Purchases and Sales Made in Q4 2023 in Schwab Strategic Tr Us Large C (SCHX)

SCHX Quotes by TradingView

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 07, 2024 Q4 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
8.67K
+ 25.06%
$420K - $491K
43.2K $1.01M
Feb 06, 2024 Q4 2023
Northern Financial Advisors Inc

Bloomfield Hills, MI
BUY
 -
8.63K
New
$418K - $488K
8.63K $202K
Mar 15, 2024 Q4 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
8.6K
+ 9.56%
$417K - $487K
98.6K $2.31M
Jan 16, 2024 Q4 2023
Carlson Capital Management

BUY
 -
8.45K
+ 12.76%
$409K - $478K
74.6K $1.75M
Jan 31, 2024 Q4 2023
Western Wealth Management, LLC

BUY
 -
8.33K
+ 12.88%
$404K - $471K
73K $1.71M
Feb 08, 2024 Q4 2023
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
8.29K
+ 15.81%
$402K - $469K
60.7K $1.42M
Jan 10, 2024 Q4 2023
Worth Asset Management, LLC

BUY
 -
8.26K
+ 28.81%
$400K - $468K
36.9K $864K
Jan 23, 2024 Q4 2023
Tempus Wealth Planning, LLC

BUY
 -
8.12K
+ 10.75%
$394K - $460K
83.7K $1.96M
Jan 25, 2024 Q4 2023
Williams & Novak, LLC

Westlake Village, CA
BUY
 -
8.11K
New
$393K - $459K
8.11K $190K
Feb 14, 2024 Q4 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
8.07K
New
$391K - $457K
8.07K $189K
Jan 23, 2024 Q4 2023
Carmichael Hill & Associates, Inc.

BUY
 -
7.55K
+ 7.85%
$366K - $427K
104K $2.43M
Feb 20, 2024 Q4 2023
Clarity Capital Partners LLC

Newport Beach, CA
BUY
 -
7.45K
New
$361K - $422K
7.45K $174K
Feb 08, 2024 Q4 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
7.4K
+ 12.65%
$359K - $419K
65.9K $1.54M
Jan 18, 2024 Q4 2023
25 LLC

St. Louis, MO
BUY
 -
7.35K
New
$356K - $416K
7.35K $172K
Feb 14, 2024 Q4 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
7.27K
New
$352K - $412K
7.27K $170K
Feb 15, 2024 Q4 2023
Aspect Partners, LLC

Fairfax, VA
BUY
 -
7.2K
New
$349K - $408K
7.2K $169K
Feb 05, 2024 Q4 2023
Lathrop Investment Management Corp

BUY
 -
7.16K
New
$347K - $405K
7.16K $168K
Jan 17, 2024 Q4 2023
Ifg Advisory, LLC

BUY
 -
7.12K
+ 84.26%
$345K - $403K
15.6K $364K
Apr 12, 2024 Q4 2023
Game Plan Financial Advisors, LLC

BUY
 -
7.11K
+ 21.27%
$345K - $403K
40.6K $949K
Jan 09, 2024 Q4 2023
Farmers Trust CO

BUY
 -
7.05K
New
$342K - $399K
7.05K $165K
Feb 01, 2024 Q4 2023
Madison Park Capital Advisors, LLC

Seattle, WA
BUY
 -
7.03K
New
$341K - $398K
7.03K $164K
Jan 18, 2024 Q4 2023
Verum Partners LLC

Charlotte, NC
BUY
 -
7.03K
+ 27.15%
$341K - $398K
32.9K $770K
Feb 13, 2024 Q4 2023
Advisory Services & Investments, LLC

BUY
 -
7.01K
New
$340K - $397K
7.01K $164K
Feb 08, 2024 Q4 2023
Retirement Income Solutions, Inc

Ann Arbor, MI
BUY
 -
6.99K
+ 134.53%
$339K - $396K
12.2K $285K
Jan 11, 2024 Q4 2023
Naples Global Advisors, LLC

Naples, FL
BUY
 -
6.96K
+ 16.96%
$337K - $394K
48K $1.12M
Jan 16, 2024 Q4 2023
Cva Family Office, LLC

BUY
 -
6.87K
+ 5.36%
$333K - $389K
135K $3.16M
Jan 26, 2024 Q4 2023
Cedrus LLC

Littleton, CO
BUY
 -
6.77K
New
$328K - $383K
6.77K $158K
Jan 29, 2024 Q4 2023
Morris Financial Concepts, Inc.

