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 02, 2024 Q1 2024
En Rich Financial Partners LLC

Madison, WI
BUY
 -
175
New
$9.7K - $10.9K
175 $4.09K
May 01, 2024 Q1 2024
Connecticut Wealth Management, LLC

BUY
 -
173
+ 3.72%
$9.59K - $10.7K
4.83K $113K
May 01, 2024 Q1 2024
Janney Montgomery Scott LLC

BUY
 -
173
+ 0.49%
$9.59K - $10.7K
35.3K $826K
Apr 26, 2024 Q1 2024
Capital Performance Advisors LLP

BUY
 -
167
+ 1.23%
$9.25K - $10.4K
13.7K $321K
Apr 11, 2024 Q1 2024
Central Bank & Trust CO

BUY
 -
165
New
$9.14K - $10.2K
165 $3.86K
May 15, 2024 Q1 2024
Asset Management Group, Inc.

Stamford, CT
BUY
 -
165
+ 0.29%
$9.14K - $10.2K
57K $1.33M
Apr 22, 2024 Q1 2024
Rovin Capital

BUY
 -
160
+ 0.52%
$8.87K - $9.93K
31K $726K
May 15, 2024 Q1 2024
Clear Point Advisors Inc.

Melville, NY
BUY
 -
160
+ 0.54%
$8.87K - $9.93K
29.8K $697K
May 15, 2024 Q1 2024
Al Ti Global, Inc.

New York, NY
BUY
 -
157
+ 0.62%
$8.7K - $9.75K
25.3K $593K
May 15, 2024 Q1 2024
Rice Partnership, LLC

BUY
 -
156
+ 13.28%
$8.64K - $9.68K
1.33K $31.1K
Apr 24, 2024 Q1 2024
Presidio Capital Management, LLC

BUY
 -
140
+ 3.56%
$7.76K - $8.69K
4.07K $95.3K
Apr 17, 2024 Q1 2024
Mayfair Advisory Group, LLC

Birmingham, AL
BUY
 -
138
+ 2.82%
$7.65K - $8.57K
5.02K $118K
May 15, 2024 Q1 2024
Snowden Capital Advisors LLC

New York, NY
BUY
 -
135
+ 3.46%
$7.48K - $8.38K
4.04K $94.5K
May 10, 2024 Q1 2024
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
132
+ 1.65%
$7.31K - $8.19K
8.13K $190K
May 15, 2024 Q1 2024
Penserra Capital Management LLC

Orinda, CA
BUY
 -
125
New
$6.93K - $7.76K
125 $2.93K
May 10, 2024 Q1 2024
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
113
+ 0.22%
$6.26K - $7.02K
51.8K $1.21M
Apr 26, 2024 Q1 2024
Pinnacle Associates LTD

BUY
 -
106
+ 0.43%
$5.87K - $6.58K
24.8K $579K
Apr 22, 2024 Q1 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
95
+ 0.1%
$5.26K - $5.9K
92.1K $2.15M
Apr 23, 2024 Q1 2024
Bsw Wealth Partners

Boulder, CO
BUY
 -
95
+ 0.96%
$5.26K - $5.9K
9.99K $234K
May 15, 2024 Q1 2024
Svb Wealth LLC

Boston, MA
BUY
 -
93
+ 1.28%
$5.15K - $5.77K
7.36K $172K
Apr 10, 2024 Q1 2024
Cva Family Office, LLC

BUY
 -
90
+ 0.07%
$4.99K - $5.59K
135K $3.16M
Apr 23, 2024 Q1 2024
Dechtman Wealth Management, LLC

Centennial, CO
BUY
 -
90
+ 0.32%
$4.99K - $5.59K
28.6K $669K
May 13, 2024 Q1 2024
Key F Inancial Inc

BUY
 -
90
+ 100.0%
$4.99K - $5.59K
180 $4.21K
Apr 22, 2024 Q1 2024
Relyea Zuckerberg Hanson LLC

