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 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
6.59KNew |
$365K - $409K
|
6.59K
$154K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.59K+ 42.36% |
$365K - $409K
|
22.1K
$518K
|
|
|
Apr 10, 2024
Q1 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
6.59K+ 16.48% |
$365K - $409K
|
46.6K
$1.09M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
6.52KNew |
$361K - $405K
|
6.52K
$153K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
6.46K+ 11.49% |
$358K - $401K
|
62.7K
$1.47M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
6.43K+ 11.24% |
$356K - $399K
|
63.6K
$1.49M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
6.33KNew |
$351K - $393K
|
6.33K
$148K
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
6.09KNew |
$337K - $378K
|
6.09K
$142K
|
|
|
May 09, 2024
Q1 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
6.05K+ 12.22% |
$335K - $376K
|
55.6K
$1.3M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
6.04KNew |
$335K - $375K
|
6.04K
$141K
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
5.91K+ 9.03% |
$327K - $367K
|
71.4K
$1.67M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
5.79KNew |
$321K - $360K
|
5.79K
$136K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.42KNew |
$300K - $336K
|
5.42K
$127K
|
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
5.41KNew |
$300K - $336K
|
5.41K
$127K
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
5.38KNew |
$298K - $334K
|
5.38K
$126K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.26K+ 4.66% |
$291K - $326K
|
118K
$2.76M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
5.25KNew |
$291K - $326K
|
5.25K
$123K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.18K+ 10.38% |
$287K - $322K
|
55.1K
$1.29M
|
|
|
Apr 12, 2024
Q1 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
5.09KNew |
$282K - $316K
|
5.09K
$119K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.05K+ 0.75% |
$280K - $314K
|
676K
$15.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
5.05K+ 1.27% |
$280K - $313K
|
402K
$9.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.03KNew |
$279K - $312K
|
5.03K
$118K
|
|
|
Apr 22, 2024
Q1 2024
|
Planning Center, Inc.
|
BUY
|
- |
5.01KNew |
$277K - $311K
|
5.01K
$117K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4.91K+ 5.47% |
$272K - $305K
|
94.7K
$2.22M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.9K+ 2.55% |
$272K - $304K
|
197K
$4.62M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
4.83K+ 502.39% |
$268K - $300K
|
5.79K
$135K
|
|
|
Apr 18, 2024
Q1 2024
|
West Oak Capital, LLC
|
BUY
|
- |
4.81K+ 6.37% |
$266K - $298K
|
80.2K
$1.88M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.78K+ 118.42% |
$265K - $297K
|
8.81K
$206K
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
4.74KNew |
$262K - $294K
|
4.74K
$111K
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
4.73K+ 1.17% |
$262K - $294K
|
410K
$9.6M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.72K+ 28.05% |
$262K - $293K
|
21.6K
$504K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
4.67K+ 9.72% |
$259K - $290K
|
52.7K
$1.23M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
4.65KNew |
$258K - $289K
|
4.65K
$109K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
4.59KNew |
$254K - $285K
|
4.59K
$107K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.56K+ 98.47% |
$253K - $283K
|
9.19K
$215K
|
|
|
May 10, 2024
Q1 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
4.53K+ 6.58% |
$251K - $281K
|
73.3K
$1.71M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.51K+ 35.59% |
$250K - $280K
|
17.2K
$402K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
4.46K+ 24.8% |
$247K - $277K
|
22.4K
$525K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.46K+ 2.94% |
$247K - $277K
|
156K
$3.65M
|
|
|
May 15, 2024
Q1 2024
|
Peterson Wealth Management
|
BUY
|
- |
4.44KNew |
$246K - $276K
|
4.44K
$104K
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
4.42K+ 5.37% |
$245K - $275K
|
86.8K
$2.03M
|
|
|
May 10, 2024
Q1 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
4.42K+ 35.32% |
$245K - $275K
|
16.9K
$397K
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
4.31K+ 15.74% |
$239K - $268K
|
31.7K
$742K
|
|
|
May 06, 2024
Q1 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
4.25K+ 5.08% |
$236K - $264K
|
87.9K
$2.06M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.23K+ 95.08% |
$234K - $263K
|
8.68K
$203K
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.22KNew |
$234K - $262K
|
4.22K
$98.7K
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
4.2K+ 4.98% |
$233K - $261K
|
88.6K
$2.07M
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
4.13KNew |
$229K - $256K
|
4.13K
$96.6K
|
|
|
May 01, 2024
Q1 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
4.07KNew |
$225K - $253K
|
4.07K
$95.2K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.02KNew |
$222K - $249K
|
4.02K
$94K
|