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 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-61- 0.97% |
$3.38K - $3.79K
|
6.23K
$146K
|
|
|
May 10, 2024
Q1 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-62- 0.15% |
$3.44K - $3.85K
|
42.6K
$996K
|
|
|
May 09, 2024
Q1 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-66- 1.48% |
$3.66K - $4.1K
|
4.39K
$103K
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-70- 0.43% |
$3.88K - $4.35K
|
16.2K
$379K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-72- 1.55% |
$3.99K - $4.47K
|
4.56K
$107K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-72- 8.46% |
$3.99K - $4.47K
|
779
$18.2K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-75- 0.65% |
$4.16K - $4.66K
|
11.5K
$270K
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-75- 0.07% |
$4.16K - $4.66K
|
103K
$2.4M
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-75- 1.69% |
$4.16K - $4.66K
|
4.37K
$102K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-78- 0.14% |
$4.32K - $4.84K
|
56.1K
$1.31M
|
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-80- 10.26% |
$4.43K - $4.97K
|
700
$16.4K
|
|
|
May 10, 2024
Q1 2024
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-80- 3.29% |
$4.43K - $4.97K
|
2.35K
$55.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
SELL
|
- |
-81- 1.03% |
$4.49K - $5.03K
|
7.81K
$183K
|
|
|
May 13, 2024
Q1 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-84- 1.27% |
$4.65K - $5.21K
|
6.54K
$153K
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-85- 1.18% |
$4.71K - $5.28K
|
7.14K
$167K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-85- 0.34% |
$4.71K - $5.28K
|
25K
$586K
|
|
|
May 14, 2024
Q1 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-85- 1.54% |
$4.71K - $5.28K
|
5.44K
$127K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-91- 79.13% |
$5.04K - $5.65K
|
24
$562
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-93- 0.42% |
$5.15K - $5.77K
|
22.2K
$521K
|
|
|
May 09, 2024
Q1 2024
|
Ddd Partners, LLC
|
SELL
|
- |
-94- 1.35% |
$5.21K - $5.84K
|
6.85K
$160K
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-97- 0.02% |
$5.37K - $6.02K
|
465K
$10.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-100- 1.68% |
$5.54K - $6.21K
|
5.86K
$137K
|
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-100- 0.96% |
$5.54K - $6.21K
|
10.3K
$242K
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-101- 2.64% |
$5.6K - $6.27K
|
3.73K
$87.2K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-104- 0.24% |
$5.76K - $6.46K
|
42.4K
$993K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-107- 23.41% |
$5.93K - $6.64K
|
350
$8.19K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-112- 47.06% |
$6.21K - $6.95K
|
126
$2.95K
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-113- 1.31% |
$6.26K - $7.02K
|
8.51K
$199K
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-113- 0.12% |
$6.26K - $7.02K
|
94.7K
$2.22M
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-116- 0.9% |
$6.43K - $7.2K
|
12.8K
$299K
|
|
|
Oct 09, 2024
Q1 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-117- 0.85% |
$6.48K - $7.26K
|
13.6K
$319K
|
|
|
May 13, 2024
Q1 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-121- 2.73% |
$6.7K - $7.51K
|
4.32K
$101K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-134- 2.17% |
$7.42K - $8.32K
|
6.05K
$141K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-135- 0.21% |
$7.48K - $8.38K
|
63.5K
$1.49M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-150- 0.35% |
$8.31K - $9.31K
|
43.2K
$1.01M
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-159- 0.09% |
$8.81K - $9.87K
|
176K
$4.12M
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-165- 0.56% |
$9.14K - $10.2K
|
29.4K
$688K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-165- 14.52% |
$9.14K - $10.2K
|
971
$22.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-166- 0.12% |
$9.2K - $10.3K
|
137K
$3.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-167- 1.04% |
$9.25K - $10.4K
|
15.9K
$372K
|
|
|
Apr 30, 2024
Q1 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-175- 0.31% |
$9.7K - $10.9K
|
56K
$1.31M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-175- 0.71% |
$9.7K - $10.9K
|
24.4K
$571K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-178- 3.66% |
$9.86K - $11.1K
|
4.68K
$110K
|
|
|
Apr 30, 2024
Q1 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-180- 0.58% |
$9.97K - $11.2K
|
30.8K
$720K
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-181- 0.4% |
$10K - $11.2K
|
45.1K
$1.06M
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-182- 0.39% |
$10.1K - $11.3K
|
46.7K
$1.09M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-183- 0.88% |
$10.1K - $11.4K
|
20.6K
$481K
|
|
|
May 07, 2024
Q1 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-185- 2.8% |
$10.3K - $11.5K
|
6.43K
$151K
|
|
|
Apr 11, 2024
Q1 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-186- 1.29% |
$10.3K - $11.5K
|
14.2K
$333K
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-190- 2.22% |
$10.5K - $11.8K
|
8.35K
$195K
|