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 21, 2024
Q3 2024
|
Financial Consulate, Inc
|
BUY
|
- |
66.3K+ 5.69% |
$4.05M - $4.5M
|
1.23M
$28.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
62.2K+ 1.59% |
$3.8M - $4.22M
|
3.97M
$92.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
58.8KNew |
$3.59M - $3.99M
|
58.8K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
57.9K+ 1268.16% |
$3.54M - $3.93M
|
62.5K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
57.7K+ 2.97% |
$3.52M - $3.91M
|
2M
$46.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
54.2K+ 2.47% |
$3.31M - $3.67M
|
2.25M
$52.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
51K+ 25.92% |
$3.11M - $3.46M
|
248K
$5.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
50.8K+ 38.49% |
$3.1M - $3.45M
|
183K
$4.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
49.8K+ 22.44% |
$3.04M - $3.38M
|
272K
$6.36M
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
49.5KNew |
$3.02M - $3.36M
|
49.5K
$1.16M
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
46.4K+ 198.61% |
$2.83M - $3.15M
|
69.7K
$1.63M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
43.6K+ 4.37% |
$2.66M - $2.95M
|
1.04M
$24.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
43.1K+ 0.41% |
$2.63M - $2.93M
|
10.6M
$249M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
42.4K+ 7.92% |
$2.59M - $2.88M
|
578K
$13.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
41.8K+ 1160.32% |
$2.55M - $2.83M
|
45.4K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
38.2K+ 80.93% |
$2.33M - $2.59M
|
85.4K
$2M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
38.1K+ 34.54% |
$2.33M - $2.58M
|
148K
$3.47M
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
BUY
|
- |
36K+ 14.22% |
$2.2M - $2.44M
|
289K
$6.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
35.9K+ 15.88% |
$2.2M - $2.44M
|
262K
$6.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
35.3KNew |
$2.16M - $2.4M
|
35.3K
$827K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
33.8K+ 13.17% |
$2.07M - $2.3M
|
291K
$6.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
33.7K+ 9.47% |
$2.06M - $2.29M
|
389K
$9.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
33.6K+ 229.74% |
$2.05M - $2.28M
|
48.2K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
33.4KNew |
$2.04M - $2.27M
|
33.4K
$782K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
32.4K+ 4.11% |
$1.98M - $2.2M
|
820K
$19.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
32KNew |
$1.96M - $2.17M
|
32K
$749K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
31.6K+ 43.27% |
$1.93M - $2.15M
|
105K
$2.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
31.5KNew |
$1.93M - $2.14M
|
31.5K
$738K
|
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
30.8K+ 0.93% |
$1.88M - $2.09M
|
3.35M
$78.5M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
29.1K+ 0.8% |
$1.78M - $1.97M
|
3.67M
$85.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
28.9KNew |
$1.76M - $1.96M
|
28.9K
$675K
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
26KNew |
$1.59M - $1.77M
|
26K
$610K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
25.4K+ 2.93% |
$1.55M - $1.73M
|
893K
$20.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
24.9KNew |
$1.52M - $1.69M
|
24.9K
$583K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
24.2K+ 183.3% |
$1.48M - $1.64M
|
37.5K
$877K
|
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
24.1K+ 200.0% |
$1.48M - $1.64M
|
36.2K
$847K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
23.9K+ 50.97% |
$1.46M - $1.62M
|
70.8K
$1.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
23.4K+ 7.69% |
$1.43M - $1.59M
|
328K
$7.68M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
23K+ 3.19% |
$1.4M - $1.56M
|
742K
$17.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
22.9K+ 0.74% |
$1.4M - $1.55M
|
3.13M
$73.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
22.4KNew |
$1.37M - $1.52M
|
22.4K
$525K
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
22.3KNew |
$1.36M - $1.51M
|
22.3K
$522K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
21.9K+ 20.68% |
$1.34M - $1.48M
|
128K
$2.99M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
21.3K+ 191.67% |
$1.3M - $1.45M
|
32.4K
$758K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
21.1K+ 6.73% |
$1.29M - $1.43M
|
334K
$7.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20.6K+ 7.51% |
$1.26M - $1.4M
|
295K
$6.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
20.4K+ 453.33% |
$1.25M - $1.39M
|
24.9K
$583K
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
20.4KNew |
$1.25M - $1.38M
|
20.4K
$477K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
20.2K+ 2.65% |
$1.23M - $1.37M
|
782K
$18.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
19.9K+ 163.89% |
$1.22M - $1.35M
|
32.1K
$750K
|