Purchases and Sales Made in Q1 2024 in Schwab Strategic Tr Us Large C (SCHX)

SCHX Quotes by TradingView

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 09, 2024 Q1 2024
Castleview Partners, LLC

Dallas, TX
BUY
 -
564
+ 113.94%
$31.3K - $35K
1.06K $24.8K
May 03, 2024 Q1 2024
Valmark Advisers, Inc.

BUY
 -
536
+ 0.87%
$29.7K - $33.3K
62.4K $1.46M
May 13, 2024 Q1 2024
Cm Wealth Advisors LLC

Beachwood, OH
BUY
 -
531
+ 4.96%
$29.4K - $33K
11.2K $263K
Apr 16, 2024 Q1 2024
Robbins Farley LLC

Manchester, NH
BUY
 -
523
+ 15.89%
$29K - $32.5K
3.82K $89.3K
Apr 29, 2024 Q1 2024
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
519
+ 56.29%
$28.8K - $32.2K
1.44K $33.7K
Apr 24, 2024 Q1 2024
Nbt Bank N A

BUY
 -
513
+ 4.86%
$28.4K - $31.8K
11.1K $259K
Apr 25, 2024 Q1 2024
Legacy Bridge, LLC

BUY
 -
505
+ 23.17%
$28K - $31.4K
2.69K $62.8K
May 06, 2024 Q1 2024
Ifrah Financial Services, Inc.

BUY
 -
485
+ 2.24%
$26.9K - $30.1K
22.1K $518K
May 15, 2024 Q1 2024
Ascent Group, LLC

BUY
 -
484
+ 4.88%
$26.8K - $30K
10.4K $244K
Apr 19, 2024 Q1 2024
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
482
New
$26.7K - $29.9K
482 $11.3K
May 13, 2024 Q1 2024
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
454
New
$25.2K - $28.2K
454 $10.6K
May 14, 2024 Q1 2024
Mengis Capital Management, Inc.

BUY
 -
443
+ 0.61%
$24.5K - $27.5K
73.1K $1.71M
May 10, 2024 Q1 2024
Peachtree Investment Partners, LLC

Vero Beach, FL
BUY
 -
442
+ 4.97%
$24.5K - $27.4K
9.34K $219K
Jun 17, 2024 Q1 2024
Tru North Capital Management, LLC

Kalamazoo, MI
BUY
 -
441
New
$24.4K - $27.4K
441 $10.3K
Apr 22, 2024 Q1 2024
American Financial Advisors, LLC

BUY
 -
438
+ 1.97%
$24.3K - $27.2K
22.6K $529K
Apr 16, 2024 Q1 2024
Wbh Advisory Inc

BUY
 -
418
+ 0.14%
$23.2K - $25.9K
290K $6.78M
May 15, 2024 Q1 2024
Bradley Foster & Sargent Inc

Hartford, CT
BUY
 -
405
+ 1.91%
$22.4K - $25.1K
21.6K $505K
Apr 19, 2024 Q1 2024
Simon Quick Advisors, LLC

BUY
 -
390
+ 1.34%
$21.6K - $24.2K
29.5K $690K
Jul 26, 2024 Q1 2024
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
365
New
$20.2K - $22.7K
365 $8.54K
Apr 29, 2024 Q1 2024
Brio Consultants, LLC

BUY
 -
357
+ 6.29%
$19.8K - $22.2K
6.03K $141K
May 06, 2024 Q1 2024
Fagan Associates, Inc.

BUY
 -
343
+ 0.73%
$19K - $21.3K
47.5K $1.11M
Apr 25, 2024 Q1 2024
Gainplan LLC

Bloomfield Hills, MI
BUY
 -
342
+ 2.48%
$19K - $21.2K
14.1K $330K
Apr 18, 2024 Q1 2024
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
335
+ 51.86%
$18.6K - $20.8K
981 $23K
May 01, 2024 Q1 2024
Cross Staff Investments Inc

BUY
 -
315
+ 1.21%
$17.5K - $19.6K
26.4K $618K
May 02, 2024 Q1 2024
First Command Advisory Services, Inc.

