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 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
998+ 20.44% |
$61K - $67.7K
|
5.88K
$137K
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
995+ 0.13% |
$60.8K - $67.5K
|
755K
$17.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
995+ 0.13% |
$60.8K - $67.5K
|
755K
$17.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
986+ 4.25% |
$60.3K - $66.9K
|
24.2K
$563K
|
|
|
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
$540K
|
|
|
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
$257K
|
|
|
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
$21.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
906+ 0.22% |
$55.4K - $61.5K
|
410K
$9.55M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
900+ 10.03% |
$55K - $61.1K
|
9.88K
$230K
|
|
|
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
$2.36M
|
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
868+ 0.06% |
$53K - $58.9K
|
1.52M
$35.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
858+ 0.21% |
$52.4K - $58.2K
|
403K
$9.39M
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
853+ 2.29% |
$52.1K - $57.9K
|
38.2K
$889K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
850+ 10.21% |
$51.9K - $57.7K
|
9.18K
$214K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
834New |
$51K - $56.6K
|
834
$19.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
832+ 11.67% |
$50.8K - $56.5K
|
7.96K
$185K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
814New |
$49.7K - $55.2K
|
814
$19K
|
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
802+ 4.31% |
$49K - $54.4K
|
19.4K
$452K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
782+ 1.78% |
$47.8K - $53.1K
|
44.8K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
779+ 1.22% |
$47.6K - $52.9K
|
64.8K
$1.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
747New |
$45.6K - $50.7K
|
747
$17.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
721+ 6.38% |
$44.1K - $48.9K
|
12K
$280K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
712New |
$43.5K - $48.3K
|
712
$16.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
712+ 19.07% |
$43.5K - $48.3K
|
4.45K
$104K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
699+ 8.96% |
$42.7K - $47.4K
|
8.5K
$198K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
695+ 5.56% |
$42.5K - $47.2K
|
13.2K
$307K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
659+ 1.61% |
$40.3K - $44.7K
|
41.5K
$967K
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
BUY
|
- |
644+ 2.57% |
$39.4K - $43.7K
|
25.7K
$599K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
636New |
$38.9K - $43.2K
|
636
$14.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
634+ 16.77% |
$38.7K - $43K
|
4.42K
$103K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
626New |
$38.3K - $42.5K
|
626
$14.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
625+ 0.66% |
$38.2K - $42.4K
|
95.3K
$2.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
616+ 8.78% |
$37.6K - $41.8K
|
7.63K
$178K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
607+ 2.78% |
$37.1K - $41.2K
|
22.4K
$522K
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
607+ 10.21% |
$37.1K - $41.2K
|
6.55K
$153K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
606+ 312.37% |
$37K - $41.1K
|
800
$18.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
570+ 3166.67% |
$34.8K - $38.7K
|
588
$13.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
569+ 39.11% |
$34.8K - $38.6K
|
2.02K
$47.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
560+ 3.51% |
$34.2K - $38K
|
16.5K
$385K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
530+ 1.16% |
$32.4K - $36K
|
46.1K
$1.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
528+ 200.76% |
$32.3K - $35.8K
|
791
$18.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
503+ 143.71% |
$30.7K - $34.1K
|
853
$19.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
503+ 2.39% |
$30.7K - $34.1K
|
21.5K
$502K
|
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
500+ 15.68% |
$30.6K - $33.9K
|
3.69K
$86K
|
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
500+ 10.07% |
$30.6K - $33.9K
|
5.46K
$127K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
491+ 0.67% |
$30K - $33.3K
|
74.1K
$1.73M
|