Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-736- 6.59% |
$33K - $36.4K
|
10.4K
$245K
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-756- 14.75% |
$33.9K - $37.4K
|
4.37K
$103K
|
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-757- 3.96% |
$33.9K - $37.4K
|
18.4K
$432K
|
|
|
May 15, 2023
Q1 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-804- 0.18% |
$36K - $39.7K
|
456K
$10.7M
|
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
SELL
|
- |
-813- 0.95% |
$36.4K - $40.2K
|
84.9K
$2M
|
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-820- 1.17% |
$36.7K - $40.5K
|
69.5K
$1.63M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-830- 2.1% |
$37.2K - $41K
|
38.7K
$910K
|
|
|
Apr 13, 2023
Q1 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-852- 3.19% |
$38.2K - $42.1K
|
25.8K
$607K
|
|
|
May 04, 2023
Q1 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-866- 0.52% |
$38.8K - $42.8K
|
166K
$3.91M
|
|
|
Apr 04, 2023
Q1 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-875- 3.85% |
$39.2K - $43.2K
|
21.9K
$514K
|
|
|
Apr 19, 2023
Q1 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-881- 1.19% |
$39.5K - $43.5K
|
73K
$1.72M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-904- 99.89% |
$40.5K - $44.7K
|
1
$23.5
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-950- 8.44% |
$42.5K - $46.9K
|
10.3K
$242K
|
|
|
Apr 07, 2023
Q1 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-959- 0.96% |
$42.9K - $47.4K
|
99.2K
$2.33M
|
|
|
May 03, 2023
Q1 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-959- 6.41% |
$42.9K - $47.4K
|
14K
$329K
|
|
|
May 12, 2023
Q1 2023
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-989- 4.47% |
$44.3K - $48.9K
|
21.1K
$497K
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-992- 0.82% |
$44.4K - $49K
|
120K
$2.81M
|
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.03K- 2.01% |
$46.1K - $50.9K
|
50.2K
$1.18M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.04K- 0.18% |
$46.8K - $51.6K
|
574K
$13.5M
|
|
|
May 02, 2023
Q1 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-1.06K- 0.64% |
$47.5K - $52.4K
|
165K
$3.87M
|
|
|
May 10, 2023
Q1 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-1.14K- 3.11% |
$51.1K - $56.4K
|
35.6K
$837K
|
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.16K- 3.39% |
$51.8K - $57.1K
|
33K
$776K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-1.16K- 79.77% |
$51.9K - $57.3K
|
294
$6.91K
|
|
|
May 03, 2023
Q1 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.16K- 0.37% |
$51.9K - $57.3K
|
308K
$7.24M
|
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.16K- 53.11% |
$52K - $57.4K
|
1.03K
$24.1K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.22K- 3.69% |
$54.6K - $60.3K
|
31.8K
$748K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.23K- 16.32% |
$55K - $60.7K
|
6.3K
$148K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
SELL
|
- |
-1.24K- 0.4% |
$55.3K - $61K
|
306K
$7.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Joule Financial, LLC
|
SELL
|
- |
-1.24K- 5.58% |
$55.7K - $61.4K
|
21.1K
$495K
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.24K- 2.59% |
$55.7K - $61.5K
|
46.7K
$1.1M
|
|
|
May 11, 2023
Q1 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-1.28K- 9.16% |
$57.5K - $63.4K
|
12.7K
$300K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.33K- 2.63% |
$59.3K - $65.5K
|
49K
$1.15M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.36K- 1.92% |
$60.8K - $67.1K
|
69.4K
$1.63M
|
|
|
Apr 26, 2023
Q1 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-1.37K- 0.82% |
$61.2K - $67.5K
|
164K
$3.87M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-1.45K- 20.92% |
$65K - $71.7K
|
5.48K
$129K
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
SELL
|
- |
-1.46K- 1.06% |
$65.2K - $71.9K
|
136K
$3.19M
|
|
|
Apr 11, 2023
Q1 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-1.46K- 4.72% |
$65.4K - $72.2K
|
29.5K
$693K
|
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.5K- 82.82% |
$67.3K - $74.3K
|
312
$7.34K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.53K- 21.7% |
$68.3K - $75.4K
|
5.51K
$129K
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.64K- 5.42% |
$73.4K - $81K
|
28.6K
$673K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.64K- 2.0% |
$73.4K - $81K
|
80.2K
$1.89M
|
|
|
May 10, 2023
Q1 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-1.64K- 16.26% |
$73.6K - $81.2K
|
8.46K
$199K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.65K- 8.21% |
$73.8K - $81.4K
|
18.4K
$433K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.68K- 1.24% |
$75.1K - $82.9K
|
133K
$3.14M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.69K- 2.51% |
$75.8K - $83.6K
|
65.8K
$1.55M
|
|
|
May 10, 2023
Q1 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-1.75K- 4.57% |
$78.5K - $86.6K
|
36.6K
$860K
|
|
|
Apr 18, 2023
Q1 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-1.76K- 14.35% |
$78.9K - $87K
|
10.5K
$247K
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.77K- 6.0% |
$79.3K - $87.5K
|
27.7K
$652K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.8K- 8.13% |
$80.7K - $89.1K
|
20.4K
$479K
|
|
|
May 09, 2023
Q1 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.83K- 0.89% |
$81.9K - $90.4K
|
203K
$4.78M
|