BUY
 -
310
New
$17.2K - $19.2K
310 $7.25K
May 03, 2024 Q1 2024
Briaud Financial Planning, Inc

College Station, TX
BUY
 -
301
New
$16.7K - $18.7K
301 $7.04K
May 09, 2024 Q1 2024
Sonoma Private Wealth LLC

San Francisco, CA
BUY
 -
296
+ 2.59%
$16.4K - $18.4K
11.7K $275K
Apr 05, 2024 Q1 2024
Gamma Investing LLC

Foster City, CA
BUY
 -
288
+ 139.81%
$16K - $17.9K
494 $11.6K
Apr 12, 2024 Q1 2024
Evanson Asset Management, LLC

BUY
 -
286
+ 1.23%
$15.8K - $17.8K
23.5K $551K
Nov 14, 2024 Q1 2024
Plotkin Financial Advisors, LLC

Chevy Chase, MD
BUY
 -
285
+ 1.63%
$15.8K - $17.7K
17.7K $415K
Nov 13, 2024 Q1 2024
Covington Investment Advisors Inc.

Ligonier, PA
BUY
 -
283
+ 3.25%
$15.7K - $17.6K
8.99K $210K
May 01, 2024 Q1 2024
Financial Advocates Investment Management

Olympia, WA
BUY
 -
280
+ 1.13%
$15.5K - $17.4K
25.2K $589K
May 09, 2024 Q1 2024
Archer Investment Corp

BUY
 -
278
+ 131.13%
$15.4K - $17.3K
490 $11.5K
May 14, 2024 Q1 2024
Plancorp, LLC

BUY
 -
277
+ 0.73%
$15.3K - $17.2K
38K $888K
May 15, 2024 Q1 2024
Pom Investment Strategies, LLC

Raleigh, NC
BUY
 -
270
New
$15K - $16.8K
270 $6.32K
May 06, 2024 Q1 2024
Ifg Advisory, LLC

BUY
 -
259
+ 1.66%
$14.4K - $16.1K
15.8K $370K
May 14, 2024 Q1 2024
Capital Advantage, Inc.

BUY
 -
257
+ 0.93%
$14.2K - $16K
27.8K $650K
May 13, 2024 Q1 2024
Franklin Resources Inc

San Mateo, CA
BUY
 -
247
+ 2.92%
$13.7K - $15.3K
8.7K $204K
May 14, 2024 Q1 2024
Circle Wealth Management, LLC

Summit, NJ
BUY
 -
247
+ 0.24%
$13.7K - $15.3K
102K $2.4M
Apr 05, 2024 Q1 2024
Madison Park Capital Advisors, LLC

Seattle, WA
BUY
 -
232
+ 3.3%
$12.9K - $14.4K
7.26K $170K
Apr 22, 2024 Q1 2024
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
222
+ 2.55%
$12.3K - $13.8K
8.93K $209K
May 13, 2024 Q1 2024
Marietta Investment Partners LLC

Milwaukee, WI
BUY
 -
214
+ 1.61%
$11.9K - $13.3K
13.5K $316K
Apr 29, 2024 Q1 2024
Bordeaux Wealth Advisors LLC

BUY
 -
210
+ 5.2%
$11.6K - $13K
4.25K $99.4K
Apr 30, 2024 Q1 2024
Macroview Investment Management LLC

BUY
 -
201
+ 4.85%
$11.1K - $12.5K
4.34K $102K
May 13, 2024 Q1 2024
Dunhill Financial, LLC

London, X0
BUY
 -
200
New
$11.1K - $12.4K
200 $4.68K
Apr 26, 2024 Q1 2024
Yhb Investment Advisors, Inc.

BUY
 -
197
+ 0.7%
$10.9K - $12.2K
28.3K $662K
May 09, 2024 Q1 2024
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
188
New
$10.4K - $11.7K
188 $4.4K
May 13, 2024 Q1 2024
Elgethun Capital Management

Sioux Falls, SD
BUY
 -
188
+ 0.46%
$10.4K - $11.7K
41K $958K
Apr 23, 2024 Q1 2024
Sage Mountain Advisors LLC

BUY
 -
187
+ 0.23%
$10.4K - $11.6K
83K $1.94M

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