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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-526- 6.04% |
$29.1K - $32.7K
|
8.18K
$191K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-531- 2.96% |
$29.4K - $33K
|
17.4K
$407K
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-535- 2.27% |
$29.6K - $33.2K
|
23K
$539K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-544- 2.66% |
$30.1K - $33.8K
|
19.9K
$465K
|
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
SELL
|
- |
-546- 8.46% |
$30.3K - $33.9K
|
5.91K
$138K
|
|
|
Dec 11, 2024
Q1 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-552- 3.05% |
$30.6K - $34.3K
|
17.5K
$410K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-553- 28.13% |
$30.6K - $34.3K
|
1.41K
$33.1K
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-555- 1.99% |
$30.8K - $34.5K
|
27.3K
$638K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-555- 0.64% |
$30.8K - $34.5K
|
86.5K
$2.02M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-558- 2.56% |
$30.9K - $34.6K
|
21.2K
$496K
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-585- 11.66% |
$32.4K - $36.3K
|
4.43K
$104K
|
|
|
May 14, 2024
Q1 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-600- 5.92% |
$33.2K - $37.2K
|
9.54K
$223K
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
SELL
|
- |
-601- 9.9% |
$33.3K - $37.3K
|
5.47K
$128K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
SELL
|
- |
-607- 0.48% |
$33.6K - $37.7K
|
126K
$2.94M
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-613- 1.03% |
$34K - $38.1K
|
58.7K
$1.37M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-621- 0.55% |
$34.4K - $38.6K
|
112K
$2.63M
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-630- 1.55% |
$34.9K - $39.1K
|
39.9K
$934K
|
|
|
Apr 09, 2024
Q1 2024
|
Madden Securities Corp
|
SELL
|
- |
-632- 3.13% |
$35K - $39.2K
|
19.5K
$457K
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-641- 15.95% |
$35.5K - $39.8K
|
3.38K
$79K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-646- 64.92% |
$35.8K - $40.1K
|
349
$8.17K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-646- 3.89% |
$35.8K - $40.1K
|
16K
$373K
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-657- 6.9% |
$36.4K - $40.8K
|
8.86K
$207K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-668- 7.05% |
$37K - $41.5K
|
8.81K
$206K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-685- 60.14% |
$38K - $42.5K
|
454
$10.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-689- 2.3% |
$38.2K - $42.8K
|
29.3K
$685K
|
|
|
Apr 25, 2024
Q1 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-699- 1.72% |
$38.7K - $43.4K
|
39.9K
$933K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-707- 10.71% |
$39.2K - $43.9K
|
5.89K
$138K
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-709- 1.51% |
$39.3K - $44K
|
46.3K
$1.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-715- 10.47% |
$39.6K - $44.4K
|
6.11K
$143K
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-720- 6.28% |
$39.9K - $44.7K
|
10.7K
$252K
|
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-722- 2.58% |
$40K - $44.8K
|
27.3K
$639K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-723- 0.38% |
$40.1K - $44.9K
|
189K
$4.41M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-725- 2.46% |
$40.2K - $45K
|
28.7K
$671K
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-739- 13.8% |
$40.9K - $45.9K
|
4.62K
$108K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-757- 2.35% |
$41.9K - $47K
|
31.5K
$736K
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-783- 3.6% |
$43.4K - $48.6K
|
21K
$491K
|
|
|
May 01, 2024
Q1 2024
|
Lathrop Investment Management Corp
|
SELL
|
- |
-789- 11.02% |
$43.7K - $49K
|
6.37K
$149K
|
|
|
May 10, 2024
Q1 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-802- 5.56% |
$44.4K - $49.8K
|
13.6K
$319K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-809- 1.75% |
$44.8K - $50.2K
|
45.5K
$1.06M
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-825- 3.84% |
$45.7K - $51.2K
|
20.7K
$483K
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-834- 16.57% |
$46.2K - $51.8K
|
4.2K
$98.3K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-838- 1.15% |
$46.4K - $52K
|
72.2K
$1.69M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-838- 1.75% |
$46.4K - $52K
|
47K
$1.1M
|
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-848- 2.91% |
$47K - $52.6K
|
28.3K
$663K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-874- 1.69% |
$48.4K - $54.3K
|
50.9K
$1.19M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-882- 1.04% |
$48.9K - $54.8K
|
84.3K
$1.97M
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-886- 6.05% |
$49.1K - $55K
|
13.8K
$322K
|
|
|
May 03, 2024
Q1 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-898- 15.75% |
$49.8K - $55.7K
|
4.81K
$112K
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-902- 4.31% |
$50K - $56K
|
20K
$468K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-927- 0.21% |
$51.4K - $57.5K
|
451K
$10.6M
|