Purchases and Sales Made in Q2 2024 in Schwab Strategic Tr Us Large C (SCHX)

SCHX Quotes by TradingView

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 02, 2024 Q2 2024
Lowery Thomas, LLC

San Francisco, CA
BUY
 -
7.06K
+ 41.63%
$414K - $457K
24K $562K
Jul 25, 2024 Q2 2024
Hrc Wealth Management, LLC

Moscow, ID
BUY
 -
7.03K
+ 1.84%
$412K - $455K
389K $9.1M
Aug 05, 2024 Q2 2024
Precision Wealth Strategies, LLC

BUY
 -
6.78K
+ 91.11%
$398K - $439K
14.2K $333K
Jul 19, 2024 Q2 2024
Cap Partners, LLC

Franklin, TN
BUY
 -
6.73K
+ 4.22%
$395K - $436K
166K $3.89M
Jul 23, 2024 Q2 2024
Phocas Financial Corp.

Alameda, CA
BUY
 -
6.65K
+ 20.05%
$390K - $431K
39.8K $932K
Aug 02, 2024 Q2 2024
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
6.44K
+ 4.63%
$378K - $417K
146K $3.41M
Aug 13, 2024 Q2 2024
Paradigm Financial Partners, LLC

BUY
 -
6.37K
+ 10.09%
$374K - $412K
69.5K $1.63M
Jul 18, 2024 Q2 2024
B & T Capital Management Dba Alpha Capital Management

BUY
 -
6.22K
+ 2.39%
$365K - $403K
266K $6.23M
Aug 14, 2024 Q2 2024
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
6.19K
+ 62.74%
$363K - $401K
16K $375K
Jul 23, 2024 Q2 2024
Dumont & Blake Investment Advisors LLC

BUY
 -
6.13K
+ 88.97%
$360K - $397K
13K $305K
Jul 29, 2024 Q2 2024
Principal Financial Group Inc

Des Moines, IA
BUY
 -
5.95K
+ 296.22%
$349K - $386K
7.96K $186K
Aug 13, 2024 Q2 2024
Tpg Advisors LLC

Northfield, IL
BUY
 -
5.92K
New
$347K - $383K
5.92K $138K
Jul 26, 2024 Q2 2024
Rosenberg Matthew Hamilton

BUY
 -
5.89K
+ 6.21%
$346K - $382K
101K $2.36M
Jul 12, 2024 Q2 2024
Carolina Wealth Advisors, LLC

BUY
 -
5.84K
+ 7.51%
$343K - $378K
83.6K $1.96M
Aug 14, 2024 Q2 2024
Marshall Wace, LLP

London, X0
BUY
 -
5.71K
New
$335K - $370K
5.71K $134K
Aug 08, 2024 Q2 2024
J.W. Cole Advisors, Inc.

BUY
 -
5.52K
+ 32.15%
$324K - $358K
22.7K $531K
Aug 14, 2024 Q2 2024
Qube Research & Technologies LTD

London, X0
BUY
 -
5.51K
+ 59.94%
$323K - $357K
14.7K $344K
Jul 19, 2024 Q2 2024
Financial Consulate, Inc

BUY
 -
5.45K
+ 0.47%
$320K - $353K
1.16M $27.2M
Aug 02, 2024 Q2 2024
Larson Financial Group LLC

BUY
 -
5.39K
+ 28.76%
$316K - $349K
24.1K $564K
Jul 12, 2024 Q2 2024
Sentinel Pension Advisors Inc

Wakefield, MA
BUY
 -
5.37K
+ 5.23%
$315K - $348K
108K $2.53M
Aug 12, 2024 Q2 2024
Bright Financial Advisors, Inc.

