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 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
24+ 0.22% |
$1.47K - $1.63K
|
11K
$256K
|
|
|
Oct 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
23+ 0.56% |
$1.41K - $1.56K
|
4.16K
$97.3K
|
|
|
Oct 28, 2024
Q3 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
23+ 0.64% |
$1.41K - $1.56K
|
3.59K
$84.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
23+ 0.15% |
$1.41K - $1.56K
|
15.6K
$364K
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
22+ 0.6% |
$1.34K - $1.49K
|
3.66K
$85.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
22+ 0.28% |
$1.34K - $1.49K
|
8.01K
$187K
|
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
22+ 0.61% |
$1.34K - $1.49K
|
3.65K
$85.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
20+ 0.29% |
$1.22K - $1.36K
|
7.03K
$164K
|
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
19+ 0.53% |
$1.16K - $1.29K
|
3.63K
$85K
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
17+ 0.15% |
$1.04K - $1.15K
|
11.4K
$266K
|
|
|
Nov 04, 2024
Q3 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
17+ 0.06% |
$1.04K - $1.15K
|
29.3K
$686K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
16+ 0.95% |
$978 - $1.09K
|
1.69K
$39.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
15+ 0.09% |
$917 - $1.02K
|
16.5K
$385K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
15New |
$917 - $1.02K
|
15
$351
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
15+ 0.33% |
$917 - $1.02K
|
4.61K
$108K
|
|
|
Oct 10, 2024
Q3 2024
|
Shaker Investments LLC
|
BUY
|
- |
14+ 0.41% |
$856 - $950
|
3.39K
$79.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
13New |
$794 - $882
|
13
$304
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
13+ 0.12% |
$794 - $882
|
11.3K
$264K
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
11+ 0.06% |
$672 - $746
|
17.7K
$414K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
11+ 0.02% |
$672 - $746
|
56.3K
$1.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
10+ 0.21% |
$611 - $679
|
4.83K
$113K
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
10+ 0.17% |
$611 - $679
|
5.93K
$139K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
10+ 1.12% |
$611 - $679
|
905
$21.2K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
9+ 0.27% |
$550 - $611
|
3.31K
$77.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
9+ 0.1% |
$550 - $611
|
9.09K
$213K
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
9+ 0.07% |
$550 - $611
|
13.8K
$322K
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
9+ 0.17% |
$550 - $611
|
5.21K
$122K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
8+ 0.61% |
$489 - $543
|
1.32K
$30.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
7+ 0.11% |
$428 - $475
|
6.24K
$146K
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
7+ 0.1% |
$428 - $475
|
6.83K
$160K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
7+ 0.27% |
$428 - $475
|
2.65K
$61.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7New |
$428 - $475
|
7
$164
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
6+ 0.03% |
$367 - $407
|
22K
$514K
|
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
5+ 0.13% |
$306 - $339
|
3.89K
$91.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
4+ 0.13% |
$244 - $271
|
3.2K
$74.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
4+ 0.49% |
$244 - $271
|
826
$19.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
4+ 0.01% |
$244 - $271
|
56.1K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4+ 0.62% |
$244 - $271
|
652
$15.3K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
3+ 0.66% |
$183 - $204
|
457
$10.7K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
BUY
|
- |
3+ 0.03% |
$183 - $204
|
9.66K
$226K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
3+ 0.53% |
$183 - $204
|
571
$13.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
3+ 0.06% |
$183 - $204
|
5.41K
$127K
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
3+ 0.07% |
$183 - $204
|
4.42K
$103K
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
3+ 0.07% |
$183 - $204
|
4.15K
$97.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
3+ 0.01% |
$183 - $204
|
21.1K
$494K
|
|
|
Nov 14, 2024
Q3 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
3+ 0.02% |
$183 - $204
|
13.8K
$323K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.04% |
$122 - $136
|
5.5K
$129K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$122 - $136
|
4.66K
$109K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.05% |
$122 - $136
|
4.08K
$95.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2+ 0.01% |
$122 - $136
|
38.6K
$904K
|