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 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-26Closed |
$1.53K - $1.68K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-26Closed |
$1.53K - $1.68K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-26- 11.82% |
$1.53K - $1.68K
|
194
$4.54K
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-26- 2.58% |
$1.53K - $1.68K
|
983
$23K
|
|
|
Jul 12, 2024
Q2 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-27- 0.38% |
$1.58K - $1.75K
|
7.11K
$166K
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-27- 0.14% |
$1.58K - $1.75K
|
18.9K
$443K
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-28Closed |
$1.64K - $1.81K
|
0
$0
|
|
|
Jul 17, 2024
Q2 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-31- 0.57% |
$1.82K - $2.01K
|
5.42K
$127K
|
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-32- 0.15% |
$1.88K - $2.07K
|
21K
$490K
|
|
|
Jul 16, 2024
Q2 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-32- 0.36% |
$1.88K - $2.07K
|
8.85K
$207K
|
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
SELL
|
- |
-33- 0.56% |
$1.94K - $2.14K
|
5.87K
$137K
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-38- 0.1% |
$2.23K - $2.46K
|
38.5K
$901K
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-46- 0.68% |
$2.7K - $2.98K
|
6.76K
$158K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-46- 0.66% |
$2.7K - $2.98K
|
6.88K
$161K
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-55- 0.09% |
$3.23K - $3.56K
|
58.6K
$1.37M
|
|
|
Jul 23, 2024
Q2 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-55- 0.1% |
$3.23K - $3.56K
|
55.9K
$1.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-60- 1.51% |
$3.52K - $3.89K
|
3.91K
$91.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-60- 0.41% |
$3.52K - $3.89K
|
14.7K
$345K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-62- 0.96% |
$3.64K - $4.02K
|
6.38K
$149K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-62- 6.39% |
$3.64K - $4.02K
|
909
$21.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-65- 0.48% |
$3.82K - $4.21K
|
13.5K
$316K
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-65- 0.37% |
$3.82K - $4.21K
|
17.6K
$413K
|
|
|
Jul 24, 2024
Q2 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-67- 1.29% |
$3.93K - $4.34K
|
5.12K
$120K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-70- 0.89% |
$4.11K - $4.53K
|
7.78K
$182K
|
|
|
Aug 09, 2024
Q2 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-75- 1.38% |
$4.4K - $4.86K
|
5.36K
$125K
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-77- 0.28% |
$4.52K - $4.99K
|
27.2K
$636K
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-80- 0.36% |
$4.7K - $5.18K
|
22.1K
$516K
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-81- 0.09% |
$4.75K - $5.25K
|
92.6K
$2.17M
|
|
|
Jul 31, 2024
Q2 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-81- 0.49% |
$4.75K - $5.25K
|
16.5K
$385K
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-81- 0.7% |
$4.75K - $5.25K
|
11.5K
$269K
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-81- 0.54% |
$4.75K - $5.25K
|
14.8K
$346K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-86- 6.04% |
$5.05K - $5.57K
|
1.34K
$31.3K
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-88- 0.64% |
$5.17K - $5.7K
|
13.6K
$319K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-90- 17.08% |
$5.28K - $5.83K
|
437
$10.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-90- 0.36% |
$5.28K - $5.83K
|
25.2K
$591K
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-91- 0.19% |
$5.34K - $5.89K
|
47.3K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-97- 0.88% |
$5.69K - $6.28K
|
10.9K
$256K
|
|
|
Aug 01, 2024
Q2 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-99- 1.92% |
$5.81K - $6.41K
|
5.06K
$118K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-100- 0.63% |
$5.87K - $6.48K
|
15.7K
$368K
|
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-104- 2.79% |
$6.1K - $6.74K
|
3.62K
$84.8K
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-107- 1.54% |
$6.28K - $6.93K
|
6.82K
$160K
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-109- 2.47% |
$6.4K - $7.06K
|
4.3K
$101K
|
|
|
Sep 12, 2024
Q2 2024
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-116- 0.02% |
$6.81K - $7.51K
|
472K
$11M
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-123- 0.39% |
$7.22K - $7.97K
|
31.6K
$739K
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-128- 0.24% |
$7.51K - $8.29K
|
54K
$1.26M
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-129- 0.62% |
$7.57K - $8.36K
|
20.6K
$481K
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-132- 1.62% |
$7.75K - $8.55K
|
8K
$187K
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-140- 0.35% |
$8.22K - $9.07K
|
40.1K
$938K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-140- 9.13% |
$8.22K - $9.07K
|
1.39K
$32.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-146- 0.18% |
$8.57K - $9.46K
|
80.4K
$1.88M
|