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 10, 2024
Q1 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-2.87K- 5.66% |
$159K - $178K
|
47.8K
$1.16M
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.88K- 1.34% |
$160K - $179K
|
212K
$5.14M
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-2.89K- 2.39% |
$160K - $179K
|
118K
$2.85M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-2.9K- 93.54% |
$160K - $180K
|
200
$4.84K
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-2.95K- 45.44% |
$163K - $183K
|
3.54K
$85.7K
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
SELL
|
- |
-2.98K- 2.74% |
$165K - $185K
|
106K
$2.56M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3.01K- 1.14% |
$167K - $187K
|
261K
$6.32M
|
|
|
Apr 05, 2024
Q1 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-3.03K- 3.74% |
$168K - $188K
|
77.8K
$1.88M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.05K- 6.79% |
$169K - $189K
|
41.8K
$1.01M
|
|
|
Apr 19, 2024
Q1 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-3.09K- 0.77% |
$171K - $192K
|
400K
$9.68M
|
|
|
Jul 24, 2024
Q1 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-3.09K- 2.02% |
$171K - $192K
|
150K
$3.63M
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-3.12K- 3.73% |
$173K - $194K
|
80.5K
$1.95M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.12K- 25.32% |
$173K - $194K
|
9.2K
$223K
|
|
|
May 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-3.15K- 42.29% |
$175K - $196K
|
4.3K
$104K
|
|
|
Apr 25, 2024
Q1 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-3.25K- 12.2% |
$180K - $202K
|
23.4K
$565K
|
|
|
May 13, 2024
Q1 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-3.25K- 0.84% |
$180K - $202K
|
382K
$9.23M
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-3.25K- 4.7% |
$180K - $202K
|
65.9K
$1.59M
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-3.26K- 20.19% |
$181K - $202K
|
12.9K
$312K
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-3.34K- 8.61% |
$185K - $208K
|
35.5K
$858K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-3.35K- 1.3% |
$186K - $208K
|
255K
$6.18M
|
|
|
May 07, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-3.47K- 4.32% |
$192K - $215K
|
76.8K
$1.86M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-3.47K- 4.32% |
$192K - $215K
|
76.8K
$1.86M
|
|
|
Apr 12, 2024
Q1 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-3.48K- 1.32% |
$193K - $216K
|
260K
$6.29M
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-3.48K- 3.54% |
$193K - $216K
|
94.9K
$2.3M
|
|
|
May 14, 2024
Q1 2024
|
Hanseatic Management Services Inc
|
SELL
|
- |
-3.49K- 5.35% |
$193K - $217K
|
61.7K
$1.49M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-3.55K- 0.46% |
$197K - $221K
|
768K
$18.6M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-3.56K- 8.29% |
$197K - $221K
|
39.4K
$954K
|
|
|
Apr 17, 2024
Q1 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-3.61K- 2.66% |
$200K - $224K
|
132K
$3.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-3.64K- 2.76% |
$202K - $226K
|
128K
$3.1M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.68K- 18.26% |
$204K - $229K
|
16.5K
$399K
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
SELL
|
- |
-3.69K- 25.16% |
$204K - $229K
|
11K
$265K
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-3.81K- 2.34% |
$211K - $237K
|
159K
$3.85M
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-3.95K- 44.08% |
$219K - $245K
|
5.02K
$121K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-4.02K- 73.43% |
$223K - $250K
|
1.46K
$35.2K
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-4.17K- 21.02% |
$231K - $259K
|
15.7K
$379K
|
|
|
Apr 29, 2024
Q1 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-4.3K- 12.15% |
$238K - $267K
|
31.1K
$752K
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-4.42K- 2.43% |
$245K - $274K
|
177K
$4.29M
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-4.42K- 2.39% |
$245K - $274K
|
180K
$4.36M
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-4.43K- 23.48% |
$246K - $275K
|
14.4K
$349K
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-4.5K- 33.91% |
$249K - $279K
|
8.76K
$212K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-4.53K- 6.67% |
$251K - $281K
|
63.4K
$1.53M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-4.56K- 15.88% |
$253K - $283K
|
24.2K
$585K
|
|
|
Apr 17, 2024
Q1 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-4.59K- 2.71% |
$255K - $285K
|
165K
$3.99M
|
|
|
Apr 23, 2024
Q1 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-4.63K- 1.04% |
$257K - $287K
|
443K
$10.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Mayport, LLC
|
SELL
|
- |
-4.84K- 51.02% |
$268K - $301K
|
4.65K
$113K
|
|
|
Apr 11, 2024
Q1 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-4.87K- 4.65% |
$270K - $303K
|
100K
$2.42M
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-4.93K- 1.67% |
$273K - $306K
|
290K
$7.01M
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-5.02K- 3.55% |
$278K - $312K
|
137K
$3.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.06K- 20.57% |
$280K - $314K
|
19.5K
$472K
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-5.12K- 49.8% |
$284K - $318K
|
5.16K
$125K
|