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 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-21.6K- 2.78% |
$1.27M - $1.4M
|
754K
$17.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-21.6K- 2.78% |
$1.27M - $1.4M
|
754K
$17.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-21.7K- 62.58% |
$1.27M - $1.4M
|
13K
$303K
|
|
|
Jul 30, 2024
Q2 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-22K- 52.73% |
$1.29M - $1.43M
|
19.8K
$462K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-22.1K- 0.65% |
$1.3M - $1.43M
|
3.38M
$79M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-22.2K- 24.02% |
$1.3M - $1.44M
|
70.1K
$1.64M
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-22.5K- 27.96% |
$1.32M - $1.46M
|
57.9K
$1.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-24.2K- 17.18% |
$1.42M - $1.57M
|
116K
$2.73M
|
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-24.9K- 0.87% |
$1.46M - $1.61M
|
2.85M
$66.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-28K- 6.43% |
$1.65M - $1.82M
|
408K
$9.55M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-28.5K- 1.28% |
$1.68M - $1.85M
|
2.2M
$51.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-31.9K- 1.37% |
$1.87M - $2.06M
|
2.29M
$53.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-32.6K- 35.4% |
$1.91M - $2.11M
|
59.5K
$1.39M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-33.3K- 0.91% |
$1.95M - $2.16M
|
3.64M
$85.1M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-34K- 10.42% |
$1.99M - $2.2M
|
292K
$6.84M
|
|
|
Jul 18, 2024
Q2 2024
|
Veery Capital, LLC
|
SELL
|
- |
-40.2K- 7.32% |
$2.36M - $2.6M
|
509K
$11.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-40.5K- 14.97% |
$2.38M - $2.62M
|
230K
$5.39M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-42K- 6.73% |
$2.47M - $2.72M
|
582K
$13.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-43.8K- 51.49% |
$2.57M - $2.84M
|
41.3K
$965K
|
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-44.3K- 2.16% |
$2.6M - $2.87M
|
2M
$46.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-46.6K- 18.17% |
$2.74M - $3.02M
|
210K
$4.91M
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
SELL
|
- |
-46.8K- 23.91% |
$2.75M - $3.03M
|
149K
$3.49M
|
|
|
Aug 05, 2024
Q2 2024
|
ETF Store, Inc.
|
SELL
|
- |
-51.7K- 48.84% |
$3.04M - $3.35M
|
54.2K
$1.27M
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-54.5K- 10.2% |
$3.2M - $3.53M
|
480K
$11.2M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-54.8K- 6.73% |
$3.22M - $3.55M
|
759K
$17.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-59.9K- 5.37% |
$3.52M - $3.88M
|
1.06M
$24.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-61.5K- 8.85% |
$3.61M - $3.98M
|
633K
$14.8M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-62.6K- 19.38% |
$3.67M - $4.06M
|
260K
$6.09M
|
|
|
Jul 25, 2024
Q2 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-63.4K- 16.18% |
$3.72M - $4.1M
|
328K
$7.68M
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-73.9K- 27.77% |
$4.34M - $4.79M
|
192K
$4.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-77.2K- 58.69% |
$4.53M - $5M
|
54.3K
$1.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-79.9K- 8.43% |
$4.69M - $5.18M
|
868K
$20.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-90.8K- 12.68% |
$5.33M - $5.88M
|
625K
$14.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-93.1K- 11.46% |
$5.46M - $6.03M
|
719K
$16.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-95.7K- 21.2% |
$5.62M - $6.2M
|
356K
$8.32M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-111K- 11.09% |
$6.53M - $7.21M
|
892K
$20.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-126K- 0.45% |
$7.42M - $8.19M
|
28.2M
$660M
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-131K- 43.03% |
$7.69M - $8.48M
|
173K
$4.06M
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-132K- 66.0% |
$7.74M - $8.54M
|
67.9K
$1.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-137K- 6.78% |
$8.04M - $8.87M
|
1.88M
$44.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-171K- 1.35% |
$10.1M - $11.1M
|
12.5M
$293M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-212K- 13.79% |
$12.4M - $13.7M
|
1.32M
$31M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-241K- 4.84% |
$14.1M - $15.6M
|
4.74M
$111M
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-345K- 9.42% |
$20.3M - $22.4M
|
3.32M
$77.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-349K- 5.35% |
$20.5M - $22.6M
|
6.18M
$145M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-361K- 6.16% |
$21.2M - $23.4M
|
5.49M
$129M
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-367K- 99.24% |
$21.6M - $23.8M
|
2.8K
$65.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-478K- 32.32% |
$28.1M - $31M
|
1M
$23.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-544K- 7.49% |
$31.9M - $35.2M
|
6.71M
$157M
|