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 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
458+ 0.6% |
$22.2K - $25.9K
|
76.5K
$1.79M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
450+ 2.11% |
$21.8K - $25.5K
|
21.8K
$509K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
441+ 1.22% |
$21.4K - $25K
|
36.5K
$854K
|
|
|
Feb 13, 2024
Q4 2023
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
430+ 8.45% |
$20.8K - $24.3K
|
5.52K
$129K
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
408+ 0.42% |
$19.8K - $23.1K
|
96.5K
$2.26M
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
391+ 1.69% |
$19K - $22.1K
|
23.6K
$552K
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
BUY
|
- |
382+ 7.22% |
$18.5K - $21.6K
|
5.68K
$133K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
360+ 2.19% |
$17.4K - $20.4K
|
16.8K
$394K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
345New |
$16.7K - $19.5K
|
345
$8.07K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
342+ 0.98% |
$16.6K - $19.4K
|
35.2K
$825K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
340+ 133.86% |
$16.5K - $19.2K
|
594
$13.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
340New |
$16.5K - $19.2K
|
340
$7.96K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
336New |
$16.3K - $19K
|
336
$7.86K
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
326New |
$15.8K - $18.5K
|
326
$7.63K
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
319+ 0.31% |
$15.5K - $18.1K
|
102K
$2.39M
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
302+ 4.1% |
$14.6K - $17.1K
|
7.66K
$179K
|
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
298New |
$14.4K - $16.9K
|
298
$6.97K
|
|
|
Feb 07, 2024
Q4 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
295+ 0.49% |
$14.3K - $16.7K
|
60.9K
$1.43M
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
288+ 0.77% |
$14K - $16.3K
|
37.9K
$887K
|
|
|
Jan 22, 2024
Q4 2023
|
Fusion Capital, LLC
|
BUY
|
- |
285+ 4.81% |
$13.8K - $16.1K
|
6.21K
$145K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
278+ 1208.7% |
$13.5K - $15.7K
|
301
$7.04K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
252New |
$12.2K - $14.3K
|
252
$5.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
252+ 0.54% |
$12.2K - $14.3K
|
47K
$1.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
250New |
$12.1K - $14.2K
|
250
$5.85K
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
249+ 3.95% |
$12.1K - $14.1K
|
6.55K
$153K
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
248+ 0.95% |
$12K - $14K
|
26.4K
$619K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
244New |
$11.8K - $13.8K
|
244
$5.71K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
240New |
$11.6K - $13.6K
|
240
$5.62K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
234+ 1.42% |
$11.3K - $13.2K
|
16.8K
$392K
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
230+ 5.36% |
$11.1K - $13K
|
4.53K
$106K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
224+ 4.34% |
$10.9K - $12.7K
|
5.38K
$126K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
218+ 4.7% |
$10.6K - $12.3K
|
4.86K
$114K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
213+ 0.38% |
$10.3K - $12.1K
|
56.8K
$1.33M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
210+ 5.45% |
$10.2K - $11.9K
|
4.07K
$95.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
206New |
$9.98K - $11.7K
|
206
$4.82K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
193+ 0.65% |
$9.35K - $10.9K
|
30K
$702K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
178New |
$8.63K - $10.1K
|
178
$4.17K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
175New |
$8.48K - $9.91K
|
175
$4.09K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
BUY
|
- |
171+ 1.34% |
$8.29K - $9.68K
|
12.9K
$302K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
162+ 0.38% |
$7.85K - $9.17K
|
43.4K
$1.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
153+ 50.33% |
$7.42K - $8.66K
|
457
$10.7K
|
|
|
Jan 11, 2024
Q4 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
138+ 0.17% |
$6.69K - $7.81K
|
83.7K
$1.96M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
131+ 1.21% |
$6.35K - $7.41K
|
11K
$257K
|
|
|
Jan 31, 2024
Q4 2023
|
Palouse Capital Management, Inc.
|
BUY
|
- |
127+ 2.16% |
$6.16K - $7.19K
|
6K
$140K
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
122+ 0.32% |
$5.91K - $6.91K
|
38.5K
$900K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
118New |
$5.72K - $6.68K
|
118
$2.76K
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
116+ 5.81% |
$5.62K - $6.57K
|
2.11K
$49.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
113+ 10.56% |
$5.48K - $6.4K
|
1.18K
$27.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Asset Planning Services Inc
|
BUY
|
- |
112+ 0.21% |
$5.43K - $6.34K
|
54.4K
$1.27M
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
110+ 0.28% |
$5.33K - $6.23K
|
38.8K
$908K
|