Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
35.1K+ 197.95% |
$787K - $2.4M
|
52.9K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
35.1KNew |
$786K - $2.4M
|
35.1K
$825K
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
34.9K+ 184.55% |
$781K - $2.38M
|
53.7K
$1.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
34.6K+ 251.63% |
$776K - $2.37M
|
48.4K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
34.5K+ 221.85% |
$772K - $2.35M
|
50K
$1.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
34K+ 151.69% |
$761K - $2.32M
|
56.4K
$1.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
33.9K+ 189.68% |
$760K - $2.32M
|
51.8K
$1.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
33.5K+ 138.85% |
$751K - $2.29M
|
57.7K
$1.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
33.5K+ 203.69% |
$751K - $2.29M
|
50K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
33.3KNew |
$745K - $2.27M
|
33.3K
$782K
|
|
|
Feb 14, 2025
Q4 2024
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
33.2K+ 200.0% |
$744K - $2.27M
|
49.8K
$1.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
33K+ 200.97% |
$740K - $2.26M
|
49.5K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
32.9K+ 111.63% |
$737K - $2.25M
|
62.4K
$1.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
32.6K+ 194.42% |
$730K - $2.23M
|
49.4K
$1.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
BUY
|
- |
32.4KNew |
$726K - $2.21M
|
32.4K
$762K
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
32.2K+ 195.8% |
$722K - $2.2M
|
48.7K
$1.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
32K+ 184.23% |
$717K - $2.19M
|
49.4K
$1.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
32KNew |
$717K - $2.19M
|
32K
$753K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
31.7K+ 204.87% |
$711K - $2.17M
|
47.2K
$1.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
31.7K+ 192.26% |
$711K - $2.17M
|
48.2K
$1.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
31.6K+ 200.0% |
$708K - $2.16M
|
47.4K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
31.4KNew |
$703K - $2.14M
|
31.4K
$737K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
31.2K+ 122.42% |
$699K - $2.13M
|
56.7K
$1.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
31.2K+ 200.21% |
$698K - $2.13M
|
46.7K
$1.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
31.1K+ 181.13% |
$698K - $2.13M
|
48.3K
$1.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
31.1K+ 194.73% |
$697K - $2.13M
|
47.1K
$1.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
31K+ 202.0% |
$695K - $2.12M
|
46.4K
$1.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
30.6K+ 200.2% |
$685K - $2.09M
|
45.8K
$1.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
30.5KNew |
$684K - $2.09M
|
30.5K
$718K
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
30.3K+ 199.41% |
$680K - $2.07M
|
45.5K
$1.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
30.3K+ 192.62% |
$678K - $2.07M
|
46K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
30.1K+ 200.32% |
$674K - $2.06M
|
45.1K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
30.1K+ 195.93% |
$673K - $2.05M
|
45.4K
$1.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
30K+ 574.31% |
$672K - $2.05M
|
35.2K
$828K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
30K+ 185.6% |
$672K - $2.05M
|
46.2K
$1.09M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
29.9K+ 209.69% |
$670K - $2.04M
|
44.2K
$1.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
29.8K+ 283.61% |
$668K - $2.04M
|
40.4K
$949K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
29.8K+ 215.62% |
$668K - $2.04M
|
43.7K
$1.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
29.7K+ 200.0% |
$666K - $2.03M
|
44.6K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
29.7K+ 450.65% |
$665K - $2.03M
|
36.3K
$852K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
29.6K+ 209.91% |
$664K - $2.02M
|
43.7K
$1.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
29.4K+ 244.35% |
$659K - $2.01M
|
41.5K
$975K
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
29.4K+ 141.86% |
$659K - $2.01M
|
50.1K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
29.3K+ 200.1% |
$657K - $2M
|
44K
$1.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
29.2K+ 198.83% |
$654K - $1.99M
|
43.9K
$1.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
28.9K+ 200.0% |
$647K - $1.97M
|
43.3K
$1.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
28.9K+ 192.52% |
$647K - $1.97M
|
43.9K
$1.03M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
BUY
|
- |
28.8K+ 306.0% |
$644K - $1.96M
|
38.1K
$897K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
28.5K+ 163.3% |
$639K - $1.95M
|
46K
$1.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
BUY
|
- |
28.5K+ 196.51% |
$638K - $1.94M
|
43K
$1.01M
|