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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-154- 1.83% |
$7.76K - $8.35K
|
8.28K
$195K
|
|
|
Oct 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-163- 0.28% |
$8.21K - $8.84K
|
57.4K
$1.35M
|
|
|
Oct 30, 2023
Q3 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-166- 0.43% |
$8.36K - $9K
|
38.2K
$898K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-168- 0.39% |
$8.46K - $9.11K
|
42.8K
$1.01M
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-175- 3.36% |
$8.81K - $9.49K
|
5.03K
$118K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-179- 1.2% |
$9.01K - $9.7K
|
14.8K
$348K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-180Closed |
$9.06K - $9.76K
|
0
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-184- 3.83% |
$9.27K - $9.97K
|
4.62K
$109K
|
|
|
Nov 14, 2023
Q3 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-185- 1.12% |
$9.32K - $10K
|
16.3K
$383K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-188- 4.65% |
$9.47K - $10.2K
|
3.86K
$90.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-200- 2.77% |
$10.1K - $10.8K
|
7.03K
$165K
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
SELL
|
- |
-200- 3.48% |
$10.1K - $10.8K
|
5.55K
$130K
|
|
|
Oct 24, 2023
Q3 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-204- 0.26% |
$10.3K - $11.1K
|
79.5K
$1.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-206- 0.95% |
$10.4K - $11.2K
|
21.5K
$505K
|
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-216- 1.2% |
$10.9K - $11.7K
|
17.8K
$418K
|
|
|
Oct 24, 2023
Q3 2023
|
Acas, LLC
|
SELL
|
- |
-228- 3.75% |
$11.5K - $12.4K
|
5.85K
$137K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
SELL
|
- |
-234- 2.78% |
$11.8K - $12.7K
|
8.18K
$192K
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-237- 0.29% |
$11.9K - $12.8K
|
82K
$1.93M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-244- 5.0% |
$12.3K - $13.2K
|
4.64K
$109K
|
|
|
Nov 15, 2023
Q3 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-246- 5.29% |
$12.4K - $13.3K
|
4.4K
$103K
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-250- 96.9% |
$12.6K - $13.6K
|
8
$188
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-250- 2.21% |
$12.6K - $13.6K
|
11.1K
$260K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-254- 0.79% |
$12.8K - $13.8K
|
31.9K
$749K
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
SELL
|
- |
-260- 2.76% |
$13.1K - $14.1K
|
9.17K
$216K
|
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-271- 0.75% |
$13.6K - $14.7K
|
36.1K
$848K
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-271- 5.4% |
$13.6K - $14.7K
|
4.75K
$112K
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-280- 1.7% |
$14.1K - $15.2K
|
16.2K
$381K
|
|
|
Nov 07, 2023
Q3 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-284- 2.7% |
$14.3K - $15.4K
|
10.2K
$241K
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-284- 1.2% |
$14.3K - $15.4K
|
23.3K
$549K
|
|
|
Oct 10, 2023
Q3 2023
|
Flower City Capital
|
SELL
|
- |
-285- 0.58% |
$14.4K - $15.4K
|
48.5K
$1.14M
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-290- 0.74% |
$14.6K - $15.7K
|
38.7K
$910K
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-295- 0.15% |
$14.9K - $16K
|
190K
$4.47M
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-295- 9.83% |
$14.9K - $16K
|
2.71K
$63.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-300- 1.57% |
$15.1K - $16.3K
|
18.8K
$442K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-302- 2.35% |
$15.2K - $16.4K
|
12.6K
$296K
|
|
|
Oct 26, 2023
Q3 2023
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-306- 1.71% |
$15.4K - $16.6K
|
17.6K
$413K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-311- 75.12% |
$15.7K - $16.9K
|
103
$2.42K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-319- 5.63% |
$16.1K - $17.3K
|
5.35K
$126K
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-332- 4.41% |
$16.7K - $18K
|
7.19K
$169K
|
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-341- 1.45% |
$17.2K - $18.5K
|
23.2K
$544K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-342- 3.48% |
$17.2K - $18.5K
|
9.5K
$223K
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-345- 6.94% |
$17.4K - $18.7K
|
4.63K
$109K
|
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-348- 0.11% |
$17.5K - $18.9K
|
312K
$7.34M
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-351- 1.2% |
$17.7K - $19K
|
28.9K
$680K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-354- 1.81% |
$17.8K - $19.2K
|
19.3K
$453K
|
|
|
Nov 13, 2023
Q3 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-368- 9.13% |
$18.5K - $19.9K
|
3.66K
$86.1K
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-370- 7.07% |
$18.6K - $20.1K
|
4.86K
$114K
|
|
|
Oct 26, 2023
Q3 2023
|
Joule Financial, LLC
|
SELL
|
- |
-372- 1.79% |
$18.7K - $20.2K
|
20.4K
$479K
|
|
|
Oct 11, 2023
Q3 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-383- 1.44% |
$19.3K - $20.8K
|
26.2K
$615K
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-387- 0.81% |
$19.5K - $21K
|
47.1K
$1.11M
|