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 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-179- 5.45% |
$10.9K - $12.1K
|
3.11K
$72.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-182- 0.48% |
$11.1K - $12.3K
|
38K
$885K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-184- 3.91% |
$11.2K - $12.5K
|
4.52K
$105K
|
|
|
Nov 13, 2024
Q3 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-185- 3.6% |
$11.3K - $12.6K
|
4.96K
$115K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-187- 1.19% |
$11.4K - $12.7K
|
15.5K
$362K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-188- 3.4% |
$11.5K - $12.8K
|
5.34K
$124K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-192- 2.67% |
$11.7K - $13K
|
6.99K
$163K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-192- 0.41% |
$11.7K - $13K
|
46.2K
$1.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-194- 3.79% |
$11.9K - $13.2K
|
4.92K
$115K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-200- 3.16% |
$12.2K - $13.6K
|
6.13K
$143K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-205- 0.93% |
$12.5K - $13.9K
|
21.8K
$509K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-219- 3.36% |
$13.4K - $14.9K
|
6.3K
$147K
|
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-219- 1.56% |
$13.4K - $14.9K
|
13.8K
$322K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-219- 3.94% |
$13.4K - $14.9K
|
5.34K
$124K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-220- 50.34% |
$13.4K - $14.9K
|
217
$5.06K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-241- 0.61% |
$14.7K - $16.4K
|
39.3K
$917K
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-256- 1.22% |
$15.6K - $17.4K
|
20.7K
$483K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-260- 1.47% |
$15.9K - $17.6K
|
17.4K
$405K
|
|
|
Nov 14, 2024
Q3 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-260- 3.26% |
$15.9K - $17.6K
|
7.72K
$180K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-277- 39.8% |
$16.9K - $18.8K
|
419
$9.76K
|
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-281- 5.18% |
$17.2K - $19.1K
|
5.14K
$120K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-282- 6.09% |
$17.2K - $19.1K
|
4.35K
$101K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-289- 1.01% |
$17.7K - $19.6K
|
28.4K
$662K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-294- 2.95% |
$18K - $19.9K
|
9.67K
$225K
|
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-296- 0.34% |
$18.1K - $20.1K
|
85.6K
$1.99M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-297- 0.21% |
$18.1K - $20.2K
|
138K
$3.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-297- 0.51% |
$18.1K - $20.2K
|
57.4K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-297- 0.92% |
$18.1K - $20.2K
|
31.8K
$742K
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-300- 5.37% |
$18.3K - $20.4K
|
5.29K
$123K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-302- 1.1% |
$18.5K - $20.5K
|
27.1K
$632K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-302- 0.07% |
$18.5K - $20.5K
|
460K
$10.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-305- 0.6% |
$18.6K - $20.7K
|
50.6K
$1.18M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-307- 0.2% |
$18.8K - $20.8K
|
150K
$3.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-312- 1.05% |
$19.1K - $21.2K
|
29.5K
$686K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-326- 1.59% |
$19.9K - $22.1K
|
20.2K
$471K
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-330- 1.09% |
$20.2K - $22.4K
|
29.9K
$696K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-338- 0.5% |
$20.7K - $22.9K
|
67.5K
$1.57M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-341- 5.53% |
$20.8K - $23.1K
|
5.82K
$136K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-342- 9.06% |
$20.9K - $23.2K
|
3.43K
$80K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-342- 1.05% |
$20.9K - $23.2K
|
32.3K
$753K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-345- 0.86% |
$21.1K - $23.4K
|
39.7K
$926K
|
|
|
Nov 13, 2024
Q3 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-345- 6.44% |
$21.1K - $23.4K
|
5.02K
$117K
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-346- 0.74% |
$21.1K - $23.5K
|
46.6K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-353- 0.66% |
$21.6K - $24K
|
53.4K
$1.24M
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-360- 2.61% |
$22K - $24.4K
|
13.5K
$313K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-374- 5.93% |
$22.9K - $25.4K
|
5.94K
$138K
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-379- 0.32% |
$23.2K - $25.7K
|
118K
$2.75M
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-380- 2.32% |
$23.2K - $25.8K
|
16K
$372K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-380- 0.6% |
$23.2K - $25.8K
|
62.6K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-380- 0.31% |
$23.2K - $25.8K
|
123K
$2.87M
|