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 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
651K+ 198.5% |
$14.6M - $44.5M
|
980K
$23M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
642K+ 192.24% |
$14.4M - $43.8M
|
976K
$22.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
629K+ 2.46% |
$14.1M - $42.9M
|
26.2M
$617M
|
|
|
Jan 30, 2025
Q4 2024
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
627K+ 200.0% |
$14.1M - $42.8M
|
941K
$22.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
623KNew |
$14M - $42.6M
|
623K
$14.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
620K+ 214.68% |
$13.9M - $42.4M
|
909K
$21.4M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
619KNew |
$13.9M - $42.3M
|
619K
$14.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
615KNew |
$13.8M - $42M
|
615K
$14.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
610K+ 218.83% |
$13.7M - $41.7M
|
889K
$20.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
603K+ 199.78% |
$13.5M - $41.2M
|
905K
$21.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
601K+ 193.11% |
$13.5M - $41M
|
912K
$21.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
593K+ 157.03% |
$13.3M - $40.5M
|
970K
$22.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
587K+ 202.88% |
$13.1M - $40.1M
|
876K
$20.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
586K+ 197.21% |
$13.1M - $40M
|
883K
$20.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
566K+ 199.98% |
$12.7M - $38.6M
|
848K
$19.9M
|
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
564KNew |
$12.6M - $38.5M
|
564K
$13.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
564K+ 321.66% |
$12.6M - $38.5M
|
739K
$17.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
563K+ 193.43% |
$12.6M - $38.5M
|
855K
$20.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
563K+ 227.33% |
$12.6M - $38.4M
|
810K
$19.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
561K+ 192.1% |
$12.6M - $38.3M
|
854K
$20.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
556K+ 198.48% |
$12.5M - $38M
|
836K
$19.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
553K+ 210.87% |
$12.4M - $37.8M
|
815K
$19.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
550K+ 300.83% |
$12.3M - $37.5M
|
733K
$17.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
550K+ 185.41% |
$12.3M - $37.5M
|
846K
$19.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
543K+ 197.59% |
$12.2M - $37.1M
|
818K
$19.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
539K+ 281.86% |
$12.1M - $36.8M
|
731K
$17.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
538K+ 199.7% |
$12M - $36.7M
|
807K
$19M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
537K+ 169.13% |
$12M - $36.7M
|
854K
$20.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
536KNew |
$12M - $36.6M
|
536K
$12.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
534K+ 245.19% |
$12M - $36.5M
|
752K
$17.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
534K+ 180.7% |
$12M - $36.4M
|
829K
$19.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
531K+ 206.45% |
$11.9M - $36.2M
|
788K
$18.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
527KNew |
$11.8M - $36M
|
527K
$12.4M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
525K+ 198.37% |
$11.8M - $35.9M
|
790K
$18.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
515K+ 209.21% |
$11.5M - $35.2M
|
762K
$17.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
504K+ 198.09% |
$11.3M - $34.4M
|
758K
$17.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
488K+ 167.76% |
$10.9M - $33.3M
|
779K
$18.3M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
487K+ 210.06% |
$10.9M - $33.3M
|
719K
$16.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
467K+ 197.89% |
$10.5M - $31.9M
|
702K
$16.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
455K+ 197.04% |
$10.2M - $31.1M
|
686K
$16.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
450K+ 223.79% |
$10.1M - $30.7M
|
651K
$15.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
450K+ 169.58% |
$10.1M - $30.7M
|
715K
$16.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
437K+ 403.43% |
$9.79M - $29.8M
|
545K
$12.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
433K+ 194.05% |
$9.71M - $29.6M
|
657K
$15.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
423K+ 106.23% |
$9.48M - $28.9M
|
821K
$19.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
423K+ 199.95% |
$9.47M - $28.9M
|
634K
$14.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
420K+ 191.37% |
$9.42M - $28.7M
|
640K
$15.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
414K+ 186.98% |
$9.27M - $28.3M
|
635K
$14.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
412K+ 201.11% |
$9.24M - $28.2M
|
618K
$14.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
407K+ 215.38% |
$9.12M - $27.8M
|
596K
$14M
|