BUY
 -
6.76K
+ 1.76%
$328K - $383K
391K $9.16M
Jan 05, 2024 Q4 2023
Garrett Investment Advisors LLC

BUY
 -
6.74K
+ 36.71%
$327K - $382K
25.1K $588K
Feb 14, 2024 Q4 2023
Quantinno Capital Management LP

New York, NY
BUY
 -
6.73K
+ 103.16%
$326K - $381K
13.3K $310K
Feb 16, 2024 Q4 2023
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
6.68K
+ 70.58%
$324K - $378K
16.1K $378K
Feb 09, 2024 Q4 2023
Black Diamond Wealth Management Inc.

BUY
 -
6.66K
New
$323K - $377K
6.66K $156K
Feb 14, 2024 Q4 2023
Planning Capital Management Corp

Paoli, PA
BUY
 -
6.64K
New
$322K - $376K
6.64K $155K
Feb 13, 2024 Q4 2023
Balanced Rock Investment Advisor

Roslindale, MA
BUY
 -
6.62K
New
$321K - $375K
6.62K $155K
Feb 13, 2024 Q4 2023
American Money Management, LLC

BUY
 -
6.52K
+ 4.99%
$316K - $369K
137K $3.21M
Feb 07, 2024 Q4 2023
Quotient Wealth Partners, LLC

Houston, TX
BUY
 -
6.49K
New
$315K - $367K
6.49K $152K
Feb 05, 2024 Q4 2023
Paradigm Financial Partners, LLC

BUY
 -
6.44K
+ 14.16%
$312K - $364K
51.9K $1.21M
Jan 22, 2024 Q4 2023
Sigma Investment Counselors Inc

BUY
 -
6.31K
+ 10.38%
$306K - $357K
67.1K $1.57M
Jan 16, 2024 Q4 2023
Godsey & Gibb Associates

BUY
 -
6.29K
+ 33.34%
$305K - $356K
25.2K $589K
Jan 30, 2024 Q4 2023
Grant

BUY
 -
6.28K
+ 32.48%
$304K - $355K
25.6K $599K
Feb 07, 2024 Q4 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
6.18K
New
$300K - $350K
6.18K $145K
Feb 07, 2024 Q4 2023
Gratus Capital LLC

BUY
 -
6.14K
New
$298K - $347K
6.14K $144K
Feb 13, 2024 Q4 2023
Signal Advisors Wealth, LLC

Detroit, MI
BUY
 -
6.04K
New
$293K - $342K
6.04K $141K
Nov 14, 2024 Q4 2023
Plotkin Financial Advisors, LLC

Chevy Chase, MD
BUY
 -
5.88K
+ 50.76%
$285K - $333K
17.5K $409K
Feb 06, 2024 Q4 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
5.86K
+ 5.48%
$284K - $332K
113K $2.64M
Mar 05, 2024 Q4 2023
True Vision Mn LLC

Woodbury, MN
BUY
 -
5.81K
New
$281K - $329K
5.81K $136K
Feb 06, 2024 Q4 2023
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
5.75K
New
$278K - $325K
5.75K $134K
Feb 12, 2024 Q4 2023
North Star Asset Management LLC /Nj/

Hackettstown, NJ
BUY
 -
5.7K
New
$276K - $323K
5.7K $133K
Feb 13, 2024 Q4 2023
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
5.64K
+ 53.54%
$274K - $319K
16.2K $379K

Track Institutional and Insider Activities on SCHX

Follow SCHWAB STRATEGIC TR US LARGE-C and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SCHX shares.

Notify only if

Insider Trading

Get notified when an Schwab Strategic Tr Us Large C insider buys or sells SCHX shares.

Notify only if

News

Receive news related to SCHWAB STRATEGIC TR US LARGE-C

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SCHX