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
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-4.42K- 2.39% |
$245K - $274K
|
180K
$4.78M
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-4.43K- 23.48% |
$246K - $275K
|
14.4K
$383K
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-4.5K- 33.91% |
$249K - $279K
|
8.76K
$232K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-4.53K- 6.67% |
$251K - $281K
|
63.4K
$1.68M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-4.56K- 15.88% |
$253K - $283K
|
24.2K
$641K
|
|
|
Apr 17, 2024
Q1 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-4.59K- 2.71% |
$255K - $285K
|
165K
$4.38M
|
|
|
Apr 23, 2024
Q1 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-4.63K- 1.04% |
$257K - $287K
|
443K
$11.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Mayport, LLC
|
SELL
|
- |
-4.84K- 51.02% |
$268K - $301K
|
4.65K
$123K
|
|
|
Apr 11, 2024
Q1 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-4.87K- 4.65% |
$270K - $303K
|
100K
$2.65M
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-4.93K- 1.67% |
$273K - $306K
|
290K
$7.69M
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-5.02K- 3.55% |
$278K - $312K
|
137K
$3.62M
|
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.06K- 20.57% |
$280K - $314K
|
19.5K
$518K
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-5.12K- 49.8% |
$284K - $318K
|
5.16K
$137K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-5.24K- 1.6% |
$290K - $325K
|
322K
$8.55M
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-5.26K- 5.45% |
$292K - $327K
|
91.2K
$2.42M
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-5.28K- 1.61% |
$292K - $328K
|
323K
$8.57M
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-5.28K- 4.27% |
$293K - $328K
|
118K
$3.14M
|
|
|
Jan 08, 2025
Q1 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-5.3K- 2.59% |
$294K - $329K
|
200K
$5.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-5.33K- 8.53% |
$295K - $331K
|
57.1K
$1.52M
|
|
|
Apr 17, 2024
Q1 2024
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-5.37K- 1.12% |
$297K - $333K
|
472K
$12.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-5.48K- 1.14% |
$303K - $340K
|
476K
$12.6M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-5.57K- 36.09% |
$309K - $346K
|
9.86K
$262K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.61K- 3.08% |
$311K - $348K
|
176K
$4.67M
|
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-5.64K- 5.25% |
$312K - $350K
|
102K
$2.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-5.68K- 3.78% |
$315K - $353K
|
145K
$3.84M
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-5.73K- 32.95% |
$317K - $355K
|
11.7K
$309K
|
|
|
May 10, 2024
Q1 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-5.83K- 3.34% |
$323K - $362K
|
169K
$4.48M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-5.86K- 47.65% |
$325K - $364K
|
6.44K
$171K
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-5.95K- 74.76% |
$330K - $370K
|
2.01K
$53.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-5.96K- 43.44% |
$330K - $370K
|
7.76K
$206K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.99K- 45.48% |
$332K - $372K
|
7.18K
$190K
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-6.15K- 1.91% |
$341K - $382K
|
316K
$8.37M
|
|
|
May 06, 2024
Q1 2024
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-6.17K- 3.22% |
$342K - $383K
|
185K
$4.92M
|
|
|
Apr 30, 2024
Q1 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-6.33K- 5.07% |
$351K - $393K
|
118K
$3.14M
|
|
|
May 13, 2024
Q1 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-6.35K- 6.1% |
$352K - $394K
|
97.8K
$2.59M
|
|
|
Apr 30, 2024
Q1 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-6.36K- 27.77% |
$352K - $395K
|
16.5K
$439K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-6.47K- 64.43% |
$358K - $401K
|
3.57K
$94.7K
|
|
|
May 10, 2024
Q1 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-6.54K- 51.89% |
$362K - $406K
|
6.07K
$161K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-6.65K- 1.53% |
$368K - $413K
|
428K
$11.3M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-6.68K- 40.33% |
$370K - $415K
|
9.88K
$262K
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-6.78K- 6.11% |
$376K - $421K
|
104K
$2.76M
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-6.79K- 18.58% |
$376K - $421K
|
29.7K
$789K
|
|
|
May 01, 2024
Q1 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-6.8K- 6.42% |
$377K - $422K
|
99K
$2.63M
|
|
|
May 09, 2024
Q1 2024
|
Athena Investment Management
|
SELL
|
- |
-6.9K- 1.46% |
$382K - $428K
|
467K
$12.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-6.98K- 16.48% |
$387K - $433K
|
35.4K
$938K
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-6.98K- 59.07% |
$387K - $433K
|
4.84K
$128K
|
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-7.05K- 1.09% |
$390K - $437K
|
637K
$16.9M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-7.05K- 27.36% |
$391K - $438K
|
18.7K
$497K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-7.22K- 1.62% |
$400K - $448K
|
438K
$11.6M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-7.36K- 57.55% |
$408K - $457K
|
5.43K
$144K
|