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 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-6.57K- 2.2% |
$386K - $426K
|
292K
$6.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-6.59K- 61.28% |
$387K - $427K
|
4.16K
$97K
|
|
|
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
$2.59M
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-6.88K- 1.48% |
$404K - $446K
|
457K
$10.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Montis Financial, LLC
|
SELL
|
- |
-6.88K- 4.27% |
$404K - $446K
|
154K
$3.59M
|
|
|
Jul 25, 2024
Q2 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-6.98K- 1.09% |
$410K - $452K
|
630K
$14.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-7.04K- 3.31% |
$413K - $456K
|
205K
$4.78M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.44K- 2.64% |
$437K - $482K
|
275K
$6.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.56K- 1.61% |
$444K - $489K
|
463K
$10.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-7.57K- 4.27% |
$444K - $490K
|
170K
$3.95M
|
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-7.73K- 7.03% |
$454K - $501K
|
102K
$2.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-7.81K- 20.37% |
$458K - $506K
|
30.5K
$711K
|
|
|
Aug 09, 2024
Q2 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-7.85K- 0.74% |
$461K - $509K
|
1.05M
$24.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.92K- 4.84% |
$465K - $513K
|
155K
$3.62M
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-8.4K- 4.49% |
$493K - $544K
|
179K
$4.16M
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-8.4K- 4.49% |
$493K - $544K
|
179K
$4.16M
|
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-8.52K- 28.87% |
$500K - $552K
|
21K
$489K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-8.66K- 14.41% |
$508K - $561K
|
51.4K
$1.2M
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-8.82K- 8.0% |
$517K - $571K
|
101K
$2.36M
|
|
|
Jul 25, 2024
Q2 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-9K- 5.46% |
$528K - $583K
|
156K
$3.63M
|
|
|
Apr 08, 2025
Q2 2024
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-9.1K- 4.36% |
$534K - $590K
|
200K
$4.65M
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-9.15K- 3.2% |
$537K - $593K
|
277K
$6.45M
|
|
|
Jul 18, 2024
Q2 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-9.21K- 23.39% |
$541K - $596K
|
30.2K
$703K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-9.21K- 2.86% |
$541K - $596K
|
313K
$7.29M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-9.67K- 2.72% |
$568K - $626K
|
346K
$8.07M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-10.6K- 0.99% |
$621K - $686K
|
1.06M
$24.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-11.1K- 1.37% |
$651K - $719K
|
798K
$18.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-11.3K- 0.74% |
$662K - $730K
|
1.51M
$35.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-11.7K- 1.97% |
$687K - $758K
|
583K
$13.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Athena Investment Management
|
SELL
|
- |
-11.9K- 2.54% |
$697K - $769K
|
455K
$10.6M
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-11.9K- 1.79% |
$697K - $770K
|
652K
$15.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-12.1K- 8.99% |
$713K - $786K
|
123K
$2.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-12.3K- 10.49% |
$721K - $795K
|
105K
$2.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-12.3K- 0.99% |
$724K - $799K
|
1.24M
$28.8M
|
|
|
Aug 01, 2024
Q2 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-12.5K- 7.69% |
$732K - $808K
|
150K
$3.49M
|
|
|
Aug 06, 2024
Q2 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-12.6K- 1.22% |
$740K - $817K
|
1.02M
$23.9M
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-12.9K- 9.74% |
$758K - $837K
|
120K
$2.79M
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-13.8K- 9.5% |
$807K - $891K
|
131K
$3.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-13.8K- 19.39% |
$812K - $896K
|
57.5K
$1.34M
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-13.9K- 1.23% |
$816K - $901K
|
1.12M
$26.1M
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Planning LLC
|
SELL
|
- |
-13.9K- 52.85% |
$818K - $903K
|
12.4K
$290K
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
SELL
|
- |
-14.2K- 12.82% |
$836K - $923K
|
96.8K
$2.26M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-14.2K- 1.63% |
$836K - $923K
|
859K
$20M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-14.9K- 1.71% |
$876K - $967K
|
859K
$20M
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-15.2K- 19.78% |
$892K - $985K
|
61.6K
$1.44M
|
|
|
Jan 08, 2025
Q2 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-15.6K- 7.83% |
$917K - $1.01M
|
184K
$4.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-16.1K- 3.38% |
$945K - $1.04M
|
460K
$10.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-16.2K- 9.61% |
$953K - $1.05M
|
153K
$3.56M
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-16.4K- 1.31% |
$960K - $1.06M
|
1.23M
$28.8M
|