Purchases and Sales Made in Q3 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 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
Captrust Financial Advisors

Raleigh, NC
BUY
 -
5.21K
+ 0.67%
$319K - $354K
787K $18.4M
Nov 08, 2024 Q3 2024
Lowery Thomas, LLC

San Francisco, CA
BUY
 -
5.2K
+ 21.67%
$318K - $353K
29.2K $683K
Nov 14, 2024 Q3 2024
Capstone Financial Advisors, Inc.

Downers Grove, IL
BUY
 -
5.18K
New
$317K - $352K
5.18K $121K
Oct 17, 2024 Q3 2024
Elser Financial Planning, Inc

Indianapolis, IN
BUY
 -
5.15K
+ 12.51%
$315K - $350K
46.4K $1.08M
Nov 26, 2024 Q3 2024
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
5.13K
+ 3.58%
$313K - $348K
148K $3.47M
Nov 12, 2024 Q3 2024
Holderness Investments CO

Greensboro, NC
BUY
 -
5.07K
+ 21.45%
$310K - $344K
28.7K $671K
Oct 16, 2024 Q3 2024
Summit Investment Advisory Services, LLC

Roseville, MN
BUY
 -
5.04K
New
$308K - $342K
5.04K $118K
Dec 13, 2024 Q3 2024
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
5.04K
+ 4.75%
$308K - $342K
111K $2.6M
Oct 22, 2024 Q3 2024
Romano Brothers And Company

Evanston, IL
BUY
 -
5K
New
$306K - $339K
5K $117K
Oct 09, 2024 Q3 2024
Watts Gwilliam & Co., LLC

Gilbert, AZ
BUY
 -
4.98K
New
$305K - $338K
4.98K $117K
Nov 14, 2024 Q3 2024
Cooper Financial Group

BUY
 -
4.88K
+ 30.44%
$298K - $331K
20.9K $489K
Oct 08, 2024 Q3 2024
Cwm, LLC

BUY
 -
4.83K
+ 1.65%
$295K - $328K
297K $6.95M
Nov 12, 2024 Q3 2024
49 Wealth Management, LLC

Austin, TX
BUY
 -
4.79K
New
$293K - $325K
4.79K $112K
Oct 18, 2024 Q3 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
4.75K
+ 6691.55%
$290K - $322K
4.82K $113K
Nov 06, 2024 Q3 2024
Natixis Advisors, L.P.

Boston, MA
BUY
 -
4.73K
+ 24.84%
$289K - $321K
23.8K $556K
Oct 08, 2024 Q3 2024
Northwest Capital Management Inc

BUY
 -
4.67K
+ 1.79%
$285K - $317K
265K $6.2M
Oct 30, 2024 Q3 2024
Jfg Wealth Management, LLC

Denver, CO
BUY
 -
4.56K
New
$279K - $309K
4.56K $107K
Oct 21, 2024 Q3 2024
Eastern Bank

BUY
 -
4.53K
New
$277K - $307K
4.53K $106K
Nov 05, 2024 Q3 2024
Total Investment Management Inc

Scottsdale, AZ
BUY
 -
4.49K
New
$275K - $305K
4.49K $105K
Oct 03, 2024 Q3 2024
Abacus Wealth Partners, LLC

Santa Monica, CA
BUY
 -
4.49K
New
$274K - $304K
4.49K $105K
Nov 12, 2024 Q3 2024
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
4.47K
+ 7.76%
$273K - $303K
62K $1.45M
Oct 31, 2024 Q3 2024
D.B. Root & Company, LLC

BUY
 -
4.44K
+ 1.2%
$271K - $301K
375K $8.76M
Nov 13, 2024 Q3 2024
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
4.41K
New
$269K - $299K
4.41K $103K
Oct 22, 2024 Q3 2024
Grimes & Company, Inc.

