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
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
240New |
$14.1K - $15.5K
|
240
$5.62K
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
BUY
|
- |
235+ 3.55% |
$13.8K - $15.2K
|
6.85K
$160K
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
233+ 21.47% |
$13.7K - $15.1K
|
1.32K
$30.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
232+ 0.55% |
$13.6K - $15K
|
42.7K
$998K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
226New |
$13.3K - $14.6K
|
226
$5.29K
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
225+ 0.33% |
$13.2K - $14.6K
|
68.1K
$1.59M
|
|
|
Jul 26, 2024
Q2 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
225+ 0.06% |
$13.2K - $14.6K
|
360K
$8.41M
|
|
|
Aug 09, 2024
Q2 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
214+ 4.88% |
$12.6K - $13.9K
|
4.6K
$108K
|
|
|
Jul 24, 2024
Q2 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
204+ 0.21% |
$12K - $13.2K
|
98.7K
$2.31M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
199+ 9.94% |
$11.7K - $12.9K
|
2.2K
$51.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
196New |
$11.5K - $12.7K
|
196
$4.59K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
185+ 7.0% |
$10.9K - $12K
|
2.83K
$66.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
180+ 0.47% |
$10.6K - $11.7K
|
38.1K
$893K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
178New |
$10.4K - $11.5K
|
178
$4.17K
|
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
160+ 3.88% |
$9.39K - $10.4K
|
4.29K
$100K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
148New |
$8.69K - $9.59K
|
148
$3.46K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
121+ 4.8% |
$7.1K - $7.84K
|
2.64K
$61.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
106New |
$6.22K - $6.87K
|
106
$2.48K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
101New |
$5.93K - $6.54K
|
101
$2.36K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
100+ 2.86% |
$5.87K - $6.48K
|
3.6K
$84.3K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
98+ 31.61% |
$5.75K - $6.35K
|
408
$9.55K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
97+ 1.61% |
$5.69K - $6.28K
|
6.11K
$143K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
92+ 0.43% |
$5.4K - $5.96K
|
21.4K
$501K
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Advisors LLC
|
BUY
|
- |
88+ 0.32% |
$5.17K - $5.7K
|
27.6K
$646K
|
|
|
Aug 14, 2024
Q2 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
84+ 0.43% |
$4.93K - $5.44K
|
19.5K
$456K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
83+ 0.18% |
$4.87K - $5.38K
|
45.6K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
82+ 0.18% |
$4.81K - $5.31K
|
44.6K
$1.04M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
81+ 1.79% |
$4.75K - $5.25K
|
4.6K
$108K
|
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
78+ 0.54% |
$4.58K - $5.05K
|
14.5K
$340K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
75+ 0.82% |
$4.4K - $4.86K
|
9.28K
$217K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
74+ 1.62% |
$4.34K - $4.79K
|
4.63K
$108K
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
73+ 0.86% |
$4.29K - $4.73K
|
8.58K
$201K
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
73+ 41.71% |
$4.29K - $4.73K
|
248
$5.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
73+ 0.63% |
$4.29K - $4.73K
|
11.7K
$274K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
71New |
$4.17K - $4.6K
|
71
$1.66K
|
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
67+ 0.83% |
$3.93K - $4.34K
|
8.18K
$191K
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
62+ 0.27% |
$3.64K - $4.02K
|
22.6K
$530K
|
|
|
Jul 30, 2024
Q2 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
53+ 0.42% |
$3.11K - $3.43K
|
12.6K
$296K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
53New |
$3.11K - $3.43K
|
53
$1.24K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
53+ 12.35% |
$3.11K - $3.43K
|
482
$11.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
52+ 5.3% |
$3.05K - $3.37K
|
1.03K
$24.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
52+ 1.48% |
$3.05K - $3.37K
|
3.57K
$83.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
48+ 0.42% |
$2.82K - $3.11K
|
11.6K
$271K
|
|
|
Aug 02, 2024
Q2 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
45+ 0.17% |
$2.64K - $2.92K
|
27.2K
$637K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
44+ 0.08% |
$2.58K - $2.85K
|
58.5K
$1.37M
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
41+ 0.01% |
$2.41K - $2.66K
|
787K
$18.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
39+ 0.9% |
$2.29K - $2.53K
|
4.38K
$103K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
35+ 0.36% |
$2.05K - $2.27K
|
9.84K
$230K
|
|
|
Aug 07, 2024
Q2 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
34+ 0.03% |
$2K - $2.2K
|
102K
$2.38M
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
31+ 0.18% |
$1.82K - $2.01K
|
17.4K
$406K
|