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 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-15.2K- 19.78% |
$892K - $985K
|
61.6K
$1.66M
|
|
|
Jan 08, 2025
Q2 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-15.6K- 7.83% |
$917K - $1.01M
|
184K
$4.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-16.1K- 3.38% |
$945K - $1.04M
|
460K
$12.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-16.2K- 9.61% |
$953K - $1.05M
|
153K
$4.11M
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-16.4K- 1.31% |
$960K - $1.06M
|
1.23M
$33.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-16.7K- 16.43% |
$980K - $1.08M
|
84.9K
$2.29M
|
|
|
Feb 13, 2025
Q2 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-17.5K- 12.38% |
$1.03M - $1.13M
|
124K
$3.33M
|
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-17.7K- 3.41% |
$1.04M - $1.15M
|
501K
$13.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Moneywise, Inc.
|
SELL
|
- |
-17.8K- 3.37% |
$1.04M - $1.15M
|
509K
$13.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-19K- 4.08% |
$1.11M - $1.23M
|
446K
$12M
|
|
|
Jul 15, 2024
Q2 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-19.3K- 3.38% |
$1.13M - $1.25M
|
551K
$14.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-19.4K- 4.36% |
$1.14M - $1.25M
|
425K
$11.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-20K- 6.52% |
$1.17M - $1.29M
|
286K
$7.71M
|
|
|
Dec 19, 2024
Q2 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-20K- 9.73% |
$1.17M - $1.3M
|
186K
$4.99M
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-20.9K- 1.19% |
$1.23M - $1.36M
|
1.74M
$46.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-21.5K- 48.46% |
$1.26M - $1.39M
|
22.8K
$615K
|
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-21.6K- 2.78% |
$1.27M - $1.4M
|
754K
$20.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-21.6K- 2.78% |
$1.27M - $1.4M
|
754K
$20.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-21.7K- 62.58% |
$1.27M - $1.4M
|
13K
$349K
|
|
|
Jul 30, 2024
Q2 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-22K- 52.73% |
$1.29M - $1.43M
|
19.8K
$532K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-22.1K- 0.65% |
$1.3M - $1.43M
|
3.38M
$90.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-22.2K- 24.02% |
$1.3M - $1.44M
|
70.1K
$1.89M
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-22.5K- 27.96% |
$1.32M - $1.46M
|
57.9K
$1.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-24.2K- 17.18% |
$1.42M - $1.57M
|
116K
$3.13M
|
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-24.9K- 0.87% |
$1.46M - $1.61M
|
2.85M
$76.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-28K- 6.43% |
$1.65M - $1.82M
|
408K
$11M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-28.5K- 1.28% |
$1.68M - $1.85M
|
2.2M
$59.1M
|
|
|
Aug 13, 2025
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-31.2K- 84.6% |
$1.83M - $2.02M
|
5.68K
$153K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-31.9K- 1.37% |
$1.87M - $2.06M
|
2.29M
$61.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-32.6K- 35.4% |
$1.91M - $2.11M
|
59.5K
$1.6M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-33.3K- 0.91% |
$1.95M - $2.16M
|
3.64M
$97.9M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-34K- 10.42% |
$1.99M - $2.2M
|
292K
$7.86M
|
|
|
Jul 18, 2024
Q2 2024
|
Veery Capital, LLC
|
SELL
|
- |
-40.2K- 7.32% |
$2.36M - $2.6M
|
509K
$13.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-40.5K- 14.97% |
$2.38M - $2.62M
|
230K
$6.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-42K- 6.73% |
$2.47M - $2.72M
|
582K
$15.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-43.8K- 51.49% |
$2.57M - $2.84M
|
41.3K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-44.3K- 2.16% |
$2.6M - $2.87M
|
2M
$53.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-46.6K- 18.17% |
$2.74M - $3.02M
|
210K
$5.65M
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
SELL
|
- |
-46.8K- 23.91% |
$2.75M - $3.03M
|
149K
$4.01M
|
|
|
Aug 05, 2024
Q2 2024
|
ETF Store, Inc.
|
SELL
|
- |
-51.7K- 48.84% |
$3.04M - $3.35M
|
54.2K
$1.46M
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-54.5K- 10.2% |
$3.2M - $3.53M
|
480K
$12.9M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-54.8K- 6.73% |
$3.22M - $3.55M
|
759K
$20.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-59.9K- 5.37% |
$3.52M - $3.88M
|
1.06M
$28.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-61.5K- 8.85% |
$3.61M - $3.98M
|
633K
$17M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-62.6K- 19.38% |
$3.67M - $4.06M
|
260K
$7.01M
|
|
|
Jul 25, 2024
Q2 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-63.4K- 16.18% |
$3.72M - $4.1M
|
328K
$8.83M
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-73.9K- 27.77% |
$4.34M - $4.79M
|
192K
$5.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-77.2K- 58.69% |
$4.53M - $5M
|
54.3K
$1.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-79.9K- 8.43% |
$4.69M - $5.18M
|
868K
$23.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-90.8K- 12.68% |
$5.33M - $5.88M
|
625K
$16.8M
|