Portage, MI
BUY
 -
5.35K
New
$314K - $346K
5.35K $125K
Aug 08, 2024 Q2 2024
Hartline Investment Corp

Winnetka, IL
BUY
 -
5.22K
+ 146.09%
$306K - $338K
8.79K $206K
Jul 30, 2024 Q2 2024
Sheets Smith Wealth Management

BUY
 -
5.21K
+ 1.97%
$306K - $338K
269K $6.3M
Aug 02, 2024 Q2 2024
N.E.W. Advisory Services LLC

BUY
 -
5.21K
New
$306K - $337K
5.21K $122K
Jul 18, 2024 Q2 2024
Pure Financial Advisors, LLC

BUY
 -
5.16K
New
$303K - $334K
5.16K $121K
Aug 14, 2024 Q2 2024
Two Sigma Securities, LLC

New York, NY
BUY
 -
5.15K
New
$302K - $334K
5.15K $120K
Jul 31, 2024 Q2 2024
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
5.12K
+ 6.52%
$301K - $332K
83.7K $1.96M
Jul 12, 2024 Q2 2024
Francis Financial, Inc.

New York, NY
BUY
 -
5.1K
New
$299K - $330K
5.1K $119K
Aug 14, 2024 Q2 2024
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
5.04K
+ 191.78%
$296K - $327K
7.67K $180K
Aug 13, 2024 Q2 2024
Advisory Services Network, LLC

BUY
 -
4.91K
+ 8.58%
$288K - $318K
62.1K $1.45M
Aug 08, 2024 Q2 2024
Verity & Verity, LLC

Beaufort, SC
BUY
 -
4.88K
New
$287K - $316K
4.88K $114K
Jul 10, 2024 Q2 2024
Csenge Advisory Group

BUY
 -
4.85K
+ 2.3%
$284K - $314K
215K $5.04M
Jul 26, 2024 Q2 2024
Walkner Condon Financial Advisors LLC

BUY
 -
4.81K
+ 4.58%
$282K - $311K
110K $2.57M
Aug 14, 2024 Q2 2024
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
4.72K
+ 49.49%
$277K - $306K
14.3K $334K
Jul 31, 2024 Q2 2024
Summit Financial, LLC

Parsippany, NJ
BUY
 -
4.57K
New
$268K - $296K
4.57K $107K
Jul 23, 2024 Q2 2024
Gyl Financial Synergies, LLC

BUY
 -
4.54K
New
$266K - $294K
4.54K $106K
Aug 14, 2024 Q2 2024
Wms Partners, LLC

BUY
 -
4.5K
New
$264K - $292K
4.5K $105K
Aug 13, 2024 Q2 2024
Petix & Botte CO

BUY
 -
4.49K
New
$263K - $291K
4.49K $105K
Aug 12, 2024 Q2 2024
Blair William & CO

Chicago, IL
BUY
 -
4.47K
+ 15.84%
$262K - $289K
32.7K $764K
Aug 09, 2024 Q2 2024
Valley Forge Investment Consultants Inc Adv

BUY
 -
4.46K
+ 1.35%
$262K - $289K
335K $7.83M
Aug 14, 2024 Q2 2024
Gg Group Ventures, LLC

Orlando, FL
BUY
 -
4.42K
New
$260K - $286K
4.42K $103K
Aug 09, 2024 Q2 2024
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
4.38K
New
$257K - $284K
4.38K $103K
Aug 14, 2024 Q2 2024
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
4.38K
+ 20.67%
$257K - $284K
25.6K $598K
Jul 17, 2024 Q2 2024
Provident Wealth Management, LLC

BUY
 -
4.37K
+ 1.38%
$256K - $283K
320K $7.49M
Jul 11, 2024 Q2 2024
Vander Pol Investments L.L.C.

Caledonia, MI
BUY
 -
4.35K
+ 9.33%
$255K - $282K
50.9K $1.19M
Aug 12, 2024 Q2 2024
Hrt Financial LP

New York, NY
BUY
 -
4.34K
+ 29.05%
$255K - $281K
19.3K $451K
Aug 14, 2024 Q2 2024
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
4.23K
+ 2.62%
$249K - $274K
166K $3.89M
Aug 01, 2024 Q2 2024
Natixis Advisors, L.P.

Boston, MA
BUY
 -
4.05K
+ 27.08%
$238K - $263K
19K $445K
Jul 10, 2024 Q2 2024
Madden Securities Corp

BUY
 -
4.03K
+ 20.63%
$237K - $261K
23.6K $551K

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