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 24, 2024
Q1 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-73.6K- 28.46% |
$4.08M - $4.57M
|
185K
$4.53M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-74.4K- 11.12% |
$4.12M - $4.62M
|
594K
$14.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-78.3K- 4.88% |
$4.34M - $4.86M
|
1.52M
$37.4M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-88.1K- 47.37% |
$4.88M - $5.47M
|
97.8K
$2.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-104K- 93.85% |
$5.74M - $6.43M
|
6.79K
$166K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-120K- 30.76% |
$6.67M - $7.47M
|
271K
$6.63M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-132K- 15.99% |
$7.31M - $8.19M
|
693K
$17M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-156K- 9.22% |
$8.63M - $9.67M
|
1.53M
$37.6M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-159K- 96.59% |
$8.81M - $9.87M
|
5.61K
$137K
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-196K- 49.51% |
$10.8M - $12.2M
|
200K
$4.89M
|
|
|
Nov 18, 2024
Q1 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-222K- 27.87% |
$12.3M - $13.8M
|
573K
$14M
|
|
|
Apr 16, 2024
Q1 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-230K- 49.58% |
$12.8M - $14.3M
|
234K
$5.74M
|
|
|
Apr 17, 2024
Q1 2024
|
Seneca House Advisors
|
SELL
|
- |
-232K- 93.89% |
$12.9M - $14.4M
|
15.1K
$370K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-232K- 6.39% |
$12.9M - $14.4M
|
3.4M
$83.2M
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-235K- 47.09% |
$13M - $14.6M
|
264K
$6.47M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-257K- 3.42% |
$14.2M - $15.9M
|
7.25M
$178M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-274K- 47.86% |
$15.2M - $17M
|
299K
$7.31M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-348K- 74.85% |
$19.3M - $21.6M
|
117K
$2.87M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
SELL
|
- |
-381K- 41.65% |
$21.1M - $23.7M
|
534K
$13.1M
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-389K- 48.4% |
$21.6M - $24.2M
|
415K
$10.2M
|
|
|
May 13, 2024
Q1 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-412K- 98.93% |
$22.8M - $25.6M
|
4.45K
$109K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-499K- 1.73% |
$27.6M - $31M
|
28.3M
$694M
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-515K- 97.07% |
$28.5M - $32M
|
15.5K
$380K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-564K- 7.95% |
$31.2M - $35M
|
6.53M
$160M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-584K- 9.07% |
$32.4M - $36.3M
|
5.85M
$143M
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-602K- 82.58% |
$33.4M - $37.4M
|
127K
$3.11M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-782K- 97.94% |
$43.3M - $48.5M
|
16.4K
$403K
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-1.11M- 98.52% |
$61.4M - $68.7M
|
16.6K
$407K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.27M- 77.17% |
$70.2M - $78.6M
|
375K
$9.18M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-11.1M- 46.68% |
$616M - $690M
|
12.7M
$311M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-22.8M- 80.65% |
$1.26B - $1.42B
|
5.48M
$134M
|