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 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-2.98K- 3.57% |
$182K - $202K
|
80.6K
$1.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-3K- 2.36% |
$183K - $203K
|
124K
$2.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-3.16K- 25.44% |
$193K - $214K
|
9.26K
$218K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-3.19K- 5.17% |
$195K - $217K
|
58.6K
$1.38M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.19K- 29.57% |
$195K - $217K
|
7.61K
$179K
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-3.21K- 8.92% |
$196K - $217K
|
32.7K
$769K
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-3.22K- 2.46% |
$197K - $218K
|
128K
$3M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-3.23K- 2.17% |
$197K - $219K
|
145K
$3.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-3.23K- 1.68% |
$197K - $219K
|
189K
$4.45M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-3.34K- 2.04% |
$204K - $226K
|
160K
$3.76M
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-3.36K- 7.28% |
$205K - $228K
|
42.7K
$1M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-3.37K- 0.79% |
$206K - $228K
|
423K
$9.94M
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-3.41K- 39.41% |
$208K - $231K
|
5.24K
$123K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.41K- 3.11% |
$208K - $231K
|
106K
$2.5M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-3.41K- 7.21% |
$209K - $232K
|
43.9K
$1.03M
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
SELL
|
- |
-3.49K- 6.44% |
$213K - $237K
|
50.7K
$1.19M
|
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
SELL
|
- |
-3.55K- 15.08% |
$217K - $241K
|
20K
$469K
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-3.62K- 6.21% |
$221K - $246K
|
54.7K
$1.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
SELL
|
- |
-3.64K- 2.44% |
$222K - $247K
|
145K
$3.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.71K- 21.1% |
$226K - $251K
|
13.9K
$326K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-3.71K- 6.01% |
$226K - $251K
|
57.9K
$1.36M
|
|
|
Oct 04, 2024
Q3 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-3.72K- 2.87% |
$227K - $252K
|
126K
$2.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-3.83K- 9.28% |
$234K - $260K
|
37.4K
$880K
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-3.85K- 36.6% |
$235K - $261K
|
6.67K
$157K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3.9K- 1.51% |
$238K - $265K
|
254K
$5.98M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-3.93K- 6.24% |
$240K - $266K
|
59K
$1.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-3.99K- 3.81% |
$244K - $271K
|
101K
$2.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.05K- 0.38% |
$248K - $275K
|
1.05M
$24.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-4.06K- 5.86% |
$248K - $275K
|
65.2K
$1.53M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-4.08K- 1.89% |
$249K - $277K
|
211K
$4.97M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-4.08K- 1.38% |
$250K - $277K
|
292K
$6.87M
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-4.22K- 6.19% |
$258K - $286K
|
63.9K
$1.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-4.41K- 11.07% |
$269K - $299K
|
35.4K
$833K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-4.43K- 27.75% |
$270K - $300K
|
11.5K
$271K
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-4.51K- 10.27% |
$276K - $306K
|
39.4K
$926K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-4.54K- 3.66% |
$277K - $308K
|
119K
$2.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-4.54K- 2.91% |
$277K - $308K
|
151K
$3.56M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.61K- 2.02% |
$282K - $313K
|
223K
$5.25M
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-4.75K- 4.68% |
$290K - $322K
|
96.8K
$2.27M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-4.75K- 7.51% |
$290K - $322K
|
58.4K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.76K- 1.61% |
$291K - $323K
|
291K
$6.85M
|
|
|
Nov 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-4.87K- 3.25% |
$298K - $331K
|
145K
$3.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-5.12K- 8.74% |
$313K - $348K
|
53.5K
$1.26M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-5.29K- 4.86% |
$323K - $359K
|
104K
$2.43M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.36K- 3.35% |
$328K - $364K
|
155K
$3.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-5.37K- 6.67% |
$328K - $364K
|
75.1K
$1.77M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-5.53K- 31.23% |
$338K - $375K
|
12.2K
$286K
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-5.65K- 24.74% |
$345K - $384K
|
17.2K
$404K
|
|
|
Oct 24, 2024
Q3 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-5.71K- 9.64% |
$349K - $387K
|
53.5K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-5.99K- 10.38% |
$366K - $406K
|
51.7K
$1.22M
|