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 15, 2024
Q3 2024
|
Sws Partners
|
SELL
|
- |
-3.64K- 2.44% |
$222K - $247K
|
145K
$3.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.71K- 21.1% |
$226K - $251K
|
13.9K
$324K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-3.71K- 6.01% |
$226K - $251K
|
57.9K
$1.36M
|
|
|
Oct 04, 2024
Q3 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-3.72K- 2.87% |
$227K - $252K
|
126K
$2.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-3.83K- 9.28% |
$234K - $260K
|
37.4K
$876K
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-3.85K- 36.6% |
$235K - $261K
|
6.67K
$156K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3.9K- 1.51% |
$238K - $265K
|
254K
$5.95M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-3.93K- 6.24% |
$240K - $266K
|
59K
$1.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-3.99K- 3.81% |
$244K - $271K
|
101K
$2.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.05K- 0.38% |
$248K - $275K
|
1.05M
$24.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-4.06K- 5.86% |
$248K - $275K
|
65.2K
$1.53M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-4.08K- 1.89% |
$249K - $277K
|
211K
$4.95M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-4.08K- 1.38% |
$250K - $277K
|
292K
$6.84M
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-4.22K- 6.19% |
$258K - $286K
|
63.9K
$1.49M
|
|
|
Nov 07, 2024
Q3 2024
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-4.41K- 11.07% |
$269K - $299K
|
35.4K
$829K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-4.43K- 27.75% |
$270K - $300K
|
11.5K
$270K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-4.54K- 3.66% |
$277K - $308K
|
119K
$2.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-4.54K- 2.91% |
$277K - $308K
|
151K
$3.54M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.61K- 2.02% |
$282K - $313K
|
223K
$5.23M
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-4.75K- 4.68% |
$290K - $322K
|
96.8K
$2.26M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-4.75K- 7.51% |
$290K - $322K
|
58.4K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.76K- 1.61% |
$291K - $323K
|
291K
$6.82M
|
|
|
Nov 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-4.87K- 3.25% |
$298K - $331K
|
145K
$3.39M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-5.12K- 8.74% |
$313K - $348K
|
53.5K
$1.25M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-5.29K- 4.86% |
$323K - $359K
|
104K
$2.42M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.36K- 3.35% |
$328K - $364K
|
155K
$3.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-5.37K- 6.67% |
$328K - $364K
|
75.1K
$1.76M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-5.53K- 31.23% |
$338K - $375K
|
12.2K
$285K
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-5.65K- 24.74% |
$345K - $384K
|
17.2K
$402K
|
|
|
Oct 24, 2024
Q3 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-5.71K- 9.64% |
$349K - $387K
|
53.5K
$1.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-5.99K- 10.38% |
$366K - $406K
|
51.7K
$1.21M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-6.04K- 2.5% |
$369K - $410K
|
236K
$5.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-6.23K- 4.89% |
$381K - $423K
|
121K
$2.84M
|
|
|
Nov 08, 2024
Q3 2024
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-6.37K- 9.76% |
$389K - $432K
|
58.9K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-6.78K- 36.46% |
$414K - $460K
|
11.8K
$276K
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-6.79K- 52.17% |
$415K - $461K
|
6.23K
$146K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-6.95K- 6.21% |
$425K - $471K
|
105K
$2.46M
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
SELL
|
- |
-6.98K- 1.66% |
$426K - $473K
|
414K
$9.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-7.25K- 37.59% |
$443K - $492K
|
12K
$282K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-7.27K- 7.85% |
$444K - $493K
|
85.4K
$2M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-7.28K- 1.58% |
$445K - $494K
|
453K
$10.6M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-7.4K- 1.14% |
$452K - $502K
|
644K
$15.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-7.73K- 15.04% |
$472K - $525K
|
43.7K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.89K- 0.69% |
$482K - $535K
|
1.13M
$26.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-7.96K- 69.4% |
$486K - $540K
|
3.51K
$82.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-7.97K- 4.34% |
$487K - $541K
|
176K
$4.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8K- 1.24% |
$489K - $543K
|
636K
$14.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-8.14K- 19.55% |
$498K - $552K
|
33.5K
$784K
|
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-8.36K- 3.64% |
$511K - $567K
|
221K
$5.18M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-8.53K- 2.98% |
$521K - $579K
|
278K
$6.5M
|