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 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.29% |
$61.1 - $67.9
|
346
$8.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.34% |
$61.1 - $67.9
|
294
$6.88K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.0% |
$61.1 - $67.9
|
21.4K
$501K
|
|
|
Oct 28, 2024
Q3 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1+ 0.94% |
$61.1 - $67.9
|
107
$2.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-3- 0.01% |
$183 - $204
|
32.5K
$760K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-4- 0.06% |
$244 - $271
|
6.44K
$151K
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-4- 0.02% |
$244 - $271
|
16.2K
$380K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-5- 0.15% |
$306 - $339
|
3.24K
$75.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-6- -0.0% |
$367 - $407
|
121K
$2.82M
|
|
|
Oct 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-7- 0.19% |
$428 - $475
|
3.63K
$85K
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-10- 0.01% |
$611 - $679
|
70.1K
$1.64M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-18- 0.25% |
$1.1K - $1.22K
|
7.14K
$167K
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-20- 0.15% |
$1.22K - $1.36K
|
13.4K
$314K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-22- 0.41% |
$1.34K - $1.49K
|
5.33K
$125K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-25- 0.21% |
$1.53K - $1.7K
|
11.7K
$274K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-28- 54.9% |
$1.71K - $1.9K
|
23
$538
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-31- 0.12% |
$1.89K - $2.1K
|
24.9K
$582K
|
|
|
Oct 21, 2024
Q3 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-34- 0.79% |
$2.08K - $2.31K
|
4.28K
$100K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-35- 0.59% |
$2.14K - $2.37K
|
5.86K
$137K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-36- 0.06% |
$2.2K - $2.44K
|
59.3K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-40- 0.19% |
$2.44K - $2.71K
|
20.9K
$489K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-40- 1.23% |
$2.44K - $2.71K
|
3.22K
$75.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-42- 1.22% |
$2.57K - $2.85K
|
3.41K
$79.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-43- 0.13% |
$2.63K - $2.92K
|
33.9K
$794K
|
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-44- 1.16% |
$2.69K - $2.99K
|
3.77K
$88.1K
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-48- 1.11% |
$2.93K - $3.26K
|
4.29K
$100K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-50- 0.08% |
$3.06K - $3.39K
|
65.1K
$1.52M
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-50- 0.7% |
$3.06K - $3.39K
|
7.06K
$165K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-50- 0.51% |
$3.06K - $3.39K
|
9.84K
$230K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-50- 10.37% |
$3.06K - $3.39K
|
432
$10.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-55- 0.53% |
$3.36K - $3.73K
|
10.3K
$240K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-59- 0.22% |
$3.61K - $4K
|
26.7K
$625K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-61- 0.26% |
$3.73K - $4.14K
|
23.7K
$555K
|
|
|
Oct 18, 2024
Q3 2024
|
Eagle Capital Management, LLC
|
SELL
|
- |
-61- 0.1% |
$3.73K - $4.14K
|
61.4K
$1.44M
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-63- 0.05% |
$3.85K - $4.27K
|
125K
$2.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-66- 0.83% |
$4.03K - $4.48K
|
7.93K
$186K
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-73- 0.24% |
$4.46K - $4.95K
|
30K
$702K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-74- 0.21% |
$4.52K - $5.02K
|
35.4K
$828K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-75- 0.17% |
$4.58K - $5.09K
|
45.3K
$1.06M
|
|
|
Nov 05, 2024
Q3 2024
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-75- 1.41% |
$4.58K - $5.09K
|
5.25K
$123K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-81- 8.24% |
$4.95K - $5.5K
|
902
$21.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-82- 1.47% |
$5.01K - $5.56K
|
5.51K
$129K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-82- 41.0% |
$5.01K - $5.56K
|
118
$2.76K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-86- 0.48% |
$5.26K - $5.84K
|
17.7K
$415K
|
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-90- 1.38% |
$5.5K - $6.11K
|
6.45K
$151K
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-91- 1.11% |
$5.56K - $6.17K
|
8.09K
$189K
|
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-92- 2.26% |
$5.62K - $6.24K
|
3.99K
$93.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
SELL
|
- |
-99- 2.06% |
$6.05K - $6.72K
|
4.71K
$110K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-100- 3.29% |
$6.11K - $6.78K
|
2.94K
$68.8K
|