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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-1.01K- 6.69% |
$61.6K - $68.4K
|
14.1K
$329K
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-1.01K- 24.75% |
$61.6K - $68.4K
|
3.06K
$71.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.01K- 14.71% |
$61.7K - $68.5K
|
5.86K
$137K
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-1.01K- 1.16% |
$62K - $68.8K
|
86.7K
$2.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.02K- 6.35% |
$62.1K - $68.9K
|
15K
$351K
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1.02K- 0.21% |
$62.2K - $69.1K
|
476K
$11.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.02K- 3.61% |
$62.5K - $69.4K
|
27.4K
$640K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.03K- 2.99% |
$62.6K - $69.5K
|
33.3K
$779K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.03K- 0.89% |
$63.2K - $70.2K
|
115K
$2.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-1.05K- 7.25% |
$64.3K - $71.4K
|
13.5K
$315K
|
|
|
Oct 15, 2024
Q3 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-1.06K- 5.3% |
$64.6K - $71.7K
|
18.9K
$442K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.14K- 4.27% |
$69.8K - $77.6K
|
25.6K
$600K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.15K- 0.41% |
$70.3K - $78K
|
280K
$6.56M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.16K- 4.09% |
$70.6K - $78.4K
|
27.1K
$634K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-1.16K- 0.3% |
$70.8K - $78.6K
|
388K
$9.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-1.16K- 2.81% |
$70.8K - $78.6K
|
40.1K
$938K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-1.16K- 0.81% |
$70.9K - $78.8K
|
141K
$3.31M
|
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-1.17K- 1.18% |
$71.2K - $79K
|
97.5K
$2.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.17K- 1.97% |
$71.6K - $79.5K
|
58.3K
$1.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-1.18K- 0.75% |
$72.2K - $80.1K
|
157K
$3.68M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-1.2K- 22.49% |
$73.2K - $81.3K
|
4.13K
$96.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.23K- 2.86% |
$74.9K - $83.1K
|
41.5K
$972K
|
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.23K- 13.29% |
$74.9K - $83.2K
|
8K
$187K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.27K- 58.7% |
$77.3K - $85.8K
|
890
$20.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.28K- 4.13% |
$78.4K - $87.1K
|
29.8K
$696K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.28K- 0.58% |
$78.4K - $87.1K
|
220K
$5.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1.29K- 7.56% |
$78.5K - $87.2K
|
15.7K
$368K
|
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-1.29K- 1.63% |
$78.7K - $87.4K
|
77.6K
$1.82M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.32K- 5.6% |
$80.5K - $89.4K
|
22.2K
$520K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.33K- 5.84% |
$81K - $90K
|
21.4K
$500K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-1.34K- 5.85% |
$82.1K - $91.2K
|
21.6K
$506K
|
|
|
Oct 09, 2024
Q3 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-1.36K- 0.51% |
$82.9K - $92K
|
265K
$6.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-1.36K- 1.4% |
$83.1K - $92.3K
|
95.5K
$2.23M
|
|
|
Oct 08, 2024
Q3 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-1.39K- 1.25% |
$85.1K - $94.5K
|
110K
$2.57M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.44K- 27.98% |
$88.2K - $97.9K
|
3.71K
$86.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.45K- 5.69% |
$88.9K - $98.7K
|
24.1K
$564K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.5K- 3.43% |
$91.7K - $102K
|
42.2K
$987K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.51K- 4.08% |
$92.5K - $103K
|
35.6K
$833K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-1.52K- 10.46% |
$92.8K - $103K
|
13K
$304K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.55K- 0.49% |
$94.5K - $105K
|
311K
$7.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-1.55K- 20.21% |
$94.6K - $105K
|
6.11K
$143K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.58K- 0.91% |
$96.2K - $107K
|
172K
$4.02M
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.58K- 18.41% |
$96.6K - $107K
|
7K
$164K
|
|
|
Oct 29, 2024
Q3 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-1.62K- 5.48% |
$99K - $110K
|
28K
$654K
|
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-1.66K- 1.08% |
$101K - $112K
|
151K
$3.53M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.67K- 5.3% |
$102K - $113K
|
29.8K
$697K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.68K- 7.13% |
$103K - $114K
|
21.9K
$512K
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.74K- 8.93% |
$107K - $118K
|
17.8K
$416K
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-1.75K- 25.04% |
$107K - $119K
|
5.24K
$123K
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
SELL
|
- |
-1.78K- 10.58% |
$109K - $121K
|
15K
$352K
|