Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
98.7M+ 195.73% |
$5.79B - $6.39B
|
149M
$3.49B
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
14.2M+ 14533.94% |
$835M - $921M
|
14.3M
$335M
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
3.2MNew |
$188M - $208M
|
3.2M
$75M
|
|
|
Jul 17, 2024
Q2 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
1.97MNew |
$116M - $128M
|
1.97M
$46.1M
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
1.14M+ 897.65% |
$66.9M - $73.9M
|
1.27M
$29.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
948KNew |
$55.7M - $61.4M
|
948K
$22.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
792K+ 24.94% |
$46.5M - $51.3M
|
3.97M
$92.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
756K+ 318.93% |
$44.4M - $49M
|
993K
$23.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
728K+ 526.01% |
$42.7M - $47.2M
|
867K
$20.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
710K+ 13.68% |
$41.7M - $46M
|
5.9M
$138M
|
|
|
Jul 25, 2024
Q2 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
595KNew |
$34.9M - $38.5M
|
595K
$13.9M
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
572K+ 50.01% |
$33.6M - $37M
|
1.72M
$40.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
469K+ 3020.71% |
$27.5M - $30.4M
|
485K
$11.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
334K+ 12.04% |
$19.6M - $21.7M
|
3.11M
$72.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
263K+ 25.54% |
$15.4M - $17M
|
1.29M
$30.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
216K+ 2.77% |
$12.7M - $14M
|
8M
$187M
|
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
BUY
|
- |
208K+ 2.55% |
$12.2M - $13.5M
|
8.38M
$196M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
191K+ 327.03% |
$11.2M - $12.4M
|
250K
$5.84M
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
182K+ 4.9% |
$10.7M - $11.8M
|
3.9M
$91.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
179KNew |
$10.5M - $11.6M
|
179K
$4.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
175K+ 3.19% |
$10.3M - $11.3M
|
5.65M
$132M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
169K+ 5.55% |
$9.94M - $11M
|
3.22M
$75.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
139K+ 11.71% |
$8.14M - $8.98M
|
1.32M
$30.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
138KNew |
$8.11M - $8.95M
|
138K
$3.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
126K+ 801.28% |
$7.41M - $8.18M
|
142K
$3.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
BUY
|
- |
118K+ 11.87% |
$6.94M - $7.66M
|
1.11M
$26.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
116K+ 6.33% |
$6.79M - $7.49M
|
1.94M
$45.5M
|
|
|
Aug 13, 2024
Q2 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
115KNew |
$6.74M - $7.44M
|
115K
$2.69M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
111K+ 356.59% |
$6.53M - $7.21M
|
142K
$3.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
99K+ 17395.78% |
$5.81M - $6.41M
|
99.6K
$2.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
98.2K+ 42.76% |
$5.76M - $6.36M
|
328K
$7.67M
|
|
|
Jul 31, 2024
Q2 2024
|
Retireful, LLC
|
BUY
|
- |
91.2KNew |
$5.35M - $5.91M
|
91.2K
$2.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
88.5K+ 12.76% |
$5.19M - $5.73M
|
782K
$18.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
84.7K+ 5.62% |
$4.97M - $5.49M
|
1.59M
$37.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
79.3K+ 12.21% |
$4.65M - $5.13M
|
728K
$17M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
73.9K+ 738.01% |
$4.34M - $4.79M
|
83.9K
$1.96M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
69.3KNew |
$4.07M - $4.49M
|
69.3K
$1.62M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
68.9K+ 0.65% |
$4.04M - $4.46M
|
10.6M
$248M
|
|
|
Jul 31, 2024
Q2 2024
|
Strategic Equity Management
|
BUY
|
- |
65.2K+ 19.14% |
$3.83M - $4.23M
|
406K
$9.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
61.6KNew |
$3.62M - $3.99M
|
61.6K
$1.44M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
59.3K+ 116.43% |
$3.48M - $3.84M
|
110K
$2.58M
|
|
|
Nov 18, 2024
Q2 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
58.9K+ 10.26% |
$3.45M - $3.81M
|
632K
$14.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
56.9KNew |
$3.34M - $3.69M
|
56.9K
$1.33M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
56.3KNew |
$3.31M - $3.65M
|
56.3K
$1.32M
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
51.2K+ 63.35% |
$3M - $3.32M
|
132K
$3.09M
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
46.7K+ 114.94% |
$2.74M - $3.02M
|
87.3K
$2.04M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
46.6K+ 31.02% |
$2.73M - $3.02M
|
197K
$4.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
46.2K+ 40.51% |
$2.71M - $2.99M
|
160K
$3.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
45.8KNew |
$2.69M - $2.97M
|
45.8K
$1.07M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
45.8K+ 996.43% |
$2.69M - $2.96M
|
50.3K
$1.18M
|