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 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.78K+ 1.77% |
$109K - $121K
|
103K
$2.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.77K+ 2.32% |
$108K - $120K
|
77.9K
$1.82M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
1.74K+ 820.75% |
$106K - $118K
|
1.95K
$45.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
BUY
|
- |
1.72K+ 6.25% |
$105K - $117K
|
29.3K
$686K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.72K+ 35.28% |
$105K - $116K
|
6.58K
$154K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.71K+ 0.42% |
$105K - $116K
|
408K
$9.56M
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
1.68KNew |
$102K - $114K
|
1.68K
$39.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
1.65K+ 18.39% |
$101K - $112K
|
10.6K
$249K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.65K+ 24.39% |
$101K - $112K
|
8.41K
$197K
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
1.58K+ 47.4% |
$96.7K - $107K
|
4.92K
$115K
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
1.57K+ 7.74% |
$96.1K - $107K
|
21.9K
$512K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.57K+ 0.78% |
$95.8K - $106K
|
203K
$4.76M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.56KNew |
$95K - $106K
|
1.56K
$36.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.51K+ 23.28% |
$92.3K - $102K
|
8K
$187K
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
1.5K+ 16.32% |
$91.9K - $102K
|
10.7K
$251K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.48K+ 8.03% |
$90.5K - $100K
|
19.9K
$466K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.48K+ 5.14% |
$90.1K - $100K
|
30.2K
$707K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1.4K+ 0.49% |
$85.6K - $95.1K
|
289K
$6.77M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.37K+ 22.93% |
$83.9K - $93.2K
|
7.36K
$172K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.32K+ 2.28% |
$80.7K - $89.6K
|
59.3K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.29K+ 20.61% |
$78.5K - $87.2K
|
7.52K
$176K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.28K+ 182.6% |
$78.2K - $86.8K
|
1.98K
$46.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.27K+ 1.08% |
$77.9K - $86.4K
|
120K
$2.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1.25KNew |
$76.2K - $84.6K
|
1.25K
$29.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.23K+ 5.24% |
$75K - $83.3K
|
24.6K
$577K
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
1.18K+ 3.69% |
$72.4K - $80.3K
|
33.3K
$779K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.18K+ 33.04% |
$72K - $79.9K
|
4.74K
$111K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.17K+ 7.83% |
$71.7K - $79.7K
|
16.2K
$378K
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
1.16K+ 34.79% |
$71.1K - $79K
|
4.51K
$106K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.15K+ 17.97% |
$70K - $77.8K
|
7.52K
$176K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
1.11K+ 1.76% |
$68K - $75.4K
|
64.3K
$1.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.1K+ 58.67% |
$67.2K - $74.6K
|
2.98K
$69.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.1K+ 0.48% |
$67K - $74.4K
|
231K
$5.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Ddd Partners, LLC
|
BUY
|
- |
1.06K+ 16.72% |
$64.5K - $71.6K
|
7.36K
$172K
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
1.04K+ 88.85% |
$63.8K - $70.8K
|
2.22K
$51.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.04K+ 10.83% |
$63.4K - $70.4K
|
10.6K
$248K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
998+ 20.44% |
$61K - $67.7K
|
5.88K
$138K
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
995+ 0.13% |
$60.8K - $67.5K
|
755K
$17.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
995+ 0.13% |
$60.8K - $67.5K
|
755K
$17.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
986+ 4.25% |
$60.3K - $66.9K
|
24.2K
$565K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
976+ 20.46% |
$59.6K - $66.2K
|
5.75K
$134K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
937+ 4.21% |
$57.3K - $63.6K
|
23.2K
$543K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
920+ 1.47% |
$56.2K - $62.4K
|
63.4K
$1.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
919+ 9.09% |
$56.2K - $62.4K
|
11K
$258K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
910+ 22.67% |
$55.6K - $61.7K
|
4.93K
$115K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
907New |
$55.4K - $61.5K
|
907
$21.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
906+ 0.22% |
$55.4K - $61.5K
|
410K
$9.59M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
900+ 10.03% |
$55K - $61.1K
|
9.88K
$231K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
886+ 1.05% |
$54.1K - $60.1K
|
85.7K
$2M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
870+ 0.87% |
$53.2K - $59K
|
101K
$2.37M
|