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 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.33K+ 33.18% |
$78.2K - $86.3K
|
5.35K
$125K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
BUY
|
- |
1.32K+ 0.82% |
$77.5K - $85.5K
|
163K
$3.81M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.3K+ 5.16% |
$76.1K - $84K
|
26.4K
$619K
|
|
|
Jul 11, 2024
Q2 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1.27K+ 2.94% |
$74.5K - $82.3K
|
44.4K
$1.04M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.26K+ 2.29% |
$74K - $81.7K
|
56.4K
$1.32M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.23K+ 0.61% |
$72.3K - $79.8K
|
205K
$4.79M
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.18K+ 2.83% |
$69.4K - $76.6K
|
42.9K
$1M
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
1.15K+ 19.14% |
$67.5K - $74.5K
|
7.16K
$168K
|
|
|
Jul 16, 2024
Q2 2024
|
Rhs Financial, LLC
|
BUY
|
- |
1.15K+ 2.01% |
$67.3K - $74.2K
|
58.3K
$1.36M
|
|
|
Aug 01, 2024
Q2 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
1.14K+ 1.34% |
$66.9K - $73.8K
|
85.9K
$2.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.13K+ 1.87% |
$66.4K - $73.3K
|
61.8K
$1.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.13K+ 6.88% |
$66.3K - $73.2K
|
17.6K
$411K
|
|
|
Jul 30, 2024
Q2 2024
|
St. Louis Trust CO
|
BUY
|
- |
1.13K+ 0.33% |
$66.2K - $73.1K
|
340K
$7.95M
|
|
|
Jul 19, 2024
Q2 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
1.11K+ 6.99% |
$65.2K - $71.9K
|
17K
$398K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.08K+ 2.78% |
$63.6K - $70.2K
|
40.1K
$938K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.06K+ 4.99% |
$62K - $68.5K
|
22.3K
$521K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
1.04K+ 6.96% |
$61.2K - $67.6K
|
16K
$375K
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.03K+ 1.52% |
$60.6K - $66.9K
|
68.8K
$1.61M
|
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.02K+ 16.96% |
$59.6K - $65.8K
|
7.01K
$164K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.01K+ 3.71% |
$59.5K - $65.7K
|
28.4K
$664K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
1K+ 0.63% |
$58.8K - $64.9K
|
160K
$3.73M
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
1KNew |
$58.7K - $64.8K
|
1K
$23.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
992+ 9.63% |
$58.2K - $64.3K
|
11.3K
$264K
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
BUY
|
- |
989+ 0.61% |
$58.1K - $64.1K
|
163K
$3.82M
|
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
BUY
|
- |
966+ 2.99% |
$56.7K - $62.6K
|
33.3K
$779K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
957+ 7.8% |
$56.2K - $62K
|
13.2K
$309K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
956+ 18.99% |
$56.1K - $61.9K
|
5.99K
$140K
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
929+ 1.76% |
$54.5K - $60.2K
|
53.6K
$1.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
916+ 4.03% |
$53.8K - $59.3K
|
23.6K
$553K
|
|
|
Jul 25, 2024
Q2 2024
|
Asset Planning Services Inc
|
BUY
|
- |
903+ 1.71% |
$53K - $58.5K
|
53.8K
$1.26M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
886+ 3.95% |
$52K - $57.4K
|
23.3K
$546K
|
|
|
Aug 13, 2024
Q2 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
855+ 2.02% |
$50.2K - $55.4K
|
43.3K
$1.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
853+ 1.85% |
$50.1K - $55.3K
|
46.9K
$1.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
846+ 0.16% |
$49.7K - $54.8K
|
545K
$12.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
814New |
$47.8K - $52.7K
|
814
$19K
|
|
|
Aug 14, 2024
Q2 2024
|
Dagco, Inc.
|
BUY
|
- |
813+ 95.65% |
$47.7K - $52.7K
|
1.66K
$38.9K
|
|
|
Jul 10, 2024
Q2 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
803+ 12.12% |
$47.1K - $52K
|
7.43K
$174K
|
|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
797+ 0.68% |
$46.8K - $51.6K
|
119K
$2.78M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
726+ 13.78% |
$42.6K - $47K
|
5.99K
$140K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
714+ 0.31% |
$41.9K - $46.3K
|
230K
$5.38M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
702+ 2.8% |
$41.2K - $45.5K
|
25.7K
$602K
|
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
687+ 2.94% |
$40.3K - $44.5K
|
24K
$562K
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
680+ 0.77% |
$39.9K - $44.1K
|
89.3K
$2.09M
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
676+ 2.99% |
$39.7K - $43.8K
|
23.3K
$545K
|
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
665+ 19.81% |
$39K - $43.1K
|
4.02K
$94.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
658+ 1.76% |
$38.6K - $42.6K
|
38.1K
$892K
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
611+ 6.44% |
$35.9K - $39.6K
|
10.1K
$236K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
610+ 2.87% |
$35.8K - $39.5K
|
21.9K
$512K
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
599+ 0.35% |
$35.2K - $38.8K
|
173K
$4.06M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
581+ 3.25% |
$34.1K - $37.6K
|
18.5K
$432K
|