Purchases and Sales Made in Q1 2024 in Schwab Strategic Tr Us Large C (SCHX)

SCHX Quotes by TradingView

This table provides information about the institutional ownership of Schwab Strategic Tr Us Large C (SCHX) during Q1 2024. 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
Apr 26, 2024 Q1 2024
High Mark Wealth Management LLC

BUY
 -
2
+ 0.35%
$111 - $124
568 $13.3K
Apr 30, 2024 Q1 2024
Gem Asset Management, LLC

Plymouth, MI
BUY
 -
2
+ 0.04%
$111 - $124
4.56K $107K
Apr 30, 2024 Q1 2024
Tfc Financial Management

BUY
 -
2
+ 0.24%
$111 - $124
822 $19.2K
May 09, 2024 Q1 2024
Northwest Financial Advisors

Herndon, VA
BUY
 -
2
+ 0.31%
$111 - $124
648 $15.2K
May 10, 2024 Q1 2024
Black Rock Inc.

New York, NY
BUY
 -
2
+ 0.05%
$111 - $124
4K $93.6K
May 14, 2024 Q1 2024
Guardian Wealth Management, Inc.

Peoria, IL
BUY
 -
2
+ 0.19%
$111 - $124
1.03K $24.2K
May 14, 2024 Q1 2024
Orcam Financial Group

Encinitas, CA
BUY
 -
2
+ 0.01%
$111 - $124
13.8K $323K
Apr 09, 2024 Q1 2024
Rise Advisors, LLC

BUY
 -
1
+ 0.4%
$55.4 - $62.1
251 $5.87K
Apr 10, 2024 Q1 2024
Bruce G. Allen Investments, LLC

Denver, CO
BUY
 -
1
+ 0.29%
$55.4 - $62.1
341 $7.98K
Apr 17, 2024 Q1 2024
Chatham Capital Group, Inc.

BUY
 -
1
+ 0.0%
$55.4 - $62.1
21.2K $495K
Apr 29, 2024 Q1 2024
Princeton Global Asset Management LLC

BUY
 -
1
+ 0.23%
$55.4 - $62.1
429 $10K
Apr 29, 2024 Q1 2024
Silicon Valley Capital Partners

BUY
 -
1
+ 0.34%
$55.4 - $62.1
293 $6.86K
Apr 30, 2024 Q1 2024
Bay Colony Advisory Group, Inc D

BUY
 -
1
+ 0.03%
$55.4 - $62.1
3.57K $83.6K
May 09, 2024 Q1 2024
Leo Wealth, LLC

Hurst, TX
BUY
 -
1
+ 0.02%
$55.4 - $62.1
5.04K $118K
May 15, 2024 Q1 2024
Intrepid Capital Management Inc

Jacksonville Beach, FL
BUY
 -
1
+ 0.0%
$55.4 - $62.1
21.4K $502K
Sep 16, 2024 Q1 2024
Verity & Verity, LLC

Beaufort, SC
BUY
 -
1
+ 0.02%
$55.4 - $62.1
4.88K $114K
Nov 07, 2024 Q1 2024
Verity & Verity, LLC

Beaufort, SC
BUY
 -
1
+ 0.02%
$55.4 - $62.1
4.88K $114K
May 03, 2024 Q1 2024
Hallmark Capital Management Inc

BUY
 -
0
New
$0 - $0
0 $0
Apr 01, 2024 Q1 2024
Global Wealth Strategies & Associates

Denver, CO
SELL
 -
-1
- 0.03%
$55.4 - $62.1
3.48K $81.5K
Apr 12, 2024 Q1 2024
Retirement Planning Group

SELL
 -
-1
- 0.01%
$55.4 - $62.1
15.1K $354K
Apr 23, 2024 Q1 2024
Washington Trust CO

SELL
 -
-3
- 0.33%
$166 - $186
902 $21.1K
May 01, 2024 Q1 2024
Parkside Financial Bank & Trust

SELL
 -
-3
- 0.03%
$166 - $186
11K $256K
May 08, 2024 Q1 2024
Sound Stewardship, LLC

Overland Park, KS
SELL
 -
-6
- 0.12%
$332 - $372
5.19K $121K
Apr 29, 2024 Q1 2024
American Capital Advisory, LLC

Ketchum, ID
SELL
 -
-10
- 1.12%
$554 - $621
885 $20.7K
Apr 22, 2024 Q1 2024
Vishria Bird Financial Group, LLC

SELL
 -
-12
- 0.2%
$665 - $745
5.88K $138K
Apr 23, 2024 Q1 2024
Bouchey Financial Group LTD

SELL
 -
-12
- 0.05%
$665 - $745
25.9K $607K
May 15, 2024 Q1 2024
Kestra Advisory Services, LLC

SELL
 -
-17
- 0.03%
$942 - $1.06K
58.5K $1.37M
May 02, 2024 Q1 2024
Pegasus Asset Management, Inc.

