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 12, 2024 Q2 2024
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
233
+ 21.47%
$13.7K - $15.1K
1.32K $30.8K
Aug 08, 2024 Q2 2024
Clear Investment Research, LLC

BUY
 -
232
+ 0.55%
$13.6K - $15K
42.7K $998K
Jul 30, 2024 Q2 2024
Di Nuzzo Private Wealth, Inc.

Beaver, PA
BUY
 -
226
New
$13.3K - $14.6K
226 $5.29K
Aug 14, 2024 Q2 2024
Missouri Trust & Investment CO

Springfield, MO
BUY
 -
225
+ 0.33%
$13.2K - $14.6K
68.1K $1.59M
Jul 26, 2024 Q2 2024
Sprinkle Financial Consultants LLC

Littleton, CO
BUY
 -
225
+ 0.06%
$13.2K - $14.6K
360K $8.41M
Aug 09, 2024 Q2 2024
Capital Wealth Planning, LLC

BUY
 -
214
+ 4.88%
$12.6K - $13.9K
4.6K $108K
Jul 24, 2024 Q2 2024
Arcataur Capital Management LLC

Milwaukee, WI
BUY
 -
204
+ 0.21%
$12K - $13.2K
98.7K $2.31M
Jul 31, 2024 Q2 2024
Bogart Wealth, LLC

BUY
 -
199
+ 9.94%
$11.7K - $12.9K
2.2K $51.5K
Aug 09, 2024 Q2 2024
Great Lakes Retirement, Inc.

Sandusky, OH
BUY
 -
196
New
$11.5K - $12.7K
196 $4.59K
Jul 16, 2024 Q2 2024
Gps Wealth Strategies Group, LLC

BUY
 -
185
+ 7.0%
$10.9K - $12K
2.83K $66.1K
Jul 25, 2024 Q2 2024
New Millennium Group LLC

Sandy, UT
BUY
 -
178
New
$10.4K - $11.5K
178 $4.17K
Jul 31, 2024 Q2 2024
Opus Capital Group, LLC

BUY
 -
160
+ 3.88%
$9.39K - $10.4K
4.29K $100K
Jul 23, 2024 Q2 2024
1620 Investment Advisors, Inc.

Plymouth, MA
BUY
 -
148
New
$8.69K - $9.59K
148 $3.46K
Jul 24, 2024 Q2 2024
Beacon Capital Management, LLC

BUY
 -
121
+ 4.8%
$7.1K - $7.84K
2.64K $61.8K
Aug 09, 2024 Q2 2024
Fairfield Financial Advisors, LTD

Wellesley, MA
BUY
 -
106
New
$6.22K - $6.87K
106 $2.48K
Aug 14, 2024 Q2 2024
Financial Network Wealth Advisors LLC

Murray, UT
BUY
 -
101
New
$5.93K - $6.54K
101 $2.36K
Jul 23, 2024 Q2 2024
Geneos Wealth Management Inc.

BUY
 -
100
+ 2.86%
$5.87K - $6.48K
3.6K $84.3K
Jul 26, 2024 Q2 2024
First Command Advisory Services, Inc.

BUY
 -
98
+ 31.61%
$5.75K - $6.35K
408 $9.55K
Jul 19, 2024 Q2 2024
Mbe Wealth Management, LLC

BUY
 -
97
+ 1.61%
$5.69K - $6.28K
6.11K $143K
Aug 06, 2024 Q2 2024
Sandy Spring Bank

BUY
 -
92
+ 0.43%
$5.4K - $5.96K
21.4K $501K
Jul 25, 2024 Q2 2024
Calamos Advisors LLC

BUY
 -
88
+ 0.32%
$5.17K - $5.7K
27.6K $646K
Aug 14, 2024 Q2 2024
Alley Investment Management Company, LLC

BUY
 -
84
+ 0.43%
$4.93K - $5.44K
19.5K $456K
Jul 10, 2024 Q2 2024
Valeo Financial Advisors, LLC

BUY
 -
83
+ 0.18%
$4.87K - $5.38K
45.6K $1.07M
Aug 14, 2024 Q2 2024
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
82
+ 0.18%
$4.81K - $5.31K
44.6K $1.04M
Aug 05, 2024 Q2 2024
Farmers & Merchants Investments Inc

