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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
28.4K+ 198.62% |
$637K - $1.94M
|
42.7K
$1M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
28.4K+ 149.11% |
$636K - $1.94M
|
47.5K
$1.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
28.3K+ 351.61% |
$634K - $1.93M
|
36.4K
$855K
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
28.3KNew |
$634K - $1.93M
|
28.3K
$665K
|
|
|
Feb 11, 2025
Q4 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
28.3K+ 207.1% |
$633K - $1.93M
|
41.9K
$986K
|
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
27.9K+ 85.94% |
$625K - $1.91M
|
60.4K
$1.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
27.9K+ 207.21% |
$625K - $1.9M
|
41.4K
$972K
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
27.8K+ 200.0% |
$623K - $1.9M
|
41.7K
$981K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
27.7K+ 199.16% |
$621K - $1.89M
|
41.6K
$979K
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
27.7K+ 173.03% |
$620K - $1.89M
|
43.7K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
27.7K+ 744.52% |
$620K - $1.89M
|
31.4K
$738K
|
|
|
Feb 14, 2025
Q4 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
27.6K+ 200.04% |
$618K - $1.88M
|
41.4K
$973K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
27.6K+ 252.65% |
$618K - $1.88M
|
38.5K
$905K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
27.5K+ 137.95% |
$616K - $1.88M
|
47.4K
$1.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
BUY
|
- |
27.4K+ 198.09% |
$614K - $1.87M
|
41.2K
$969K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
27.3K+ 199.99% |
$611K - $1.86M
|
40.9K
$962K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
27.3K+ 209.64% |
$611K - $1.86M
|
40.3K
$946K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
26.9K+ 200.0% |
$603K - $1.84M
|
40.4K
$949K
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
26.9KNew |
$602K - $1.84M
|
26.9K
$632K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
26.8K+ 3355.38% |
$601K - $1.83M
|
27.6K
$650K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
26.4K+ 200.21% |
$592K - $1.8M
|
39.6K
$931K
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
26.3K+ 187.3% |
$590K - $1.8M
|
40.4K
$950K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
26.3K+ 594.59% |
$588K - $1.79M
|
30.7K
$721K
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
26.2K+ 200.0% |
$587K - $1.79M
|
39.3K
$924K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
26.2K+ 217.97% |
$587K - $1.79M
|
38.2K
$898K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
26.2K+ 491.89% |
$587K - $1.79M
|
31.5K
$741K
|
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
26K+ 199.98% |
$583K - $1.78M
|
39K
$918K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
25.6K+ 213.95% |
$574K - $1.75M
|
37.6K
$884K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
25.5K+ 237.5% |
$571K - $1.74M
|
36.2K
$852K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
25.4K+ 252.98% |
$570K - $1.74M
|
35.5K
$835K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
25.4K+ 200.0% |
$569K - $1.73M
|
38.1K
$895K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
25.2K+ 200.0% |
$564K - $1.72M
|
37.8K
$889K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
24.9K+ 364.22% |
$559K - $1.7M
|
31.8K
$747K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
24.9K+ 204.26% |
$558K - $1.7M
|
37.1K
$873K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
24.7KNew |
$553K - $1.69M
|
24.7K
$581K
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
24.7K+ 151.84% |
$553K - $1.68M
|
40.9K
$962K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
24.5K+ 105.27% |
$549K - $1.67M
|
47.8K
$1.12M
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
24.5K+ 200.0% |
$548K - $1.67M
|
36.7K
$863K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
24K+ 328.35% |
$537K - $1.64M
|
31.3K
$735K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
23.9KNew |
$536K - $1.63M
|
23.9K
$563K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
23.9KNew |
$535K - $1.63M
|
23.9K
$561K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
23.9KNew |
$535K - $1.63M
|
23.9K
$561K
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
23.8KNew |
$534K - $1.63M
|
23.8K
$561K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
23.8K+ 200.0% |
$533K - $1.62M
|
35.7K
$838K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
23.7K+ 266.09% |
$532K - $1.62M
|
32.7K
$768K
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
23.7K+ 200.47% |
$530K - $1.62M
|
35.5K
$834K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
23.7K+ 200.0% |
$530K - $1.61M
|
35.5K
$834K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
23.5K+ 344.6% |
$527K - $1.61M
|
30.4K
$714K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
23.3K+ 200.41% |
$521K - $1.59M
|
34.9K
$819K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
23.2K+ 201.2% |
$519K - $1.58M
|
34.7K
$816K
|