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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
19.6K+ 1.07% |
$1.2M - $1.33M
|
1.85M
$43.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
19.4K+ 2.49% |
$1.19M - $1.32M
|
798K
$18.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
19KNew |
$1.16M - $1.29M
|
19K
$445K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
18.3K+ 440.17% |
$1.12M - $1.24M
|
22.5K
$526K
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
17.9K+ 191.51% |
$1.1M - $1.22M
|
27.3K
$639K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
17.3K+ 9.96% |
$1.06M - $1.18M
|
191K
$4.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
17.3K+ 18.08% |
$1.06M - $1.17M
|
113K
$2.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17K+ 1.69% |
$1.04M - $1.15M
|
1.02M
$23.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
16.8K+ 4.04% |
$1.03M - $1.14M
|
433K
$10.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
16.3K+ 4.01% |
$998K - $1.11M
|
423K
$9.9M
|
|
|
Nov 07, 2024
Q3 2024
|
St. Louis Trust CO
|
BUY
|
- |
15.8K+ 4.65% |
$967K - $1.07M
|
356K
$8.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
15.8K+ 116.7% |
$964K - $1.07M
|
29.3K
$686K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.5K+ 11.09% |
$948K - $1.05M
|
155K
$3.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
15.5KNew |
$947K - $1.05M
|
15.5K
$363K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
15.5K+ 0.48% |
$946K - $1.05M
|
3.22M
$75.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
15.5KNew |
$945K - $1.05M
|
15.5K
$362K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
14.8K+ 12.95% |
$905K - $1M
|
129K
$3.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
14.1KNew |
$863K - $958K
|
14.1K
$330K
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
13.8K+ 4.32% |
$844K - $937K
|
334K
$7.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
13.7K+ 21.46% |
$838K - $931K
|
77.6K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.5K+ 2.91% |
$822K - $913K
|
476K
$11.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.4K+ 136.48% |
$821K - $912K
|
23.3K
$545K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
13.4K+ 1.75% |
$818K - $908K
|
779K
$18.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
13.3K+ 13.74% |
$813K - $902K
|
110K
$2.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.6KNew |
$770K - $855K
|
12.6K
$295K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
12.5K+ 7.05% |
$761K - $845K
|
189K
$4.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12.3K+ 159.93% |
$750K - $832K
|
19.9K
$467K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
12.3K+ 149.46% |
$749K - $831K
|
20.5K
$479K
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
12.2K+ 28.23% |
$746K - $829K
|
55.5K
$1.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
12.1K+ 2.13% |
$741K - $822K
|
582K
$13.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
11.7K+ 2.67% |
$716K - $794K
|
451K
$10.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.7K+ 16.86% |
$714K - $793K
|
81.1K
$1.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
11.7K+ 19.95% |
$713K - $792K
|
70.2K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.2KNew |
$684K - $760K
|
11.2K
$262K
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
11.1KNew |
$679K - $754K
|
11.1K
$260K
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
11K+ 364.01% |
$672K - $747K
|
14K
$328K
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
10.9KNew |
$667K - $741K
|
10.9K
$255K
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
10.8K+ 1.14% |
$663K - $736K
|
959K
$22.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
BUY
|
- |
10.8K+ 1.14% |
$663K - $736K
|
959K
$22.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10.8K+ 1.58% |
$662K - $735K
|
697K
$16.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
10.3KNew |
$630K - $700K
|
10.3K
$241K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
10.2K+ 2.76% |
$624K - $693K
|
381K
$8.91M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
10.1K+ 5.28% |
$616K - $684K
|
201K
$4.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
9.86K+ 2.31% |
$602K - $669K
|
437K
$10.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
9.38KNew |
$573K - $637K
|
9.38K
$220K
|
|
|
Oct 15, 2024
Q3 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
9.3KNew |
$568K - $631K
|
9.3K
$218K
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
8.86K+ 152.13% |
$541K - $601K
|
14.7K
$343K
|
|
|
Nov 15, 2024
Q3 2024
|
Gg Group Ventures, LLC
Orlando, FL |
BUY
|
- |
8.84K+ 200.0% |
$540K - $600K
|
13.3K
$310K
|
|
|
Oct 23, 2024
Q3 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
8.75K+ 1.99% |
$535K - $594K
|
449K
$10.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
8.63K+ 6.51% |
$527K - $585K
|
141K
$3.3M
|