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 30, 2024
Q2 2024
|
Foster Group, Inc.
|
BUY
|
- |
2.66K+ 11.81% |
$156K - $172K
|
25.2K
$589K
|
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
BUY
|
- |
2.65K+ 1.94% |
$156K - $172K
|
140K
$3.26M
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.64K+ 36.32% |
$155K - $171K
|
9.92K
$232K
|
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
2.62K+ 9.19% |
$154K - $170K
|
31.1K
$728K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.61K+ 10.78% |
$153K - $169K
|
26.8K
$627K
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.53K+ 0.39% |
$149K - $164K
|
647K
$15.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
2.5KNew |
$147K - $162K
|
2.5K
$58.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
2.5K+ 0.57% |
$147K - $162K
|
439K
$10.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.49K+ 6.18% |
$146K - $161K
|
42.8K
$1M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.49K+ 6.18% |
$146K - $161K
|
42.8K
$1M
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
2.47K+ 56.64% |
$145K - $160K
|
6.84K
$160K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.36KNew |
$139K - $153K
|
2.36K
$55.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Farmers Trust CO
|
BUY
|
- |
2.34K+ 33.24% |
$138K - $152K
|
9.4K
$220K
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
BUY
|
- |
2.21K+ 0.98% |
$130K - $143K
|
229K
$5.36M
|
|
|
Jul 11, 2024
Q2 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
2.21K+ 0.32% |
$130K - $143K
|
693K
$16.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
2.14K+ 3.13% |
$125K - $138K
|
70.3K
$1.64M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.12K+ 7.61% |
$124K - $137K
|
30K
$702K
|
|
|
Jul 24, 2024
Q2 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
2.11K+ 0.53% |
$124K - $137K
|
402K
$9.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
2.09K+ 1.77% |
$123K - $136K
|
121K
$2.82M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.08K+ 0.21% |
$122K - $135K
|
996K
$23.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
2.06K+ 14.77% |
$121K - $133K
|
16K
$375K
|
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
BUY
|
- |
2.02K+ 8.76% |
$118K - $131K
|
25.1K
$586K
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.94K+ 3.37% |
$114K - $126K
|
59.4K
$1.39M
|
|
|
Jul 12, 2024
Q2 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.93K+ 1.65% |
$113K - $125K
|
118K
$2.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
1.9K+ 1.02% |
$111K - $123K
|
187K
$4.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.82KNew |
$107K - $118K
|
1.82K
$42.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.82K+ 2.56% |
$107K - $118K
|
73.1K
$1.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.82K+ 8.46% |
$107K - $118K
|
23.4K
$547K
|
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
1.78KNew |
$104K - $115K
|
1.78K
$41.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.76KNew |
$103K - $114K
|
1.76K
$41.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.75K+ 7.64% |
$103K - $113K
|
24.6K
$576K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.73K+ 19.09% |
$102K - $112K
|
10.8K
$253K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
BUY
|
- |
1.72K+ 21.03% |
$101K - $111K
|
9.9K
$232K
|
|
|
Jul 15, 2024
Q2 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.71K+ 1.15% |
$100K - $111K
|
151K
$3.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1.71K+ 1.97% |
$100K - $111K
|
88.5K
$2.07M
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.7K+ 5.18% |
$100K - $110K
|
34.6K
$809K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.69K+ 20.03% |
$99K - $109K
|
10.1K
$237K
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.67K+ 0.36% |
$98.2K - $108K
|
461K
$10.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
1.67K+ 1286.15% |
$98.1K - $108K
|
1.8K
$42.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.65KNew |
$97.1K - $107K
|
1.65K
$38.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.64K+ 7.4% |
$96.2K - $106K
|
23.8K
$556K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.64KNew |
$96K - $106K
|
1.64K
$38.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.61K+ 2.17% |
$94.3K - $104K
|
75.7K
$1.77M
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
1.59K+ 5.73% |
$93.4K - $103K
|
29.3K
$687K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.59K+ 39.76% |
$93.4K - $103K
|
5.59K
$131K
|
|
|
Jul 31, 2024
Q2 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
1.44K+ 4.64% |
$84.8K - $93.5K
|
32.6K
$762K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.44K+ 201.4% |
$84.5K - $93.3K
|
2.16K
$50.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
1.44K+ 14.51% |
$84.4K - $93.2K
|
11.3K
$266K
|
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1.43K+ 3.57% |
$83.7K - $92.4K
|
41.4K
$968K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.41K+ 16.31% |
$82.5K - $91.1K
|
10K
$235K
|