Purchases and Sales Made in Q1 2024 in Schwab Strategic Tr Us Large C (SCHX)

SCHX Quotes by TradingView

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
Jul 25, 2024 Q1 2024
My Legacy Advisors, LLC

BUY
 -
1.16K
+ 18.77%
$64.1K - $71.8K
7.32K $171K
May 01, 2024 Q1 2024
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
1.15K
+ 5.44%
$63.5K - $71.1K
22.2K $520K
Apr 23, 2024 Q1 2024
Gradient Investments LLC

BUY
 -
1.14K
+ 416.79%
$63.3K - $70.9K
1.42K $33.1K
Apr 11, 2024 Q1 2024
Cadent Capital Advisors, LLC

BUY
 -
1.14K
+ 22.27%
$62.9K - $70.5K
6.24K $146K
Apr 10, 2024 Q1 2024
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
1.12K
+ 10.66%
$61.8K - $69.2K
11.6K $271K
May 14, 2024 Q1 2024
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
1.11K
+ 169.04%
$61.7K - $69.2K
1.77K $41.5K
May 02, 2024 Q1 2024
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
BUY
 -
1.11K
+ 6.35%
$61.6K - $69K
18.6K $435K
Apr 12, 2024 Q1 2024
Northwest Investment Counselors, LLC

BUY
 -
1.11K
+ 0.75%
$61.4K - $68.8K
149K $3.49M
May 01, 2024 Q1 2024
Palisade Asset Management, LLC

BUY
 -
1.1K
New
$61K - $68.3K
1.1K $25.7K
May 15, 2024 Q1 2024
Hoyle Cohen, LLC

BUY
 -
1.08K
+ 11.11%
$59.8K - $67K
10.8K $253K
Apr 24, 2024 Q1 2024
Brown Advisory Inc

BUY
 -
1.06K
+ 5.58%
$58.8K - $65.9K
20.1K $470K
Apr 26, 2024 Q1 2024
Umb Bank, N.A.

BUY
 -
1.06K
+ 44.25%
$58.8K - $65.9K
3.46K $81K
May 15, 2024 Q1 2024
Laffer Tengler Investments

Nashville, TN
BUY
 -
1.05K
New
$57.9K - $64.9K
1.05K $24.5K
Apr 12, 2024 Q1 2024
Advisor Net Financial, Inc

BUY
 -
997
+ 3.41%
$55.2K - $61.9K
30.3K $708K
Apr 22, 2024 Q1 2024
Main Street Financial Solutions, LLC

BUY
 -
978
+ 0.27%
$54.2K - $60.7K
358K $8.37M
May 15, 2024 Q1 2024
Balentine LLC

Atlanta, GA
BUY
 -
936
+ 119.54%
$51.9K - $58.1K
1.72K $40.2K
May 15, 2024 Q1 2024
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
931
+ 9.24%
$51.6K - $57.8K
11K $258K
May 08, 2024 Q1 2024
Sandy Spring Bank

BUY
 -
919
+ 4.5%
$50.9K - $57.1K
21.3K $499K
May 14, 2024 Q1 2024
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
908
+ 22.94%
$50.3K - $56.4K
4.87K $114K
May 09, 2024 Q1 2024
Blair William & CO

Chicago, IL
BUY
 -
905
+ 3.32%
$50.1K - $56.2K
28.2K $660K
Apr 25, 2024 Q1 2024
Natixis Advisors, L.P.

Boston, MA
BUY
 -
903
+ 6.42%
$50K - $56.1K
15K $350K
Apr 10, 2024 Q1 2024
Compass Financial Group, Inc/Sd

Sioux Falls, SD
BUY
 -
882
+ 3.17%
$48.9K - $54.8K
28.7K $672K
May 15, 2024 Q1 2024
Dagco, Inc.

