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 10, 2024
Q1 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-946- 4.31% |
$52.4K - $58.7K
|
21K
$492K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-977- 7.13% |
$54.1K - $60.7K
|
12.7K
$298K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-981- 2.69% |
$54.4K - $60.9K
|
35.5K
$832K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-995- 0.27% |
$55.1K - $61.8K
|
370K
$8.66M
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-1K- 22.47% |
$55.4K - $62.1K
|
3.45K
$80.7K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
SELL
|
- |
-1.01K- 11.8% |
$56.2K - $62.9K
|
7.58K
$177K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-1.03K- 1.49% |
$56.8K - $63.6K
|
67.8K
$1.59M
|
|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-1.03K- 12.49% |
$57.3K - $64.2K
|
7.24K
$170K
|
|
|
Apr 12, 2024
Q1 2024
|
Flower City Capital
|
SELL
|
- |
-1.04K- 2.25% |
$57.8K - $64.8K
|
45.4K
$1.06M
|
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-1.05K- 13.69% |
$58.2K - $65.2K
|
6.63K
$155K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1.05K- 51.82% |
$58.4K - $65.4K
|
980
$22.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-1.06K- 1.08% |
$58.6K - $65.6K
|
96.5K
$2.26M
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.06K- 0.82% |
$58.7K - $65.7K
|
128K
$2.99M
|
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.07K- 2.51% |
$59.4K - $66.5K
|
41.7K
$976K
|
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-1.08K- 0.14% |
$60K - $67.2K
|
776K
$18.2M
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-1.08K- 0.14% |
$60K - $67.2K
|
776K
$18.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-1.09K- 16.37% |
$60.2K - $67.5K
|
5.56K
$130K
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.1K- 4.03% |
$60.7K - $68K
|
26.1K
$610K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.11K- 22.79% |
$61.4K - $68.8K
|
3.75K
$87.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.12K- 3.73% |
$61.9K - $69.3K
|
28.8K
$675K
|
|
|
May 10, 2024
Q1 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-1.13K- 0.69% |
$62.4K - $70K
|
163K
$3.81M
|
|
|
May 15, 2024
Q1 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-1.14K- 18.42% |
$63.3K - $71K
|
5.06K
$118K
|
|
|
Apr 17, 2024
Q1 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-1.15K- 7.15% |
$63.8K - $71.5K
|
15K
$350K
|
|
|
Apr 18, 2024
Q1 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-1.16K- 2.88% |
$64.1K - $71.8K
|
39K
$912K
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-1.16K- 15.03% |
$64.4K - $72.1K
|
6.57K
$154K
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.17K- 4.36% |
$64.6K - $72.4K
|
25.6K
$599K
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.17K- 25.81% |
$64.7K - $72.5K
|
3.36K
$78.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-1.19K- 6.62% |
$66K - $73.9K
|
16.8K
$393K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.19K- 1.76% |
$66K - $74K
|
66.6K
$1.56M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.21K- 7.46% |
$66.9K - $74.9K
|
15K
$350K
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-1.21K- 3.68% |
$67.2K - $75.2K
|
31.7K
$742K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.23K- 2.6% |
$68.1K - $76.3K
|
46K
$1.08M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.26K- 1.65% |
$69.8K - $78.2K
|
75.2K
$1.76M
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.26K- 2.51% |
$69.8K - $78.2K
|
48.9K
$1.14M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.28K- 1.73% |
$70.9K - $79.5K
|
72.7K
$1.7M
|
|
|
May 14, 2024
Q1 2024
|
Next Capital Management LLC
|
SELL
|
- |
-1.3K- 2.52% |
$72.1K - $80.8K
|
50.4K
$1.18M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.34K- 2.24% |
$74.2K - $83.2K
|
58.5K
$1.37M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.34K- 0.96% |
$74.5K - $83.4K
|
138K
$3.24M
|
|
|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-1.38K- 47.73% |
$76.2K - $85.4K
|
1.51K
$35.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1.41K- 1.91% |
$77.9K - $87.3K
|
72.1K
$1.69M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.41K- 28.7% |
$78.1K - $87.5K
|
3.5K
$81.9K
|
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-1.41K- 5.77% |
$78.2K - $87.6K
|
23.1K
$540K
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-1.43K- 21.05% |
$79K - $88.5K
|
5.34K
$125K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.43K- 81.48% |
$79.5K - $89K
|
326
$7.63K
|
|
|
Apr 23, 2024
Q1 2024
|
Asset Planning Services Inc
|
SELL
|
- |
-1.44K- 2.64% |
$79.6K - $89.1K
|
52.9K
$1.24M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.44K- 2.32% |
$79.8K - $89.4K
|
60.6K
$1.42M
|
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-1.46K- 1.42% |
$80.8K - $90.5K
|
101K
$2.36M
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.5K- 3.3% |
$82.9K - $92.9K
|
43.9K
$1.03M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.52K- 1.97% |
$84.2K - $94.3K
|
75.8K
$1.77M
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-1.54K- 1.3% |
$85.3K - $95.6K
|
117K
$2.73M
|