Purchases and Sales Made in Q2 2024 in Schwab Strategic Tr Us Large C (SCHX)

SCHX Quotes by TradingView

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 14, 2024 Q2 2024
Beacon Investment Advisory Services, Inc.

BUY
 -
571
+ 13.6%
$33.5K - $37K
4.77K $112K
Aug 09, 2024 Q2 2024
Tucker Asset Management LLC

Littleton, CO
BUY
 -
539
+ 9.31%
$31.6K - $34.9K
6.33K $148K
Nov 13, 2024 Q2 2024
Covington Investment Advisors Inc.

Ligonier, PA
BUY
 -
537
+ 5.97%
$31.5K - $34.8K
9.53K $223K
Jul 31, 2024 Q2 2024
Facet Wealth, Inc.

BUY
 -
521
+ 3.7%
$30.6K - $33.8K
14.6K $342K
Jul 31, 2024 Q2 2024
Advisors Management Group Inc

BUY
 -
514
+ 1.28%
$30.2K - $33.3K
40.8K $955K
Aug 13, 2024 Q2 2024
Dana Investment Advisors, Inc.

Brookfield, WI
BUY
 -
513
+ 9.44%
$30.1K - $33.2K
5.95K $139K
Jul 30, 2024 Q2 2024
Baltimore Washington Financial Advisors, Inc.

BUY
 -
512
+ 10.1%
$30.1K - $33.2K
5.58K $131K
Aug 12, 2024 Q2 2024
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
512
+ 0.81%
$30.1K - $33.2K
64K $1.5M
Jul 22, 2024 Q2 2024
Iron Horse Wealth Management, LLC

BUY
 -
508
New
$29.8K - $32.9K
508 $11.9K
Aug 13, 2024 Q2 2024
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
504
+ 1.28%
$29.6K - $32.6K
39.9K $934K
Jul 12, 2024 Q2 2024
Koshinski Asset Management, Inc.

BUY
 -
483
+ 8.9%
$28.4K - $31.3K
5.91K $138K
Aug 14, 2024 Q2 2024
Rollins Financial Advisors, LLC

Atlanta, GA
BUY
 -
475
+ 13.25%
$27.9K - $30.8K
4.06K $95K
Jul 15, 2024 Q2 2024
Wedmont Private Capital

BUY
 -
459
+ 0.97%
$26.9K - $29.7K
47.6K $1.11M
Aug 07, 2024 Q2 2024
Pfg Advisors

BUY
 -
456
+ 0.73%
$26.8K - $29.5K
63.2K $1.48M
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
442
New
$25.9K - $28.6K
442 $10.3K
Jul 17, 2024 Q2 2024
Accurate Wealth Management, LLC

BUY
 -
436
+ 5.62%
$25.6K - $28.2K
8.2K $192K
Aug 06, 2024 Q2 2024
Glassman Wealth Services

BUY
 -
429
+ 34.18%
$25.2K - $27.8K
1.68K $39.4K
Jul 12, 2024 Q2 2024
Ignite Planners, LLC

BUY
 -
419
+ 0.75%
$24.6K - $27.1K
56.2K $1.32M
Aug 01, 2024 Q2 2024
Yhb Investment Advisors, Inc.

BUY
 -
414
+ 1.46%
$24.3K - $26.8K
28.7K $672K
Jul 15, 2024 Q2 2024
Transform Wealth, LLC

BUY
 -
412
+ 3.22%
$24.2K - $26.7K
13.2K $309K
Aug 09, 2024 Q2 2024
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
409
+ 7.06%
$24K - $26.5K
6.2K $145K
Aug 13, 2024 Q2 2024
Asset Management Group, Inc.

Stamford, CT
BUY
 -
407
+ 0.71%
$23.9K - $26.4K
57.4K $1.34M
Jul 23, 2024 Q2 2024
Madison Park Capital Advisors, LLC

Seattle, WA
BUY
 -
400
+ 5.51%
$23.5K - $25.9K
7.66K $179K
Jul 31, 2024 Q2 2024
Lafayette Investments, Inc.

