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 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-953- 12.83% |
$58.2K - $64.7K
|
6.48K
$135K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-960- 4.32% |
$58.7K - $65.1K
|
21.3K
$442K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-970- 4.44% |
$59.3K - $65.8K
|
20.9K
$434K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-979- 11.5% |
$59.8K - $66.4K
|
7.54K
$157K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-980- 7.57% |
$59.9K - $66.5K
|
12K
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-987- 2.25% |
$60.3K - $67K
|
42.9K
$891K
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-996- 3.62% |
$60.9K - $67.6K
|
26.6K
$552K
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-999- 2.15% |
$61K - $67.8K
|
45.4K
$944K
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-1.01K- 7.61% |
$61.4K - $68.2K
|
12.2K
$254K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.01K- 15.76% |
$61.4K - $68.2K
|
5.37K
$112K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-1.01K- 6.69% |
$61.6K - $68.4K
|
14.1K
$292K
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-1.01K- 24.75% |
$61.6K - $68.4K
|
3.06K
$63.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.01K- 14.71% |
$61.7K - $68.5K
|
5.86K
$122K
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-1.01K- 1.16% |
$62K - $68.8K
|
86.7K
$1.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.02K- 6.35% |
$62.1K - $68.9K
|
15K
$312K
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1.02K- 0.21% |
$62.2K - $69.1K
|
476K
$9.89M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.02K- 3.61% |
$62.5K - $69.4K
|
27.4K
$569K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.03K- 2.99% |
$62.6K - $69.5K
|
33.3K
$693K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.03K- 0.89% |
$63.2K - $70.2K
|
115K
$2.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-1.05K- 7.25% |
$64.3K - $71.4K
|
13.5K
$280K
|
|
|
Oct 15, 2024
Q3 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-1.06K- 5.3% |
$64.6K - $71.7K
|
18.9K
$393K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.14K- 4.27% |
$69.8K - $77.6K
|
25.6K
$533K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.15K- 0.41% |
$70.3K - $78K
|
280K
$5.83M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.16K- 4.09% |
$70.6K - $78.4K
|
27.1K
$563K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-1.16K- 0.3% |
$70.8K - $78.6K
|
388K
$8.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-1.16K- 2.81% |
$70.8K - $78.6K
|
40.1K
$834K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-1.16K- 0.81% |
$70.9K - $78.8K
|
141K
$2.94M
|
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-1.17K- 1.18% |
$71.2K - $79K
|
97.5K
$2.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.17K- 1.97% |
$71.6K - $79.5K
|
58.3K
$1.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-1.18K- 0.75% |
$72.2K - $80.1K
|
157K
$3.27M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-1.2K- 22.49% |
$73.2K - $81.3K
|
4.13K
$85.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.23K- 2.86% |
$74.9K - $83.1K
|
41.5K
$864K
|
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.23K- 13.29% |
$74.9K - $83.2K
|
8K
$166K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.27K- 58.7% |
$77.3K - $85.8K
|
890
$18.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.28K- 4.13% |
$78.4K - $87.1K
|
29.8K
$619K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.28K- 0.58% |
$78.4K - $87.1K
|
220K
$4.57M
|
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1.29K- 7.56% |
$78.5K - $87.2K
|
15.7K
$327K
|
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-1.29K- 1.63% |
$78.7K - $87.4K
|
77.6K
$1.61M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.32K- 5.6% |
$80.5K - $89.4K
|
22.2K
$462K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.33K- 5.84% |
$81K - $90K
|
21.4K
$444K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-1.34K- 5.85% |
$82.1K - $91.2K
|
21.6K
$450K
|
|
|
Oct 09, 2024
Q3 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-1.36K- 0.51% |
$82.9K - $92K
|
265K
$5.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-1.36K- 1.4% |
$83.1K - $92.3K
|
95.5K
$1.98M
|
|
|
Oct 08, 2024
Q3 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-1.39K- 1.25% |
$85.1K - $94.5K
|
110K
$2.29M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.44K- 27.98% |
$88.2K - $97.9K
|
3.71K
$77.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.45K- 5.69% |
$88.9K - $98.7K
|
24.1K
$501K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.5K- 3.43% |
$91.7K - $102K
|
42.2K
$877K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.51K- 4.08% |
$92.5K - $103K
|
35.6K
$740K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-1.52K- 10.46% |
$92.8K - $103K
|
13K
$270K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.55K- 0.49% |
$94.5K - $105K
|
311K
$6.47M
|