BUY
 -
82
+ 0.28%
$4.54K - $5.09K
29.1K $681K
Oct 31, 2024 Q1 2024
Relyea Zuckerberg Hanson LLC

BUY
 -
82
+ 0.28%
$4.54K - $5.09K
29.1K $681K
Apr 25, 2024 Q1 2024
Mtm Investment Management, LLC

Spartanburg, SC
BUY
 -
80
New
$4.43K - $4.97K
80 $1.87K
May 03, 2024 Q1 2024
Financial Advisors, LLC

Andover, MA
BUY
 -
76
+ 0.1%
$4.21K - $4.72K
75K $1.76M
May 13, 2024 Q1 2024
Holderness Investments CO

Greensboro, NC
BUY
 -
76
+ 0.34%
$4.21K - $4.72K
22.7K $531K
Apr 16, 2024 Q1 2024
Cambridge Advisors Inc.

BUY
 -
75
+ 0.55%
$4.16K - $4.66K
13.8K $323K
Apr 25, 2024 Q1 2024
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
75
+ 0.83%
$4.16K - $4.66K
9.13K $214K
May 10, 2024 Q1 2024
Rock Point Advisors, LLC

Burlington, VT
BUY
 -
75
+ 1.48%
$4.16K - $4.66K
5.15K $120K
Apr 22, 2024 Q1 2024
Nicholas Hoffman & Company, Llc.

Atlanta, GA
BUY
 -
74
+ 0.19%
$4.1K - $4.59K
38.5K $902K
May 07, 2024 Q1 2024
Williams Jones Wealth Management, Llc.

New York, NY
BUY
 -
71
+ 0.93%
$3.93K - $4.41K
7.67K $179K
May 10, 2024 Q1 2024
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
70
+ 233.33%
$3.88K - $4.35K
100 $2.34K
May 09, 2024 Q1 2024
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
69
+ 0.32%
$3.82K - $4.28K
21.8K $510K
Apr 12, 2024 Q1 2024
Austin Private Wealth, LLC

BUY
 -
68
+ 0.81%
$3.77K - $4.22K
8.42K $197K
May 15, 2024 Q1 2024
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
68
+ 0.5%
$3.77K - $4.22K
13.6K $318K
Apr 23, 2024 Q1 2024
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
67
+ 1.47%
$3.71K - $4.16K
4.62K $108K
May 09, 2024 Q1 2024
Plante Moran Financial Advisors, LLC

BUY
 -
67
+ 0.98%
$3.71K - $4.16K
6.92K $162K
May 15, 2024 Q1 2024
Western Pacific Wealth Management, LP

BUY
 -
60
New
$3.32K - $3.72K
60 $1.4K
May 15, 2024 Q1 2024
Evoke Wealth, LLC

BUY
 -
60
+ 0.34%
$3.32K - $3.72K
17.5K $410K
Apr 18, 2024 Q1 2024
Kiley Juergens Wealth Management, LLC

BUY
 -
56
+ 0.45%
$3.1K - $3.48K
12.5K $293K
May 14, 2024 Q1 2024
Geller Advisors LLC

New York, NY
BUY
 -
55
+ 0.24%
$3.05K - $3.41K
23.4K $547K
May 01, 2024 Q1 2024
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
53
+ 0.19%
$2.94K - $3.29K
28K $655K
Apr 18, 2024 Q1 2024
Clarity Capital Advisors, LLC

Lakewood Ranch, FL
BUY
 -
52
+ 0.32%
$2.88K - $3.23K
16.3K $382K
Apr 18, 2024 Q1 2024
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
51
New
$2.83K - $3.17K
51 $1.19K
May 15, 2024 Q1 2024
Dana Investment Advisors, Inc.

Brookfield, WI
BUY
 -
51
+ 0.95%
$2.83K - $3.17K
5.43K $127K
Jul 31, 2024 Q1 2024
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
48
New
$2.66K - $2.98K
48 $1.12K
Apr 30, 2024 Q1 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
41
+ 55.41%
$2.27K - $2.55K
115 $2.69K

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