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 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
39+ 0.01% |
$2.16K - $2.42K
|
392K
$9.17M
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
38+ 0.27% |
$2.11K - $2.36K
|
14K
$326K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
37+ 0.07% |
$2.05K - $2.3K
|
55.8K
$1.31M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
36+ 0.2% |
$1.99K - $2.23K
|
17.7K
$414K
|
|
|
Apr 30, 2024
Q1 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
36+ 0.29% |
$1.99K - $2.23K
|
12.6K
$294K
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
BUY
|
- |
32+ 0.53% |
$1.77K - $1.99K
|
6.09K
$142K
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
30+ 0.28% |
$1.66K - $1.86K
|
10.6K
$249K
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
30+ 0.31% |
$1.66K - $1.86K
|
9.61K
$225K
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
28+ 0.31% |
$1.55K - $1.74K
|
8.94K
$209K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
26+ 13.4% |
$1.44K - $1.61K
|
220
$5.15K
|
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
25+ 0.29% |
$1.39K - $1.55K
|
8.65K
$202K
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
25+ 0.19% |
$1.39K - $1.55K
|
13.4K
$313K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
25New |
$1.39K - $1.55K
|
25
$585
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
BUY
|
- |
24+ 0.3% |
$1.33K - $1.49K
|
7.96K
$186K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
23+ 0.17% |
$1.27K - $1.43K
|
13.7K
$321K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
23+ 0.05% |
$1.27K - $1.43K
|
44.2K
$1.03M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
22+ 0.13% |
$1.22K - $1.37K
|
16.8K
$393K
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
21+ 0.24% |
$1.16K - $1.3K
|
8.74K
$205K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
20+ 1.07% |
$1.11K - $1.24K
|
1.9K
$44.4K
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
20+ 0.26% |
$1.11K - $1.24K
|
7.68K
$180K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
19+ 0.04% |
$1.05K - $1.18K
|
48.8K
$1.14M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
16+ 0.21% |
$887 - $993
|
7.8K
$183K
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
16+ 0.03% |
$887 - $993
|
61.8K
$1.44M
|
|
|
May 14, 2024
Q1 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
16+ 0.28% |
$887 - $993
|
5.74K
$134K
|
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
16+ 0.33% |
$887 - $993
|
4.85K
$114K
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
15+ 0.22% |
$831 - $931
|
6.93K
$162K
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
14New |
$776 - $869
|
14
$328
|
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
BUY
|
- |
13+ 0.32% |
$720 - $807
|
4.08K
$95.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
12+ 0.29% |
$665 - $745
|
4.13K
$96.7K
|
|
|
May 10, 2024
Q1 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
12+ 0.33% |
$665 - $745
|
3.63K
$84.9K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
11+ 0.07% |
$610 - $683
|
15.5K
$363K
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
10+ 0.15% |
$554 - $621
|
6.56K
$154K
|
|
|
May 07, 2024
Q1 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
10+ 0.28% |
$554 - $621
|
3.62K
$84.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
9+ 0.11% |
$499 - $559
|
8.28K
$194K
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
9+ 0.12% |
$499 - $559
|
7.8K
$182K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
9+ 1.49% |
$499 - $559
|
612
$14.3K
|
|
|
May 03, 2024
Q1 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
9+ 0.03% |
$499 - $559
|
29.3K
$686K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
9+ 0.21% |
$499 - $559
|
4.25K
$99.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
8+ 0.18% |
$443 - $497
|
4.41K
$103K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
7+ 0.26% |
$388 - $435
|
2.72K
$63.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Shaker Investments LLC
|
BUY
|
- |
7+ 0.19% |
$388 - $435
|
3.69K
$86.3K
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
6+ 0.03% |
$332 - $372
|
23.3K
$544K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
5+ 0.02% |
$277 - $310
|
20.7K
$484K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
5New |
$277 - $310
|
5
$117
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
5+ 0.13% |
$277 - $310
|
3.92K
$91.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
4+ 0.01% |
$222 - $248
|
31.2K
$730K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4+ 0.31% |
$222 - $248
|
1.31K
$30.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$111 - $124
|
27.4K
$642K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.28% |
$111 - $124
|
708
$16.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
2+ 0.05% |
$111 - $124
|
4.15K
$97.1K
|