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 08, 2024
Q2 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
14.4KNew |
$846K - $934K
|
14.4K
$337K
|
|
|
Aug 12, 2024
Q2 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
14.2K+ 12.32% |
$834K - $920K
|
130K
$3.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
14.2K+ 29.01% |
$831K - $918K
|
63K
$1.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
13.3K+ 7.04% |
$779K - $860K
|
202K
$4.72M
|
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
13.2K+ 3.7% |
$774K - $855K
|
370K
$8.66M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
12.7KNew |
$743K - $820K
|
12.7K
$296K
|
|
|
Aug 13, 2024
Q2 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
12.5K+ 18.47% |
$737K - $813K
|
80.5K
$1.88M
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
12.3K+ 3.66% |
$724K - $798K
|
349K
$8.18M
|
|
|
Aug 01, 2024
Q2 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
12.2KNew |
$713K - $787K
|
12.2K
$284K
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
12K+ 2.88% |
$703K - $776K
|
427K
$9.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
11.7KNew |
$688K - $759K
|
11.7K
$274K
|
|
|
Aug 12, 2024
Q2 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
11.7K+ 125.04% |
$686K - $757K
|
21K
$492K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.3K+ 3.01% |
$662K - $730K
|
386K
$9.03M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11.2K+ 56.39% |
$660K - $728K
|
31.2K
$729K
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
10.9K+ 2.27% |
$640K - $707K
|
490K
$11.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.9K+ 1.72% |
$638K - $704K
|
644K
$15.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.9KNew |
$637K - $703K
|
10.9K
$254K
|
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
10.8KNew |
$633K - $698K
|
10.8K
$252K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
10.7K+ 20.53% |
$629K - $695K
|
62.9K
$1.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
10.6K+ 107.28% |
$622K - $687K
|
20.5K
$479K
|
|
|
Aug 02, 2024
Q2 2024
|
Rede Wealth, LLC
|
BUY
|
- |
10.6KNew |
$622K - $686K
|
10.6K
$248K
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
10.5KNew |
$617K - $681K
|
10.5K
$246K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
10.4K+ 25.68% |
$609K - $672K
|
50.8K
$1.19M
|
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
10.1K+ 59.45% |
$592K - $653K
|
27K
$633K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10.1K+ 1.49% |
$591K - $652K
|
686K
$16.1M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
9.67K+ 11.18% |
$568K - $627K
|
96.2K
$2.25M
|
|
|
Jul 16, 2024
Q2 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
9.53KNew |
$559K - $617K
|
9.53K
$223K
|
|
|
Aug 12, 2024
Q2 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
9.44K+ 20.31% |
$554K - $612K
|
55.9K
$1.31M
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
9.4K+ 5.62% |
$551K - $609K
|
177K
$4.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
9.3K+ 6.95% |
$546K - $602K
|
143K
$3.35M
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
9.08K+ 77.91% |
$533K - $588K
|
20.7K
$485K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
9.01K+ 6.67% |
$529K - $583K
|
144K
$3.37M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
8.83K+ 52.63% |
$518K - $572K
|
25.6K
$599K
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
8.63K+ 2.19% |
$507K - $559K
|
403K
$9.44M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
8.59KNew |
$504K - $557K
|
8.59K
$201K
|
|
|
Aug 08, 2024
Q2 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
8.36K+ 15.03% |
$490K - $541K
|
63.9K
$1.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
8.35K+ 7.88% |
$490K - $541K
|
114K
$2.67M
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
8.14K+ 63.37% |
$478K - $527K
|
21K
$491K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
8.1KNew |
$476K - $525K
|
8.1K
$190K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.86KNew |
$462K - $509K
|
7.86K
$184K
|
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
7.82KNew |
$459K - $507K
|
7.82K
$183K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
7.81K+ 287.03% |
$459K - $506K
|
10.5K
$247K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
7.76K+ 8.38% |
$456K - $503K
|
100K
$2.35M
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7.59K+ 2.55% |
$445K - $492K
|
305K
$7.13M
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
7.56K+ 0.98% |
$444K - $490K
|
775K
$18.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.46K+ 22.7% |
$438K - $483K
|
40.3K
$943K
|
|
|
Aug 02, 2024
Q2 2024
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
7.45K+ 12.89% |
$437K - $482K
|
65.2K
$1.53M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.33K+ 1.84% |
$430K - $475K
|
407K
$9.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
7.2KNew |
$423K - $466K
|
7.2K
$168K
|
|
|
Jul 25, 2024
Q2 2024
|
Wedgewood Investors Inc
|
BUY
|
- |
7.19K+ 26.82% |
$422K - $466K
|
34K
$795K
|