Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-20.5K- 3.41% |
$978K - $1.07M
|
581K
$13.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-21.6K- 13.12% |
$1.03M - $1.13M
|
143K
$3.36M
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-21.6K- 3.2% |
$1.03M - $1.13M
|
653K
$15.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-21.7K- 77.85% |
$1.04M - $1.14M
|
6.18K
$145K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-21.8K- 5.0% |
$1.04M - $1.14M
|
414K
$9.74M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-24K- 8.09% |
$1.14M - $1.26M
|
273K
$6.41M
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-24.3K- 8.43% |
$1.16M - $1.27M
|
263K
$6.19M
|
|
|
Jan 28, 2025
Q2 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-24.4K- 77.74% |
$1.16M - $1.28M
|
6.98K
$164K
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-25.4K- 64.41% |
$1.21M - $1.33M
|
14K
$330K
|
|
|
Aug 09, 2023
Q2 2023
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-25.6K- 3.01% |
$1.22M - $1.34M
|
826K
$19.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-25.6K- 3.01% |
$1.22M - $1.34M
|
826K
$19.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-26.7K- 1.98% |
$1.27M - $1.4M
|
1.32M
$31M
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-27.5K- 3.41% |
$1.31M - $1.44M
|
780K
$18.3M
|
|
|
Jul 12, 2023
Q2 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-27.7K- 6.04% |
$1.32M - $1.45M
|
431K
$10.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-27.8K- 0.95% |
$1.32M - $1.45M
|
2.88M
$67.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-28.1K- 84.88% |
$1.34M - $1.47M
|
5.01K
$118K
|
|
|
Aug 08, 2023
Q2 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-28.3K- 5.53% |
$1.35M - $1.48M
|
483K
$11.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-28.5K- 4.37% |
$1.36M - $1.49M
|
624K
$14.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-28.8K- 4.82% |
$1.37M - $1.51M
|
569K
$13.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-28.9K- 3.63% |
$1.38M - $1.51M
|
767K
$18M
|
|
|
Jul 24, 2023
Q2 2023
|
Moneywise, Inc.
|
SELL
|
- |
-28.9K- 4.48% |
$1.38M - $1.52M
|
618K
$14.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-30K- 8.33% |
$1.43M - $1.57M
|
331K
$7.77M
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
SELL
|
- |
-31K- 7.06% |
$1.48M - $1.62M
|
408K
$9.59M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-31.1K- 5.14% |
$1.48M - $1.63M
|
573K
$13.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-31.5K- 4.54% |
$1.5M - $1.65M
|
663K
$15.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Barden Capital Management, Inc.
|
SELL
|
- |
-35.9K- 26.55% |
$1.71M - $1.88M
|
99.4K
$2.34M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-36.5K- 25.33% |
$1.74M - $1.91M
|
108K
$2.53M
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-37.5K- 1.97% |
$1.79M - $1.97M
|
1.87M
$44M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-39.7K- 12.02% |
$1.89M - $2.08M
|
291K
$6.84M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-41.4K- 3.71% |
$1.97M - $2.17M
|
1.07M
$25.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-42.3K- 3.48% |
$2.02M - $2.22M
|
1.17M
$27.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-45.6K- 5.78% |
$2.17M - $2.39M
|
743K
$17.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-46.3K- 17.52% |
$2.21M - $2.42M
|
218K
$5.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-46.3K- 79.43% |
$2.21M - $2.43M
|
12K
$282K
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-48.3K- 3.47% |
$2.3M - $2.53M
|
1.34M
$31.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-50.9K- 2.9% |
$2.43M - $2.67M
|
1.7M
$40.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Ddd Partners, LLC
|
SELL
|
- |
-51K- 87.76% |
$2.43M - $2.67M
|
7.12K
$167K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-51.1K- 7.8% |
$2.44M - $2.68M
|
604K
$14.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-53.1K- 12.38% |
$2.53M - $2.78M
|
376K
$8.84M
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-58.1K- 69.4% |
$2.77M - $3.04M
|
25.6K
$602K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-61K- 33.91% |
$2.91M - $3.2M
|
119K
$2.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-62.2K- 79.79% |
$2.96M - $3.26M
|
15.8K
$370K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-63.2K- 1.82% |
$3.01M - $3.31M
|
3.41M
$80.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-63.3K- 8.46% |
$3.02M - $3.31M
|
685K
$16.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-69.1K- 75.83% |
$3.29M - $3.62M
|
22K
$518K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-71.5K- 5.11% |
$3.41M - $3.74M
|
1.33M
$31.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-71.7K- 54.93% |
$3.42M - $3.75M
|
58.8K
$1.38M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-74K- 52.07% |
$3.53M - $3.87M
|
68.1K
$1.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-80.8K- 2.2% |
$3.85M - $4.23M
|
3.59M
$84.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-98.9K- 48.07% |
$4.71M - $5.18M
|
107K
$2.51M
|