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
Jul 31, 2024 Q2 2024
Stockman Wealth Management, Inc.

BUY
 -
1.34K
+ 4.65%
$78.7K - $86.8K
30.2K $706K
Jul 26, 2024 Q2 2024
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
1.33K
+ 33.18%
$78.2K - $86.3K
5.35K $125K
Aug 05, 2024 Q2 2024
North Star Asset Management Inc

BUY
 -
1.32K
+ 0.82%
$77.5K - $85.5K
163K $3.81M
Jul 26, 2024 Q2 2024
Financial Advocates Investment Management

Olympia, WA
BUY
 -
1.3K
+ 5.16%
$76.1K - $84K
26.4K $619K
Jul 11, 2024 Q2 2024
John W. Brooker & Co., Cp As

BUY
 -
1.27K
+ 2.94%
$74.5K - $82.3K
44.4K $1.04M
Aug 06, 2024 Q2 2024
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
1.26K
+ 2.29%
$74K - $81.7K
56.4K $1.32M
Jul 31, 2024 Q2 2024
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
1.23K
+ 0.61%
$72.3K - $79.8K
205K $4.79M
Aug 01, 2024 Q2 2024
Jackson Creek Investment Advisors LLC

BUY
 -
1.18K
+ 2.83%
$69.4K - $76.6K
42.9K $1M
Aug 07, 2024 Q2 2024
Altfest L J & CO Inc

BUY
 -
1.15K
+ 19.14%
$67.5K - $74.5K
7.16K $168K
Jul 16, 2024 Q2 2024
Rhs Financial, LLC

BUY
 -
1.15K
+ 2.01%
$67.3K - $74.2K
58.3K $1.36M
Aug 12, 2024 Q2 2024
Waterloo Capital, L.P.

Austin, TX
BUY
 -
1.13K
+ 1.87%
$66.4K - $73.3K
61.8K $1.45M
Aug 12, 2024 Q2 2024
Ae Wealth Management LLC

BUY
 -
1.13K
+ 6.88%
$66.3K - $73.2K
17.6K $411K
Jul 30, 2024 Q2 2024
St. Louis Trust CO

BUY
 -
1.13K
+ 0.33%
$66.2K - $73.1K
340K $7.95M
Jul 19, 2024 Q2 2024
Aull & Monroe Investment Management Corp

Mobile, AL
BUY
 -
1.11K
+ 6.99%
$65.2K - $71.9K
17K $398K
Jul 26, 2024 Q2 2024
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
1.08K
+ 2.78%
$63.6K - $70.2K
40.1K $938K
Aug 06, 2024 Q2 2024
Creative Financial Designs Inc

BUY
 -
1.06K
+ 4.99%
$62K - $68.5K
22.3K $521K
Jul 15, 2024 Q2 2024
Cooper Financial Group

BUY
 -
1.04K
+ 6.96%
$61.2K - $67.6K
16K $375K
Jul 25, 2024 Q2 2024
Sigma Investment Counselors Inc

BUY
 -
1.03K
+ 1.52%
$60.6K - $66.9K
68.8K $1.61M
Jul 24, 2024 Q2 2024
Goldstein Advisors, LLC

Madison, WI
BUY
 -
1.02K
+ 16.96%
$59.6K - $65.8K
7.01K $164K
Jul 23, 2024 Q2 2024
Global Retirement Partners, LLC

BUY
 -
1.01K
+ 3.71%
$59.5K - $65.7K
28.4K $664K
Jul 22, 2024 Q2 2024
Grimes & Company, Inc.

BUY
 -
1K
+ 0.63%
$58.8K - $64.9K
160K $3.73M
Jul 23, 2024 Q2 2024
Cultivar Capital, Inc.

