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 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
BUY
|
- |
12.9K+ 96.62% |
$714K - $800K
|
26.2K
$614K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
12.7KNew |
$704K - $789K
|
12.7K
$297K
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
12.4K+ 0.34% |
$685K - $767K
|
3.67M
$85.8M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
12KNew |
$667K - $748K
|
12K
$282K
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
11.8KNew |
$651K - $730K
|
11.8K
$275K
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
11.6K+ 14.68% |
$643K - $720K
|
90.6K
$2.12M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
11.6K+ 2.17% |
$641K - $719K
|
544K
$12.7M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
11.4KNew |
$630K - $706K
|
11.4K
$266K
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
11.2K+ 21.6% |
$621K - $696K
|
63.1K
$1.48M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
11.1K+ 3.89% |
$616K - $690K
|
297K
$6.95M
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
11.1K+ 3.99% |
$614K - $688K
|
289K
$6.75M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.3KNew |
$571K - $640K
|
10.3K
$241K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
10.2K+ 2.25% |
$565K - $633K
|
464K
$10.9M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
10.1K+ 6.69% |
$562K - $630K
|
162K
$3.79M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
9.99K+ 8.14% |
$553K - $620K
|
133K
$3.1M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
9.95K+ 82950.0% |
$552K - $618K
|
9.97K
$233K
|
|
|
Apr 12, 2024
Q1 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
9.91KNew |
$549K - $615K
|
9.91K
$232K
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
9.86K+ 2.22% |
$547K - $612K
|
455K
$10.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
9.75KNew |
$540K - $605K
|
9.75K
$228K
|
|
|
May 02, 2024
Q1 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
9.7K+ 16.6% |
$538K - $602K
|
68.2K
$1.59M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
9.68K+ 1.12% |
$536K - $601K
|
873K
$20.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
9.14K+ 0.9% |
$507K - $568K
|
1.03M
$24.1M
|
|
|
May 15, 2024
Q1 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
9.14K+ 8.61% |
$506K - $567K
|
115K
$2.7M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
8.98KNew |
$497K - $557K
|
8.98K
$210K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.89K+ 6.82% |
$492K - $552K
|
139K
$3.26M
|
|
|
May 06, 2024
Q1 2024
|
Leisure Capital Management
|
BUY
|
- |
8.78K+ 4.47% |
$486K - $545K
|
205K
$4.8M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.2K+ 5.28% |
$454K - $509K
|
163K
$3.82M
|
|
|
Apr 16, 2024
Q1 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
8.13K+ 26.01% |
$450K - $505K
|
39.4K
$921K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
8.05K+ 223.43% |
$446K - $500K
|
11.7K
$273K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
8.04K+ 22.98% |
$446K - $499K
|
43K
$1.01M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
8.02K+ 91.61% |
$444K - $498K
|
16.8K
$393K
|
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
7.69KNew |
$426K - $477K
|
7.69K
$180K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
7.63K+ 2.54% |
$423K - $474K
|
308K
$7.2M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.56K+ 1.63% |
$419K - $469K
|
470K
$11M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
7.39K+ 0.49% |
$410K - $459K
|
1.5M
$35.2M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.37KNew |
$409K - $458K
|
7.37K
$173K
|
|
|
May 13, 2024
Q1 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
7.32K+ 12.08% |
$406K - $454K
|
67.9K
$1.59M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.3K+ 243.12% |
$405K - $453K
|
10.3K
$241K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
7.23K+ 7.4% |
$400K - $449K
|
105K
$2.46M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.12K+ 31.5% |
$395K - $442K
|
29.7K
$696K
|
|
|
Apr 19, 2024
Q1 2024
|
Veery Capital, LLC
|
BUY
|
- |
6.99K+ 1.29% |
$387K - $434K
|
549K
$12.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
6.97K+ 61.31% |
$386K - $433K
|
18.3K
$429K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
6.93K+ 6.45% |
$384K - $430K
|
114K
$2.68M
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
6.89KNew |
$382K - $428K
|
6.89K
$161K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
6.88K+ 1.97% |
$381K - $427K
|
356K
$8.33M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.85K+ 11.63% |
$379K - $425K
|
65.7K
$1.54M
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
6.81K+ 7.97% |
$378K - $423K
|
92.3K
$2.16M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.74K+ 20.01% |
$373K - $418K
|
40.4K
$946K
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
BUY
|
- |
6.7K+ 26.17% |
$371K - $416K
|
32.3K
$756K
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
6.68K+ 7.96% |
$370K - $415K
|
90.6K
$2.12M
|