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 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-1.73K- 0.6% |
$102K - $112K
|
288K
$6.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.75K- 66.62% |
$103K - $113K
|
876
$20.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.77K- 1.4% |
$104K - $115K
|
125K
$2.91M
|
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.78K- 1.3% |
$104K - $115K
|
135K
$3.14M
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.8K- 20.46% |
$105K - $116K
|
6.99K
$163K
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-1.8K- 8.57% |
$106K - $117K
|
19.2K
$448K
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-1.83K- 66.67% |
$107K - $118K
|
913
$21.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-1.84K- 2.03% |
$108K - $119K
|
88.6K
$2.07M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.85K- 0.36% |
$108K - $120K
|
515K
$12M
|
|
|
Jul 18, 2024
Q2 2024
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-1.86K- 1.01% |
$109K - $121K
|
184K
$4.28M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.9K- 5.78% |
$112K - $123K
|
31K
$721K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.94K- 6.76% |
$114K - $126K
|
26.8K
$623K
|
|
|
Jan 28, 2025
Q2 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-1.97K- 38.7% |
$116K - $128K
|
3.12K
$72.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.98K- 5.37% |
$116K - $128K
|
34.9K
$814K
|
|
|
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-2K- 2.77% |
$117K - $129K
|
70.1K
$1.63M
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-2K- 1.59% |
$117K - $130K
|
124K
$2.88M
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-2K- 28.17% |
$117K - $130K
|
5.1K
$119K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.02K- 19.49% |
$118K - $131K
|
8.33K
$194K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.08K- 2.22% |
$122K - $135K
|
91.6K
$2.13M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.09K- 5.43% |
$122K - $135K
|
36.3K
$847K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.21K- 36.52% |
$130K - $143K
|
3.84K
$89.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-2.22K- 2.25% |
$130K - $144K
|
96.8K
$2.26M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-2.24K- 2.66% |
$131K - $145K
|
81.9K
$1.91M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.25K- 6.68% |
$132K - $146K
|
31.5K
$733K
|
|
|
Jul 26, 2024
Q2 2024
|
Leisure Capital Management
|
SELL
|
- |
-2.31K- 1.12% |
$135K - $149K
|
203K
$4.72M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.31K- 0.43% |
$135K - $150K
|
535K
$12.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.34K- 3.41% |
$137K - $152K
|
66.2K
$1.54M
|
|
|
Jul 24, 2024
Q2 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-2.36K- 18.86% |
$138K - $153K
|
10.1K
$236K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.39K- 1.58% |
$140K - $155K
|
149K
$3.46M
|
|
|
Jul 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-2.41K- 20.99% |
$142K - $156K
|
9.08K
$212K
|
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-2.49K- 0.53% |
$146K - $161K
|
466K
$10.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.52K- 5.73% |
$148K - $163K
|
41.4K
$964K
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-2.53K- 1.87% |
$148K - $164K
|
132K
$3.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.53K- 5.14% |
$149K - $164K
|
46.8K
$1.09M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.54K- 31.54% |
$149K - $165K
|
5.52K
$129K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-2.55K- 23.07% |
$150K - $165K
|
8.52K
$198K
|
|
|
Jul 25, 2024
Q2 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-2.56K- 1.94% |
$150K - $166K
|
130K
$3.02M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.57K- 2.31% |
$151K - $166K
|
109K
$2.54M
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-2.57K- 2.47% |
$151K - $167K
|
102K
$2.37M
|
|
|
Jul 15, 2024
Q2 2024
|
Ashford Advisors, LLC
|
SELL
|
- |
-2.7K- 0.47% |
$158K - $175K
|
572K
$13.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-2.72K- 2.33% |
$160K - $176K
|
114K
$2.66M
|
|
|
Jul 12, 2024
Q2 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-2.75K- 2.75% |
$161K - $178K
|
97.2K
$2.27M
|
|
|
Mar 28, 2025
Q2 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-2.78K- 3.69% |
$163K - $180K
|
72.5K
$1.69M
|
|
|
Mar 05, 2025
Q2 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-2.78K- 3.69% |
$163K - $180K
|
72.5K
$1.69M
|
|
|
Jul 23, 2024
Q2 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-2.82K- 0.64% |
$166K - $183K
|
440K
$10.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.83K- 13.78% |
$166K - $183K
|
17.7K
$412K
|
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-2.89K- 8.02% |
$170K - $187K
|
33.2K
$773K
|
|
|
Aug 12, 2024
Q2 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-2.92K- 2.98% |
$171K - $189K
|
94.9K
$2.21M
|
|
|
Aug 01, 2024
Q2 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-2.99K- 2.5% |
$176K - $194K
|
117K
$2.71M
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-3.12K- 31.24% |
$183K - $202K
|
6.87K
$160K
|