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 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
405K+ 199.04% |
$9.07M - $27.6M
|
608K
$14.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
404K+ 200.0% |
$9.05M - $27.6M
|
606K
$14.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
399KNew |
$8.95M - $27.3M
|
399K
$9.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
386KNew |
$8.64M - $26.3M
|
386K
$9.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
382K+ 202.72% |
$8.56M - $26.1M
|
570K
$13.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
382K+ 198.38% |
$8.55M - $26M
|
574K
$13.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
376K+ 198.9% |
$8.43M - $25.7M
|
565K
$13.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
375K+ 223.19% |
$8.41M - $25.6M
|
543K
$12.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
375KNew |
$8.4M - $25.6M
|
375K
$8.81M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
373K+ 189.56% |
$8.34M - $25.4M
|
569K
$13.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
370K+ 225.56% |
$8.28M - $25.2M
|
534K
$12.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
369K+ 194.91% |
$8.26M - $25.2M
|
558K
$13.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
369KNew |
$8.26M - $25.2M
|
369K
$8.66M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
349K+ 6.2% |
$7.82M - $23.8M
|
5.98M
$141M
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
346KNew |
$7.74M - $23.6M
|
346K
$8.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
345KNew |
$7.73M - $23.6M
|
345K
$8.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
343K+ 200.99% |
$7.68M - $23.4M
|
514K
$12.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
341K+ 220.01% |
$7.63M - $23.3M
|
495K
$11.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
336K+ 195.31% |
$7.52M - $22.9M
|
508K
$11.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
332K+ 189.32% |
$7.45M - $22.7M
|
508K
$11.9M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
331K+ 213.26% |
$7.42M - $22.6M
|
487K
$11.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
327K+ 194.3% |
$7.32M - $22.3M
|
495K
$11.6M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
326K+ 230.54% |
$7.31M - $22.3M
|
468K
$11M
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
325K+ 200.19% |
$7.28M - $22.2M
|
487K
$11.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
320K+ 215.53% |
$7.16M - $21.8M
|
468K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
319K+ 499.09% |
$7.14M - $21.8M
|
382K
$8.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
318K+ 215.33% |
$7.12M - $21.7M
|
465K
$10.9M
|
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
314K+ 198.27% |
$7.04M - $21.5M
|
473K
$11.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
310K+ 197.04% |
$6.94M - $21.2M
|
467K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
304K+ 119.32% |
$6.81M - $20.8M
|
559K
$13.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
302K+ 105.75% |
$6.76M - $20.6M
|
587K
$13.8M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
BUY
|
- |
298K+ 204.07% |
$6.67M - $20.3M
|
444K
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
293K+ 194.27% |
$6.57M - $20M
|
444K
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
291K+ 277.93% |
$6.52M - $19.9M
|
396K
$9.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
290K+ 195.8% |
$6.5M - $19.8M
|
439K
$10.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
288K+ 196.76% |
$6.44M - $19.6M
|
434K
$10.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Alternatives LTD
|
BUY
|
- |
287K+ 189.75% |
$6.44M - $19.6M
|
439K
$10.3M
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
286K+ 197.32% |
$6.4M - $19.5M
|
431K
$10.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
285K+ 177.91% |
$6.38M - $19.4M
|
445K
$10.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
283K+ 200.14% |
$6.34M - $19.3M
|
424K
$9.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
282K+ 211.9% |
$6.32M - $19.2M
|
415K
$9.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
281K+ 181.62% |
$6.31M - $19.2M
|
436K
$10.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
277K+ 864.74% |
$6.2M - $18.9M
|
309K
$7.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
274K+ 203.94% |
$6.13M - $18.7M
|
408K
$9.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
273K+ 197.88% |
$6.11M - $18.6M
|
411K
$9.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
271K+ 221.07% |
$6.08M - $18.5M
|
394K
$9.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
270K+ 200.27% |
$6.05M - $18.4M
|
405K
$9.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
268K+ 280.53% |
$6M - $18.3M
|
363K
$8.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
266K+ 208.29% |
$5.96M - $18.2M
|
394K
$9.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
264K+ 225.13% |
$5.91M - $18M
|
381K
$8.96M
|