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 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.27M+ 4.72% |
$126M - $141M
|
50.4M
$1.18B
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
1.54M+ 70.55% |
$85.3M - $95.6M
|
3.72M
$87.1M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
1.35M+ 94.42% |
$74.7M - $83.7M
|
2.78M
$65M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.25MNew |
$69.2M - $77.5M
|
1.25M
$29.2M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
985K+ 1.02% |
$54.6M - $61.1M
|
97.7M
$2.29B
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
776KNew |
$43M - $48.2M
|
776K
$18.2M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
476K+ 10.11% |
$26.4M - $29.6M
|
5.19M
$121M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
459KNew |
$25.4M - $28.5M
|
459K
$10.7M
|
|
|
May 15, 2024
Q1 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
449K+ 40.54% |
$24.9M - $27.9M
|
1.56M
$36.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
442K+ 184352.08% |
$24.5M - $27.5M
|
443K
$10.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
338K+ 41.9% |
$18.7M - $21M
|
1.14M
$26.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
300K+ 46.38% |
$16.6M - $18.6M
|
948K
$22.2M
|
|
|
May 09, 2024
Q1 2024
|
Campbell Wealth Management
|
BUY
|
- |
290K+ 6.33% |
$16.1M - $18M
|
4.87M
$114M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
252K+ 848.89% |
$14M - $15.7M
|
282K
$6.6M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
243K+ 2.36% |
$13.5M - $15.1M
|
10.5M
$246M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
228KNew |
$12.6M - $14.1M
|
228K
$5.32M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
222K+ 2.93% |
$12.3M - $13.8M
|
7.78M
$182M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
192K+ 1700.92% |
$10.7M - $11.9M
|
204K
$4.76M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
167K+ 10.05% |
$9.25M - $10.4M
|
1.83M
$42.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
166K+ 5.74% |
$9.17M - $10.3M
|
3.05M
$71.4M
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
159K+ 67.26% |
$8.8M - $9.86M
|
395K
$9.24M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
157KNew |
$8.7M - $9.74M
|
157K
$3.67M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
146K+ 417.68% |
$8.1M - $9.08M
|
181K
$4.24M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
132KNew |
$7.29M - $8.16M
|
132K
$3.08M
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
128K+ 6.64% |
$7.07M - $7.92M
|
2.05M
$47.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
125K+ 12.4% |
$6.93M - $7.76M
|
1.13M
$26.5M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
109KNew |
$6.03M - $6.75M
|
109K
$2.55M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
88.6K+ 6.26% |
$4.91M - $5.5M
|
1.51M
$35.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
BUY
|
- |
87.8K+ 1.09% |
$4.86M - $5.45M
|
8.17M
$191M
|
|
|
Apr 29, 2024
Q1 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
86.9K+ 29.98% |
$4.82M - $5.4M
|
377K
$8.82M
|
|
|
Apr 12, 2024
Q1 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
85KNew |
$4.71M - $5.28M
|
85K
$1.99M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
80.3KNew |
$4.45M - $4.98M
|
80.3K
$1.88M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
78.9K+ 49.88% |
$4.37M - $4.9M
|
237K
$5.55M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
78.6KNew |
$4.35M - $4.88M
|
78.6K
$1.84M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
78KNew |
$4.32M - $4.84M
|
78K
$1.83M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
75.5K+ 4.39% |
$4.19M - $4.69M
|
1.8M
$42M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
75.5K+ 4.39% |
$4.19M - $4.69M
|
1.8M
$42M
|
|
|
Apr 19, 2024
Q1 2024
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
71.9K+ 22.48% |
$3.98M - $4.46M
|
392K
$9.16M
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
BUY
|
- |
71.4K+ 78.62% |
$3.96M - $4.44M
|
162K
$3.8M
|
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
BUY
|
- |
70.4K+ 7.98% |
$3.9M - $4.37M
|
953K
$22.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Strategic Equity Management
|
BUY
|
- |
69.3K+ 25.54% |
$3.84M - $4.3M
|
341K
$7.97M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
59.4KNew |
$3.29M - $3.69M
|
59.4K
$1.39M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
57.4K+ 162.96% |
$3.18M - $3.57M
|
92.7K
$2.17M
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
55.1K+ 26.09% |
$3.05M - $3.42M
|
266K
$6.23M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
53.4K+ 4.73% |
$2.96M - $3.32M
|
1.18M
$27.7M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
53.4K+ 9.35% |
$2.96M - $3.32M
|
625K
$14.6M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
49.2K+ 1.57% |
$2.73M - $3.06M
|
3.18M
$74.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Consulate, Inc
|
BUY
|
- |
44.8K+ 4.02% |
$2.48M - $2.78M
|
1.16M
$27.1M
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
40.6K+ 12.83% |
$2.25M - $2.52M
|
357K
$8.35M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
40.3KNew |
$2.23M - $2.5M
|
40.3K
$943K
|