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
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.84K+ 8.0% |
$158K - $177K
|
38.4K
$898K
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.69K+ 62.72% |
$149K - $167K
|
6.99K
$164K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.65K+ 68.75% |
$147K - $165K
|
6.51K
$152K
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
2.56K+ 1.25% |
$142K - $159K
|
208K
$4.86M
|
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
2.55K+ 2.71% |
$141K - $158K
|
96.5K
$2.26M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.5K+ 2.55% |
$139K - $155K
|
101K
$2.35M
|
|
|
Apr 11, 2024
Q1 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
2.48K+ 17.51% |
$137K - $154K
|
16.7K
$390K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.4K+ 0.77% |
$133K - $149K
|
313K
$7.34M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.39K+ 3.39% |
$132K - $148K
|
72.9K
$1.71M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2.39K+ 46.04% |
$132K - $148K
|
7.57K
$177K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.38K+ 5.07% |
$132K - $148K
|
49.3K
$1.15M
|
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
2.35K+ 0.54% |
$130K - $146K
|
437K
$10.2M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.34K+ 29.26% |
$130K - $145K
|
10.3K
$242K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2.32K+ 2.24% |
$129K - $144K
|
106K
$2.48M
|
|
|
May 10, 2024
Q1 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
2.27K+ 5.14% |
$126K - $141K
|
46.5K
$1.09M
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
2.23K+ 8.88% |
$124K - $139K
|
27.4K
$641K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
2.2K+ 4.39% |
$122K - $136K
|
52.2K
$1.22M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.1K+ 4.74% |
$116K - $130K
|
46.3K
$1.08M
|
|
|
May 06, 2024
Q1 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
2.1K+ 15.19% |
$116K - $130K
|
15.9K
$372K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.06K+ 0.26% |
$114K - $128K
|
787K
$18.4M
|
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.99K+ 1.36% |
$110K - $124K
|
148K
$3.47M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
1.98K+ 15.17% |
$109K - $123K
|
15K
$351K
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.96K+ 9.17% |
$109K - $122K
|
23.3K
$546K
|
|
|
May 08, 2024
Q1 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
1.94K+ 0.43% |
$107K - $120K
|
449K
$10.5M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.88K+ 3.39% |
$104K - $116K
|
57.2K
$1.34M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.88KNew |
$104K - $116K
|
1.88K
$43.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
1.83K+ 5.57% |
$101K - $113K
|
34.6K
$810K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.81K+ 4.8% |
$100K - $112K
|
39.4K
$923K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
1.8K+ 42.77% |
$99.7K - $112K
|
6.01K
$141K
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.77K+ 2.01% |
$98.1K - $110K
|
89.8K
$2.1M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.71K+ 46.04% |
$94.6K - $106K
|
5.42K
$127K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.7K+ 47.28% |
$94K - $105K
|
5.28K
$124K
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
BUY
|
- |
1.69K+ 0.26% |
$93.8K - $105K
|
664K
$15.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
1.65K+ 1.4% |
$91.5K - $103K
|
120K
$2.8M
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.64KNew |
$90.9K - $102K
|
1.64K
$38.4K
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1.62K+ 17.81% |
$89.5K - $100K
|
10.7K
$250K
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.6K+ 20.34% |
$88.9K - $99.6K
|
9.49K
$222K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.53K+ 140.09% |
$85K - $95.2K
|
2.63K
$61.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.51K+ 4.04% |
$83.9K - $94K
|
39K
$913K
|
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
1.49KNew |
$82.5K - $92.4K
|
1.49K
$34.8K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.47K+ 23.06% |
$81.5K - $91.3K
|
7.85K
$184K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.45K+ 17.86% |
$80.1K - $89.8K
|
9.54K
$223K
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
1.42K+ 2.34% |
$78.8K - $88.3K
|
62.2K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.35K+ 18.54% |
$74.7K - $83.7K
|
8.62K
$202K
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.32K+ 7.96% |
$72.9K - $81.7K
|
17.8K
$418K
|
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
1.23K+ 26.91% |
$68.4K - $76.6K
|
5.82K
$136K
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
1.22K+ 7.42% |
$67.8K - $75.9K
|
17.7K
$414K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.22K+ 1.57% |
$67.4K - $75.6K
|
78.6K
$1.84M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.2K+ 1.99% |
$66.5K - $74.6K
|
61.5K
$1.44M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
1.2K+ 27.27% |
$66.5K - $74.5K
|
5.6K
$131K
|