Denton, TX
BUY
 -
1K
New
$58.7K - $64.8K
1K $23.4K
Aug 13, 2024 Q2 2024
Ever Source Wealth Advisors, LLC

BUY
 -
992
+ 9.63%
$58.2K - $64.3K
11.3K $264K
Aug 13, 2024 Q2 2024
Forte Capital LLC

BUY
 -
989
+ 0.61%
$58.1K - $64.1K
163K $3.82M
Jul 22, 2024 Q2 2024
Grant

BUY
 -
966
+ 2.99%
$56.7K - $62.6K
33.3K $779K
Jul 19, 2024 Q2 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
957
+ 7.8%
$56.2K - $62K
13.2K $309K
Jul 09, 2024 Q2 2024
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
956
+ 18.99%
$56.1K - $61.9K
5.99K $140K
Jul 18, 2024 Q2 2024
Naples Global Advisors, LLC

Naples, FL
BUY
 -
929
+ 1.76%
$54.5K - $60.2K
53.6K $1.25M
Aug 13, 2024 Q2 2024
Holderness Investments CO

Greensboro, NC
BUY
 -
916
+ 4.03%
$53.8K - $59.3K
23.6K $553K
Jul 25, 2024 Q2 2024
Asset Planning Services Inc

BUY
 -
903
+ 1.71%
$53K - $58.5K
53.8K $1.26M
Aug 15, 2024 Q2 2024
Comerica Bank

BUY
 -
886
+ 3.95%
$52K - $57.4K
23.3K $546K
Aug 13, 2024 Q2 2024
Elmwood Wealth Management, Inc.

BUY
 -
855
+ 2.02%
$50.2K - $55.4K
43.3K $1.01M
Aug 12, 2024 Q2 2024
Brighton Jones LLC

BUY
 -
853
+ 1.85%
$50.1K - $55.3K
46.9K $1.1M
Aug 07, 2024 Q2 2024
Baker Avenue Asset Management, LP

BUY
 -
846
+ 0.16%
$49.7K - $54.8K
545K $12.8M
Aug 06, 2024 Q2 2024
Financial Gravity Asset Management, Inc.

BUY
 -
814
New
$47.8K - $52.7K
814 $19K
Aug 14, 2024 Q2 2024
Dagco, Inc.

BUY
 -
813
+ 95.65%
$47.7K - $52.7K
1.66K $38.9K
Jul 10, 2024 Q2 2024
Gill Capital Partners, LLC

Denver, CO
BUY
 -
803
+ 12.12%
$47.1K - $52K
7.43K $174K
Aug 14, 2024 Q2 2024
Lee Financial CO

Dallas, TX
BUY
 -
797
+ 0.68%
$46.8K - $51.6K
119K $2.78M
Aug 05, 2024 Q2 2024
Central Trust CO

Jefferson City, MO
BUY
 -
726
+ 13.78%
$42.6K - $47K
5.99K $140K
Aug 09, 2024 Q2 2024
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
714
+ 0.31%
$41.9K - $46.3K
230K $5.38M
Jul 10, 2024 Q2 2024
Garrett Investment Advisors LLC

BUY
 -
702
+ 2.8%
$41.2K - $45.5K
25.7K $602K
Jul 26, 2024 Q2 2024
Aspen Investment Management Inc

Grand Rapids, MI
BUY
 -
687
+ 2.94%
$40.3K - $44.5K
24K $562K
Jul 03, 2024 Q2 2024
Curbstone Financial Management Corp

BUY
 -
680
+ 0.77%
$39.9K - $44.1K
89.3K $2.09M
Jul 24, 2024 Q2 2024
American Financial Advisors, LLC

BUY
 -
676
+ 2.99%
$39.7K - $43.8K
23.3K $545K
Aug 01, 2024 Q2 2024
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
665
+ 19.81%
$39K - $43.1K
4.02K $94.1K
Aug 09, 2024 Q2 2024
Pittenger & Anderson Inc

BUY
 -
658
+ 1.76%
$38.6K - $42.6K
38.1K $892K
Aug 13, 2024 Q2 2024
Vanguard Group Inc

Valley Forge, PA
BUY
 -
611
+ 6.44%
$35.9K - $39.6K
10.1K $236K
Jul 16, 2024 Q2 2024
Great Valley Advisor Group, Inc.

BUY
 -
610
+ 2.87%
$35.8K - $39.5K
21.9K $512K
Aug 12, 2024 Q2 2024
Allen Capital Group, LLC

BUY
 -
599
+ 0.35%
$35.2K - $38.8K
173K $4.06M

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