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 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4.01KNew |
$222K - $249K
|
4.01K
$95.6K
|
|
|
May 14, 2024
Q1 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
4KNew |
$222K - $248K
|
4K
$95.5K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.96K+ 22.38% |
$219K - $246K
|
21.7K
$517K
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
3.93KNew |
$218K - $244K
|
3.93K
$93.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.9KNew |
$216K - $242K
|
3.9K
$93.1K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.9K+ 10.76% |
$216K - $242K
|
40.1K
$957K
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
3.89KNew |
$215K - $241K
|
3.89K
$92.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
3.87K+ 43.05% |
$214K - $240K
|
12.8K
$307K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
3.85K+ 2.1% |
$213K - $239K
|
187K
$4.46M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.83K+ 1.7% |
$212K - $238K
|
229K
$5.47M
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
3.77K+ 0.36% |
$209K - $234K
|
1.06M
$25.2M
|
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
3.71KNew |
$205K - $230K
|
3.71K
$88.5K
|
|
|
Apr 17, 2024
Q1 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
3.66K+ 9.26% |
$203K - $227K
|
43.1K
$1.03M
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
3.62K+ 2.21% |
$201K - $225K
|
167K
$3.99M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
3.61K+ 20.54% |
$200K - $224K
|
21.2K
$506K
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.59K+ 98.95% |
$199K - $223K
|
7.23K
$172K
|
|
|
May 15, 2024
Q1 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
3.57KNew |
$198K - $222K
|
3.57K
$85.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
3.57K+ 36.06% |
$198K - $221K
|
13.5K
$321K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.54K+ 21.57% |
$196K - $220K
|
19.9K
$476K
|
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
3.53KNew |
$196K - $219K
|
3.53K
$84.3K
|
|
|
May 03, 2024
Q1 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
3.51KNew |
$195K - $218K
|
3.51K
$83.9K
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
3.51KNew |
$194K - $218K
|
3.51K
$83.7K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
3.47KNew |
$192K - $215K
|
3.47K
$82.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3.45KNew |
$191K - $214K
|
3.45K
$82.3K
|
|
|
May 10, 2024
Q1 2024
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
3.45KNew |
$191K - $214K
|
3.45K
$82.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
3.41KNew |
$189K - $212K
|
3.41K
$81.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
3.4K+ 20.17% |
$189K - $211K
|
20.3K
$484K
|
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
3.4KNew |
$189K - $211K
|
3.4K
$81.2K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.39K+ 1.34% |
$188K - $211K
|
256K
$6.11M
|
|
|
Apr 29, 2024
Q1 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
3.38KNew |
$187K - $210K
|
3.38K
$80.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
3.35KNew |
$185K - $208K
|
3.35K
$79.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.33KNew |
$185K - $207K
|
3.33K
$79.5K
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
3.31K+ 58.48% |
$183K - $205K
|
8.97K
$214K
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
3.3KNew |
$183K - $205K
|
3.3K
$78.9K
|
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
3.3KNew |
$183K - $205K
|
3.3K
$78.7K
|
|
|
Dec 31, 2024
Q1 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
3.27KNew |
$181K - $203K
|
3.27K
$78.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
3.27KNew |
$181K - $203K
|
3.27K
$78.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
3.26KNew |
$181K - $203K
|
3.26K
$77.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
3.25KNew |
$180K - $201K
|
3.25K
$77.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3.24KNew |
$180K - $201K
|
3.24K
$77.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Advocate Group LLC
|
BUY
|
- |
3.22KNew |
$179K - $200K
|
3.22K
$76.9K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
3.19K+ 4.21% |
$177K - $198K
|
78.9K
$1.88M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.14K+ 45.88% |
$174K - $195K
|
9.99K
$239K
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
3.07K+ 32.1% |
$170K - $191K
|
12.6K
$302K
|
|
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
3.06K+ 54.47% |
$170K - $190K
|
8.68K
$207K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.05K+ 37.03% |
$169K - $189K
|
11.3K
$270K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.03K+ 10.64% |
$168K - $188K
|
31.6K
$753K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
3.03K+ 19.0% |
$168K - $188K
|
19K
$453K
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
2.98K+ 44.71% |
$165K - $185K
|
9.64K
$230K
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
2.95K+ 15.08% |
$164K - $183K
|
22.5K
$538K
|