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 Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.86K+ 2.62% |
$187K - $219K
|
151K
$3.54M
|
|
|
Jan 19, 2024
Q4 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
3.86KNew |
$187K - $218K
|
3.86K
$90.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.86K+ 5.79% |
$187K - $218K
|
70.5K
$1.65M
|
|
|
Jan 18, 2024
Q4 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
3.84K+ 10.79% |
$186K - $218K
|
39.5K
$924K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
3.8K+ 633.33% |
$184K - $215K
|
4.4K
$103K
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
3.78KNew |
$183K - $214K
|
3.78K
$88.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
3.76KNew |
$182K - $213K
|
3.76K
$88K
|
|
|
Jan 18, 2024
Q4 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
3.76KNew |
$182K - $213K
|
3.76K
$88K
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3.75KNew |
$182K - $212K
|
3.75K
$87.7K
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.74KNew |
$181K - $211K
|
3.74K
$87.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.71KNew |
$180K - $210K
|
3.71K
$86.8K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
3.69KNew |
$179K - $209K
|
3.69K
$86.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
3.69KNew |
$179K - $209K
|
3.69K
$86.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Shaker Investments LLC
|
BUY
|
- |
3.68KNew |
$178K - $208K
|
3.68K
$86.1K
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
3.67KNew |
$178K - $208K
|
3.67K
$85.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.65K+ 5.9% |
$177K - $206K
|
65.4K
$1.53M
|
|
|
Jan 18, 2024
Q4 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
3.64KNew |
$177K - $206K
|
3.64K
$85.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
3.62KNew |
$176K - $205K
|
3.62K
$84.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
3.61KNew |
$175K - $204K
|
3.61K
$84.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.6KNew |
$175K - $204K
|
3.6K
$84.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
3.59KNew |
$174K - $203K
|
3.59K
$83.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
3.59KNew |
$174K - $203K
|
3.59K
$83.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.59KNew |
$174K - $203K
|
3.59K
$83.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
3.57K+ 1.16% |
$173K - $202K
|
311K
$7.28M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.57KNew |
$173K - $202K
|
3.57K
$83.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.37K+ 6.12% |
$164K - $191K
|
58.5K
$1.37M
|
|
|
Jan 29, 2024
Q4 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
3.34K+ 2.08% |
$162K - $189K
|
164K
$3.83M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.28K+ 46.78% |
$159K - $186K
|
10.3K
$241K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
3.22K+ 14.27% |
$156K - $182K
|
25.8K
$603K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3.15K+ 2.96% |
$153K - $179K
|
110K
$2.57M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.12K+ 33.98% |
$151K - $177K
|
12.3K
$288K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.11K+ 3.79% |
$151K - $176K
|
85.2K
$1.99M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.1KNew |
$150K - $175K
|
3.1K
$72.4K
|
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
3.06K+ 0.76% |
$148K - $173K
|
403K
$9.43M
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
3K+ 15.62% |
$145K - $170K
|
22.2K
$519K
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.97K+ 8.22% |
$144K - $168K
|
39.1K
$916K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
2.96K+ 1.05% |
$144K - $168K
|
286K
$6.69M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.95K+ 3.97% |
$143K - $167K
|
77.3K
$1.81M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
2.87K+ 6.08% |
$139K - $162K
|
50K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.86K+ 0.36% |
$138K - $162K
|
785K
$18.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.81K+ 278.06% |
$136K - $159K
|
3.83K
$89.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.78K+ 8.49% |
$135K - $157K
|
35.5K
$832K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.63K+ 9.9% |
$128K - $149K
|
29.3K
$685K
|
|
|
Jan 17, 2024
Q4 2023
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
2.61K+ 1.0% |
$127K - $148K
|
263K
$6.16M
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
2.55K+ 1.26% |
$123K - $144K
|
205K
$4.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.49K+ 27.34% |
$121K - $141K
|
11.6K
$272K
|
|
|
Feb 06, 2024
Q4 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
2.41K+ 7.31% |
$117K - $136K
|
35.4K
$829K
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2.36K+ 37.59% |
$114K - $133K
|
8.62K
$202K
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
BUY
|
- |
2.29K+ 13.03% |
$111K - $130K
|
19.8K
$464K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.26K+ 3.44% |
$109K - $128K
|
67.8K
$1.59M
|