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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-1.66K- 1.08% |
$101K - $112K
|
151K
$3.55M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.67K- 5.3% |
$102K - $113K
|
29.8K
$701K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.68K- 7.13% |
$103K - $114K
|
21.9K
$514K
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.74K- 8.93% |
$107K - $118K
|
17.8K
$418K
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-1.75K- 25.04% |
$107K - $119K
|
5.24K
$123K
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
SELL
|
- |
-1.78K- 10.58% |
$109K - $121K
|
15K
$353K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.79K- 2.56% |
$110K - $122K
|
68.3K
$1.61M
|
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-1.84K- 5.83% |
$113K - $125K
|
29.8K
$700K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-1.87K- 1.56% |
$114K - $127K
|
118K
$2.77M
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.89K- 1.4% |
$116K - $128K
|
133K
$3.13M
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.91K- 6.15% |
$117K - $130K
|
29.2K
$687K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-1.92K- 7.61% |
$117K - $130K
|
23.3K
$547K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.95K- 4.35% |
$119K - $132K
|
42.8K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.97K- 4.08% |
$120K - $134K
|
46.4K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-1.99K- 6.04% |
$121K - $135K
|
30.9K
$727K
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-2K- 2.06% |
$122K - $136K
|
95.2K
$2.24M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.03K- 3.09% |
$124K - $138K
|
63.6K
$1.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
SELL
|
- |
-2.04K- 16.4% |
$125K - $138K
|
10.4K
$244K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-2.06K- 4.4% |
$126K - $140K
|
44.7K
$1.05M
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-2.06K- 1.24% |
$126K - $140K
|
164K
$3.86M
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
SELL
|
- |
-2.1K- 11.31% |
$128K - $143K
|
16.5K
$387K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-2.1K- 0.76% |
$128K - $143K
|
275K
$6.46M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.11K- 28.78% |
$129K - $143K
|
5.22K
$123K
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-2.14K- 2.48% |
$131K - $145K
|
84.3K
$1.98M
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-2.15K- 17.7% |
$131K - $146K
|
10K
$235K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-2.16K- 6.25% |
$132K - $147K
|
32.4K
$762K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2.19K- 6.27% |
$134K - $149K
|
32.7K
$769K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-2.23K- 35.18% |
$136K - $151K
|
4.1K
$96.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.24K- 2.33% |
$137K - $152K
|
94K
$2.21M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-2.26K- 3.98% |
$138K - $154K
|
54.6K
$1.28M
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-2.29K- 0.57% |
$140K - $155K
|
402K
$9.46M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.3K- 1.87% |
$141K - $156K
|
121K
$2.84M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-2.32K- 83.15% |
$141K - $157K
|
469
$11K
|
|
|
Nov 12, 2024
Q3 2024
|
Athena Investment Management
|
SELL
|
- |
-2.33K- 0.51% |
$143K - $158K
|
453K
$10.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-2.41K- 11.16% |
$147K - $163K
|
19.2K
$451K
|
|
|
Oct 24, 2024
Q3 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-2.42K- 2.49% |
$148K - $164K
|
94.8K
$2.23M
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-2.46K- 1.66% |
$150K - $167K
|
146K
$3.44M
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-2.47K- 6.06% |
$151K - $167K
|
38.2K
$899K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-2.48K- 1.72% |
$152K - $168K
|
142K
$3.33M
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-2.49K- 36.38% |
$152K - $169K
|
4.35K
$102K
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-2.54K- 8.51% |
$155K - $172K
|
27.3K
$642K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-2.59K- 6.06% |
$158K - $175K
|
40.1K
$942K
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-2.64K- 15.04% |
$161K - $179K
|
14.9K
$350K
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-2.68K- 6.25% |
$164K - $182K
|
40.2K
$945K
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-2.69K- 3.84% |
$164K - $183K
|
67.4K
$1.59M
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-2.69K- 3.75% |
$165K - $183K
|
69.1K
$1.62M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.71K- 5.81% |
$166K - $184K
|
44K
$1.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-2.78K- 2.41% |
$170K - $188K
|
112K
$2.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-2.96K- 47.75% |
$181K - $201K
|
3.24K
$76.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Hanseatic Management Services Inc
|
SELL
|
- |
-2.98K- 5.36% |
$182K - $202K
|
52.5K
$1.23M
|