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
Oct 02, 2024 Q3 2024
Massmutual Trust CO Fsb

BUY
 -
907
New
$55.4K - $61.5K
907 $21.2K
Oct 16, 2024 Q3 2024
Red Door Wealth Management, LLC

BUY
 -
906
+ 0.22%
$55.4K - $61.5K
410K $9.59M
Nov 01, 2024 Q3 2024
Klingman & Associates, LLC

BUY
 -
900
+ 10.03%
$55K - $61.1K
9.88K $231K
Oct 17, 2024 Q3 2024
Aspiriant, LLC

BUY
 -
886
+ 1.05%
$54.1K - $60.1K
85.7K $2M
Nov 14, 2024 Q3 2024
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
870
+ 0.87%
$53.2K - $59K
101K $2.37M
Oct 04, 2024 Q3 2024
Northwest Quadrant Wealth Management, LLC

BUY
 -
868
+ 0.06%
$53K - $58.9K
1.52M $35.7M
Oct 18, 2024 Q3 2024
Powers Advisory Group, LLC

BUY
 -
858
+ 0.21%
$52.4K - $58.2K
403K $9.43M
Oct 23, 2024 Q3 2024
Joseph P. Lucia & Associates, LLC

BUY
 -
853
+ 2.29%
$52.1K - $57.9K
38.2K $893K
Oct 15, 2024 Q3 2024
Mgo One Seven LLC

Beachwood, OH
BUY
 -
850
+ 10.21%
$51.9K - $57.7K
9.18K $215K
Oct 10, 2024 Q3 2024
Sound Income Strategies, LLC

BUY
 -
834
New
$51K - $56.6K
834 $19.5K
Nov 14, 2024 Q3 2024
Financial Gravity Companies, Inc.

Lakeway, TX
BUY
 -
814
New
$49.7K - $55.2K
814 $19K
Oct 08, 2024 Q3 2024
Tilia Fiduciary Partners, Inc.

BUY
 -
802
+ 4.31%
$49K - $54.4K
19.4K $454K
Nov 13, 2024 Q3 2024
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
782
+ 1.78%
$47.8K - $53.1K
44.8K $1.05M
Nov 12, 2024 Q3 2024
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
779
+ 1.22%
$47.6K - $52.9K
64.8K $1.52M
Nov 12, 2024 Q3 2024
Foster Dykema Cabot & Partners, LLC

Waltham, MA
BUY
 -
747
New
$45.6K - $50.7K
747 $17.5K
Nov 08, 2024 Q3 2024
Ever Source Wealth Advisors, LLC

BUY
 -
721
+ 6.38%
$44.1K - $48.9K
12K $281K
Nov 07, 2024 Q3 2024
Gw&K Investment Management, LLC

Boston, MA
BUY
 -
712
New
$43.5K - $48.3K
712 $16.7K
Nov 13, 2024 Q3 2024
Rinkey Investments

San Diego, CA
BUY
 -
712
+ 19.07%
$43.5K - $48.3K
4.45K $104K
Oct 07, 2024 Q3 2024
Miracle Mile Advisors, LLC

BUY
 -
699
+ 8.96%
$42.7K - $47.4K
8.5K $199K
Nov 13, 2024 Q3 2024
Kestra Private Wealth Services, LLC

BUY
 -
695
+ 5.56%
$42.5K - $47.2K
13.2K $309K
Oct 31, 2024 Q3 2024
Advisors Management Group Inc

BUY
 -
659
+ 1.61%
$40.3K - $44.7K
41.5K $971K
Oct 09, 2024 Q3 2024
Successful Portfolios LLC

BUY
 -
644
+ 2.57%
$39.4K - $43.7K
25.7K $601K
Oct 08, 2024 Q3 2024
Marquette Asset Management, LLC

BUY
 -
636
New
$38.9K - $43.2K
636 $14.9K
Nov 12, 2024 Q3 2024
Independent Advisor Alliance

BUY
 -
634
+ 16.77%
$38.7K - $43K
4.42K $103K
Oct 10, 2024 Q3 2024
City State Bank

Norwalk, IA
BUY
 -
626
New
$38.3K - $42.5K
626 $14.6K
Oct 17, 2024 Q3 2024
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
625
+ 0.66%
$38.2K - $42.4K
95.3K $2.23M
Nov 14, 2024 Q3 2024
Steward Partners Investment Advisory, LLC

BUY
 -
616
+ 8.78%
$37.6K - $41.8K
7.63K $178K
Nov 12, 2024 Q3 2024
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
607
+ 2.78%
$37.1K - $41.2K
22.4K $524K
Nov 13, 2024 Q3 2024
Dana Investment Advisors, Inc.

