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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-491- 2.22% |
$23.8K - $27.8K
|
21.6K
$507K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-493- 0.32% |
$23.9K - $27.9K
|
153K
$3.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
SELL
|
- |
-500- 10.1% |
$24.2K - $28.3K
|
4.45K
$104K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-504- 2.74% |
$24.4K - $28.5K
|
17.9K
$419K
|
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
SELL
|
- |
-515- 2.53% |
$25K - $29.1K
|
19.9K
$464K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-518- 1.3% |
$25.1K - $29.3K
|
39.2K
$917K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-521- 2.34% |
$25.3K - $29.5K
|
21.7K
$508K
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-579- 5.02% |
$28.1K - $32.8K
|
10.9K
$256K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-597- 0.76% |
$28.9K - $33.8K
|
78.4K
$1.83M
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-611- 2.13% |
$29.6K - $34.6K
|
28.1K
$658K
|
|
|
Feb 08, 2024
Q4 2023
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-614- 4.27% |
$29.8K - $34.8K
|
13.8K
$322K
|
|
|
Feb 12, 2024
Q4 2023
|
Human Investing LLC
|
SELL
|
- |
-624- 2.47% |
$30.2K - $35.3K
|
24.7K
$578K
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-633- 0.91% |
$30.7K - $35.8K
|
69.1K
$1.62M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-635- 3.42% |
$30.8K - $35.9K
|
17.9K
$420K
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-643- 6.04% |
$31.2K - $36.4K
|
10K
$234K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-643- 14.28% |
$31.2K - $36.4K
|
3.86K
$90.3K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-644- 1.81% |
$31.2K - $36.5K
|
35K
$819K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-651- 2.58% |
$31.6K - $36.8K
|
24.6K
$575K
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-710- 10.1% |
$34.4K - $40.2K
|
6.32K
$148K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-710- 2.8% |
$34.4K - $40.2K
|
24.6K
$577K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-714- 72.27% |
$34.6K - $40.4K
|
274
$6.41K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-726- 1.68% |
$35.2K - $41.1K
|
42.5K
$995K
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-728- 2.4% |
$35.3K - $41.2K
|
29.6K
$692K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-730- 2.14% |
$35.4K - $41.3K
|
33.4K
$781K
|
|
|
Jan 12, 2024
Q4 2023
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-740- 8.21% |
$35.9K - $41.9K
|
8.27K
$194K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-792- 0.61% |
$38.4K - $44.8K
|
129K
$3.02M
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
SELL
|
- |
-806- 4.67% |
$39.1K - $45.6K
|
16.5K
$385K
|
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-807- 0.54% |
$39.1K - $45.7K
|
148K
$3.46M
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-818- 0.26% |
$39.6K - $46.3K
|
310K
$7.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-832- 42.21% |
$40.3K - $47.1K
|
1.14K
$26.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-892- 0.47% |
$43.2K - $50.5K
|
189K
$4.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-900- 16.15% |
$43.6K - $50.9K
|
4.67K
$109K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-924- 7.36% |
$44.8K - $52.3K
|
11.6K
$272K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-927- 56.66% |
$44.9K - $52.5K
|
709
$16.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-928- 16.03% |
$45K - $52.5K
|
4.86K
$114K
|
|
|
Feb 14, 2024
Q4 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-958- 1.85% |
$46.4K - $54.2K
|
50.7K
$1.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-963- 5.95% |
$46.7K - $54.5K
|
15.2K
$356K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-984- 5.19% |
$47.7K - $55.7K
|
18K
$421K
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-993- 1.3% |
$48.1K - $56.2K
|
75.4K
$1.76M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-995- 2.04% |
$48.2K - $56.3K
|
47.8K
$1.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.01K- 4.62% |
$48.8K - $56.9K
|
20.8K
$486K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.04K- 2.5% |
$50.5K - $58.9K
|
40.6K
$951K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.04K- 2.5% |
$50.5K - $58.9K
|
40.6K
$951K
|
|
|
Jan 19, 2024
Q4 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-1.07K- 3.61% |
$51.7K - $60.3K
|
28.5K
$667K
|
|
|
Feb 05, 2024
Q4 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-1.1K- 1.44% |
$53.2K - $62.1K
|
74.9K
$1.75M
|
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-1.18K- 8.63% |
$57.2K - $66.8K
|
12.5K
$292K
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-1.18K- 7.65% |
$57.2K - $66.8K
|
14.2K
$333K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.2K- 12.69% |
$58.1K - $67.8K
|
8.24K
$193K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.29K- 0.49% |
$62.6K - $73.1K
|
264K
$6.19M
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.29K- 7.26% |
$62.6K - $73.1K
|
16.5K
$386K
|