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 23, 2024
Q1 2024
|
Asset Planning Services Inc
|
SELL
|
- |
-1.44K- 2.64% |
$79.6K - $89.1K
|
52.9K
$1.23M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.44K- 2.32% |
$79.8K - $89.4K
|
60.6K
$1.41M
|
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-1.46K- 1.42% |
$80.8K - $90.5K
|
101K
$2.35M
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.5K- 3.3% |
$82.9K - $92.9K
|
43.9K
$1.02M
|
|
|
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
$2.72M
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.55K- 1.21% |
$86K - $96.3K
|
127K
$2.95M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.56K- 50.36% |
$86.2K - $96.6K
|
1.53K
$35.7K
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.6K- 6.42% |
$88.4K - $99.1K
|
23.3K
$542K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.61K- 12.72% |
$89.1K - $99.8K
|
11K
$257K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-1.63K- 1.89% |
$90.4K - $101K
|
84.8K
$1.98M
|
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-1.63K- 1.62% |
$90.5K - $101K
|
99.4K
$2.32M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.65K- 23.92% |
$91.4K - $102K
|
5.25K
$122K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.67K- 92.79% |
$92.6K - $104K
|
130
$3.03K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.68K- 4.28% |
$92.9K - $104K
|
37.5K
$873K
|
|
|
May 14, 2024
Q1 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-1.7K- 32.66% |
$94K - $105K
|
3.5K
$81.5K
|
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-1.7K- 9.84% |
$94.1K - $105K
|
15.6K
$362K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.7K- 14.67% |
$94.4K - $106K
|
9.91K
$231K
|
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-1.71K- 28.47% |
$94.6K - $106K
|
4.29K
$99.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-1.76K- 25.14% |
$97.6K - $109K
|
5.25K
$122K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-1.83K- 66.67% |
$101K - $113K
|
913
$21.3K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.84K- 7.97% |
$102K - $114K
|
21.3K
$495K
|
|
|
Jan 28, 2025
Q1 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-1.9K- 27.16% |
$105K - $118K
|
5.09K
$119K
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.91K- 11.93% |
$106K - $119K
|
14.1K
$328K
|
|
|
Apr 19, 2024
Q1 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-1.98K- 2.14% |
$109K - $123K
|
90.5K
$2.11M
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
SELL
|
- |
-1.98K- 32.31% |
$110K - $123K
|
4.16K
$96.8K
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-2.01K- 1.23% |
$111K - $125K
|
162K
$3.77M
|
|
|
Apr 15, 2024
Q1 2024
|
First National Corp
|
SELL
|
- |
-2.03K- 0.89% |
$112K - $126K
|
227K
$5.29M
|
|
|
Apr 25, 2024
Q1 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-2.08K- 13.78% |
$115K - $129K
|
13K
$303K
|
|
|
Mar 05, 2025
Q1 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-2.09K- 2.7% |
$116K - $130K
|
75.3K
$1.75M
|
|
|
Mar 28, 2025
Q1 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-2.09K- 2.7% |
$116K - $130K
|
75.3K
$1.75M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.11K- 7.03% |
$117K - $131K
|
27.9K
$649K
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-2.12K- 1.55% |
$118K - $132K
|
135K
$3.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-2.16K- 15.79% |
$119K - $134K
|
11.5K
$268K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.18K- 18.18% |
$121K - $135K
|
9.81K
$229K
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-2.22K- 1.98% |
$123K - $138K
|
110K
$2.56M
|
|
|
Apr 25, 2024
Q1 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-2.29K- 0.63% |
$127K - $142K
|
359K
$8.37M
|
|
|
Apr 22, 2024
Q1 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.3K- 1.94% |
$127K - $143K
|
116K
$2.71M
|
|
|
Apr 29, 2024
Q1 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-2.31K- 26.76% |
$128K - $143K
|
6.32K
$147K
|
|
|
Apr 25, 2024
Q1 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-2.31K- 14.14% |
$128K - $144K
|
14K
$327K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.32K- 20.17% |
$129K - $144K
|
9.18K
$214K
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-2.37K- 6.16% |
$131K - $147K
|
36K
$840K
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-2.4K- 3.25% |
$133K - $149K
|
71.3K
$1.66M
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-2.46K- 7.1% |
$136K - $153K
|
32.1K
$749K
|
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-2.49K- 2.85% |
$138K - $154K
|
84.7K
$1.97M
|
|
|
Jun 07, 2024
Q1 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
SELL
|
- |
-2.52K- 1.96% |
$139K - $156K
|
126K
$2.93M
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-2.53K- 0.39% |
$140K - $157K
|
645K
$15M
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-2.55K- 9.64% |
$141K - $158K
|
23.9K
$557K
|
|
|
Apr 26, 2024
Q1 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-2.64K- 2.61% |
$146K - $164K
|
98.5K
$2.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.66K- 8.85% |
$147K - $165K
|
27.4K
$638K
|