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 06, 2024
Q3 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
8.57K+ 145.79% |
$524K - $581K
|
14.4K
$338K
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
8.55KNew |
$522K - $580K
|
8.55K
$200K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
8.53K+ 10.41% |
$521K - $579K
|
90.4K
$2.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
8.51K+ 19.91% |
$520K - $577K
|
51.3K
$1.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
8.46K+ 1.22% |
$517K - $574K
|
702K
$16.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.28K+ 39.39% |
$506K - $562K
|
29.3K
$686K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
8.01K+ 17.9% |
$490K - $544K
|
52.8K
$1.23M
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
7.97K+ 227.25% |
$487K - $540K
|
11.5K
$268K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.86K+ 74.37% |
$481K - $534K
|
18.4K
$431K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.84KNew |
$479K - $532K
|
7.84K
$184K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
7.84KNew |
$479K - $532K
|
7.84K
$184K
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
7.69K+ 3.66% |
$470K - $522K
|
218K
$5.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.59K+ 4.11% |
$464K - $515K
|
192K
$4.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
7.51K+ 77.89% |
$459K - $510K
|
17.2K
$401K
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
7.36K+ 11.94% |
$450K - $500K
|
69K
$1.61M
|
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
7.31K+ 0.37% |
$447K - $496K
|
1.98M
$46.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
7.31K+ 1.96% |
$447K - $496K
|
381K
$8.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
7.24K+ 199.83% |
$442K - $491K
|
10.9K
$254K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.23K+ 17.94% |
$442K - $490K
|
47.5K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
7.1K+ 10.11% |
$434K - $482K
|
77.4K
$1.81M
|
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
7.08K+ 6.16% |
$432K - $480K
|
122K
$2.85M
|
|
|
Nov 12, 2024
Q3 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
6.86KNew |
$419K - $466K
|
6.86K
$161K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.78K+ 22.53% |
$414K - $460K
|
36.9K
$863K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
6.69K+ 2.31% |
$409K - $454K
|
296K
$6.92M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
6.69KNew |
$409K - $454K
|
6.69K
$156K
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
6.61KNew |
$404K - $448K
|
6.61K
$155K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
6.56K+ 34.69% |
$401K - $445K
|
25.5K
$596K
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
6.43K+ 14.48% |
$393K - $436K
|
50.8K
$1.19M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
6.39K+ 64.61% |
$391K - $434K
|
16.3K
$381K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
6.38K+ 30.41% |
$390K - $433K
|
27.4K
$640K
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
BUY
|
- |
6.36K+ 4.56% |
$389K - $432K
|
146K
$3.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
6.28K+ 1.88% |
$384K - $426K
|
341K
$7.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
6.26K+ 32.05% |
$382K - $424K
|
25.8K
$603K
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
6.14K+ 18.85% |
$375K - $416K
|
38.7K
$905K
|
|
|
Oct 31, 2024
Q3 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
6.13K+ 6.56% |
$375K - $416K
|
99.6K
$2.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.11K+ 26.13% |
$373K - $414K
|
29.5K
$690K
|
|
|
Oct 29, 2024
Q3 2024
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
6.08K+ 1.29% |
$372K - $413K
|
478K
$11.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.07K+ 65.42% |
$371K - $412K
|
15.3K
$359K
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
BUY
|
- |
6.05K+ 36.07% |
$370K - $411K
|
22.8K
$534K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.96K+ 11.72% |
$364K - $404K
|
56.8K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
5.88K+ 2.02% |
$360K - $399K
|
297K
$6.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
5.67KNew |
$347K - $385K
|
5.67K
$133K
|
|
|
Nov 12, 2024
Q3 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
5.64K+ 92.46% |
$345K - $383K
|
11.7K
$275K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.58K+ 12.49% |
$341K - $378K
|
50.2K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
5.39K+ 4.16% |
$329K - $366K
|
135K
$3.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
5.33K+ 1.17% |
$325K - $361K
|
460K
$10.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
5.3KNew |
$324K - $359K
|
5.3K
$124K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.21K+ 0.67% |
$319K - $354K
|
787K
$18.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
5.2K+ 21.67% |
$318K - $353K
|
29.2K
$683K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
5.18KNew |
$317K - $352K
|
5.18K
$121K
|