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 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-582- 11.5% |
$35.6K - $39.5K
|
4.48K
$105K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-600- 9.74% |
$36.7K - $40.7K
|
5.56K
$130K
|
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-619- 1.8% |
$37.8K - $42K
|
33.7K
$789K
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-634- 2.8% |
$38.7K - $43K
|
22K
$515K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-646- 82.93% |
$39.5K - $43.8K
|
133
$3.11K
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-670- 3.7% |
$40.9K - $45.5K
|
17.5K
$409K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-688- 2.55% |
$42K - $46.7K
|
26.3K
$615K
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-690- 2.53% |
$42.2K - $46.8K
|
26.5K
$621K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-695- 6.46% |
$42.5K - $47.2K
|
10.1K
$235K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-724- 4.38% |
$44.2K - $49.1K
|
15.8K
$370K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-726- 12.11% |
$44.4K - $49.3K
|
5.27K
$123K
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-744- 45.37% |
$45.5K - $50.5K
|
896
$21K
|
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-752- 0.76% |
$46K - $51K
|
98.1K
$2.29M
|
|
|
Oct 28, 2024
Q3 2024
|
Ashford Advisors, LLC
|
SELL
|
- |
-755- 0.13% |
$46.1K - $51.2K
|
571K
$13.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Flower City Capital
|
SELL
|
- |
-760- 1.7% |
$46.4K - $51.6K
|
44K
$1.03M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-777- 9.88% |
$47.5K - $52.7K
|
7.09K
$166K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-782- 54.65% |
$47.8K - $53.1K
|
649
$15.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-795- 1.42% |
$48.6K - $53.9K
|
55.1K
$1.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-811- 4.35% |
$49.6K - $55K
|
17.8K
$417K
|
|
|
Nov 06, 2024
Q3 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-840- 2.95% |
$51.3K - $57K
|
27.6K
$646K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-845- 18.9% |
$51.6K - $57.3K
|
3.63K
$84.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-870- 8.97% |
$53.2K - $59K
|
8.83K
$207K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-891- 7.07% |
$54.4K - $60.5K
|
11.7K
$274K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-905- 7.15% |
$55.3K - $61.4K
|
11.8K
$275K
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
SELL
|
- |
-910- 1.83% |
$55.6K - $61.7K
|
48.8K
$1.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-915- 1.41% |
$55.9K - $62.1K
|
64.1K
$1.5M
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-922- 19.46% |
$56.3K - $62.6K
|
3.82K
$89.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-923- 15.62% |
$56.4K - $62.6K
|
4.99K
$117K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-929- 11.95% |
$56.8K - $63K
|
6.85K
$160K
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-931- 0.93% |
$56.9K - $63.2K
|
98.7K
$2.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-952- 5.05% |
$58.2K - $64.6K
|
17.9K
$418K
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-953- 12.83% |
$58.2K - $64.7K
|
6.48K
$152K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-960- 4.32% |
$58.7K - $65.1K
|
21.3K
$497K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-970- 4.44% |
$59.3K - $65.8K
|
20.9K
$489K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-979- 11.5% |
$59.8K - $66.4K
|
7.54K
$176K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-980- 7.57% |
$59.9K - $66.5K
|
12K
$280K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-987- 2.25% |
$60.3K - $67K
|
42.9K
$1M
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-996- 3.62% |
$60.9K - $67.6K
|
26.6K
$621K
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-999- 2.15% |
$61K - $67.8K
|
45.4K
$1.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-1.01K- 7.61% |
$61.4K - $68.2K
|
12.2K
$286K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.01K- 15.76% |
$61.4K - $68.2K
|
5.37K
$126K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-1.01K- 6.69% |
$61.6K - $68.4K
|
14.1K
$329K
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-1.01K- 24.75% |
$61.6K - $68.4K
|
3.06K
$71.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.01K- 14.71% |
$61.7K - $68.5K
|
5.86K
$137K
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-1.01K- 1.16% |
$62K - $68.8K
|
86.7K
$2.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.02K- 6.35% |
$62.1K - $68.9K
|
15K
$351K
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1.02K- 0.21% |
$62.2K - $69.1K
|
476K
$11.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.02K- 3.61% |
$62.5K - $69.4K
|
27.4K
$640K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.03K- 2.99% |
$62.6K - $69.5K
|
33.3K
$779K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.03K- 0.89% |
$63.2K - $70.2K
|
115K
$2.7M
|