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 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
4.02KNew |
$236K - $260K
|
4.02K
$94K
|
|
|
Jul 15, 2024
Q2 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
4KNew |
$235K - $259K
|
4K
$93.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.99K+ 45.86% |
$234K - $259K
|
12.7K
$297K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3.95K+ 5.47% |
$232K - $256K
|
76.1K
$1.78M
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3.9K+ 2228.0% |
$229K - $253K
|
4.07K
$95.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.89K+ 11.03% |
$228K - $252K
|
39.2K
$917K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
3.85K+ 5.26% |
$226K - $250K
|
77.1K
$1.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
BUY
|
- |
3.79K+ 25.02% |
$222K - $245K
|
18.9K
$443K
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
3.78KNew |
$222K - $245K
|
3.78K
$88.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
3.73KNew |
$219K - $242K
|
3.73K
$87.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.69K+ 1844.5% |
$217K - $239K
|
3.89K
$91K
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.68K+ 9.42% |
$216K - $238K
|
42.7K
$1M
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
3.66K+ 1.76% |
$215K - $237K
|
212K
$4.95M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
3.64KNew |
$214K - $236K
|
3.64K
$85.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.62K+ 2.06% |
$213K - $235K
|
180K
$4.21M
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
3.62K+ 13.2% |
$212K - $234K
|
31K
$726K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.58K+ 51.28% |
$210K - $232K
|
10.6K
$247K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
3.57K+ 8.26% |
$210K - $231K
|
46.8K
$1.09M
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.56KNew |
$209K - $231K
|
3.56K
$83.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
3.55K+ 8.9% |
$208K - $230K
|
43.4K
$1.02M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.54K+ 3.0% |
$208K - $229K
|
122K
$2.84M
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
3.49K+ 44.74% |
$205K - $226K
|
11.3K
$264K
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
3.47KNew |
$204K - $225K
|
3.47K
$81.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.44K+ 1.89% |
$202K - $223K
|
185K
$4.32M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3.4KNew |
$200K - $220K
|
3.4K
$79.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
3.4KNew |
$199K - $220K
|
3.4K
$79.5K
|
|
|
Nov 14, 2024
Q2 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
3.34K+ 18.82% |
$196K - $216K
|
21.1K
$493K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
3.31K+ 50.2% |
$194K - $214K
|
9.9K
$232K
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
3.3KNew |
$194K - $214K
|
3.3K
$77.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
3.29KNew |
$193K - $213K
|
3.29K
$76.9K
|
|
|
Aug 09, 2024
Q2 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
3.25KNew |
$191K - $211K
|
3.25K
$76.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
3.25KNew |
$191K - $210K
|
3.25K
$76K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.24K+ 79.16% |
$190K - $210K
|
7.34K
$172K
|
|
|
Aug 01, 2024
Q2 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
3.22K+ 3.49% |
$189K - $209K
|
95.5K
$2.24M
|
|
|
Jul 16, 2024
Q2 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
3.22KNew |
$189K - $209K
|
3.22K
$75.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Welch Group, LLC
|
BUY
|
- |
3.21KNew |
$188K - $208K
|
3.21K
$75.1K
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
3.19KNew |
$187K - $207K
|
3.19K
$74.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
3.15KNew |
$185K - $204K
|
3.15K
$73.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
3.12KNew |
$183K - $202K
|
3.12K
$73K
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
3.11KNew |
$183K - $202K
|
3.11K
$72.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.01K+ 7.85% |
$177K - $195K
|
41.4K
$969K
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3K+ 59.71% |
$176K - $194K
|
8.02K
$188K
|
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
3K+ 333.33% |
$176K - $194K
|
3.9K
$91.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.92K+ 2.55% |
$171K - $189K
|
117K
$2.75M
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
2.91K+ 3.21% |
$171K - $189K
|
93.5K
$2.19M
|
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.91K+ 68.97% |
$171K - $189K
|
7.13K
$167K
|
|
|
Jul 10, 2024
Q2 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
2.87K+ 10.0% |
$169K - $186K
|
31.6K
$739K
|
|
|
Aug 09, 2024
Q2 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
2.83K+ 0.63% |
$166K - $183K
|
452K
$10.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.8K+ 6.99% |
$165K - $182K
|
42.9K
$1M
|
|
|
Jul 17, 2024
Q2 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.79K+ 0.69% |
$164K - $181K
|
409K
$9.57M
|