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 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
33K+ 40.54% |
$1.6M - $1.87M
|
114K
$2.68M
|
|
|
Feb 01, 2024
Q4 2023
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
32.5KNew |
$1.58M - $1.84M
|
32.5K
$761K
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
32.5KNew |
$1.57M - $1.84M
|
32.5K
$760K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
31.8K+ 9.01% |
$1.54M - $1.8M
|
384K
$8.99M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
31KNew |
$1.5M - $1.76M
|
31K
$726K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
30.4K+ 1.83% |
$1.47M - $1.72M
|
1.69M
$39.5M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
29.6KNew |
$1.44M - $1.68M
|
29.6K
$693K
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
BUY
|
- |
29.4K+ 15.25% |
$1.43M - $1.67M
|
222K
$5.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
28.4K+ 4.93% |
$1.38M - $1.61M
|
605K
$14.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
28.4K+ 36.29% |
$1.38M - $1.61M
|
107K
$2.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
28K+ 14.17% |
$1.36M - $1.58M
|
225K
$5.28M
|
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
BUY
|
- |
26.8KNew |
$1.3M - $1.52M
|
26.8K
$628K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
26.8K+ 4.31% |
$1.3M - $1.52M
|
647K
$15.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
26.5K+ 32.81% |
$1.29M - $1.5M
|
107K
$2.51M
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
25.9K+ 1.63% |
$1.25M - $1.46M
|
1.62M
$37.9M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
25.4K+ 3.93% |
$1.23M - $1.44M
|
671K
$15.7M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
25.3KNew |
$1.22M - $1.43M
|
25.3K
$591K
|
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
25.2K+ 5.98% |
$1.22M - $1.43M
|
447K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
25.2KNew |
$1.22M - $1.42M
|
25.2K
$589K
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
25.2K+ 9.97% |
$1.22M - $1.42M
|
277K
$6.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
25K+ 25.0% |
$1.21M - $1.42M
|
125K
$2.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
24.5KNew |
$1.19M - $1.38M
|
24.5K
$572K
|
|
|
Nov 19, 2024
Q4 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
24.4K+ 4.65% |
$1.18M - $1.38M
|
548K
$12.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
23.8K+ 3.49% |
$1.15M - $1.35M
|
705K
$16.5M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
23.4KNew |
$1.13M - $1.32M
|
23.4K
$546K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
23.3K+ 784.5% |
$1.13M - $1.32M
|
26.3K
$614K
|
|
|
Jan 22, 2024
Q4 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
23.2KNew |
$1.13M - $1.31M
|
23.2K
$543K
|
|
|
Jan 10, 2024
Q4 2023
|
Leverty Financial Group, LLC
|
BUY
|
- |
22.5K+ 4.24% |
$1.09M - $1.27M
|
554K
$13M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
22.3KNew |
$1.08M - $1.26M
|
22.3K
$523K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
21.9K+ 12.37% |
$1.06M - $1.24M
|
199K
$4.66M
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
21.7K+ 201.03% |
$1.05M - $1.23M
|
32.5K
$760K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
21.7K+ 29.6% |
$1.05M - $1.23M
|
94.8K
$2.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
21.4K+ 4.85% |
$1.04M - $1.21M
|
463K
$10.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Seneca House Advisors
|
BUY
|
- |
21K+ 9.31% |
$1.02M - $1.19M
|
247K
$5.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Madden Securities Corp
|
BUY
|
- |
20.2KNew |
$977K - $1.14M
|
20.2K
$472K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
20K+ 15.2% |
$970K - $1.13M
|
152K
$3.55M
|
|
|
Feb 01, 2024
Q4 2023
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
BUY
|
- |
19.9K+ 2.11% |
$965K - $1.13M
|
963K
$22.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
18.9KNew |
$915K - $1.07M
|
18.9K
$442K
|
|
|
Feb 05, 2024
Q4 2023
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
18.8K+ 48.23% |
$911K - $1.06M
|
57.8K
$1.35M
|
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
BUY
|
- |
18K+ 3.44% |
$875K - $1.02M
|
542K
$12.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
17.8K+ 16.44% |
$865K - $1.01M
|
126K
$2.96M
|
|
|
Feb 02, 2024
Q4 2023
|
Leisure Capital Management
|
BUY
|
- |
17.7K+ 9.94% |
$860K - $1M
|
196K
$4.59M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
17.7KNew |
$858K - $1M
|
17.7K
$414K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
17.7K+ 5.27% |
$857K - $1M
|
353K
$8.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
17.5K+ 11.11% |
$846K - $988K
|
175K
$4.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
16.9KNew |
$817K - $955K
|
16.9K
$395K
|
|
|
Feb 14, 2024
Q4 2023
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.6KNew |
$805K - $940K
|
16.6K
$388K
|
|
|
Jan 08, 2024
Q4 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
16.6K+ 24.66% |
$804K - $939K
|
83.9K
$1.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
16.5K+ 54.45% |
$800K - $935K
|
46.8K
$1.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
16.3KNew |
$789K - $922K
|
16.3K
$381K
|