Brookfield, WI
BUY
 -
607
+ 10.21%
$37.1K - $41.2K
6.55K $153K
Nov 12, 2024 Q3 2024
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
606
+ 312.37%
$37K - $41.1K
800 $18.7K
Nov 14, 2024 Q3 2024
Bokf, Na

Tulsa, OK
BUY
 -
570
+ 3166.67%
$34.8K - $38.7K
588 $13.8K
Nov 15, 2024 Q3 2024
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
569
+ 39.11%
$34.8K - $38.6K
2.02K $47.4K
Nov 04, 2024 Q3 2024
Lynx Investment Advisory

Washington, Dc, DC
BUY
 -
560
+ 3.51%
$34.2K - $38K
16.5K $386K
Oct 10, 2024 Q3 2024
Valeo Financial Advisors, LLC

BUY
 -
530
+ 1.16%
$32.4K - $36K
46.1K $1.08M
Nov 05, 2024 Q3 2024
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
528
+ 200.76%
$32.3K - $35.8K
791 $18.5K
Nov 06, 2024 Q3 2024
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
503
+ 143.71%
$30.7K - $34.1K
853 $20K
Nov 12, 2024 Q3 2024
Peachtree Investment Partners, LLC

Vero Beach, FL
BUY
 -
503
+ 2.39%
$30.7K - $34.1K
21.5K $504K
Oct 09, 2024 Q3 2024
Steigerwald, Gordon & Koch Inc.

BUY
 -
500
+ 15.68%
$30.6K - $33.9K
3.69K $86.3K
Oct 17, 2024 Q3 2024
Sonoma Private Wealth LLC

San Francisco, CA
BUY
 -
500
+ 10.07%
$30.6K - $33.9K
5.46K $128K
Oct 30, 2024 Q3 2024
Bailard, Inc.

BUY
 -
491
+ 0.67%
$30K - $33.3K
74.1K $1.73M
Oct 07, 2024 Q3 2024
Smi Advisory Services, LLC

Columbus, IN
BUY
 -
473
+ 11.83%
$28.9K - $32.1K
4.47K $105K
Nov 08, 2024 Q3 2024
Revisor Wealth Management LLC

Akron, OH
BUY
 -
438
+ 8.45%
$26.8K - $29.7K
5.62K $132K
Nov 13, 2024 Q3 2024
Mitchell Sinkler & Starr

BUY
 -
425
+ 10.9%
$26K - $28.8K
4.33K $101K
Oct 17, 2024 Q3 2024
Garrett Investment Advisors LLC

BUY
 -
423
+ 1.64%
$25.8K - $28.7K
26.2K $612K
Oct 30, 2024 Q3 2024
Consilium Wealth Advisory, LLC

BUY
 -
418
+ 0.36%
$25.5K - $28.4K
117K $2.74M
Nov 07, 2024 Q3 2024
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
406
+ 5.29%
$24.8K - $27.5K
8.09K $189K
Oct 17, 2024 Q3 2024
Uncommon Cents Investing LLC

BUY
 -
400
New
$24.4K - $27.1K
400 $9.36K
Oct 21, 2024 Q3 2024
Signaturefd, LLC

Atlanta, GA
BUY
 -
395
+ 1.27%
$24.1K - $26.8K
31.6K $739K
Nov 13, 2024 Q3 2024
Sierra Summit Advisors LLC

Incline Village, NV
BUY
 -
385
+ 7.95%
$23.5K - $26.1K
5.23K $122K

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