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 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-35.4K- 20.85% |
$2.16M - $2.4M
|
134K
$3.14M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-37.4K- 78.44% |
$2.28M - $2.53M
|
10.3K
$240K
|
|
|
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
$7.17M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-41K- 3.1% |
$2.51M - $2.78M
|
1.28M
$30M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-42K- 3.4% |
$2.56M - $2.85M
|
1.19M
$27.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-42.3K- 12.92% |
$2.59M - $2.87M
|
285K
$6.68M
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-44K- 12.58% |
$2.69M - $2.98M
|
305K
$7.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
SELL
|
- |
-44.3K- 8.71% |
$2.71M - $3.01M
|
465K
$10.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-45.8K- 91.03% |
$2.8M - $3.11M
|
4.52K
$106K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-48.6K- 1.44% |
$2.97M - $3.29M
|
3.33M
$77.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-52.1K- 6.06% |
$3.18M - $3.53M
|
807K
$18.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-54.4K- 5.19% |
$3.32M - $3.69M
|
994K
$23.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-57.4K- 2.86% |
$3.51M - $3.89M
|
1.95M
$45.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-57.6K- 4.46% |
$3.52M - $3.91M
|
1.24M
$28.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-61.7K- 15.98% |
$3.77M - $4.18M
|
324K
$7.59M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-63.9K- 7.37% |
$3.9M - $4.33M
|
803K
$18.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-63.9K- 3.85% |
$3.9M - $4.33M
|
1.59M
$37.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-63.9K- 3.39% |
$3.91M - $4.34M
|
1.82M
$42.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
SELL
|
- |
-73.1K- 13.16% |
$4.47M - $4.96M
|
482K
$11.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-78.1K- 13.02% |
$4.78M - $5.3M
|
522K
$12.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-82.8K- 35.95% |
$5.06M - $5.62M
|
147K
$3.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-88.9K- 89.3% |
$5.43M - $6.03M
|
10.7K
$249K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-96.6K- 47.14% |
$5.9M - $6.55M
|
108K
$2.53M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-128K- 28.78% |
$7.84M - $8.7M
|
317K
$7.43M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-130K- 3.27% |
$7.94M - $8.82M
|
3.84M
$89.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-143K- 22.08% |
$8.73M - $9.7M
|
504K
$11.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-159K- 6.95% |
$9.74M - $10.8M
|
2.13M
$49.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-163K- 93.9% |
$9.95M - $11M
|
10.6K
$247K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-163K- 31.77% |
$9.99M - $11.1M
|
351K
$8.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-174K- 82.28% |
$10.6M - $11.8M
|
37.5K
$877K
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-176K- 1.41% |
$10.8M - $12M
|
12.4M
$289M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-200K- 25.84% |
$12.2M - $13.6M
|
575K
$13.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-203K- 3.29% |
$12.4M - $13.8M
|
5.97M
$140M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-291K- 1.03% |
$17.8M - $19.8M
|
27.9M
$653M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-332K- 6.05% |
$20.3M - $22.5M
|
5.16M
$121M
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
SELL
|
- |
-349K- 68.55% |
$21.3M - $23.7M
|
160K
$3.74M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-421K- 96.37% |
$25.7M - $28.6M
|
15.9K
$372K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-423K- 87.25% |
$25.8M - $28.7M
|
61.8K
$1.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-473K- 96.39% |
$28.9M - $32.1M
|
17.7K
$415K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.08M- 16.14% |
$66.2M - $73.5M
|
5.63M
$132M
|