SELL
 -
-20
- 0.26%
$1.11K - $1.24K
7.63K $179K
May 14, 2024 Q1 2024
Main Street Group, LTD

Glen Allen, VA
SELL
 -
-23
- 0.09%
$1.27K - $1.43K
25.2K $591K
May 09, 2024 Q1 2024
Gs Investments, Inc.

SELL
 -
-25
- 0.27%
$1.39K - $1.55K
9.11K $213K
Apr 15, 2024 Q1 2024
Apeiron Ria LLC

SELL
 -
-30
- 0.29%
$1.66K - $1.86K
10.3K $241K
May 13, 2024 Q1 2024
Tradition Wealth Management, LLC

SELL
 -
-32
- 0.78%
$1.77K - $1.99K
4.08K $95.4K
Apr 05, 2024 Q1 2024
Davis Capital Management

Jacksonville, FL
SELL
 -
-32
- 3.07%
$1.77K - $1.99K
1.01K $23.6K
Apr 16, 2024 Q1 2024
Tsfg, LLC

SELL
 -
-34
- 4.8%
$1.88K - $2.11K
675 $15.8K
Apr 04, 2024 Q1 2024
Moseley Investment Management Inc

SELL
 -
-35
- 0.39%
$1.94K - $2.17K
8.89K $208K
Apr 25, 2024 Q1 2024
Tritonpoint Wealth, LLC

Chevy Chase, MD
SELL
 -
-35
- 0.11%
$1.94K - $2.17K
31K $725K
Apr 25, 2024 Q1 2024
Lindbrook Capital, LLC

SELL
 -
-35
- 1.51%
$1.94K - $2.17K
2.28K $53.4K
Apr 15, 2024 Q1 2024
Diversified Investment Strategies, LLC

SELL
 -
-42
- 0.83%
$2.33K - $2.61K
5.02K $117K
Apr 29, 2024 Q1 2024
Adviser Investments LLC

SELL
 -
-42
- 0.07%
$2.33K - $2.61K
60.2K $1.41M
May 10, 2024 Q1 2024
Alley Investment Management Company, LLC

SELL
 -
-47
- 0.24%
$2.6K - $2.92K
19.4K $454K
Apr 17, 2024 Q1 2024
Kathleen S. Wright Associates Inc.

SELL
 -
-48
- 3.26%
$2.66K - $2.98K
1.42K $33.3K
May 02, 2024 Q1 2024
Tobias Financial Advisors, Inc.

Plantation, FL
SELL
 -
-48
- 1.18%
$2.66K - $2.98K
4.03K $94.3K
May 13, 2024 Q1 2024
Laurel Wealth Advisors LLC

Charlotte, NC
SELL
 -
-50
- 0.72%
$2.77K - $3.1K
6.89K $161K
May 29, 2024 Q1 2024
Garde Capital, Inc.

Seattle, WA
SELL
 -
-50
- 0.14%
$2.77K - $3.1K
34.8K $814K
Apr 25, 2024 Q1 2024
Bogart Wealth, LLC

SELL
 -
-53
- 2.58%
$2.94K - $3.29K
2K $46.8K
May 13, 2024 Q1 2024
Cedar Wealth Management, LLC

Walnut Creek, CA
SELL
 -
-54
- 4.74%
$2.99K - $3.35K
1.09K $25.4K
May 14, 2024 Q1 2024
Front Row Advisors LLC

Tiburon, CA
SELL
 -
-54
- 0.14%
$2.99K - $3.35K
39.1K $916K
May 07, 2024 Q1 2024
Firestone Capital Management

SELL
 -
-56
- 0.34%
$3.1K - $3.48K
16.4K $384K
May 08, 2024 Q1 2024
Texas Yale Capital Corp.

St. Petersburg, FL
SELL
 -
-59
- 0.31%
$3.27K - $3.66K
18.7K $438K

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