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 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
44.7KNew |
$2.63M - $2.9M
|
44.7K
$1.05M
|
|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
41.2KNew |
$2.42M - $2.67M
|
41.2K
$964K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
39.8K+ 12.92% |
$2.33M - $2.58M
|
347K
$8.13M
|
|
|
Aug 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
38.5K+ 8.79% |
$2.26M - $2.5M
|
477K
$11.2M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
37.8K+ 37.02% |
$2.22M - $2.45M
|
140K
$3.27M
|
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
36.9K+ 2.37% |
$2.16M - $2.39M
|
1.59M
$37.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
36.1K+ 8.42% |
$2.12M - $2.34M
|
466K
$10.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
35.4K+ 4.77% |
$2.08M - $2.29M
|
779K
$18.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
34.6K+ 7.59% |
$2.03M - $2.24M
|
491K
$11.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
34.5KNew |
$2.02M - $2.23M
|
34.5K
$807K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
33.9K+ 170.41% |
$1.99M - $2.19M
|
53.7K
$1.26M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
33K+ 1.84% |
$1.93M - $2.14M
|
1.83M
$42.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
33K+ 1.84% |
$1.93M - $2.14M
|
1.83M
$42.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
31K+ 2.8% |
$1.82M - $2.01M
|
1.14M
$26.6M
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
30.5K+ 4.15% |
$1.79M - $1.97M
|
765K
$17.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
29.3K+ 6.61% |
$1.72M - $1.89M
|
472K
$11M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
29K+ 281.41% |
$1.7M - $1.88M
|
39.3K
$920K
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
26.2KNew |
$1.54M - $1.7M
|
26.2K
$614K
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
25.7K+ 4.73% |
$1.51M - $1.67M
|
570K
$13.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
25.2K+ 28.52% |
$1.48M - $1.63M
|
114K
$2.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
24.6K+ 12.44% |
$1.44M - $1.59M
|
222K
$5.19M
|
|
|
Aug 21, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
24.4KNew |
$1.43M - $1.58M
|
24.4K
$572K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
24K+ 3.25% |
$1.41M - $1.55M
|
761K
$17.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
23.8K+ 14.22% |
$1.39M - $1.54M
|
191K
$4.47M
|
|
|
Dec 02, 2024
Q2 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
23.6K+ 116.56% |
$1.39M - $1.53M
|
43.9K
$1.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
22.6KNew |
$1.32M - $1.46M
|
22.6K
$528K
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
22.5K+ 257.28% |
$1.32M - $1.46M
|
31.3K
$732K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
22.3K+ 5.45% |
$1.31M - $1.44M
|
431K
$10.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
22.2K+ 1.36% |
$1.31M - $1.44M
|
1.66M
$38.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
21.1KNew |
$1.24M - $1.36M
|
21.1K
$493K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
21K+ 86.02% |
$1.23M - $1.36M
|
45.4K
$1.06M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
20.6K+ 125.06% |
$1.21M - $1.34M
|
37.1K
$868K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
19.7K+ 9.81% |
$1.16M - $1.28M
|
221K
$5.17M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
18.7KNew |
$1.1M - $1.21M
|
18.7K
$438K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
18.6K+ 46520.0% |
$1.09M - $1.21M
|
18.6K
$436K
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
18.4KNew |
$1.08M - $1.19M
|
18.4K
$430K
|
|
|
Jul 12, 2024
Q2 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
18.1K+ 1.2% |
$1.06M - $1.17M
|
1.52M
$35.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
17.6K+ 467.79% |
$1.03M - $1.14M
|
21.3K
$499K
|
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
BUY
|
- |
17.2K+ 7.28% |
$1.01M - $1.11M
|
253K
$5.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
17.1K+ 10.91% |
$1.01M - $1.11M
|
174K
$4.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
16.5KNew |
$968K - $1.07M
|
16.5K
$386K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
16K+ 4.48% |
$941K - $1.04M
|
374K
$8.74M
|
|
|
Jul 15, 2024
Q2 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
16K+ 3.38% |
$939K - $1.04M
|
489K
$11.4M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
16K+ 17.73% |
$936K - $1.03M
|
106K
$2.48M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
15.9KNew |
$936K - $1.03M
|
15.9K
$373K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
15.7KNew |
$922K - $1.02M
|
15.7K
$367K
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
15.2K+ 16.73% |
$890K - $982K
|
106K
$2.48M
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
14.7K+ 5.11% |
$865K - $954K
|
303K
$7.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
14.6K+ 3.73% |
$859K - $948K
|
407K
$9.52M
|
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
14.5K+ 3.61% |
$850K - $938K
|
416K
$9.73M
|