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 |
|---|---|---|---|---|---|---|---|
|
Mar 28, 2025
Q3 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-99K- 40.73% |
$6.05M - $6.72M
|
144K
$3.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-128K- 28.78% |
$7.84M - $8.7M
|
317K
$6.97M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-130K- 3.27% |
$7.94M - $8.82M
|
3.84M
$84.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-143K- 22.08% |
$8.73M - $9.7M
|
504K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-159K- 6.95% |
$9.74M - $10.8M
|
2.13M
$46.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-163K- 93.9% |
$9.95M - $11M
|
10.6K
$232K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-163K- 31.77% |
$9.99M - $11.1M
|
351K
$7.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-174K- 82.28% |
$10.6M - $11.8M
|
37.5K
$823K
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-176K- 1.41% |
$10.8M - $12M
|
12.4M
$271M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-200K- 25.84% |
$12.2M - $13.6M
|
575K
$12.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-203K- 3.29% |
$12.4M - $13.8M
|
5.97M
$131M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-291K- 1.03% |
$17.8M - $19.8M
|
27.9M
$613M
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-332K- 26.19% |
$20.3M - $22.5M
|
935K
$20.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-332K- 6.05% |
$20.3M - $22.5M
|
5.16M
$113M
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
SELL
|
- |
-349K- 68.55% |
$21.3M - $23.7M
|
160K
$3.51M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-421K- 96.37% |
$25.7M - $28.6M
|
15.9K
$349K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-423K- 87.25% |
$25.8M - $28.7M
|
61.8K
$1.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-473K- 96.39% |
$28.9M - $32.1M
|
17.7K
$390K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.08M- 16.14% |
$66.2M - $73.5M
|
5.63M
$124M
|