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 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-5.28K- 1.61% |
$292K - $328K
|
323K
$7.56M
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-5.28K- 4.27% |
$293K - $328K
|
118K
$2.77M
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-5.33K- 8.53% |
$295K - $331K
|
57.1K
$1.34M
|
|
|
Apr 17, 2024
Q1 2024
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-5.37K- 1.12% |
$297K - $333K
|
472K
$11M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-5.48K- 1.14% |
$303K - $340K
|
476K
$11.1M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-5.57K- 36.09% |
$309K - $346K
|
9.86K
$231K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.61K- 3.08% |
$311K - $348K
|
176K
$4.12M
|
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-5.64K- 5.25% |
$312K - $350K
|
102K
$2.38M
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-5.68K- 3.78% |
$315K - $353K
|
145K
$3.39M
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-5.73K- 32.95% |
$317K - $355K
|
11.7K
$273K
|
|
|
May 10, 2024
Q1 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-5.83K- 3.34% |
$323K - $362K
|
169K
$3.95M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-5.86K- 47.65% |
$325K - $364K
|
6.44K
$151K
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-5.95K- 74.76% |
$330K - $370K
|
2.01K
$47K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-5.96K- 43.44% |
$330K - $370K
|
7.76K
$182K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.99K- 45.48% |
$332K - $372K
|
7.18K
$168K
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-6.15K- 1.91% |
$341K - $382K
|
316K
$7.38M
|
|
|
May 06, 2024
Q1 2024
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-6.17K- 3.22% |
$342K - $383K
|
185K
$4.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-6.33K- 5.07% |
$351K - $393K
|
118K
$2.77M
|
|
|
May 13, 2024
Q1 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-6.35K- 6.1% |
$352K - $394K
|
97.8K
$2.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-6.36K- 27.77% |
$352K - $395K
|
16.5K
$387K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-6.47K- 64.43% |
$358K - $401K
|
3.57K
$83.6K
|
|
|
May 10, 2024
Q1 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-6.54K- 51.89% |
$362K - $406K
|
6.07K
$142K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-6.65K- 1.53% |
$368K - $413K
|
428K
$10M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-6.68K- 40.33% |
$370K - $415K
|
9.88K
$231K
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-6.78K- 6.11% |
$376K - $421K
|
104K
$2.44M
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-6.79K- 18.58% |
$376K - $421K
|
29.7K
$696K
|
|
|
May 01, 2024
Q1 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-6.8K- 6.42% |
$377K - $422K
|
99K
$2.32M
|
|
|
May 09, 2024
Q1 2024
|
Athena Investment Management
|
SELL
|
- |
-6.9K- 1.46% |
$382K - $428K
|
467K
$10.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-6.98K- 16.48% |
$387K - $433K
|
35.4K
$827K
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-6.98K- 59.07% |
$387K - $433K
|
4.84K
$113K
|
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-7.05K- 1.09% |
$390K - $437K
|
637K
$14.9M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-7.05K- 27.36% |
$391K - $438K
|
18.7K
$438K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-7.22K- 1.62% |
$400K - $448K
|
438K
$10.2M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-7.36K- 57.55% |
$408K - $457K
|
5.43K
$127K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.38K- 6.08% |
$409K - $458K
|
114K
$2.67M
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
SELL
|
- |
-7.61K- 18.8% |
$422K - $472K
|
32.9K
$769K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.97K- 0.34% |
$441K - $495K
|
2.32M
$54.4M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-8.23K- 8.91% |
$456K - $511K
|
84.2K
$1.97M
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-8.43K- 22.82% |
$467K - $523K
|
28.5K
$667K
|
|
|
Apr 16, 2024
Q1 2024
|
Montis Financial, LLC
|
SELL
|
- |
-8.6K- 5.07% |
$476K - $534K
|
161K
$3.77M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-8.6K- 8.73% |
$477K - $534K
|
90K
$2.11M
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-8.67K- 26.7% |
$481K - $538K
|
23.8K
$557K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-8.86K- 11.52% |
$491K - $550K
|
68K
$1.59M
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-8.97K- 8.62% |
$497K - $557K
|
95.1K
$2.22M
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-9.05K- 12.24% |
$501K - $562K
|
64.9K
$1.52M
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-9.13K- 3.03% |
$506K - $567K
|
292K
$6.84M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-9.36K- 2.29% |
$518K - $581K
|
399K
$9.35M
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-9.36K- 5.58% |
$519K - $581K
|
159K
$3.71M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-9.48K- 3.54% |
$525K - $588K
|
258K
$6.05M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-9.51K- 38.89% |
$527K - $591K
|
14.9K
$350K
|