Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-140- 0.35% |
$8.22K - $9.07K
|
40.1K
$938K
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-146- 0.18% |
$8.57K - $9.46K
|
80.4K
$1.88M
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-150- 20.6% |
$8.81K - $9.72K
|
578
$13.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-151- 0.5% |
$8.86K - $9.78K
|
30.1K
$704K
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-156- 11.72% |
$9.16K - $10.1K
|
1.18K
$27.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-158- 0.99% |
$9.27K - $10.2K
|
15.8K
$369K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-158- 3.34% |
$9.27K - $10.2K
|
4.58K
$107K
|
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-158- 0.88% |
$9.27K - $10.2K
|
17.8K
$417K
|
|
|
Aug 08, 2024
Q2 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-160- 1.18% |
$9.39K - $10.4K
|
13.5K
$315K
|
|
|
Jul 12, 2024
Q2 2024
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-170- 1.2% |
$9.98K - $11K
|
13.9K
$326K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-172- 3.56% |
$10.1K - $11.1K
|
4.66K
$109K
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-186- 0.61% |
$10.9K - $12K
|
30.1K
$704K
|
|
|
Jul 31, 2024
Q2 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-187- 0.21% |
$11K - $12.1K
|
87.7K
$2.05M
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-192- 2.1% |
$11.3K - $12.4K
|
8.93K
$209K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-192- 0.04% |
$11.3K - $12.4K
|
455K
$10.6M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-199- 32.52% |
$11.7K - $12.9K
|
413
$9.66K
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-200- 0.48% |
$11.7K - $13K
|
41.6K
$974K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-205- 0.24% |
$12K - $13.3K
|
84.1K
$1.97M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-210- 4.28% |
$12.3K - $13.6K
|
4.7K
$110K
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-212- 5.99% |
$12.4K - $13.7K
|
3.33K
$77.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-213- 1.69% |
$12.5K - $13.8K
|
12.4K
$291K
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-215- 2.2% |
$12.6K - $13.9K
|
9.57K
$224K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-220- 11.6% |
$12.9K - $14.3K
|
1.68K
$39.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-221- 6.48% |
$13K - $14.3K
|
3.19K
$74.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-225- 0.87% |
$13.2K - $14.6K
|
25.7K
$602K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-226- 1.78% |
$13.3K - $14.6K
|
12.5K
$293K
|
|
|
Aug 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-228- 5.0% |
$13.4K - $14.8K
|
4.33K
$101K
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-232- 15.39% |
$13.6K - $15K
|
1.28K
$29.8K
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-236- 3.26% |
$13.9K - $15.3K
|
7.01K
$164K
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-239- 4.1% |
$14K - $15.5K
|
5.59K
$131K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-242- 16.79% |
$14.2K - $15.7K
|
1.2K
$28.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-249- 0.1% |
$14.6K - $16.1K
|
242K
$5.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-253- 2.3% |
$14.9K - $16.4K
|
10.8K
$252K
|
|
|
Aug 01, 2024
Q2 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-257- 0.55% |
$15.1K - $16.6K
|
46.1K
$1.08M
|
|
|
Oct 17, 2024
Q2 2024
|
Joule Financial, LLC
|
SELL
|
- |
-262- 1.39% |
$15.4K - $17K
|
18.6K
$435K
|
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-265- 4.55% |
$15.6K - $17.2K
|
5.55K
$130K
|
|
|
Jul 29, 2024
Q2 2024
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-268- 6.59% |
$15.7K - $17.4K
|
3.8K
$88.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Lathrop Investment Management Corp
|
SELL
|
- |
-268- 4.21% |
$15.7K - $17.4K
|
6.1K
$143K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-271- 2.81% |
$15.9K - $17.6K
|
9.37K
$219K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-272- 2.61% |
$16K - $17.6K
|
10.1K
$237K
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-273- 0.58% |
$16K - $17.7K
|
46.4K
$1.09M
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-273- 28.17% |
$16K - $17.7K
|
696
$16.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-273- 0.36% |
$16K - $17.7K
|
74.9K
$1.75M
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-276- 80.94% |
$16.2K - $17.9K
|
65
$1.52K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-278- 56.73% |
$16.3K - $18K
|
212
$4.96K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-280- 0.39% |
$16.4K - $18.1K
|
72.4K
$1.69M
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-281- 1.26% |
$16.5K - $18.2K
|
22K
$514K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-285- 1.51% |
$16.7K - $18.5K
|
18.6K
$435K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-293- 2.14% |
$17.2K - $19K
|
13.4K
$314K
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-295- 28.56% |
$17.3K - $19.1K
|
738
$17.3K
|