Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
17.6M+ 220.18% |
$1.08B - $1.19B
|
25.6M
$599M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.18M+ 193.78% |
$561M - $623M
|
13.9M
$326M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
6.28M+ 43.83% |
$383M - $426M
|
20.6M
$482M
|
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
BUY
|
- |
5.11MNew |
$312M - $347M
|
5.11M
$120M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
3.97MNew |
$242M - $269M
|
3.97M
$92.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.57MNew |
$96.1M - $107M
|
1.57M
$36.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.01M+ 205.61% |
$61.6M - $68.4M
|
1.5M
$35.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
995K+ 100.18% |
$60.8M - $67.5M
|
1.99M
$46.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
899K+ 208.5% |
$55M - $61M
|
1.33M
$31.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
795KNew |
$48.6M - $53.9M
|
795K
$18.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
628KNew |
$38.4M - $42.6M
|
628K
$14.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
578K+ 9.81% |
$35.3M - $39.2M
|
6.48M
$152M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
568K+ 10.05% |
$34.7M - $38.5M
|
6.22M
$145M
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
468KNew |
$28.6M - $31.7M
|
468K
$10.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
463K+ 214.97% |
$28.3M - $31.4M
|
679K
$15.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
396K+ 14141.22% |
$24.2M - $26.8M
|
398K
$9.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
390K+ 208.61% |
$23.8M - $26.5M
|
577K
$13.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
324K+ 58.78% |
$19.8M - $22M
|
875K
$20.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
302KNew |
$18.4M - $20.5M
|
302K
$7.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
276K+ 188.3% |
$16.8M - $18.7M
|
422K
$9.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
223K+ 713.93% |
$13.7M - $15.2M
|
255K
$5.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
199K+ 285.87% |
$12.1M - $13.5M
|
268K
$6.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
195K+ 12.26% |
$11.9M - $13.2M
|
1.79M
$41.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
180K+ 190.06% |
$11M - $12.2M
|
275K
$6.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
171K+ 10.72% |
$10.4M - $11.6M
|
1.76M
$41.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
171KNew |
$10.4M - $11.6M
|
171K
$3.99M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
165K+ 183.71% |
$10.1M - $11.2M
|
255K
$5.97M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
161K+ 215.5% |
$9.87M - $11M
|
236K
$5.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
BUY
|
- |
144K+ 12.88% |
$8.77M - $9.74M
|
1.26M
$29.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Raine Group LLC
New York, NY |
BUY
|
- |
120KNew |
$7.35M - $8.16M
|
120K
$2.81M
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
118K+ 29.14% |
$7.23M - $8.03M
|
524K
$12.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
115K+ 81.01% |
$7.03M - $7.81M
|
257K
$6.02M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
111K+ 3.46% |
$6.81M - $7.56M
|
3.33M
$77.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
106K+ 18.19% |
$6.48M - $7.19M
|
688K
$16.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
105K+ 6.11% |
$6.41M - $7.11M
|
1.82M
$42.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
101K+ 69.14% |
$6.15M - $6.83M
|
246K
$5.76M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
100K+ 114.62% |
$6.12M - $6.79M
|
187K
$4.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
98.6K+ 13.54% |
$6.02M - $6.69M
|
827K
$19.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
97.9K+ 20.02% |
$5.98M - $6.64M
|
587K
$13.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
90.9K+ 250.3% |
$5.56M - $6.17M
|
127K
$2.98M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
90.8K+ 16.65% |
$5.55M - $6.16M
|
636K
$14.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
86.4K+ 410.18% |
$5.28M - $5.86M
|
107K
$2.52M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
84.2K+ 450.34% |
$5.15M - $5.71M
|
103K
$2.41M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
83.6K+ 91.29% |
$5.11M - $5.68M
|
175K
$4.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
81.9K+ 7.32% |
$5.01M - $5.56M
|
1.2M
$28.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
81.6K+ 6.6% |
$4.99M - $5.54M
|
1.32M
$30.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
77K+ 16.32% |
$4.71M - $5.23M
|
549K
$12.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
74.4KNew |
$4.55M - $5.05M
|
74.4K
$1.74M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
67.7K+ 5.12% |
$4.14M - $4.59M
|
1.39M
$32.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
67.4K+ 641.46% |
$4.12M - $4.57M
|
77.9K
$1.82M
|