BUY
 -
81
+ 1.79%
$4.75K - $5.25K
4.6K $108K
Jul 12, 2024 Q2 2024
Mirador Capital Partners LP

BUY
 -
78
+ 0.54%
$4.58K - $5.05K
14.5K $340K
Jul 12, 2024 Q2 2024
Capital Investment Advisors, LLC

BUY
 -
75
+ 0.82%
$4.4K - $4.86K
9.28K $217K
Jul 18, 2024 Q2 2024
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
74
+ 1.62%
$4.34K - $4.79K
4.63K $108K
Aug 13, 2024 Q2 2024
Gerber Kawasaki Wealth & Investment Management

BUY
 -
73
+ 0.63%
$4.29K - $4.73K
11.7K $274K
Aug 13, 2024 Q2 2024
En Rich Financial Partners LLC

Madison, WI
BUY
 -
73
+ 41.71%
$4.29K - $4.73K
248 $5.8K
Jul 18, 2024 Q2 2024
Gsb Wealth Management, LLC

BUY
 -
73
+ 0.86%
$4.29K - $4.73K
8.58K $201K
Jul 30, 2024 Q2 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
71
New
$4.17K - $4.6K
71 $1.66K
Jul 12, 2024 Q2 2024
Williams & Novak, LLC

Westlake Village, CA
BUY
 -
67
+ 0.83%
$3.93K - $4.34K
8.18K $191K
Jul 30, 2024 Q2 2024
Abacus Planning Group, Inc.

BUY
 -
62
+ 0.27%
$3.64K - $4.02K
22.6K $530K
Aug 12, 2024 Q2 2024
Princeton Global Asset Management LLC

BUY
 -
53
+ 12.35%
$3.11K - $3.43K
482 $11.3K
Aug 19, 2024 Q2 2024
Hershey Financial Advisers, LLC

Lancaster, PA
BUY
 -
53
New
$3.11K - $3.43K
53 $1.24K
Jul 30, 2024 Q2 2024
Life Plan Financial, LLC

Mankato, MN
BUY
 -
53
+ 0.42%
$3.11K - $3.43K
12.6K $296K
Jul 16, 2024 Q2 2024
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
52
+ 5.3%
$3.05K - $3.37K
1.03K $24.2K
Aug 06, 2024 Q2 2024
Davenport & CO LLC

BUY
 -
52
+ 1.48%
$3.05K - $3.37K
3.57K $83.4K
Jul 12, 2024 Q2 2024
Keystone Wealth Services, LLC

BUY
 -
48
+ 0.42%
$2.82K - $3.11K
11.6K $271K
Aug 02, 2024 Q2 2024
Weaver Capital Management LLC

Suwanee, GA
BUY
 -
45
+ 0.17%
$2.64K - $2.92K
27.2K $637K
Aug 14, 2024 Q2 2024
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
44
+ 0.08%
$2.58K - $2.85K
58.5K $1.37M
Jul 30, 2024 Q2 2024
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
41
+ 0.01%
$2.41K - $2.66K
787K $18.4M
Jul 23, 2024 Q2 2024
Macroview Investment Management LLC

BUY
 -
39
+ 0.9%
$2.29K - $2.53K
4.38K $103K
Jul 12, 2024 Q2 2024
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
35
+ 0.36%
$2.05K - $2.27K
9.84K $230K
Aug 07, 2024 Q2 2024
Nicollet Investment Management, Inc.

Minneapolis, MN
BUY
 -
34
+ 0.03%
$2K - $2.2K
102K $2.38M
Aug 01, 2024 Q2 2024
Carret Asset Management, LLC

BUY
 -
31
+ 0.18%
$1.82K - $2.01K
17.4K $406K
Jul 29, 2024 Q2 2024
Crewe Advisors LLC

BUY
 -
31
+ 0.2%
$1.82K - $2.01K
15.5K $364K
Jul 30, 2024 Q2 2024
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
30
+ 0.11%
$1.76K - $1.94K
28K $656K

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