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 04, 2024
Q3 2024
|
Seneca House Advisors
|
SELL
|
- |
-175- 1.14% |
$10.7K - $11.9K
|
15.2K
$409K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-177- 0.85% |
$10.8K - $12K
|
20.5K
$553K
|
|
|
Nov 04, 2024
Q3 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-179- 0.11% |
$10.9K - $12.1K
|
159K
$4.27M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-179- 5.45% |
$10.9K - $12.1K
|
3.11K
$83.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-182- 0.48% |
$11.1K - $12.3K
|
38K
$1.02M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-184- 3.91% |
$11.2K - $12.5K
|
4.52K
$122K
|
|
|
Nov 13, 2024
Q3 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-185- 3.6% |
$11.3K - $12.6K
|
4.96K
$133K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-187- 1.19% |
$11.4K - $12.7K
|
15.5K
$418K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-188- 3.4% |
$11.5K - $12.8K
|
5.34K
$144K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-192- 2.67% |
$11.7K - $13K
|
6.99K
$188K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-192- 0.41% |
$11.7K - $13K
|
46.2K
$1.24M
|
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-194- 3.79% |
$11.9K - $13.2K
|
4.92K
$133K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-200- 3.16% |
$12.2K - $13.6K
|
6.13K
$165K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-205- 0.93% |
$12.5K - $13.9K
|
21.8K
$588K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-219- 3.36% |
$13.4K - $14.9K
|
6.3K
$170K
|
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-219- 1.56% |
$13.4K - $14.9K
|
13.8K
$372K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-219- 3.94% |
$13.4K - $14.9K
|
5.34K
$144K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-220- 50.34% |
$13.4K - $14.9K
|
217
$5.84K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-241- 0.61% |
$14.7K - $16.4K
|
39.3K
$1.06M
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-256- 1.22% |
$15.6K - $17.4K
|
20.7K
$558K
|
|
|
Sep 09, 2025
Q3 2024
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-257- 0.39% |
$15.7K - $17.4K
|
65.2K
$1.75M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-260- 1.47% |
$15.9K - $17.6K
|
17.4K
$468K
|
|
|
Nov 14, 2024
Q3 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-260- 3.26% |
$15.9K - $17.6K
|
7.72K
$208K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-277- 39.8% |
$16.9K - $18.8K
|
419
$11.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-281- 5.18% |
$17.2K - $19.1K
|
5.14K
$138K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-282- 6.09% |
$17.2K - $19.1K
|
4.35K
$117K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-289- 1.01% |
$17.7K - $19.6K
|
28.4K
$765K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-294- 2.95% |
$18K - $19.9K
|
9.67K
$260K
|
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-296- 0.34% |
$18.1K - $20.1K
|
85.6K
$2.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-297- 0.21% |
$18.1K - $20.2K
|
138K
$3.71M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-297- 0.51% |
$18.1K - $20.2K
|
57.4K
$1.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-297- 0.92% |
$18.1K - $20.2K
|
31.8K
$857K
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-300- 5.37% |
$18.3K - $20.4K
|
5.29K
$142K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-302- 1.1% |
$18.5K - $20.5K
|
27.1K
$730K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-302- 0.07% |
$18.5K - $20.5K
|
460K
$12.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-305- 0.6% |
$18.6K - $20.7K
|
50.6K
$1.36M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-307- 0.2% |
$18.8K - $20.8K
|
150K
$4.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-312- 1.05% |
$19.1K - $21.2K
|
29.5K
$793K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-326- 1.59% |
$19.9K - $22.1K
|
20.2K
$544K
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-330- 1.09% |
$20.2K - $22.4K
|
29.9K
$803K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-338- 0.5% |
$20.7K - $22.9K
|
67.5K
$1.82M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-341- 5.53% |
$20.8K - $23.1K
|
5.82K
$157K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-342- 9.06% |
$20.9K - $23.2K
|
3.43K
$92.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-342- 1.05% |
$20.9K - $23.2K
|
32.3K
$870K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-345- 0.86% |
$21.1K - $23.4K
|
39.7K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-345- 6.44% |
$21.1K - $23.4K
|
5.02K
$135K
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-346- 0.74% |
$21.1K - $23.5K
|
46.6K
$1.25M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-353- 0.66% |
$21.6K - $24K
|
53.4K
$1.44M
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-360- 2.61% |
$22K - $24.4K
|
13.5K
$362K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-374- 5.93% |
$22.9K - $25.4K
|
5.94K
$160K
|