Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
5.33K+ 1.17% |
$325K - $361K
|
460K
$10.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
5.3KNew |
$324K - $359K
|
5.3K
$125K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.21K+ 0.67% |
$319K - $354K
|
787K
$18.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
5.2K+ 21.67% |
$318K - $353K
|
29.2K
$687K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
5.18KNew |
$317K - $352K
|
5.18K
$122K
|
|
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
5.15K+ 12.51% |
$315K - $350K
|
46.4K
$1.09M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5.13K+ 3.58% |
$313K - $348K
|
148K
$3.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
5.07K+ 21.45% |
$310K - $344K
|
28.7K
$674K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
5.04KNew |
$308K - $342K
|
5.04K
$118K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.04K+ 4.75% |
$308K - $342K
|
111K
$2.61M
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
5KNew |
$306K - $339K
|
5K
$118K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
4.98KNew |
$305K - $338K
|
4.98K
$117K
|
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
4.96K+ 89.23% |
$303K - $336K
|
10.5K
$247K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
4.88K+ 30.44% |
$298K - $331K
|
20.9K
$492K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
4.83K+ 1.65% |
$295K - $328K
|
297K
$6.98M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.79KNew |
$293K - $325K
|
4.79K
$113K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4.75K+ 6691.55% |
$290K - $322K
|
4.82K
$113K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.73K+ 24.84% |
$289K - $321K
|
23.8K
$558K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
4.67K+ 1.79% |
$285K - $317K
|
265K
$6.23M
|
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.56KNew |
$279K - $309K
|
4.56K
$107K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
4.53KNew |
$277K - $307K
|
4.53K
$107K
|
|
|
Nov 05, 2024
Q3 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
4.49KNew |
$275K - $305K
|
4.49K
$106K
|
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
4.49KNew |
$274K - $304K
|
4.49K
$105K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4.47K+ 7.76% |
$273K - $303K
|
62K
$1.46M
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
4.44K+ 1.2% |
$271K - $301K
|
375K
$8.81M
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
4.41KNew |
$269K - $299K
|
4.41K
$104K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
4.36K+ 2.73% |
$266K - $296K
|
164K
$3.85M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
4.34K+ 1.43% |
$265K - $295K
|
308K
$7.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
4.33K+ 28.98% |
$265K - $294K
|
19.3K
$453K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
4.32KNew |
$264K - $293K
|
4.32K
$101K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
4.18K+ 13.49% |
$256K - $284K
|
35.2K
$827K
|
|
|
Oct 15, 2024
Q3 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
4.17K+ 13.81% |
$255K - $283K
|
34.3K
$807K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.15K+ 2.53% |
$254K - $282K
|
168K
$3.96M
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
BUY
|
- |
4.12K+ 0.88% |
$252K - $279K
|
471K
$11.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Chronos Wealth Management, LLC
|
BUY
|
- |
3.91KNew |
$239K - $265K
|
3.91K
$91.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Asset Planning Services Inc
|
BUY
|
- |
3.81K+ 7.08% |
$233K - $259K
|
57.7K
$1.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
3.8K+ 4.45% |
$232K - $258K
|
89.1K
$2.09M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3.78KNew |
$231K - $256K
|
3.78K
$88.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3.74K+ 36.97% |
$228K - $253K
|
13.8K
$325K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.73K+ 6.13% |
$228K - $253K
|
64.6K
$1.52M
|
|
|
Jan 13, 2025
Q3 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
3.72KNew |
$227K - $252K
|
3.72K
$87.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
3.71KNew |
$227K - $252K
|
3.71K
$87.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3.68K+ 14.11% |
$225K - $250K
|
29.7K
$699K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3.64K+ 52.97% |
$223K - $247K
|
10.5K
$247K
|
|
|
Jan 08, 2025
Q3 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
3.63K+ 1.95% |
$222K - $246K
|
189K
$4.45M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
3.62KNew |
$221K - $246K
|
3.62K
$85.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.59KNew |
$220K - $244K
|
3.59K
$84.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.56K+ 14.77% |
$218K - $242K
|
27.7K
$650K
|
|
|
Nov 07, 2024
Q3 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
3.54K+ 12.06% |
$216K - $240K
|
32.9K
$773K
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3.49KNew |
$213K - $236K
|
3.49K
$81.9K
|