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 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-132K- 66.0% |
$7.74M - $8.54M
|
67.9K
$1.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-137K- 6.78% |
$8.04M - $8.87M
|
1.88M
$43.9M
|
|
|
Mar 04, 2025
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-164K- 77.81% |
$9.65M - $10.7M
|
46.9K
$1.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-171K- 1.35% |
$10.1M - $11.1M
|
12.5M
$292M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-212K- 13.79% |
$12.4M - $13.7M
|
1.32M
$30.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-241K- 4.84% |
$14.1M - $15.6M
|
4.74M
$110M
|
|
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-314K- 68.82% |
$18.4M - $20.4M
|
142K
$3.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-345K- 9.42% |
$20.3M - $22.4M
|
3.32M
$77.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-349K- 5.35% |
$20.5M - $22.6M
|
6.18M
$144M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-361K- 6.16% |
$21.2M - $23.4M
|
5.49M
$128M
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-367K- 99.24% |
$21.6M - $23.8M
|
2.8K
$65.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-478K- 32.32% |
$28.1M - $31M
|
1M
$23.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-544K- 7.49% |
$31.9M - $35.2M
|
6.71M
$156M
|
|
|
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.34M- 70.37% |
$255M - $281M
|
1.83M
$42.6M
|