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 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-301- 82.47% |
$17.7K - $19.5K
|
64
$1.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-310- 2.07% |
$18.2K - $20.1K
|
14.7K
$343K
|
|
|
Jul 25, 2024
Q2 2024
|
Shaker Investments LLC
|
SELL
|
- |
-311- 8.43% |
$18.3K - $20.1K
|
3.38K
$79K
|
|
|
Aug 15, 2024
Q2 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-312- 3.27% |
$18.3K - $20.2K
|
9.23K
$216K
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-315- 0.71% |
$18.5K - $20.4K
|
43.9K
$1.03M
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-334- 1.32% |
$19.6K - $21.6K
|
24.9K
$583K
|
|
|
Aug 14, 2024
Q2 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-339- 1.58% |
$19.9K - $22K
|
21.1K
$494K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-340- 48.57% |
$20K - $22K
|
360
$8.42K
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-342- 0.49% |
$20.1K - $22.2K
|
70.1K
$1.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-350- 1.46% |
$20.5K - $22.7K
|
23.5K
$551K
|
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-356- 1.18% |
$20.9K - $23.1K
|
29.9K
$699K
|
|
|
Aug 08, 2024
Q2 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-362- 0.31% |
$21.2K - $23.5K
|
115K
$2.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-366- 1.34% |
$21.5K - $23.7K
|
26.9K
$631K
|
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-370- 7.69% |
$21.7K - $24K
|
4.44K
$104K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-370- 26.19% |
$21.7K - $24K
|
1.04K
$24.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-370- 1.79% |
$21.7K - $24K
|
20.3K
$475K
|
|
|
Jul 17, 2024
Q2 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-397- 2.38% |
$23.3K - $25.7K
|
16.3K
$380K
|
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-400- 3.27% |
$23.5K - $25.9K
|
11.8K
$277K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-407- 6.46% |
$23.9K - $26.4K
|
5.9K
$138K
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-418- 1.79% |
$24.5K - $27.1K
|
23K
$538K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-420- 1.34% |
$24.7K - $27.2K
|
31K
$726K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-422- 2.19% |
$24.8K - $27.3K
|
18.8K
$441K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-422- 0.33% |
$24.8K - $27.3K
|
127K
$2.98M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-430- 47.67% |
$25.2K - $27.9K
|
472
$11K
|
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-438- 7.17% |
$25.7K - $28.4K
|
5.67K
$133K
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-443- 10.0% |
$26K - $28.7K
|
3.99K
$93.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-445- 6.46% |
$26.1K - $28.8K
|
6.44K
$151K
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-446- 9.18% |
$26.2K - $28.9K
|
4.42K
$103K
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-469- 0.42% |
$27.5K - $30.4K
|
112K
$2.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-471- 1.98% |
$27.6K - $30.5K
|
23.3K
$546K
|
|
|
Jul 15, 2024
Q2 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-476- 3.34% |
$27.9K - $30.8K
|
13.8K
$322K
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-485- 2.42% |
$28.5K - $31.4K
|
19.5K
$457K
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-490- 0.51% |
$28.8K - $31.7K
|
96K
$2.25M
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-501- 1.44% |
$29.4K - $32.5K
|
34.3K
$802K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-502- 1.28% |
$29.5K - $32.5K
|
38.6K
$904K
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-503- 1.38% |
$29.5K - $32.6K
|
35.9K
$841K
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-512- 1.05% |
$30.1K - $33.2K
|
48.3K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-513- 11.12% |
$30.1K - $33.2K
|
4.1K
$95.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-514- 2.2% |
$30.2K - $33.3K
|
22.9K
$535K
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-521- 5.26% |
$30.6K - $33.8K
|
9.39K
$220K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-526- 24.89% |
$30.9K - $34.1K
|
1.59K
$37.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-531- 4.72% |
$31.2K - $34.4K
|
10.7K
$251K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-542- 10.07% |
$31.8K - $35.1K
|
4.84K
$113K
|
|
|
Aug 01, 2024
Q2 2024
|
Ddd Partners, LLC
|
SELL
|
- |
-545- 7.95% |
$32K - $35.3K
|
6.31K
$148K
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-546- 10.89% |
$32.1K - $35.4K
|
4.47K
$105K
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-552- 6.67% |
$32.4K - $35.8K
|
7.73K
$181K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-558- 1.19% |
$32.8K - $36.1K
|
46.4K
$1.09M
|
|
|
Aug 07, 2024
Q2 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-567- 0.62% |
$33.3K - $36.7K
|
90.6K
$2.12M
|
|
|
Jul 25, 2024
Q2 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-575- 0.58% |
$33.8K - $37.2K
|
98.8K
$2.31M
|
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-578- 14.75% |
$33.9K - $37.4K
|
3.34K
$78.2K
|