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 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-282- 6.09% |
$17.2K - $19.1K
|
4.35K
$102K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-289- 1.01% |
$17.7K - $19.6K
|
28.4K
$665K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-294- 2.95% |
$18K - $19.9K
|
9.67K
$226K
|
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-296- 0.34% |
$18.1K - $20.1K
|
85.6K
$2M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-297- 0.21% |
$18.1K - $20.2K
|
138K
$3.23M
|
|
|
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
$745K
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-300- 5.37% |
$18.3K - $20.4K
|
5.29K
$124K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-302- 1.1% |
$18.5K - $20.5K
|
27.1K
$635K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-302- 0.07% |
$18.5K - $20.5K
|
460K
$10.8M
|
|
|
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
$3.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-312- 1.05% |
$19.1K - $21.2K
|
29.5K
$689K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-326- 1.59% |
$19.9K - $22.1K
|
20.2K
$473K
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-330- 1.09% |
$20.2K - $22.4K
|
29.9K
$699K
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-341- 5.53% |
$20.8K - $23.1K
|
5.82K
$136K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-342- 1.05% |
$20.9K - $23.2K
|
32.3K
$756K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-342- 9.06% |
$20.9K - $23.2K
|
3.43K
$80.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-345- 0.86% |
$21.1K - $23.4K
|
39.7K
$930K
|
|
|
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
$1.25M
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-360- 2.61% |
$22K - $24.4K
|
13.5K
$315K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-374- 5.93% |
$22.9K - $25.4K
|
5.94K
$139K
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-379- 0.32% |
$23.2K - $25.7K
|
118K
$2.77M
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-380- 2.32% |
$23.2K - $25.8K
|
16K
$374K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-380- 0.31% |
$23.2K - $25.8K
|
123K
$2.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-380- 0.6% |
$23.2K - $25.8K
|
62.6K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-385- 1.97% |
$23.5K - $26.1K
|
19.1K
$447K
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-402- 7.2% |
$24.6K - $27.3K
|
5.18K
$121K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-408- 3.55% |
$24.9K - $27.7K
|
11.1K
$259K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-409- 8.45% |
$25K - $27.8K
|
4.43K
$104K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-410- 2.6% |
$25.1K - $27.8K
|
15.4K
$359K
|
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-419- 1.93% |
$25.6K - $28.4K
|
21.3K
$499K
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-439- 3.47% |
$26.8K - $29.8K
|
12.2K
$285K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-443- 0.55% |
$27.1K - $30.1K
|
80K
$1.87M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-445- 5.42% |
$27.2K - $30.2K
|
7.77K
$182K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-445- 1.51% |
$27.2K - $30.2K
|
29.1K
$680K
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
SELL
|
- |
-450- 26.72% |
$27.5K - $30.5K
|
1.23K
$28.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-463- 1.99% |
$28.3K - $31.4K
|
22.9K
$535K
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-468- 0.03% |
$28.6K - $31.8K
|
1.51M
$35.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-491- 7.17% |
$30K - $33.3K
|
6.36K
$149K
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
SELL
|
- |
-493- 8.4% |
$30.1K - $33.5K
|
5.38K
$126K
|
|
|
Oct 08, 2024
Q3 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-501- 1.31% |
$30.6K - $34K
|
37.9K
$886K
|
|
|
Oct 09, 2024
Q3 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-501- 6.53% |
$30.6K - $34K
|
7.18K
$168K
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-522- 0.32% |
$31.9K - $35.4K
|
162K
$3.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-539- 11.77% |
$32.9K - $36.6K
|
4.04K
$94.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
SELL
|
- |
-553- 5.02% |
$33.8K - $37.5K
|
10.5K
$245K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-559- 12.72% |
$34.2K - $37.9K
|
3.84K
$89.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-575- 5.08% |
$35.1K - $39K
|
10.7K
$251K
|