Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
118+ 8.46% |
$7.21K - $8.01K
|
1.51K
$35.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
116+ 2.1% |
$7.09K - $7.87K
|
5.65K
$132K
|
|
|
Oct 29, 2024
Q3 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
106+ 2.04% |
$6.48K - $7.19K
|
5.3K
$124K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
105+ 2.61% |
$6.42K - $7.12K
|
4.13K
$96.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
103+ 0.63% |
$6.29K - $6.99K
|
16.4K
$385K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
103+ 2.73% |
$6.29K - $6.99K
|
3.88K
$90.8K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
102+ 3.06% |
$6.23K - $6.92K
|
3.43K
$80.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
102+ 0.18% |
$6.23K - $6.92K
|
56K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
99New |
$6.05K - $6.72K
|
99
$2.32K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
97+ 2.48% |
$5.93K - $6.58K
|
4K
$93.7K
|
|
|
Oct 09, 2024
Q3 2024
|
Madden Securities Corp
|
BUY
|
- |
91+ 0.39% |
$5.56K - $6.17K
|
23.7K
$554K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
91+ 4.13% |
$5.56K - $6.17K
|
2.29K
$53.6K
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
91+ 0.19% |
$5.56K - $6.17K
|
47.4K
$1.11M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
89+ 0.32% |
$5.44K - $6.04K
|
28.1K
$658K
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
86+ 0.27% |
$5.26K - $5.84K
|
31.7K
$741K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
82+ 141.38% |
$5.01K - $5.56K
|
140
$3.28K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
81+ 0.44% |
$4.95K - $5.5K
|
18.5K
$433K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
80+ 1.83% |
$4.89K - $5.43K
|
4.46K
$104K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
80+ 1.95% |
$4.89K - $5.43K
|
4.18K
$97.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
76+ 1.36% |
$4.64K - $5.16K
|
5.68K
$133K
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
74+ 0.26% |
$4.52K - $5.02K
|
28.5K
$667K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
62+ 1.41% |
$3.79K - $4.21K
|
4.45K
$104K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
57+ 0.56% |
$3.48K - $3.87K
|
10.2K
$238K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
56+ 0.63% |
$3.42K - $3.8K
|
9K
$211K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
56+ 0.14% |
$3.42K - $3.8K
|
40.2K
$940K
|
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
53+ 0.23% |
$3.24K - $3.6K
|
22.9K
$536K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
50+ 0.22% |
$3.06K - $3.39K
|
23.3K
$545K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
50+ 0.57% |
$3.06K - $3.39K
|
8.86K
$207K
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
49+ 0.8% |
$2.99K - $3.32K
|
6.16K
$144K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
48New |
$2.93K - $3.26K
|
48
$1.12K
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
47+ 0.53% |
$2.87K - $3.19K
|
8.92K
$209K
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
46+ 0.24% |
$2.81K - $3.12K
|
19.1K
$446K
|
|
|
Oct 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
38+ 0.32% |
$2.32K - $2.58K
|
11.8K
$276K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
38+ 0.35% |
$2.32K - $2.58K
|
11K
$257K
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
35+ 0.13% |
$2.14K - $2.37K
|
26.3K
$615K
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
35+ 0.62% |
$2.14K - $2.37K
|
5.67K
$133K
|
|
|
Oct 23, 2024
Q3 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
34+ 0.13% |
$2.08K - $2.31K
|
26.4K
$619K
|
|
|
Oct 10, 2024
Q3 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
33+ 0.62% |
$2.02K - $2.24K
|
5.38K
$126K
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
32+ 0.05% |
$1.96K - $2.17K
|
61.8K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
32+ 0.56% |
$1.96K - $2.17K
|
5.77K
$135K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
31+ 0.27% |
$1.89K - $2.1K
|
11.6K
$271K
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
30+ 2.35% |
$1.83K - $2.04K
|
1.31K
$30.5K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
30+ 0.44% |
$1.83K - $2.04K
|
6.85K
$160K
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
30+ 0.34% |
$1.83K - $2.04K
|
8.77K
$205K
|
|
|
Nov 12, 2024
Q3 2024
|
Gs Investments, Inc.
|
BUY
|
- |
30+ 0.33% |
$1.83K - $2.04K
|
9.14K
$214K
|
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
30+ 0.62% |
$1.83K - $2.04K
|
4.88K
$114K
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
27+ 0.34% |
$1.65K - $1.83K
|
8.05K
$188K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
26+ 0.23% |
$1.59K - $1.76K
|
11.4K
$267K
|
|
|
Nov 07, 2024
Q3 2024
|
Bowman & CO S.C.
|
BUY
|
- |
26+ 0.64% |
$1.59K - $1.76K
|
4.11K
$96.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
26New |
$1.59K - $1.76K
|
26
$608
|