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 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
40.1K+ 9.33% |
$2.22M - $2.49M
|
470K
$11M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
38.8K+ 6.36% |
$2.15M - $2.41M
|
649K
$15.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
38.4KNew |
$2.13M - $2.38M
|
38.4K
$899K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
38.1K+ 9.74% |
$2.11M - $2.37M
|
429K
$10M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
37.7KNew |
$2.09M - $2.34M
|
37.7K
$882K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
37.3K+ 33.04% |
$2.07M - $2.31M
|
150K
$3.51M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
36.7K+ 5.24% |
$2.03M - $2.28M
|
737K
$17.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
36.7K+ 8.42% |
$2.03M - $2.28M
|
473K
$11.1M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
36.5K+ 5.16% |
$2.02M - $2.27M
|
743K
$17.4M
|
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
36.3KNew |
$2.01M - $2.25M
|
36.3K
$850K
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
33.7K+ 11.12% |
$1.87M - $2.09M
|
337K
$7.89M
|
|
|
May 01, 2024
Q1 2024
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
BUY
|
- |
33.3K+ 3.46% |
$1.85M - $2.07M
|
996K
$23.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
33.2K+ 100.0% |
$1.84M - $2.06M
|
66.3K
$1.55M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32.2K+ 1.47% |
$1.79M - $2M
|
2.22M
$52M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
31.1K+ 15.9% |
$1.72M - $1.93M
|
226K
$5.3M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
31K+ 4.41% |
$1.72M - $1.93M
|
735K
$17.2M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
30.9K+ 53.85% |
$1.71M - $1.92M
|
88.4K
$2.07M
|
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
29.3KNew |
$1.62M - $1.82M
|
29.3K
$685K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
28.7K+ 1.98% |
$1.59M - $1.78M
|
1.48M
$34.6M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
28.4K+ 4.69% |
$1.57M - $1.76M
|
633K
$14.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.8K+ 5.46% |
$1.54M - $1.73M
|
538K
$12.6M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
27.3K+ 25.64% |
$1.51M - $1.7M
|
134K
$3.13M
|
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
26.4K+ 165.18% |
$1.46M - $1.64M
|
42.4K
$992K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
25.9K+ 38.98% |
$1.43M - $1.61M
|
92.3K
$2.16M
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
25K+ 76.86% |
$1.38M - $1.55M
|
57.4K
$1.34M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
24.9K+ 6.48% |
$1.38M - $1.55M
|
409K
$9.57M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
23.3K+ 109.39% |
$1.29M - $1.44M
|
44.5K
$1.04M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
22.9KNew |
$1.27M - $1.42M
|
22.9K
$535K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
21.9KNew |
$1.22M - $1.36M
|
21.9K
$513K
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
21.6K+ 5.61% |
$1.19M - $1.34M
|
406K
$9.5M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
20.3K+ 11.25% |
$1.13M - $1.26M
|
201K
$4.71M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
20.3K+ 7.11% |
$1.13M - $1.26M
|
306K
$7.17M
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
BUY
|
- |
20.2K+ 4.5% |
$1.12M - $1.25M
|
469K
$11M
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20.1K+ 33.04% |
$1.11M - $1.25M
|
80.8K
$1.89M
|
|
|
Apr 15, 2024
Q1 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
19.4K+ 430.11% |
$1.08M - $1.21M
|
23.9K
$560K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
19.1K+ 8.04% |
$1.06M - $1.19M
|
257K
$6.01M
|
|
|
Oct 17, 2024
Q1 2024
|
Joule Financial, LLC
|
BUY
|
- |
18.8KNew |
$1.04M - $1.17M
|
18.8K
$441K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
17.9KNew |
$990K - $1.11M
|
17.9K
$418K
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
17.8K+ 1.1% |
$987K - $1.11M
|
1.64M
$38.3M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
17.8K+ 1.63% |
$985K - $1.1M
|
1.11M
$25.9M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
17.4K+ 11.61% |
$963K - $1.08M
|
167K
$3.91M
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
17K+ 4.05% |
$944K - $1.06M
|
438K
$10.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
16.6K+ 2.99% |
$918K - $1.03M
|
570K
$13.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
16.1K+ 3.48% |
$894K - $1M
|
479K
$11.2M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
15.4K+ 17.33% |
$852K - $954K
|
104K
$2.44M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
14.6K+ 389.15% |
$811K - $909K
|
18.4K
$431K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14.5KNew |
$804K - $901K
|
14.5K
$340K
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
BUY
|
- |
13.4K+ 6.04% |
$744K - $833K
|
236K
$5.52M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.2K+ 14.9% |
$734K - $822K
|
102K
$2.39M
|
|
|
May 01, 2024
Q1 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
13K+ 4.46% |
$720K - $806K
|
304K
$7.12M
|