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 16, 2024
Q1 2024
|
Montis Financial, LLC
|
SELL
|
- |
-8.6K- 5.07% |
$476K - $534K
|
161K
$3.75M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-8.6K- 8.73% |
$477K - $534K
|
90K
$2.1M
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-8.67K- 26.7% |
$481K - $538K
|
23.8K
$555K
|
|
|
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
$1.51M
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-9.13K- 3.03% |
$506K - $567K
|
292K
$6.81M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-9.36K- 2.29% |
$518K - $581K
|
399K
$9.31M
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-9.36K- 5.58% |
$519K - $581K
|
159K
$3.69M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-9.48K- 3.54% |
$525K - $588K
|
258K
$6.02M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-9.51K- 38.89% |
$527K - $591K
|
14.9K
$348K
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-9.6K- 7.96% |
$532K - $596K
|
111K
$2.59M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9.64K- 3.09% |
$534K - $598K
|
302K
$7.03M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-9.83K- 94.53% |
$545K - $610K
|
569
$13.3K
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-9.91K- 19.04% |
$549K - $615K
|
42.2K
$982K
|
|
|
May 06, 2024
Q1 2024
|
Matrix Trust CO
|
SELL
|
- |
-10.2K- 1.79% |
$564K - $632K
|
560K
$13M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-10.7K- 24.8% |
$594K - $666K
|
32.5K
$758K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-10.8K- 7.96% |
$597K - $669K
|
125K
$2.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-10.8K- 3.48% |
$598K - $671K
|
300K
$6.98M
|
|
|
Apr 30, 2024
Q1 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-11.3K- 1.6% |
$627K - $702K
|
694K
$16.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-11.7K- 16.27% |
$647K - $724K
|
60.1K
$1.4M
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-11.7K- 63.32% |
$651K - $729K
|
6.8K
$159K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-11.8K- 10.75% |
$653K - $732K
|
97.9K
$2.28M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-11.8K- 14.72% |
$655K - $734K
|
68.5K
$1.6M
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-12.1K- 71.46% |
$668K - $748K
|
4.81K
$112K
|
|
|
May 02, 2024
Q1 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-12.3K- 10.8% |
$683K - $765K
|
102K
$2.37M
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-12.4K- 20.0% |
$687K - $770K
|
49.6K
$1.16M
|
|
|
Apr 30, 2024
Q1 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-12.7K- 38.09% |
$705K - $790K
|
20.7K
$482K
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-12.8K- 26.01% |
$709K - $795K
|
36.4K
$849K
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-12.9K- 4.2% |
$714K - $800K
|
294K
$6.85M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.9K- 0.35% |
$717K - $804K
|
3.67M
$85.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-13.3K- 3.86% |
$735K - $823K
|
330K
$7.7M
|
|
|
May 03, 2024
Q1 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-13.5K- 7.67% |
$746K - $836K
|
162K
$3.78M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-13.9K- 1.56% |
$769K - $862K
|
873K
$20.4M
|
|
|
May 08, 2024
Q1 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-13.9K- 1.32% |
$769K - $862K
|
1.04M
$24.2M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-14K- 29.89% |
$776K - $869K
|
32.8K
$765K
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-14.2K- 94.06% |
$789K - $884K
|
900
$21K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-14.4K- 54.72% |
$796K - $892K
|
11.9K
$277K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-14.5KClosed |
$804K - $901K
|
0
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-14.6K- 8.38% |
$809K - $907K
|
160K
$3.72M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-14.8K- 6.58% |
$823K - $922K
|
211K
$4.91M
|
|
|
Jun 10, 2025
Q1 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-14.9K- 15.09% |
$826K - $926K
|
83.9K
$1.95M
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-15.2K- 17.7% |
$840K - $941K
|
70.5K
$1.64M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-15.2K- 12.0% |
$842K - $943K
|
111K
$2.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-15.8K- 2.97% |
$876K - $982K
|
516K
$12M
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-15.9K- 15.06% |
$879K - $985K
|
89.5K
$2.09M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-16.4K- 5.45% |
$910K - $1.02M
|
285K
$6.64M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-17.8K- 15.52% |
$984K - $1.1M
|
96.6K
$2.25M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-17.8K- 46.48% |
$988K - $1.11M
|
20.5K
$478K
|
|
|
Apr 24, 2024
Q1 2024
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-17.8K- 3.86% |
$988K - $1.11M
|
445K
$10.4M
|