BUY
 -
850
New
$47.1K - $52.8K
850 $19.9K
Apr 18, 2024 Q1 2024
Carret Asset Management, LLC

BUY
 -
808
+ 4.89%
$44.8K - $50.2K
17.3K $405K
May 15, 2024 Q1 2024
First Manhattan CO

New York, NY
BUY
 -
802
+ 11.92%
$44.4K - $49.8K
7.53K $176K
May 10, 2024 Q1 2024
Empirical Asset Management, LLC

BUY
 -
801
+ 14.56%
$44.4K - $49.7K
6.3K $147K
May 08, 2024 Q1 2024
Calamos Advisors LLC

BUY
 -
791
+ 2.96%
$43.8K - $49.1K
27.5K $644K
May 13, 2024 Q1 2024
Penobscot Investment Management Company, Inc.

Boston, MA
BUY
 -
788
+ 13.82%
$43.7K - $48.9K
6.49K $152K
May 13, 2024 Q1 2024
Frazier Financial Advisors, LLC

Columbus, OH
BUY
 -
788
+ 122.55%
$43.7K - $48.9K
1.43K $33.5K
May 13, 2024 Q1 2024
Operose Advisors LLC

Milwaukee, WI
BUY
 -
728
New
$40.3K - $45.2K
728 $17K
May 13, 2024 Q1 2024
Goldstein Advisors, LLC

Madison, WI
BUY
 -
726
+ 13.79%
$40.2K - $45.1K
5.99K $140K
Apr 10, 2024 Q1 2024
Wedmont Private Capital

BUY
 -
719
+ 1.55%
$39.8K - $44.6K
47.2K $1.1M
Apr 25, 2024 Q1 2024
Sigma Investment Counselors Inc

BUY
 -
714
+ 1.06%
$39.6K - $44.3K
67.8K $1.59M
Apr 17, 2024 Q1 2024
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
712
+ 19.66%
$39.5K - $44.2K
4.33K $101K
Apr 26, 2024 Q1 2024
Advisors Management Group Inc

BUY
 -
705
+ 1.78%
$39.1K - $43.8K
40.3K $943K
May 13, 2024 Q1 2024
Sonora Investment Management Group, LLC

Tucson, AZ
BUY
 -
705
+ 4.95%
$39.1K - $43.8K
15K $350K
Apr 18, 2024 Q1 2024
Hexagon Capital Partners LLC

BUY
 -
671
+ 16.5%
$37.2K - $41.7K
4.74K $111K
Oct 28, 2024 Q1 2024
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
660
New
$36.6K - $41K
660 $15.4K
May 13, 2024 Q1 2024
Everhart Financial Group, Inc.

BUY
 -
649
+ 3.74%
$36K - $40.3K
18K $421K
Apr 25, 2024 Q1 2024
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
644
+ 0.38%
$35.7K - $40K
169K $3.95M
Apr 24, 2024 Q1 2024
Iag Wealth Partners, LLC

BUY
 -
637
+ 7.82%
$35.3K - $39.5K
8.79K $206K
May 10, 2024 Q1 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
631
+ 5.42%
$35K - $39.2K
12.3K $287K
Apr 23, 2024 Q1 2024
Fifth Third Bancorp

BUY
 -
607
+ 22.81%
$33.6K - $37.7K
3.27K $76.5K
May 03, 2024 Q1 2024
Joseph P. Lucia & Associates, LLC

BUY
 -
602
+ 1.57%
$33.4K - $37.4K
38.9K $910K
Apr 19, 2024 Q1 2024
Forvis Wealth Advisors, LLC

BUY
 -
593
+ 3.24%
$32.9K - $36.8K
18.9K $442K
May 02, 2024 Q1 2024
Whittier Trust CO Of Nevada Inc

BUY
 -
582
+ 2.0%
$32.2K - $36.1K
29.7K $696K
May 14, 2024 Q1 2024
Equitable Holdings, Inc.

New York, NY
BUY
 -
581
+ 0.41%
$32.2K - $36.1K
141K $3.29M
Apr 15, 2024 Q1 2024
Allen Capital Group, LLC

BUY
 -
575
+ 0.33%
$31.9K - $35.7K
173K $4.04M
Apr 24, 2024 Q1 2024
Psi Advisors, LLC

BUY
 -
574
New
$31.8K - $35.6K
574 $13.4K

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