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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-120- 2.17% |
$5.72K - $6.28K
|
5.4K
$127K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-122- 7.11% |
$5.82K - $6.39K
|
1.6K
$37.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-125- 0.7% |
$5.96K - $6.55K
|
17.6K
$415K
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-126- 1.0% |
$6.01K - $6.6K
|
12.5K
$293K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-127- 0.39% |
$6.05K - $6.65K
|
32K
$753K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-130- 0.19% |
$6.2K - $6.81K
|
67.9K
$1.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-130- 1.35% |
$6.2K - $6.81K
|
9.47K
$223K
|
|
|
Jul 24, 2023
Q2 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-135- 0.97% |
$6.44K - $7.07K
|
13.8K
$325K
|
|
|
Jul 26, 2023
Q2 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-146- 3.0% |
$6.96K - $7.65K
|
4.72K
$111K
|
|
|
Jul 28, 2023
Q2 2023
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-146- 2.98% |
$6.96K - $7.65K
|
4.75K
$112K
|
|
|
Jul 19, 2023
Q2 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-149- 1.88% |
$7.1K - $7.8K
|
7.76K
$182K
|
|
|
Aug 14, 2023
Q2 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-150- 2.56% |
$7.15K - $7.86K
|
5.72K
$134K
|
|
|
Jul 17, 2023
Q2 2023
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-155- 2.7% |
$7.39K - $8.12K
|
5.59K
$132K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-164- 2.48% |
$7.82K - $8.59K
|
6.45K
$152K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-164- 86.32% |
$7.82K - $8.59K
|
26
$611
|
|
|
Jul 27, 2023
Q2 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-164- 0.61% |
$7.82K - $8.59K
|
26.9K
$632K
|
|
|
Jul 26, 2023
Q2 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-168- 0.14% |
$8.01K - $8.8K
|
116K
$2.73M
|
|
|
Aug 10, 2023
Q2 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-170- 2.9% |
$8.1K - $8.9K
|
5.7K
$134K
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-178- 0.38% |
$8.49K - $9.32K
|
46.6K
$1.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-184- 2.06% |
$8.77K - $9.64K
|
8.73K
$205K
|
|
|
Jul 24, 2023
Q2 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-186- 0.91% |
$8.87K - $9.74K
|
20.2K
$475K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-191- 0.22% |
$9.1K - $10K
|
85.9K
$2.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-195- 1.83% |
$9.3K - $10.2K
|
10.5K
$246K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-197- 3.59% |
$9.39K - $10.3K
|
5.29K
$124K
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-199- 2.38% |
$9.49K - $10.4K
|
8.18K
$192K
|
|
|
Aug 07, 2023
Q2 2023
|
Human Investing LLC
|
SELL
|
- |
-212- 0.83% |
$10.1K - $11.1K
|
25.3K
$595K
|
|
|
Aug 07, 2023
Q2 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-212- 13.66% |
$10.1K - $11.1K
|
1.34K
$31.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
SELL
|
- |
-215- 1.34% |
$10.2K - $11.3K
|
15.8K
$371K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-217- 4.25% |
$10.3K - $11.4K
|
4.88K
$115K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-219- 2.37% |
$10.4K - $11.5K
|
9.01K
$212K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
SELL
|
- |
-219- 0.2% |
$10.4K - $11.5K
|
109K
$2.56M
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-233- 1.27% |
$11.1K - $12.2K
|
18.1K
$426K
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-233- 0.81% |
$11.1K - $12.2K
|
28.4K
$667K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-244- 5.41% |
$11.6K - $12.8K
|
4.27K
$100K
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-246- 1.25% |
$11.7K - $12.9K
|
19.4K
$456K
|
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-260- 0.85% |
$12.4K - $13.6K
|
30.3K
$711K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-265- 0.72% |
$12.6K - $13.9K
|
36.7K
$863K
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-266- 5.08% |
$12.7K - $13.9K
|
4.97K
$117K
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-271- 3.49% |
$12.9K - $14.2K
|
7.49K
$176K
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-275- 0.13% |
$13.1K - $14.4K
|
213K
$5.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-275- 1.08% |
$13.1K - $14.4K
|
25.3K
$594K
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-278- 0.56% |
$13.3K - $14.6K
|
49.6K
$1.17M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-279- 1.73% |
$13.3K - $14.6K
|
15.8K
$372K
|
|
|
Jul 07, 2023
Q2 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-281- 6.82% |
$13.4K - $14.7K
|
3.84K
$90.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-285- 2.21% |
$13.6K - $14.9K
|
12.6K
$296K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-292- 50.26% |
$13.9K - $15.3K
|
289
$6.79K
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-296- 1.13% |
$14.1K - $15.5K
|
26K
$611K
|
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-297- 0.74% |
$14.2K - $15.6K
|
39.9K
$938K
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-299- 1.78% |
$14.3K - $15.7K
|
16.5K
$389K
|
|
|
Aug 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-300- 6.95% |
$14.3K - $15.7K
|
4.02K
$94.5K
|