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 11, 2024
Q1 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-186- 1.29% |
$10.3K - $11.5K
|
14.2K
$340K
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-190- 2.22% |
$10.5K - $11.8K
|
8.35K
$199K
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-200- 1.74% |
$11.1K - $12.4K
|
11.3K
$269K
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-220- 3.79% |
$12.2K - $13.7K
|
5.59K
$133K
|
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
SELL
|
- |
-231- 3.95% |
$12.8K - $14.3K
|
5.62K
$134K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-232- 6.37% |
$12.9K - $14.4K
|
3.41K
$81.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-233- 3.37% |
$12.9K - $14.5K
|
6.67K
$159K
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-235- 0.37% |
$13K - $14.6K
|
63.4K
$1.51M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-237- 1.41% |
$13.1K - $14.7K
|
16.5K
$394K
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-240- 4.12% |
$13.3K - $14.9K
|
5.58K
$133K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-245- 5.04% |
$13.6K - $15.2K
|
4.61K
$110K
|
|
|
Apr 30, 2024
Q1 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-255- 0.42% |
$14.1K - $15.8K
|
60.7K
$1.45M
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-255- 0.27% |
$14.1K - $15.8K
|
92.7K
$2.21M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-256- 1.59% |
$14.2K - $15.9K
|
15.9K
$379K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-263- 1.12% |
$14.6K - $16.3K
|
23.2K
$553K
|
|
|
Apr 25, 2024
Q1 2024
|
Human Investing LLC
|
SELL
|
- |
-271- 1.1% |
$15K - $16.8K
|
24.4K
$583K
|
|
|
May 08, 2024
Q1 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-277- 2.43% |
$15.3K - $17.2K
|
11.1K
$266K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-279- 0.6% |
$15.5K - $17.3K
|
46.1K
$1.1M
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
SELL
|
- |
-285- 0.63% |
$15.8K - $17.7K
|
44.9K
$1.07M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-285- 4.66% |
$15.8K - $17.7K
|
5.83K
$139K
|
|
|
Apr 25, 2024
Q1 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-311- 0.27% |
$17.2K - $19.3K
|
116K
$2.76M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-316- 5.48% |
$17.5K - $19.6K
|
5.45K
$130K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-329- 6.34% |
$18.2K - $20.4K
|
4.86K
$116K
|
|
|
Apr 12, 2024
Q1 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-340- 1.97% |
$18.8K - $21.1K
|
17K
$405K
|
|
|
Apr 16, 2024
Q1 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-340- 57.24% |
$18.8K - $21.1K
|
254
$6.06K
|
|
|
May 07, 2024
Q1 2024
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-345- 7.3% |
$19.1K - $21.4K
|
4.38K
$105K
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-345- 2.27% |
$19.1K - $21.4K
|
14.9K
$355K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-353- 0.87% |
$19.6K - $21.9K
|
40.3K
$961K
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-353- 0.26% |
$19.6K - $21.9K
|
137K
$3.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-358- 0.85% |
$19.8K - $22.2K
|
41.8K
$998K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-364- 12.63% |
$20.2K - $22.6K
|
2.52K
$60.1K
|
|
|
May 06, 2024
Q1 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-370- 0.99% |
$20.5K - $23K
|
36.8K
$879K
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-377- 3.44% |
$20.9K - $23.4K
|
10.6K
$252K
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-389- 1.69% |
$21.6K - $24.1K
|
22.6K
$539K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-399- 5.16% |
$22.1K - $24.8K
|
7.33K
$175K
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-400- 12.41% |
$22.2K - $24.8K
|
2.82K
$67.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-402- 1.78% |
$22.3K - $25K
|
22.2K
$531K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-414- 1.44% |
$22.9K - $25.7K
|
28.3K
$676K
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-425- 4.35% |
$23.5K - $26.4K
|
9.34K
$223K
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-428- 0.9% |
$23.7K - $26.6K
|
47.4K
$1.13M
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-430- 78.32% |
$23.8K - $26.7K
|
119
$2.84K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-442- 5.67% |
$24.5K - $27.4K
|
7.36K
$176K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-447- 11.29% |
$24.8K - $27.7K
|
3.51K
$83.9K
|
|
|
May 14, 2024
Q1 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-450- 34.62% |
$24.9K - $27.9K
|
850
$20.3K
|
|
|
Apr 11, 2024
Q1 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-454- 1.17% |
$25.2K - $28.2K
|
38.3K
$915K
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-465- 7.63% |
$25.8K - $28.9K
|
5.63K
$134K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-473- 1.27% |
$26.2K - $29.4K
|
36.9K
$881K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-483- 13.04% |
$26.8K - $30K
|
3.22K
$76.9K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-500- 3.46% |
$27.7K - $31K
|
13.9K
$333K
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-502- 4.88% |
$27.8K - $31.2K
|
9.79K
$234K
|