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 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-14.1K- 3.09% |
$864K - $959K
|
443K
$10.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-14.2K- 45.85% |
$867K - $963K
|
16.8K
$391K
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-14.4K- 34.88% |
$882K - $979K
|
26.9K
$628K
|
|
|
Nov 12, 2024
Q3 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-14.5K- 1.42% |
$888K - $986K
|
1.01M
$23.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-14.6K- 16.44% |
$889K - $988K
|
74K
$1.72M
|
|
|
Oct 30, 2024
Q3 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-14.6K- 4.46% |
$894K - $993K
|
314K
$7.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-15.7K- 39.86% |
$957K - $1.06M
|
23.6K
$551K
|
|
|
Oct 30, 2024
Q3 2024
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-15.9K- 3.75% |
$974K - $1.08M
|
409K
$9.54M
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-16K- 15.63% |
$977K - $1.08M
|
86.3K
$2.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-17.3K- 1.64% |
$1.06M - $1.17M
|
1.04M
$24.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-18.3K- 4.06% |
$1.12M - $1.24M
|
434K
$10.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-18.6K- 2.08% |
$1.13M - $1.26M
|
874K
$20.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
SELL
|
- |
-19.4K- 12.56% |
$1.18M - $1.31M
|
135K
$3.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-19.7K- 3.11% |
$1.2M - $1.33M
|
613K
$14.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-20.6K- 2.58% |
$1.26M - $1.39M
|
777K
$18.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-20.9K- 4.18% |
$1.28M - $1.42M
|
480K
$11.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-21.6K- 3.43% |
$1.32M - $1.47M
|
609K
$14.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-22.3K- 13.12% |
$1.36M - $1.51M
|
148K
$3.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-23.6K- 13.23% |
$1.44M - $1.6M
|
155K
$3.61M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-24.5K- 0.29% |
$1.5M - $1.66M
|
8.35M
$195M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-24.6K- 9.85% |
$1.5M - $1.67M
|
225K
$5.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-24.7K- 4.25% |
$1.51M - $1.68M
|
558K
$13M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-27.5K- 36.34% |
$1.68M - $1.87M
|
48.2K
$1.12M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-28.3K- 6.93% |
$1.73M - $1.92M
|
380K
$8.85M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-29K- 1.66% |
$1.77M - $1.96M
|
1.71M
$40M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-29.3K- 1.03% |
$1.79M - $1.99M
|
2.82M
$65.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-30.4K- 7.45% |
$1.86M - $2.06M
|
377K
$8.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-30.9K- 56.91% |
$1.89M - $2.1M
|
23.4K
$545K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-31.5K- 4.15% |
$1.93M - $2.14M
|
727K
$16.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-32K- 74.64% |
$1.96M - $2.17M
|
10.9K
$254K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-32.8K- 21.1% |
$2M - $2.23M
|
123K
$2.86M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-35.4K- 20.85% |
$2.16M - $2.4M
|
134K
$3.13M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-37.4K- 78.44% |
$2.28M - $2.53M
|
10.3K
$239K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-37.5K- 36.99% |
$2.29M - $2.55M
|
63.9K
$1.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-39.6K- 11.43% |
$2.42M - $2.68M
|
307K
$7.14M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-41K- 3.1% |
$2.51M - $2.78M
|
1.28M
$29.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-42K- 3.4% |
$2.56M - $2.85M
|
1.19M
$27.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-42.3K- 12.92% |
$2.59M - $2.87M
|
285K
$6.65M
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-44K- 12.58% |
$2.69M - $2.98M
|
305K
$7.12M
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
SELL
|
- |
-44.3K- 8.71% |
$2.71M - $3.01M
|
465K
$10.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-45.8K- 91.03% |
$2.8M - $3.11M
|
4.52K
$105K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-48.6K- 1.44% |
$2.97M - $3.29M
|
3.33M
$77.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-52.1K- 6.06% |
$3.18M - $3.53M
|
807K
$18.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-54.4K- 5.19% |
$3.32M - $3.69M
|
994K
$23.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-57.4K- 2.86% |
$3.51M - $3.89M
|
1.95M
$45.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-57.6K- 4.46% |
$3.52M - $3.91M
|
1.24M
$28.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-61.7K- 15.98% |
$3.77M - $4.18M
|
324K
$7.56M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-63.9K- 7.37% |
$3.9M - $4.33M
|
803K
$18.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-63.9K- 3.85% |
$3.9M - $4.33M
|
1.59M
$37.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-63.9K- 3.39% |
$3.91M - $4.34M
|
1.82M
$42.4M
|