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 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
326New |
$19.9K - $22.1K
|
326
$7.63K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
314+ 45.11% |
$19.2K - $21.3K
|
1.01K
$23.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
291+ 0.76% |
$17.8K - $19.7K
|
38.4K
$899K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
291+ 1.94% |
$17.8K - $19.7K
|
15.3K
$357K
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
291+ 7.24% |
$17.8K - $19.7K
|
4.31K
$101K
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
286+ 0.66% |
$17.5K - $19.4K
|
43.7K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
284+ 1.28% |
$17.4K - $19.3K
|
22.5K
$527K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
263+ 59.64% |
$16.1K - $17.8K
|
704
$16.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
258+ 224.35% |
$15.8K - $17.5K
|
373
$8.73K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
257+ 0.42% |
$15.7K - $17.4K
|
60.9K
$1.42M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
250New |
$15.3K - $17K
|
250
$5.85K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
249+ 0.3% |
$15.2K - $16.9K
|
83.3K
$1.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
243New |
$14.8K - $16.5K
|
243
$5.69K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
238+ 1.37% |
$14.5K - $16.1K
|
17.6K
$412K
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
231+ 0.64% |
$14.1K - $15.7K
|
36.6K
$855K
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
217+ 0.97% |
$13.3K - $14.7K
|
22.6K
$528K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
209+ 0.72% |
$12.8K - $14.2K
|
29.3K
$687K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
207+ 0.66% |
$12.6K - $14K
|
31.7K
$741K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
206+ 0.54% |
$12.6K - $14K
|
38.7K
$906K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
201+ 0.51% |
$12.3K - $13.6K
|
39.4K
$922K
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
199+ 2.59% |
$12.2K - $13.5K
|
7.89K
$185K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
197+ 0.34% |
$12K - $13.4K
|
57.6K
$1.35M
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
195+ 4.07% |
$11.9K - $13.2K
|
4.99K
$117K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
190+ 0.79% |
$11.6K - $12.9K
|
24.2K
$567K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
182+ 0.17% |
$11.1K - $12.3K
|
108K
$2.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
179+ 0.63% |
$10.9K - $12.1K
|
28.8K
$673K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
173+ 0.58% |
$10.6K - $11.7K
|
30.2K
$706K
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
172+ 2.28% |
$10.5K - $11.7K
|
7.7K
$180K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
170+ 0.3% |
$10.4K - $11.5K
|
56.4K
$1.32M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
169+ 12.64% |
$10.3K - $11.5K
|
1.51K
$35.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
164+ 1.22% |
$10K - $11.1K
|
13.7K
$319K
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
163+ 0.56% |
$9.96K - $11.1K
|
29.3K
$685K
|
|
|
Oct 09, 2024
Q3 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
159+ 1.16% |
$9.72K - $10.8K
|
13.9K
$326K
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
155+ 2.83% |
$9.47K - $10.5K
|
5.63K
$132K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
152+ 0.22% |
$9.29K - $10.3K
|
69K
$1.61M
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
152New |
$9.29K - $10.3K
|
152
$3.56K
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
150+ 2.56% |
$9.17K - $10.2K
|
6.01K
$141K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
148+ 0.36% |
$9.04K - $10K
|
41.5K
$972K
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
145+ 2.9% |
$8.86K - $9.84K
|
5.15K
$121K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
140+ 0.1% |
$8.56K - $9.5K
|
138K
$3.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
135+ 3.34% |
$8.25K - $9.16K
|
4.18K
$97.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
134+ 0.53% |
$8.19K - $9.09K
|
25.4K
$594K
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
132+ 0.45% |
$8.07K - $8.96K
|
29.4K
$688K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
120+ 0.81% |
$7.33K - $8.14K
|
14.9K
$348K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
118+ 8.46% |
$7.21K - $8.01K
|
1.51K
$35.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
116+ 2.1% |
$7.09K - $7.87K
|
5.65K
$132K
|
|
|
Oct 29, 2024
Q3 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
106+ 2.04% |
$6.48K - $7.19K
|
5.3K
$124K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
105+ 2.61% |
$6.42K - $7.12K
|
4.13K
$96.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
103+ 2.73% |
$6.29K - $6.99K
|
3.88K
$90.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
103+ 0.63% |
$6.29K - $6.99K
|
16.4K
$385K
|