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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-50- 0.08% |
$3.06K - $3.39K
|
65.1K
$1.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-50- 0.51% |
$3.06K - $3.39K
|
9.84K
$229K
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-55- 0.53% |
$3.36K - $3.73K
|
10.3K
$239K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-59- 0.22% |
$3.61K - $4K
|
26.7K
$622K
|
|
|
Oct 18, 2024
Q3 2024
|
Eagle Capital Management, LLC
|
SELL
|
- |
-61- 0.1% |
$3.73K - $4.14K
|
61.4K
$1.43M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-61- 0.26% |
$3.73K - $4.14K
|
23.7K
$553K
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-63- 0.05% |
$3.85K - $4.27K
|
125K
$2.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-66- 0.83% |
$4.03K - $4.48K
|
7.93K
$185K
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-73- 0.24% |
$4.46K - $4.95K
|
30K
$699K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-74- 0.21% |
$4.52K - $5.02K
|
35.4K
$825K
|
|
|
Nov 05, 2024
Q3 2024
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-75- 1.41% |
$4.58K - $5.09K
|
5.25K
$122K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-75- 0.17% |
$4.58K - $5.09K
|
45.3K
$1.06M
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-81- 8.24% |
$4.95K - $5.5K
|
902
$21K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-82- 1.47% |
$5.01K - $5.56K
|
5.51K
$128K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-82- 41.0% |
$5.01K - $5.56K
|
118
$2.75K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-86- 0.48% |
$5.26K - $5.84K
|
17.7K
$413K
|
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-90- 1.38% |
$5.5K - $6.11K
|
6.45K
$150K
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-91- 1.11% |
$5.56K - $6.17K
|
8.09K
$188K
|
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-92- 2.26% |
$5.62K - $6.24K
|
3.99K
$92.9K
|
|
|
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
$68.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-101- 98.06% |
$6.17K - $6.85K
|
2
$46.6
|
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-102- 0.33% |
$6.23K - $6.92K
|
30.4K
$709K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-104- 0.72% |
$6.36K - $7.06K
|
14.3K
$334K
|
|
|
Oct 21, 2024
Q3 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-105- 1.56% |
$6.42K - $7.12K
|
6.63K
$155K
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-108- 1.54% |
$6.6K - $7.33K
|
6.9K
$161K
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-108- 0.03% |
$6.6K - $7.33K
|
359K
$8.37M
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-112- 2.78% |
$6.84K - $7.6K
|
3.92K
$91.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-113- 10.83% |
$6.91K - $7.67K
|
930
$21.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-119- 0.16% |
$7.27K - $8.07K
|
73.2K
$1.71M
|
|
|
Oct 25, 2024
Q3 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-123- 1.22% |
$7.52K - $8.35K
|
9.98K
$232K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-131- 17.75% |
$8.01K - $8.89K
|
607
$14.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-142- 0.8% |
$8.68K - $9.63K
|
17.6K
$411K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-147- 0.05% |
$8.98K - $9.97K
|
269K
$6.27M
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-147- 0.99% |
$8.98K - $9.97K
|
14.7K
$341K
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-150- 2.49% |
$9.17K - $10.2K
|
5.88K
$137K
|
|
|
Nov 12, 2024
Q3 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-150- 2.97% |
$9.17K - $10.2K
|
4.9K
$114K
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-151- 3.91% |
$9.23K - $10.2K
|
3.71K
$86.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-152- 0.13% |
$9.29K - $10.3K
|
117K
$2.73M
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-155- 1.26% |
$9.47K - $10.5K
|
12.1K
$282K
|
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-157- 0.97% |
$9.59K - $10.7K
|
16K
$373K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-158- 1.77% |
$9.66K - $10.7K
|
8.78K
$204K
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-159- 0.59% |
$9.72K - $10.8K
|
26.8K
$624K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-161- 0.49% |
$9.84K - $10.9K
|
33K
$769K
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-163- 1.84% |
$9.96K - $11.1K
|
8.69K
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
SELL
|
- |
-163- 9.8% |
$9.96K - $11.1K
|
1.5K
$35K
|
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-174- 1.19% |
$10.6K - $11.8K
|
14.5K
$338K
|
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
SELL
|
- |
-175- 1.14% |
$10.7K - $11.9K
|
15.2K
$354K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-177- 0.85% |
$10.8K - $12K
|
20.5K
$479K
|
|
|
Nov 04, 2024
Q3 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-179- 0.11% |
$10.9K - $12.1K
|
159K
$3.69M
|