BUY
 -
398
+ 9.06%
$23.4K - $25.8K
4.79K $112K
Jul 31, 2024 Q2 2024
Capital Advisors Inc

BUY
 -
398
+ 1.26%
$23.4K - $25.8K
32.1K $751K
Aug 09, 2024 Q2 2024
Firestone Capital Management

BUY
 -
397
+ 2.42%
$23.3K - $25.7K
16.8K $393K
Aug 14, 2024 Q2 2024
Sfmg, LLC

BUY
 -
393
+ 0.41%
$23.1K - $25.5K
95.1K $2.23M
Jul 22, 2024 Q2 2024
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
389
+ 0.17%
$22.8K - $25.2K
228K $5.33M
Aug 06, 2024 Q2 2024
North Rock Partners, LLC

BUY
 -
387
+ 0.43%
$22.7K - $25.1K
89.9K $2.1M
Aug 09, 2024 Q2 2024
Sierra Summit Advisors LLC

Incline Village, NV
BUY
 -
370
+ 8.27%
$21.7K - $24K
4.85K $113K
Aug 14, 2024 Q2 2024
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
354
+ 3.68%
$20.8K - $22.9K
9.97K $233K
Jul 15, 2024 Q2 2024
Jfs Wealth Advisors, LLC

BUY
 -
341
+ 1.28%
$20K - $22.1K
27K $631K
Jul 31, 2024 Q2 2024
D.A. Davidson & Co.

BUY
 -
325
+ 5.57%
$19.1K - $21.1K
6.16K $144K
Aug 08, 2024 Q2 2024
Huntington National Bank

Columbus, OH
BUY
 -
322
+ 10.0%
$18.9K - $20.9K
3.54K $82.9K
Aug 14, 2024 Q2 2024
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
316
+ 0.21%
$18.5K - $20.5K
149K $3.48M
Aug 06, 2024 Q2 2024
Diversified Investment Strategies, LLC

BUY
 -
312
+ 6.22%
$18.3K - $20.2K
5.33K $125K
Aug 13, 2024 Q2 2024
Elgethun Capital Management

Sioux Falls, SD
BUY
 -
310
+ 0.76%
$18.2K - $20.1K
41.3K $966K
Aug 06, 2024 Q2 2024
Arlington Trust CO LLC

Birmingham, AL
BUY
 -
307
+ 0.15%
$18K - $19.9K
202K $4.73M
Jul 12, 2024 Q2 2024
Seneca House Advisors

BUY
 -
294
+ 1.95%
$17.3K - $19K
15.4K $360K
Jul 17, 2024 Q2 2024
Aurora Private Wealth, Inc.

BUY
 -
282
+ 1.58%
$16.6K - $18.3K
18.1K $424K
Jul 01, 2024 Q2 2024
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
279
+ 0.6%
$16.4K - $18.1K
46.4K $1.09M
Aug 02, 2024 Q2 2024
Simon Quick Advisors, LLC

BUY
 -
270
+ 0.92%
$15.8K - $17.5K
29.8K $697K
Jul 11, 2024 Q2 2024
Tilia Fiduciary Partners, Inc.

BUY
 -
263
+ 1.43%
$15.4K - $17K
18.6K $435K
Aug 02, 2024 Q2 2024
Root Financial Partners, LLC

Solana Beach, CA
BUY
 -
259
+ 3.95%
$15.2K - $16.8K
6.82K $160K
Aug 02, 2024 Q2 2024
Bordeaux Wealth Advisors LLC

BUY
 -
250
+ 5.88%
$14.7K - $16.2K
4.5K $105K
Aug 13, 2024 Q2 2024
Merit Financial Group, LLC

BUY
 -
248
+ 4.69%
$14.6K - $16.1K
5.53K $129K
Jul 31, 2024 Q2 2024
Moisand Fitzgerald Tamayo, LLC

BUY
 -
241
+ 0.82%
$14.1K - $15.6K
29.5K $691K
Jul 30, 2024 Q2 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
240
New
$14.1K - $15.5K
240 $5.62K
Jul 23, 2024 Q2 2024
Essex Savings Bank

BUY
 -
235
+ 3.55%
$13.8K - $15.2K
6.85K $160K

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