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 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-1.18K- 7.65% |
$57.2K - $66.8K
|
14.2K
$349K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.2K- 12.69% |
$58.1K - $67.8K
|
8.24K
$202K
|
|
|
Mar 04, 2025
Q4 2023
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-1.21K- 1.54% |
$58.7K - $68.6K
|
77.4K
$1.9M
|
|
|
Mar 28, 2025
Q4 2023
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-1.21K- 1.54% |
$58.7K - $68.6K
|
77.4K
$1.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.29K- 7.26% |
$62.6K - $73.1K
|
16.5K
$404K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.29K- 0.49% |
$62.6K - $73.1K
|
264K
$6.48M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.29K- 22.25% |
$62.6K - $73.1K
|
4.52K
$111K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.31K- 7.31% |
$63.4K - $74.1K
|
16.6K
$407K
|
|
|
Jan 18, 2024
Q4 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.33K- 5.69% |
$64.3K - $75.1K
|
22K
$538K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.34K- 1.04% |
$64.7K - $75.6K
|
127K
$3.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.36K- 5.18% |
$65.9K - $77K
|
24.9K
$609K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.37K- 73.39% |
$66.2K - $77.3K
|
495
$12.1K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.37K- 2.67% |
$66.5K - $77.6K
|
49.9K
$1.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-1.38K- 1.93% |
$67K - $78.2K
|
70.3K
$1.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.39K- 25.93% |
$67.2K - $78.4K
|
3.96K
$97K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.43K- 1.06% |
$69.2K - $80.8K
|
133K
$3.26M
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.45K- 10.9% |
$70.1K - $81.8K
|
11.8K
$289K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.48K- 11.38% |
$71.6K - $83.7K
|
11.5K
$282K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-1.49K- 13.57% |
$72.3K - $84.4K
|
9.5K
$233K
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 3.94% |
$72.7K - $84.9K
|
36.5K
$895K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.51K- 2.02% |
$73K - $85.3K
|
73K
$1.79M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.54K- 0.87% |
$74.6K - $87.1K
|
176K
$4.32M
|
|
|
Jan 23, 2024
Q4 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-1.56K- 1.89% |
$75.4K - $88.1K
|
80.8K
$1.98M
|
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.58K- 6.03% |
$76.5K - $89.3K
|
24.6K
$602K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.6K- 28.44% |
$77.7K - $90.7K
|
4.03K
$98.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.62K- 5.34% |
$78.6K - $91.8K
|
28.7K
$704K
|
|
|
Jan 11, 2024
Q4 2023
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-1.63K- 0.34% |
$78.9K - $92.1K
|
477K
$11.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.64K- 5.69% |
$79.3K - $92.7K
|
27.2K
$665K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.66K- 15.44% |
$80.3K - $93.7K
|
9.07K
$222K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
SELL
|
- |
-1.72K- 4.36% |
$83.2K - $97.2K
|
37.7K
$923K
|
|
|
Feb 12, 2024
Q4 2023
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-1.74K- 8.2% |
$84.2K - $98.4K
|
19.5K
$477K
|
|
|
Jan 17, 2024
Q4 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-1.74K- 4.15% |
$84.3K - $98.4K
|
40.1K
$983K
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.75K- 6.59% |
$85K - $99.2K
|
24.8K
$609K
|
|
|
Jan 16, 2024
Q4 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-1.78K- 8.99% |
$86.2K - $101K
|
18K
$441K
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.81K- 32.16% |
$87.9K - $103K
|
3.83K
$93.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.85K- 30.6% |
$89.8K - $105K
|
4.2K
$103K
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.86K- 3.33% |
$90.3K - $106K
|
54.1K
$1.33M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.87K- 11.97% |
$90.4K - $106K
|
13.7K
$336K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.87K- 88.72% |
$90.7K - $106K
|
238
$5.83K
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.88K- 17.13% |
$90.9K - $106K
|
9.07K
$222K
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.96K- 3.15% |
$95.1K - $111K
|
60.3K
$1.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.99K- 5.17% |
$96.6K - $113K
|
36.5K
$895K
|
|
|
Jan 19, 2024
Q4 2023
|
Flower City Capital
|
SELL
|
- |
-2.01K- 4.15% |
$97.6K - $114K
|
46.5K
$1.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-2.03K- 0.44% |
$98.4K - $115K
|
455K
$11.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.06K- 3.46% |
$99.7K - $116K
|
57.4K
$1.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.06K- 8.2% |
$99.9K - $117K
|
23.1K
$566K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-2.07K- 42.59% |
$100K - $117K
|
2.78K
$68.2K
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.07K- 4.27% |
$100K - $117K
|
46.4K
$1.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2.12K- 1.13% |
$103K - $120K
|
186K
$4.55M
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-2.14K- 2.86% |
$104K - $121K
|
72.7K
$1.78M
|