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 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-870- 8.97% |
$53.2K - $59K
|
8.83K
$234K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-891- 7.07% |
$54.4K - $60.5K
|
11.7K
$311K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-905- 7.15% |
$55.3K - $61.4K
|
11.8K
$312K
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
SELL
|
- |
-910- 1.83% |
$55.6K - $61.7K
|
48.8K
$1.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-915- 1.41% |
$55.9K - $62.1K
|
64.1K
$1.7M
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-922- 19.46% |
$56.3K - $62.6K
|
3.82K
$101K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-923- 15.62% |
$56.4K - $62.6K
|
4.99K
$132K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-929- 11.95% |
$56.8K - $63K
|
6.85K
$182K
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-931- 0.93% |
$56.9K - $63.2K
|
98.7K
$2.62M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-952- 5.05% |
$58.2K - $64.6K
|
17.9K
$474K
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-953- 12.83% |
$58.2K - $64.7K
|
6.48K
$172K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-960- 4.32% |
$58.7K - $65.1K
|
21.3K
$564K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-970- 4.44% |
$59.3K - $65.8K
|
20.9K
$554K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-979- 11.5% |
$59.8K - $66.4K
|
7.54K
$200K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-980- 7.57% |
$59.9K - $66.5K
|
12K
$318K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-987- 2.25% |
$60.3K - $67K
|
42.9K
$1.14M
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-996- 3.62% |
$60.9K - $67.6K
|
26.6K
$704K
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-999- 2.15% |
$61K - $67.8K
|
45.4K
$1.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-1.01K- 7.61% |
$61.4K - $68.2K
|
12.2K
$324K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.01K- 15.76% |
$61.4K - $68.2K
|
5.37K
$143K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-1.01K- 6.69% |
$61.6K - $68.4K
|
14.1K
$373K
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-1.01K- 24.75% |
$61.6K - $68.4K
|
3.06K
$81.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.01K- 14.71% |
$61.7K - $68.5K
|
5.86K
$155K
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-1.01K- 1.16% |
$62K - $68.8K
|
86.7K
$2.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.02K- 6.35% |
$62.1K - $68.9K
|
15K
$398K
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1.02K- 0.21% |
$62.2K - $69.1K
|
476K
$12.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.02K- 3.61% |
$62.5K - $69.4K
|
27.4K
$726K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.03K- 2.99% |
$62.6K - $69.5K
|
33.3K
$884K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.03K- 0.89% |
$63.2K - $70.2K
|
115K
$3.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-1.05K- 7.25% |
$64.3K - $71.4K
|
13.5K
$357K
|
|
|
Oct 15, 2024
Q3 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-1.06K- 5.3% |
$64.6K - $71.7K
|
18.9K
$501K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.14K- 4.27% |
$69.8K - $77.6K
|
25.6K
$680K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.15K- 0.41% |
$70.3K - $78K
|
280K
$7.43M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.16K- 4.09% |
$70.6K - $78.4K
|
27.1K
$719K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-1.16K- 0.3% |
$70.8K - $78.6K
|
388K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-1.16K- 2.81% |
$70.8K - $78.6K
|
40.1K
$1.06M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-1.16K- 0.81% |
$70.9K - $78.8K
|
141K
$3.75M
|
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-1.17K- 1.18% |
$71.2K - $79K
|
97.5K
$2.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.17K- 1.97% |
$71.6K - $79.5K
|
58.3K
$1.55M
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-1.18K- 0.75% |
$72.2K - $80.1K
|
157K
$4.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-1.2K- 22.49% |
$73.2K - $81.3K
|
4.13K
$110K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.23K- 2.86% |
$74.9K - $83.1K
|
41.5K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.23K- 13.29% |
$74.9K - $83.2K
|
8K
$212K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.27K- 58.7% |
$77.3K - $85.8K
|
890
$23.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.28K- 4.13% |
$78.4K - $87.1K
|
29.8K
$789K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.28K- 0.58% |
$78.4K - $87.1K
|
220K
$5.83M
|
|
|
Aug 07, 2025
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.28K- 0.58% |
$78.4K - $87.1K
|
220K
$5.83M
|
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1.29K- 7.56% |
$78.5K - $87.2K
|
15.7K
$417K
|
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-1.29K- 1.63% |
$78.7K - $87.4K
|
77.6K
$2.06M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.32K- 5.6% |
$80.5K - $89.4K
|
22.2K
$590K
|