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 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
418+ 0.36% |
$25.5K - $28.4K
|
117K
$2.75M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
406+ 5.29% |
$24.8K - $27.5K
|
8.09K
$190K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
400New |
$24.4K - $27.1K
|
400
$9.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
395+ 1.27% |
$24.1K - $26.8K
|
31.6K
$742K
|
|
|
Nov 13, 2024
Q3 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
385+ 7.95% |
$23.5K - $26.1K
|
5.23K
$123K
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
382+ 0.92% |
$23.3K - $25.9K
|
41.7K
$981K
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
375+ 1.24% |
$22.9K - $25.4K
|
30.6K
$720K
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
366+ 0.38% |
$22.4K - $24.8K
|
95.5K
$2.24M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
350+ 1.6% |
$21.4K - $23.7K
|
22.3K
$524K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
334+ 3.33% |
$20.4K - $22.7K
|
10.4K
$244K
|
|
|
Jan 16, 2025
Q3 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
330+ 1.34% |
$20.2K - $22.4K
|
25K
$587K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
326+ 293.69% |
$19.9K - $22.1K
|
437
$10.3K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
326New |
$19.9K - $22.1K
|
326
$7.66K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
314+ 45.11% |
$19.2K - $21.3K
|
1.01K
$23.7K
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
291+ 7.24% |
$17.8K - $19.7K
|
4.31K
$101K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
291+ 0.76% |
$17.8K - $19.7K
|
38.4K
$903K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
291+ 1.94% |
$17.8K - $19.7K
|
15.3K
$359K
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
286+ 0.66% |
$17.5K - $19.4K
|
43.7K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
284+ 1.28% |
$17.4K - $19.3K
|
22.5K
$529K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
263+ 59.64% |
$16.1K - $17.8K
|
704
$16.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
258+ 224.35% |
$15.8K - $17.5K
|
373
$8.77K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
257+ 0.42% |
$15.7K - $17.4K
|
60.9K
$1.43M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
250New |
$15.3K - $17K
|
250
$5.88K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
249+ 0.3% |
$15.2K - $16.9K
|
83.3K
$1.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
243New |
$14.8K - $16.5K
|
243
$5.71K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
238+ 1.37% |
$14.5K - $16.1K
|
17.6K
$413K
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
231+ 0.64% |
$14.1K - $15.7K
|
36.6K
$859K
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
217+ 0.97% |
$13.3K - $14.7K
|
22.6K
$531K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
209+ 0.72% |
$12.8K - $14.2K
|
29.3K
$690K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
207+ 0.66% |
$12.6K - $14K
|
31.7K
$745K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
206+ 0.54% |
$12.6K - $14K
|
38.7K
$910K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
201+ 0.51% |
$12.3K - $13.6K
|
39.4K
$926K
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
199+ 2.59% |
$12.2K - $13.5K
|
7.89K
$185K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
197+ 0.34% |
$12K - $13.4K
|
57.6K
$1.35M
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
195+ 4.07% |
$11.9K - $13.2K
|
4.99K
$117K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
190+ 0.79% |
$11.6K - $12.9K
|
24.2K
$569K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
182+ 0.17% |
$11.1K - $12.3K
|
108K
$2.55M
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
179+ 0.63% |
$10.9K - $12.1K
|
28.8K
$676K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
173+ 0.58% |
$10.6K - $11.7K
|
30.2K
$709K
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
172+ 2.28% |
$10.5K - $11.7K
|
7.7K
$181K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
170+ 0.3% |
$10.4K - $11.5K
|
56.4K
$1.33M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
169+ 12.64% |
$10.3K - $11.5K
|
1.51K
$35.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
164+ 1.22% |
$10K - $11.1K
|
13.7K
$321K
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
163+ 0.56% |
$9.96K - $11.1K
|
29.3K
$688K
|
|
|
Oct 09, 2024
Q3 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
159+ 1.16% |
$9.72K - $10.8K
|
13.9K
$327K
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
155+ 2.83% |
$9.47K - $10.5K
|
5.63K
$132K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
152+ 0.22% |
$9.29K - $10.3K
|
69K
$1.62M
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
152New |
$9.29K - $10.3K
|
152
$3.57K
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
150+ 2.56% |
$9.17K - $10.2K
|
6.01K
$141K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
148+ 0.36% |
$9.04K - $10K
|
41.5K
$977K
|