
$5.95M - $6.94M
|
123K
$2.87M
|
|
|
Mar 14, 2024
Q4 2023
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
119KNew |
$5.76M - $6.72M
|
119K
$2.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
119K+ 1073.82% |
$5.75M - $6.72M
|
130K
$3.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
117K+ 1787.85% |
$5.66M - $6.61M
|
123K
$2.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
111K+ 6.92% |
$5.39M - $6.3M
|
1.72M
$40.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
107K+ 3.84% |
$5.17M - $6.04M
|
2.88M
$67.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
106KNew |
$5.15M - $6.01M
|
106K
$2.48M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
102K+ 2.86% |
$4.97M - $5.8M
|
3.68M
$86.2M
|