BUY
 -
4.36K
+ 2.73%
$266K - $296K
164K $3.84M
Nov 07, 2024 Q3 2024
Ethos Financial Group, LLC

King Of Prussia, PA
BUY
 -
4.34K
+ 1.43%
$265K - $295K
308K $7.2M
Oct 15, 2024 Q3 2024
Sonora Investment Management Group, LLC

Tucson, AZ
BUY
 -
4.33K
+ 28.98%
$265K - $294K
19.3K $451K
Oct 30, 2024 Q3 2024
Clarity Financial LLC

BUY
 -
4.32K
New
$264K - $293K
4.32K $101K
Oct 18, 2024 Q3 2024
Godsey & Gibb Associates

BUY
 -
4.18K
+ 13.49%
$256K - $284K
35.2K $823K
Oct 15, 2024 Q3 2024
S.E.E.D. Planning Group LLC

BUY
 -
4.17K
+ 13.81%
$255K - $283K
34.3K $803K
Oct 25, 2024 Q3 2024
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
4.15K
+ 2.53%
$254K - $282K
168K $3.94M
Oct 31, 2024 Q3 2024
Burt Wealth Advisors

BUY
 -
4.12K
+ 0.88%
$252K - $279K
471K $11M
Oct 17, 2024 Q3 2024
Chronos Wealth Management, LLC

BUY
 -
3.91K
New
$239K - $265K
3.91K $91.4K
Oct 22, 2024 Q3 2024
Asset Planning Services Inc

BUY
 -
3.81K
+ 7.08%
$233K - $259K
57.7K $1.35M
Oct 18, 2024 Q3 2024
Barden Capital Management, Inc.

BUY
 -
3.8K
+ 4.45%
$232K - $258K
89.1K $2.08M
Nov 07, 2024 Q3 2024
Prospera Financial Services Inc

BUY
 -
3.78K
New
$231K - $256K
3.78K $88.4K
Nov 13, 2024 Q3 2024
Vanguard Group Inc

Valley Forge, PA
BUY
 -
3.74K
+ 36.97%
$228K - $253K
13.8K $324K
Oct 25, 2024 Q3 2024
Valmark Advisers, Inc.

BUY
 -
3.73K
+ 6.13%
$228K - $253K
64.6K $1.51M
Oct 24, 2024 Q3 2024
Peterson Wealth Advisors, LLC

BUY
 -
3.71K
New
$227K - $252K
3.71K $86.8K
Nov 13, 2024 Q3 2024
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
3.68K
+ 14.11%
$225K - $250K
29.7K $696K
Oct 30, 2024 Q3 2024
Plante Moran Financial Advisors, LLC

BUY
 -
3.64K
+ 52.97%
$223K - $247K
10.5K $246K
Oct 10, 2024 Q3 2024
Ritholtz Wealth Management

BUY
 -
3.62K
New
$221K - $246K
3.62K $84.7K
Nov 12, 2024 Q3 2024
Raymond James Trust N.A.

BUY
 -
3.59K
New
$220K - $244K
3.59K $84.1K
Nov 12, 2024 Q3 2024
Larson Financial Group LLC

BUY
 -
3.56K
+ 14.77%
$218K - $242K
27.7K $647K
Nov 07, 2024 Q3 2024
Capital Advantage, Inc.

BUY
 -
3.54K
+ 12.06%
$216K - $240K
32.9K $770K
Nov 14, 2024 Q3 2024
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
3.49K
New
$213K - $236K
3.49K $81.5K
Oct 22, 2024 Q3 2024
Narwhal Capital Management

BUY
 -
3.43K
New
$210K - $233K
3.43K $80.3K
Nov 12, 2024 Q3 2024
Trexquant Investment LP

Stamford, CT
BUY
 -
3.34K
New
$204K - $226K
3.34K $78K
Oct 24, 2024 Q3 2024
Madison Wealth Partners, Inc

BUY
 -
3.31K
New
$202K - $224K
3.31K $77.3K
Oct 03, 2024 Q3 2024
Curbstone Financial Management Corp

BUY
 -
3.28K
+ 3.67%
$200K - $223K
92.6K $2.17M

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