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 01, 2024
Q1 2024
|
St. Louis Trust CO
|
SELL
|
- |
-24.7K- 6.79% |
$1.37M - $1.53M
|
339K
$7.93M
|
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-25.1K- 4.61% |
$1.39M - $1.56M
|
519K
$12.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-25.4K- 25.5% |
$1.41M - $1.57M
|
74.1K
$1.73M
|
|
|
May 06, 2024
Q1 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-25.5K- 7.72% |
$1.41M - $1.58M
|
304K
$7.12M
|
|
|
May 15, 2024
Q1 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-26K- 36.94% |
$1.44M - $1.61M
|
44.3K
$1.04M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-27K- 7.64% |
$1.49M - $1.67M
|
326K
$7.63M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-28.7K- 46.66% |
$1.59M - $1.78M
|
32.9K
$769K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-29.4K- 2.85% |
$1.63M - $1.83M
|
1M
$23.5M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-29.9K- 6.76% |
$1.65M - $1.85M
|
412K
$9.64M
|
|
|
Apr 26, 2024
Q1 2024
|
Ashford Advisors, LLC
|
SELL
|
- |
-32.7K- 5.38% |
$1.81M - $2.03M
|
575K
$13.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-32.9K- 5.15% |
$1.82M - $2.04M
|
606K
$14.2M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-33K- 1.8% |
$1.83M - $2.05M
|
1.8M
$42M
|
|
|
Apr 30, 2024
Q1 2024
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-33.2K- 50.0% |
$1.84M - $2.06M
|
33.2K
$776K
|
|
|
Apr 29, 2024
Q1 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-33.3K- 6.81% |
$1.85M - $2.07M
|
456K
$10.7M
|
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-34.8K- 8.76% |
$1.93M - $2.16M
|
362K
$8.48M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-37.5K- 31.77% |
$2.08M - $2.33M
|
80.4K
$1.88M
|
|
|
May 01, 2024
Q1 2024
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-39.4K- 84.1% |
$2.18M - $2.44M
|
7.44K
$174K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-39.6K- 29.68% |
$2.19M - $2.46M
|
93.7K
$2.19M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-43.1K- 5.03% |
$2.39M - $2.67M
|
812K
$19M
|
|
|
Apr 22, 2024
Q1 2024
|
Moneywise, Inc.
|
SELL
|
- |
-43.6K- 7.64% |
$2.41M - $2.7M
|
527K
$12.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-45K- 75.45% |
$2.49M - $2.79M
|
14.6K
$343K
|
|
|
May 09, 2024
Q1 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-45.2K- 34.42% |
$2.5M - $2.8M
|
86K
$2.01M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-45.5K- 0.91% |
$2.52M - $2.82M
|
4.98M
$116M
|
|
|
Apr 12, 2024
Q1 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-49.6K- 5.77% |
$2.75M - $3.08M
|
809K
$18.9M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-50K- 76.02% |
$2.77M - $3.1M
|
15.8K
$369K
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-52K- 32.04% |
$2.88M - $3.23M
|
110K
$2.58M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-53.1K- 43.06% |
$2.94M - $3.3M
|
70.2K
$1.64M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-57K- 5.42% |
$3.16M - $3.54M
|
994K
$23.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
SELL
|
- |
-57.9K- 77.62% |
$3.21M - $3.6M
|
16.7K
$391K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-60.4K- 28.58% |
$3.35M - $3.75M
|
151K
$3.53M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-63.2K- 5.36% |
$3.5M - $3.92M
|
1.12M
$26.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-67.4K- 5.93% |
$3.74M - $4.19M
|
1.07M
$25M
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-68.6K- 8.74% |
$3.8M - $4.26M
|
716K
$16.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-70.2K- 5.31% |
$3.89M - $4.36M
|
1.25M
$29.3M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-72.2K- 8.15% |
$4M - $4.48M
|
814K
$19M
|
|
|
Apr 24, 2024
Q1 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-73.6K- 28.46% |
$4.08M - $4.57M
|
185K
$4.33M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-74.4K- 11.12% |
$4.12M - $4.62M
|
594K
$13.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-78.3K- 4.88% |
$4.34M - $4.86M
|
1.52M
$35.7M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-88.1K- 47.37% |
$4.88M - $5.47M
|
97.8K
$2.29M
|
|
|
Apr 29, 2024
Q1 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-104K- 93.85% |
$5.74M - $6.43M
|
6.79K
$159K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-120K- 30.76% |
$6.67M - $7.47M
|
271K
$6.34M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-132K- 15.99% |
$7.31M - $8.19M
|
693K
$16.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-156K- 9.22% |
$8.63M - $9.67M
|
1.53M
$35.9M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-159K- 96.59% |
$8.81M - $9.87M
|
5.61K
$131K
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-196K- 49.51% |
$10.8M - $12.2M
|
200K
$4.67M
|
|
|
Nov 18, 2024
Q1 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-222K- 27.87% |
$12.3M - $13.8M
|
573K
$13.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-230K- 49.58% |
$12.8M - $14.3M
|
234K
$5.48M
|
|
|
Apr 17, 2024
Q1 2024
|
Seneca House Advisors
|
SELL
|
- |
-232K- 93.89% |
$12.9M - $14.4M
|
15.1K
$353K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-232K- 6.39% |
$12.9M - $14.4M
|
3.4M
$79.5M
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-235K- 47.09% |
$13M - $14.6M
|
264K
$6.18M
|