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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-976- 1.47% |
$57.3K - $63.2K
|
65.6K
$1.54M
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-981- 20.6% |
$57.6K - $63.5K
|
3.78K
$88.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-990- 0.46% |
$58.1K - $64.1K
|
215K
$5.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-997- 13.52% |
$58.5K - $64.6K
|
6.38K
$149K
|
|
|
Jul 31, 2024
Q2 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-1.02K- 2.88% |
$59.7K - $65.9K
|
34.3K
$803K
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.03K- 36.36% |
$60.2K - $66.5K
|
1.8K
$42K
|
|
|
Aug 01, 2024
Q2 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-1.04K- 6.66% |
$60.8K - $67K
|
14.5K
$340K
|
|
|
Jul 25, 2024
Q2 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-1.04K- 9.34% |
$61.1K - $67.4K
|
10.1K
$236K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.04K- 3.2% |
$61.2K - $67.5K
|
31.5K
$737K
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.05K- 8.6% |
$61.5K - $67.9K
|
11.1K
$261K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.06K- 30.68% |
$62.3K - $68.8K
|
2.4K
$56.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-1.07K- 10.39% |
$62.7K - $69.2K
|
9.21K
$216K
|
|
|
Aug 02, 2024
Q2 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-1.13K- 17.85% |
$66.2K - $73.1K
|
5.19K
$122K
|
|
|
Aug 13, 2024
Q2 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.14K- 5.43% |
$67K - $74K
|
19.9K
$465K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.14K- 0.26% |
$67.1K - $74K
|
437K
$10.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-1.17K- 16.22% |
$68.8K - $75.9K
|
6.05K
$142K
|
|
|
Jul 30, 2024
Q2 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-1.18K- 3.84% |
$69.3K - $76.4K
|
29.6K
$692K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.2K- 3.38% |
$70.4K - $77.7K
|
34.3K
$803K
|
|
|
Aug 01, 2024
Q2 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-1.2K- 2.82% |
$70.6K - $77.9K
|
41.4K
$968K
|
|
|
Aug 09, 2024
Q2 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-1.25K- 20.52% |
$73.1K - $80.7K
|
4.82K
$113K
|
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.25K- 0.98% |
$73.6K - $81.2K
|
127K
$2.97M
|
|
|
Jul 31, 2024
Q2 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1.29K- 2.69% |
$75.7K - $83.5K
|
46.5K
$1.09M
|
|
|
Aug 09, 2024
Q2 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-1.3K- 5.63% |
$76.3K - $84.1K
|
21.8K
$509K
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.31K- 9.7% |
$76.6K - $84.5K
|
12.1K
$284K
|
|
|
Aug 12, 2024
Q2 2024
|
True North Advisors, LLC
|
SELL
|
- |
-1.31K- 11.98% |
$77.1K - $85.1K
|
9.65K
$226K
|
|
|
Aug 12, 2024
Q2 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-1.33K- 4.46% |
$77.8K - $85.9K
|
28.4K
$665K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.33K- 5.39% |
$78.3K - $86.4K
|
23.4K
$548K
|
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-1.34K- 1.67% |
$78.5K - $86.6K
|
78.9K
$1.85M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-1.36K- 14.55% |
$79.7K - $88K
|
7.98K
$187K
|
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-1.37K- 1.35% |
$80.4K - $88.7K
|
99.7K
$2.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1.38K- 1.88% |
$80.7K - $89.1K
|
71.8K
$1.68M
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.4K- 0.33% |
$82.1K - $90.6K
|
426K
$9.98M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.4K- 2.88% |
$82.2K - $90.7K
|
47.2K
$1.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-1.43K- 2.35% |
$83.8K - $92.5K
|
59.2K
$1.39M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.44K- 0.56% |
$84.5K - $93.2K
|
257K
$6.01M
|
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-1.46K- 3.47% |
$85.9K - $94.8K
|
40.7K
$952K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.47K- 2.35% |
$86.1K - $95K
|
60.9K
$1.42M
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.5K- 31.02% |
$88.1K - $97.2K
|
3.34K
$78K
|
|
|
Jul 24, 2024
Q2 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.57K- 4.04% |
$92.3K - $102K
|
37.3K
$873K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.61K- 3.46% |
$94.3K - $104K
|
44.8K
$1.05M
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.67K- 0.57% |
$97.9K - $108K
|
291K
$6.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.69K- 22.98% |
$99.3K - $110K
|
5.67K
$133K
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-1.69K- 2.25% |
$99.3K - $110K
|
73.3K
$1.72M
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.7K- 89.3% |
$99.9K - $110K
|
204
$4.77K
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.71K- 2.63% |
$100K - $111K
|
63.2K
$1.48M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.72K- 3.81% |
$101K - $111K
|
43.4K
$1.02M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.72K- 18.12% |
$101K - $112K
|
7.78K
$182K
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-1.73K- 0.6% |
$102K - $112K
|
288K
$6.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.75K- 66.62% |
$103K - $113K
|
876
$20.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.77K- 1.4% |
$104K - $115K
|
125K
$2.92M
|