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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-601- 1.54% |
$35.3K - $38.9K
|
38.4K
$898K
|
|
|
Aug 09, 2024
Q2 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-603- 1.27% |
$35.4K - $39.1K
|
46.9K
$1.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-605- 3.86% |
$35.5K - $39.2K
|
15.1K
$353K
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-610- 9.48% |
$35.8K - $39.5K
|
5.82K
$136K
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-617- 0.21% |
$36.2K - $40K
|
289K
$6.77M
|
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-618- 0.39% |
$36.3K - $40K
|
159K
$3.71M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-619- 0.2% |
$36.3K - $40.1K
|
313K
$7.32M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-635- 2.93% |
$37.3K - $41.1K
|
21K
$492K
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-640- 14.89% |
$37.6K - $41.5K
|
3.66K
$85.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-641- 5.45% |
$37.6K - $41.5K
|
11.1K
$260K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-642- 8.76% |
$37.7K - $41.6K
|
6.69K
$157K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-644- 2.16% |
$37.8K - $41.7K
|
29.1K
$682K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-646- 12.82% |
$37.9K - $41.8K
|
4.39K
$103K
|
|
|
Jul 11, 2024
Q2 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-653- 3.89% |
$38.3K - $42.3K
|
16.1K
$378K
|
|
|
Jul 15, 2024
Q2 2024
|
Flower City Capital
|
SELL
|
- |
-669- 1.47% |
$39.3K - $43.3K
|
44.8K
$1.05M
|
|
|
Jul 31, 2024
Q2 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-675- 15.64% |
$39.6K - $43.7K
|
3.64K
$85.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-685- 2.33% |
$40.2K - $44.4K
|
28.7K
$672K
|
|
|
Aug 20, 2024
Q2 2024
|
Next Capital Management LLC
|
SELL
|
- |
-694- 1.38% |
$40.7K - $45K
|
49.7K
$1.16M
|
|
|
Jul 17, 2024
Q2 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-700- 2.11% |
$41.1K - $45.3K
|
32.5K
$760K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
SELL
|
- |
-714- 20.7% |
$41.9K - $46.3K
|
2.74K
$64K
|
|
|
Jul 16, 2024
Q2 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-715- 3.46% |
$42K - $46.3K
|
19.9K
$467K
|
|
|
Aug 02, 2024
Q2 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-726- 15.11% |
$42.6K - $47K
|
4.08K
$95.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-736- 5.89% |
$43.2K - $47.7K
|
11.8K
$275K
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-758- 7.12% |
$44.5K - $49.1K
|
9.89K
$231K
|
|
|
Jul 16, 2024
Q2 2024
|
Eagle Capital Management, LLC
|
SELL
|
- |
-759- 1.22% |
$44.6K - $49.2K
|
61.5K
$1.44M
|
|
|
Aug 09, 2024
Q2 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-774- 0.9% |
$45.4K - $50.1K
|
85.3K
$2M
|
|
|
Aug 07, 2024
Q2 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-776- 2.74% |
$45.6K - $50.3K
|
27.5K
$645K
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-778- 11.99% |
$45.7K - $50.4K
|
5.71K
$134K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-786- 1.52% |
$46.1K - $50.9K
|
51K
$1.19M
|
|
|
Jul 26, 2024
Q2 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-792- 5.41% |
$46.5K - $51.3K
|
13.9K
$324K
|
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
SELL
|
- |
-804- 2.59% |
$47.2K - $52.1K
|
30.2K
$708K
|
|
|
Aug 12, 2024
Q2 2024
|
Acas, LLC
|
SELL
|
- |
-812- 14.46% |
$47.7K - $52.6K
|
4.81K
$112K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-840- 0.67% |
$49.3K - $54.4K
|
124K
$2.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-848- 4.56% |
$49.8K - $54.9K
|
17.8K
$416K
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-848- 1.29% |
$49.8K - $54.9K
|
65K
$1.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-849- 1.38% |
$49.8K - $55K
|
60.6K
$1.42M
|
|
|
Jul 25, 2024
Q2 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-890- 11.67% |
$52.2K - $57.7K
|
6.74K
$158K
|
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-903- 14.84% |
$53K - $58.5K
|
5.18K
$121K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-905- 5.69% |
$53.1K - $58.6K
|
15K
$351K
|
|
|
Jul 17, 2024
Q2 2024
|
Human Investing LLC
|
SELL
|
- |
-908- 3.72% |
$53.3K - $58.8K
|
23.5K
$550K
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-920- 1.45% |
$54K - $59.6K
|
62.5K
$1.46M
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-925- 17.61% |
$54.3K - $59.9K
|
4.33K
$101K
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-936- 54.45% |
$54.9K - $60.6K
|
783
$18.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-948- 89.52% |
$55.6K - $61.4K
|
111
$2.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-950- 3.19% |
$55.8K - $61.5K
|
28.8K
$674K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-963- 68.01% |
$56.5K - $62.4K
|
453
$10.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-968- 10.54% |
$56.8K - $62.7K
|
8.22K
$192K
|
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-975- 2.17% |
$57.2K - $63.2K
|
44K
$1.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-976- 1.47% |
$57.3K - $63.2K
|
65.6K
$1.54M
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-981- 20.6% |
$57.6K - $63.5K
|
3.78K
$88.5K
|