Purchases and Sales Made in Q1 2024 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 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 30, 2024
Q1 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-180- 0.58% |
$9.97K - $11.2K
|
30.8K
$816K
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-181- 0.4% |
$10K - $11.2K
|
45.1K
$1.2M
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-182- 0.39% |
$10.1K - $11.3K
|
46.7K
$1.24M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-183- 0.88% |
$10.1K - $11.4K
|
20.6K
$546K
|
|
|
May 07, 2024
Q1 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-185- 2.8% |
$10.3K - $11.5K
|
6.43K
$171K
|
|
|
Apr 11, 2024
Q1 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-186- 1.29% |
$10.3K - $11.5K
|
14.2K
$378K
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-190- 2.22% |
$10.5K - $11.8K
|
8.35K
$222K
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-200- 1.74% |
$11.1K - $12.4K
|
11.3K
$299K
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-220- 3.79% |
$12.2K - $13.7K
|
5.59K
$148K
|
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
SELL
|
- |
-231- 3.95% |
$12.8K - $14.3K
|
5.62K
$149K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-232- 6.37% |
$12.9K - $14.4K
|
3.41K
$90.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-233- 3.37% |
$12.9K - $14.5K
|
6.67K
$177K
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-235- 0.37% |
$13K - $14.6K
|
63.4K
$1.68M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-237- 1.41% |
$13.1K - $14.7K
|
16.5K
$438K
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-240- 4.12% |
$13.3K - $14.9K
|
5.58K
$148K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-245- 5.04% |
$13.6K - $15.2K
|
4.61K
$122K
|
|
|
Apr 30, 2024
Q1 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-255- 0.42% |
$14.1K - $15.8K
|
60.7K
$1.61M
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-255- 0.27% |
$14.1K - $15.8K
|
92.7K
$2.46M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-256- 1.59% |
$14.2K - $15.9K
|
15.9K
$422K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-263- 1.12% |
$14.6K - $16.3K
|
23.2K
$615K
|
|
|
Aug 13, 2025
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-267- 5.06% |
$14.8K - $16.6K
|
5.01K
$133K
|
|
|
Apr 25, 2024
Q1 2024
|
Human Investing LLC
|
SELL
|
- |
-271- 1.1% |
$15K - $16.8K
|
24.4K
$648K
|
|
|
May 08, 2024
Q1 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-277- 2.43% |
$15.3K - $17.2K
|
11.1K
$296K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-279- 0.6% |
$15.5K - $17.3K
|
46.1K
$1.22M
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
SELL
|
- |
-285- 0.63% |
$15.8K - $17.7K
|
44.9K
$1.19M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-285- 4.66% |
$15.8K - $17.7K
|
5.83K
$155K
|
|
|
Apr 25, 2024
Q1 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-311- 0.27% |
$17.2K - $19.3K
|
116K
$3.07M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-316- 5.48% |
$17.5K - $19.6K
|
5.45K
$145K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-329- 6.34% |
$18.2K - $20.4K
|
4.86K
$129K
|
|
|
May 29, 2025
Q1 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-338- 6.68% |
$18.7K - $21K
|
4.73K
$125K
|
|
|
Apr 12, 2024
Q1 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-340- 1.97% |
$18.8K - $21.1K
|
17K
$450K
|
|
|
Apr 16, 2024
Q1 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-340- 57.24% |
$18.8K - $21.1K
|
254
$6.74K
|
|
|
May 07, 2024
Q1 2024
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-345- 7.3% |
$19.1K - $21.4K
|
4.38K
$116K
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-345- 2.27% |
$19.1K - $21.4K
|
14.9K
$395K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-353- 0.87% |
$19.6K - $21.9K
|
40.3K
$1.07M
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-353- 0.26% |
$19.6K - $21.9K
|
137K
$3.63M
|
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-358- 0.85% |
$19.8K - $22.2K
|
41.8K
$1.11M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-364- 12.63% |
$20.2K - $22.6K
|
2.52K
$66.8K
|
|
|
May 06, 2024
Q1 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-370- 0.99% |
$20.5K - $23K
|
36.8K
$977K
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-377- 3.44% |
$20.9K - $23.4K
|
10.6K
$280K
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-389- 1.69% |
$21.6K - $24.1K
|
22.6K
$599K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-399- 5.16% |
$22.1K - $24.8K
|
7.33K
$195K
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-400- 12.41% |
$22.2K - $24.8K
|
2.82K
$74.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-402- 1.78% |
$22.3K - $25K
|
22.2K
$590K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-414- 1.44% |
$22.9K - $25.7K
|
28.3K
$751K
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-425- 4.35% |
$23.5K - $26.4K
|
9.34K
$248K
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-428- 0.9% |
$23.7K - $26.6K
|
47.4K
$1.26M
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-430- 78.32% |
$23.8K - $26.7K
|
119
$3.16K
|
|
|
Sep 09, 2025
Q1 2024
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-441- 0.74% |
$24.4K - $27.4K
|
59K
$1.57M
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-442- 5.67% |
$24.5K - $27.4K
|
7.36K
$195K
|