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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.55K- 1.21% |
$86K - $96.3K
|
127K
$2.96M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.56K- 50.36% |
$86.2K - $96.6K
|
1.53K
$35.9K
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.6K- 6.42% |
$88.4K - $99.1K
|
23.3K
$544K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.61K- 12.72% |
$89.1K - $99.8K
|
11K
$258K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-1.63K- 1.89% |
$90.4K - $101K
|
84.8K
$1.98M
|
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-1.63K- 1.62% |
$90.5K - $101K
|
99.4K
$2.33M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.65K- 23.92% |
$91.4K - $102K
|
5.25K
$123K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.67K- 92.79% |
$92.6K - $104K
|
130
$3.04K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.68K- 4.28% |
$92.9K - $104K
|
37.5K
$877K
|
|
|
May 14, 2024
Q1 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-1.7K- 32.66% |
$94K - $105K
|
3.5K
$81.9K
|
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-1.7K- 9.84% |
$94.1K - $105K
|
15.6K
$364K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.7K- 14.67% |
$94.4K - $106K
|
9.91K
$232K
|
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-1.71K- 28.47% |
$94.6K - $106K
|
4.29K
$100K
|
|
|
Apr 17, 2024
Q1 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-1.76K- 25.14% |
$97.6K - $109K
|
5.25K
$123K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.84K- 7.97% |
$102K - $114K
|
21.3K
$497K
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.91K- 11.93% |
$106K - $119K
|
14.1K
$330K
|
|
|
Apr 19, 2024
Q1 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-1.98K- 2.14% |
$109K - $123K
|
90.5K
$2.12M
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
SELL
|
- |
-1.98K- 32.31% |
$110K - $123K
|
4.16K
$97.2K
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-2.01K- 1.23% |
$111K - $125K
|
162K
$3.78M
|
|
|
Apr 15, 2024
Q1 2024
|
First National Corp
|
SELL
|
- |
-2.03K- 0.89% |
$112K - $126K
|
227K
$5.31M
|
|
|
Apr 25, 2024
Q1 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-2.08K- 13.78% |
$115K - $129K
|
13K
$305K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.11K- 7.03% |
$117K - $131K
|
27.9K
$652K
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-2.12K- 1.55% |
$118K - $132K
|
135K
$3.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-2.16K- 15.79% |
$119K - $134K
|
11.5K
$269K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.18K- 18.18% |
$121K - $135K
|
9.81K
$230K
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-2.22K- 1.98% |
$123K - $138K
|
110K
$2.57M
|
|
|
Apr 25, 2024
Q1 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-2.29K- 0.63% |
$127K - $142K
|
359K
$8.41M
|
|
|
Apr 22, 2024
Q1 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.3K- 1.94% |
$127K - $143K
|
116K
$2.73M
|
|
|
Apr 29, 2024
Q1 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-2.31K- 26.76% |
$128K - $143K
|
6.32K
$148K
|
|
|
Apr 25, 2024
Q1 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-2.31K- 14.14% |
$128K - $144K
|
14K
$329K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.32K- 20.17% |
$129K - $144K
|
9.18K
$215K
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-2.37K- 6.16% |
$131K - $147K
|
36K
$843K
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-2.4K- 3.25% |
$133K - $149K
|
71.3K
$1.67M
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-2.46K- 7.1% |
$136K - $153K
|
32.1K
$752K
|
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-2.49K- 2.85% |
$138K - $154K
|
84.7K
$1.98M
|
|
|
Jun 07, 2024
Q1 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
SELL
|
- |
-2.52K- 1.96% |
$139K - $156K
|
126K
$2.94M
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-2.53K- 0.39% |
$140K - $157K
|
645K
$15.1M
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-2.55K- 9.64% |
$141K - $158K
|
23.9K
$559K
|
|
|
Apr 26, 2024
Q1 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-2.64K- 2.61% |
$146K - $164K
|
98.5K
$2.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.66K- 8.85% |
$147K - $165K
|
27.4K
$640K
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.71K- 6.32% |
$150K - $168K
|
40.2K
$941K
|
|
|
Apr 30, 2024
Q1 2024
|
Sws Partners
|
SELL
|
- |
-2.72K- 1.37% |
$150K - $169K
|
196K
$4.58M
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-2.72K- 5.86% |
$151K - $169K
|
43.7K
$1.02M
|
|
|
May 10, 2024
Q1 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-2.74K- 7.85% |
$152K - $170K
|
32.2K
$753K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.83K- 7.73% |
$157K - $175K
|
33.7K
$789K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-2.85K- 5.95% |
$158K - $177K
|
45K
$1.05M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.86K- 1.17% |
$158K - $177K
|
242K
$5.67M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-2.86K- 3.65% |
$159K - $178K
|
75.5K
$1.77M
|
|
|
May 10, 2024
Q1 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-2.87K- 5.66% |
$159K - $178K
|
47.8K
$1.12M
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.88K- 1.34% |
$160K - $179K
|
212K
$4.97M
|