Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Ashford Advisors, LLC
|
SELL
|
- |
-86.5K- 13.39% |
$4.36M - $4.69M
|
560K
$13.2M
|
|
|
Feb 12, 2024
Q3 2023
|
Ashford Advisors, LLC
|
SELL
|
- |
-86.5K- 13.39% |
$4.36M - $4.69M
|
560K
$13.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-107K- 98.35% |
$5.39M - $5.8M
|
1.8K
$42.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-109K- 26.22% |
$5.47M - $5.89M
|
306K
$7.18M
|
|
|
Nov 07, 2023
Q3 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-112K- 96.27% |
$5.64M - $6.07M
|
4.34K
$102K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-115K- 0.39% |
$5.78M - $6.22M
|
28.9M
$681M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-119K- 26.37% |
$5.98M - $6.44M
|
332K
$7.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-121K- 94.37% |
$6.08M - $6.55M
|
7.2K
$169K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-135K- 1.77% |
$6.81M - $7.33M
|
7.49M
$176M
|
|
|
Nov 13, 2023
Q3 2023
|
Campbell Wealth Management
|
SELL
|
- |
-142K- 3.06% |
$7.18M - $7.72M
|
4.51M
$106M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-165K- 1.99% |
$8.31M - $8.94M
|
8.11M
$191M
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-217K- 18.46% |
$10.9M - $11.8M
|
957K
$22.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-236K- 21.25% |
$11.9M - $12.8M
|
876K
$20.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-249K- 36.25% |
$12.5M - $13.5M
|
438K
$10.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-312K- 5.42% |
$15.7M - $16.9M
|
5.44M
$128M
|
|
|
Oct 18, 2023
Q3 2023
|
Leverty Financial Group, LLC
|
SELL
|
- |
-388K- 42.19% |
$19.5M - $21M
|
531K
$12.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-403K- 95.85% |
$20.3M - $21.8M
|
17.4K
$410K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-432K- 5.6% |
$21.7M - $23.4M
|
7.27M
$171M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-580K- 84.87% |
$29.2M - $31.5M
|
103K
$2.43M
|
|
|
Nov 07, 2023
Q3 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-1.53M- 99.87% |
$77.3M - $83.2M
|
1.96K
$46.2K
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.57M- 95.81% |
$79.2M - $85.2M
|
68.8K
$1.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-2.78M- 10.36% |
$140M - $151M
|
24.1M
$566M
|