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
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-5.53K- 31.23% |
$338K - $375K
|
12.2K
$253K
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-5.65K- 24.74% |
$345K - $384K
|
17.2K
$357K
|
|
|
Oct 24, 2024
Q3 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-5.71K- 9.64% |
$349K - $387K
|
53.5K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-5.99K- 10.38% |
$366K - $406K
|
51.7K
$1.08M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-6.04K- 2.5% |
$369K - $410K
|
236K
$4.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-6.23K- 4.89% |
$381K - $423K
|
121K
$2.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-6.37K- 9.76% |
$389K - $432K
|
58.9K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-6.78K- 36.46% |
$414K - $460K
|
11.8K
$246K
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-6.79K- 52.17% |
$415K - $461K
|
6.23K
$129K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-6.95K- 6.21% |
$425K - $471K
|
105K
$2.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
SELL
|
- |
-6.98K- 1.66% |
$426K - $473K
|
414K
$8.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-7.25K- 37.59% |
$443K - $492K
|
12K
$250K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-7.27K- 7.85% |
$444K - $493K
|
85.4K
$1.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-7.28K- 1.58% |
$445K - $494K
|
453K
$9.41M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-7.4K- 1.14% |
$452K - $502K
|
644K
$13.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-7.73K- 15.04% |
$472K - $525K
|
43.7K
$908K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.89K- 0.69% |
$482K - $535K
|
1.13M
$23.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-7.96K- 69.4% |
$486K - $540K
|
3.51K
$73K
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-7.97K- 4.34% |
$487K - $541K
|
176K
$3.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8K- 1.24% |
$489K - $543K
|
636K
$13.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-8.14K- 19.55% |
$498K - $552K
|
33.5K
$696K
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-8.17K- 23.81% |
$499K - $554K
|
26.1K
$543K
|
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-8.36K- 3.64% |
$511K - $567K
|
221K
$4.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-8.53K- 2.98% |
$521K - $579K
|
278K
$5.78M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-8.63K- 1.85% |
$527K - $585K
|
457K
$9.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-8.75K- 4.26% |
$535K - $594K
|
197K
$4.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Retireful, LLC
|
SELL
|
- |
-8.96K- 9.82% |
$547K - $608K
|
82.2K
$1.71M
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-8.99K- 9.84% |
$549K - $610K
|
82.4K
$1.71M
|
|
|
Oct 23, 2024
Q3 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-8.99K- 10.14% |
$550K - $610K
|
79.7K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-9.34K- 63.5% |
$571K - $633K
|
5.37K
$112K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-9.34K- 1.09% |
$571K - $634K
|
849K
$17.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-9.82K- 11.56% |
$600K - $666K
|
75.1K
$1.56M
|
|
|
Feb 13, 2025
Q3 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-10K- 8.09% |
$612K - $679K
|
114K
$2.37M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-10.4K- 77.45% |
$634K - $704K
|
3.02K
$62.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-10.8K- 2.68% |
$660K - $733K
|
393K
$8.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-11.2K- 14.97% |
$687K - $762K
|
63.8K
$1.33M
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-11.3K- 56.78% |
$690K - $766K
|
8.59K
$179K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-11.3K- 3.84% |
$690K - $766K
|
283K
$5.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-11.8K- 62.14% |
$719K - $798K
|
7.17K
$149K
|
|
|
Oct 23, 2024
Q3 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-12.3K- 62.29% |
$752K - $835K
|
7.45K
$155K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-12.3K- 76.77% |
$753K - $836K
|
3.73K
$77.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-12.4K- 75.24% |
$758K - $841K
|
4.08K
$84.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-13K- 4.46% |
$795K - $883K
|
279K
$5.8M
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-13K- 3.66% |
$797K - $885K
|
343K
$7.14M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-13.6K- 2.83% |
$829K - $921K
|
466K
$9.69M
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-14.1K- 3.09% |
$864K - $959K
|
443K
$9.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-14.2K- 45.85% |
$867K - $963K
|
16.8K
$349K
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-14.4K- 34.88% |
$882K - $979K
|
26.9K
$560K
|
|
|
Nov 12, 2024
Q3 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-14.5K- 1.42% |
$888K - $986K
|
1.01M
$21M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-14.6K- 16.44% |
$889K - $988K
|
74K
$1.54M
|