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 |
|---|---|---|---|---|---|---|---|
|
Sep 26, 2024
Q2 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-3.67K- 18.44% |
$215K - $237K
|
16.2K
$379K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.69K- 36.87% |
$216K - $239K
|
6.31K
$148K
|
|
|
Jul 31, 2024
Q2 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-3.73K- 11.6% |
$219K - $242K
|
28.5K
$666K
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.75K- 3.83% |
$220K - $243K
|
94.2K
$2.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-3.86K- 6.42% |
$227K - $250K
|
56.3K
$1.32M
|
|
|
Jul 24, 2024
Q2 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-3.87K- 2.57% |
$227K - $250K
|
146K
$3.42M
|
|
|
Aug 08, 2024
Q2 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-3.91K- 10.62% |
$230K - $253K
|
32.9K
$770K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.92K- 5.96% |
$230K - $254K
|
61.8K
$1.45M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.93K- 44.59% |
$231K - $255K
|
4.88K
$114K
|
|
|
Aug 09, 2024
Q2 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-3.96K- 2.43% |
$232K - $256K
|
159K
$3.71M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3.96K- 98.73% |
$232K - $256K
|
51
$1.19K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-3.98K- 2.92% |
$234K - $258K
|
133K
$3.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.05K- 0.98% |
$238K - $262K
|
408K
$9.54M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-4.17K- 38.58% |
$245K - $270K
|
6.64K
$155K
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-4.52K- 2.68% |
$265K - $293K
|
164K
$3.84M
|
|
|
Jul 16, 2024
Q2 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-4.53K- 1.93% |
$266K - $293K
|
230K
$5.37M
|
|
|
Jul 10, 2024
Q2 2024
|
Matrix Trust CO
|
SELL
|
- |
-4.78K- 0.85% |
$280K - $309K
|
555K
$13M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.79K- 27.54% |
$281K - $311K
|
12.6K
$295K
|
|
|
Jul 25, 2024
Q2 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-4.93K- 20.58% |
$289K - $319K
|
19K
$445K
|
|
|
Jul 16, 2024
Q2 2024
|
Adams Wealth Management
|
SELL
|
- |
-4.98K- 0.52% |
$292K - $322K
|
948K
$22.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-5.09K- 7.25% |
$299K - $330K
|
65.1K
$1.52M
|
|
|
Jul 12, 2024
Q2 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-5.13K- 5.31% |
$301K - $332K
|
91.4K
$2.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.17K- 6.44% |
$304K - $335K
|
75.1K
$1.76M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-5.27K- 6.68% |
$309K - $341K
|
73.7K
$1.72M
|
|
|
Jul 17, 2024
Q2 2024
|
Manchester Financial Inc
|
SELL
|
- |
-5.27K- 1.24% |
$309K - $342K
|
421K
$9.86M
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-5.3K- 46.23% |
$311K - $343K
|
6.17K
$144K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-5.54K- 2.17% |
$325K - $359K
|
250K
$5.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.62K- 1.86% |
$330K - $364K
|
296K
$6.93M
|
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-5.65K- 1.38% |
$332K - $366K
|
405K
$9.47M
|
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-5.66K- 8.94% |
$332K - $367K
|
57.7K
$1.35M
|
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
SELL
|
- |
-5.68K- 34.03% |
$334K - $368K
|
11K
$258K
|
|
|
Aug 12, 2024
Q2 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-5.7K- 35.13% |
$334K - $369K
|
10.5K
$246K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-5.87K- 9.24% |
$345K - $380K
|
57.7K
$1.35M
|
|
|
Oct 09, 2024
Q2 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-5.94K- 43.63% |
$349K - $385K
|
7.68K
$180K
|
|
|
Jul 25, 2024
Q2 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-6.05K- 1.67% |
$355K - $392K
|
356K
$8.34M
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-6.18K- 3.51% |
$363K - $400K
|
170K
$3.97M
|
|
|
Jul 31, 2024
Q2 2024
|
Hanseatic Management Services Inc
|
SELL
|
- |
-6.21K- 10.07% |
$365K - $402K
|
55.5K
$1.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-6.44K- 1.06% |
$378K - $417K
|
600K
$14M
|
|
|
Aug 07, 2024
Q2 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-6.46K- 1.71% |
$379K - $418K
|
370K
$8.67M
|
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
SELL
|
- |
-6.53K- 5.19% |
$383K - $423K
|
119K
$2.79M
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-6.55K- 6.89% |
$385K - $424K
|
88.5K
$2.07M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-6.57K- 2.2% |
$386K - $426K
|
292K
$6.83M
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-6.59K- 61.28% |
$387K - $427K
|
4.16K
$97.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-6.77K- 57.7% |
$397K - $439K
|
4.96K
$116K
|
|
|
Aug 08, 2024
Q2 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-6.85K- 5.79% |
$402K - $444K
|
111K
$2.61M
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-6.88K- 1.48% |
$404K - $446K
|
457K
$10.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Montis Financial, LLC
|
SELL
|
- |
-6.88K- 4.27% |
$404K - $446K
|
154K
$3.61M
|
|
|
Jul 25, 2024
Q2 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-6.98K- 1.09% |
$410K - $452K
|
630K
$14.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-7.04K- 3.31% |
$413K - $456K
|
205K
$4.8M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.44K- 2.64% |
$437K - $482K
|
275K
$6.43M
|