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 25, 2024
Q2 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
7.03K+ 1.84% |
$412K - $455K
|
389K
$9.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
6.78K+ 91.11% |
$398K - $439K
|
14.2K
$333K
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
6.73K+ 4.22% |
$395K - $436K
|
166K
$3.89M
|
|
|
Jul 23, 2024
Q2 2024
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
6.65K+ 20.05% |
$390K - $431K
|
39.8K
$932K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.44K+ 4.63% |
$378K - $417K
|
146K
$3.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
6.37K+ 10.09% |
$374K - $412K
|
69.5K
$1.63M
|
|
|
Jul 18, 2024
Q2 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
6.22K+ 2.39% |
$365K - $403K
|
266K
$6.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.19K+ 62.74% |
$363K - $401K
|
16K
$375K
|
|
|
Jul 23, 2024
Q2 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
6.13K+ 88.97% |
$360K - $397K
|
13K
$305K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
5.96K+ 161.66% |
$350K - $386K
|
9.64K
$226K
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
5.95K+ 296.22% |
$349K - $386K
|
7.96K
$186K
|
|
|
Aug 13, 2024
Q2 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
5.92KNew |
$347K - $383K
|
5.92K
$138K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
5.89K+ 6.21% |
$346K - $382K
|
101K
$2.36M
|
|
|
Jul 12, 2024
Q2 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
5.84K+ 7.51% |
$343K - $378K
|
83.6K
$1.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
5.71KNew |
$335K - $370K
|
5.71K
$134K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.52K+ 32.15% |
$324K - $358K
|
22.7K
$531K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.51K+ 59.94% |
$323K - $357K
|
14.7K
$344K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Consulate, Inc
|
BUY
|
- |
5.45K+ 0.47% |
$320K - $353K
|
1.16M
$27.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
5.39K+ 28.76% |
$316K - $349K
|
24.1K
$564K
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
5.37K+ 5.23% |
$315K - $348K
|
108K
$2.53M
|
|
|
Aug 12, 2024
Q2 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
5.35KNew |
$314K - $346K
|
5.35K
$125K
|
|
|
Aug 08, 2024
Q2 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
5.22K+ 146.09% |
$306K - $338K
|
8.79K
$206K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
5.21K+ 1.97% |
$306K - $338K
|
269K
$6.3M
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
5.21KNew |
$306K - $337K
|
5.21K
$122K
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.16KNew |
$303K - $334K
|
5.16K
$121K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.15KNew |
$302K - $334K
|
5.15K
$120K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.12K+ 6.52% |
$301K - $332K
|
83.7K
$1.96M
|
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
5.1KNew |
$299K - $330K
|
5.1K
$119K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.04K+ 191.78% |
$296K - $327K
|
7.67K
$180K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.91K+ 8.58% |
$288K - $318K
|
62.1K
$1.45M
|
|
|
Aug 08, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
4.88KNew |
$287K - $316K
|
4.88K
$114K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
4.85K+ 2.3% |
$284K - $314K
|
215K
$5.04M
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4.81K+ 4.58% |
$282K - $311K
|
110K
$2.57M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.72K+ 49.49% |
$277K - $306K
|
14.3K
$334K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.57KNew |
$268K - $296K
|
4.57K
$107K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
4.54KNew |
$266K - $294K
|
4.54K
$106K
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
BUY
|
- |
4.5KNew |
$264K - $292K
|
4.5K
$105K
|
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
4.49KNew |
$263K - $291K
|
4.49K
$105K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.47K+ 15.84% |
$262K - $289K
|
32.7K
$764K
|
|
|
Aug 09, 2024
Q2 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
4.46K+ 1.35% |
$262K - $289K
|
335K
$7.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Gg Group Ventures, LLC
Orlando, FL |
BUY
|
- |
4.42KNew |
$260K - $286K
|
4.42K
$103K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
4.38KNew |
$257K - $284K
|
4.38K
$103K
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
4.38K+ 20.67% |
$257K - $284K
|
25.6K
$598K
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
4.37K+ 1.38% |
$256K - $283K
|
320K
$7.49M
|
|
|
Jul 11, 2024
Q2 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
4.35K+ 9.33% |
$255K - $282K
|
50.9K
$1.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.34K+ 29.05% |
$255K - $281K
|
19.3K
$451K
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
4.23K+ 2.62% |
$249K - $274K
|
166K
$3.89M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.05K+ 27.08% |
$238K - $263K
|
19K
$445K
|
|
|
Jul 10, 2024
Q2 2024
|
Madden Securities Corp
|
BUY
|
- |
4.03K+ 20.63% |
$237K - $261K
|
23.6K
$551K
|
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
4.02KNew |
$236K - $260K
|
4.02K
$94K
|