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 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
263K+ 194.91% |
$5.88M - $17.9M
|
397K
$9.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
262K+ 323.37% |
$5.87M - $17.9M
|
343K
$8.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
260K+ 188.73% |
$5.83M - $17.8M
|
398K
$9.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
257K+ 205.46% |
$5.75M - $17.5M
|
381K
$8.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
252K+ 173.31% |
$5.64M - $17.2M
|
397K
$9.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
249K+ 206.66% |
$5.58M - $17M
|
370K
$8.7M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
246K+ 198.07% |
$5.5M - $16.8M
|
370K
$8.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
243K+ 206.4% |
$5.45M - $16.6M
|
361K
$8.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Raine Group LLC
New York, NY |
BUY
|
- |
243K+ 201.78% |
$5.43M - $16.6M
|
363K
$8.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
241K+ 206.92% |
$5.39M - $16.4M
|
357K
$8.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
240K+ 194.89% |
$5.39M - $16.4M
|
364K
$8.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
240K+ 198.85% |
$5.37M - $16.4M
|
360K
$8.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
237KNew |
$5.31M - $16.2M
|
237K
$5.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
235K+ 197.28% |
$5.27M - $16.1M
|
354K
$8.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
235K+ 189.56% |
$5.26M - $16M
|
359K
$8.43M
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
231K+ 197.79% |
$5.18M - $15.8M
|
348K
$8.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
231K+ 195.42% |
$5.18M - $15.8M
|
349K
$8.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
230K+ 197.32% |
$5.15M - $15.7M
|
346K
$8.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
229K+ 230.17% |
$5.14M - $15.7M
|
329K
$7.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
229K+ 191.06% |
$5.12M - $15.6M
|
348K
$8.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
228K+ 188.4% |
$5.11M - $15.6M
|
349K
$8.22M
|
|
|
Feb 13, 2025
Q4 2024
|
U S Wealth Group, Llc.
Woodbury, NY |
BUY
|
- |
226KNew |
$5.06M - $15.4M
|
226K
$5.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
224K+ 198.49% |
$5.02M - $15.3M
|
337K
$7.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
220K+ 195.8% |
$4.93M - $15M
|
333K
$7.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
218K+ 1574.57% |
$4.89M - $14.9M
|
232K
$5.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
215K+ 642.55% |
$4.81M - $14.7M
|
248K
$5.83M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
212K+ 168.73% |
$4.76M - $14.5M
|
338K
$7.95M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
211K+ 1251.18% |
$4.73M - $14.4M
|
228K
$5.36M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
210K+ 202.96% |
$4.71M - $14.4M
|
314K
$7.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
210K+ 200.11% |
$4.71M - $14.3M
|
315K
$7.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
210K+ 164.15% |
$4.7M - $14.3M
|
337K
$7.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
209K+ 1659.96% |
$4.69M - $14.3M
|
222K
$5.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
209K+ 269.18% |
$4.68M - $14.3M
|
287K
$6.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
207K+ 331.47% |
$4.64M - $14.1M
|
270K
$6.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
207K+ 140.16% |
$4.63M - $14.1M
|
354K
$8.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
206K+ 203.06% |
$4.61M - $14M
|
307K
$7.22M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
206K+ 227.43% |
$4.61M - $14M
|
296K
$6.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
205K+ 196.03% |
$4.59M - $14M
|
310K
$7.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
203K+ 190.8% |
$4.55M - $13.9M
|
309K
$7.27M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
202K+ 79.04% |
$4.51M - $13.8M
|
457K
$10.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
201K+ 176.95% |
$4.51M - $13.7M
|
315K
$7.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
201K+ 195.54% |
$4.49M - $13.7M
|
303K
$7.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
198K+ 147.52% |
$4.44M - $13.5M
|
332K
$7.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
198KNew |
$4.43M - $13.5M
|
198K
$4.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
197K+ 209.65% |
$4.41M - $13.5M
|
291K
$6.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
196K+ 198.17% |
$4.38M - $13.4M
|
294K
$6.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
193K+ 197.45% |
$4.31M - $13.1M
|
290K
$6.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
192K+ 198.98% |
$4.31M - $13.1M
|
289K
$6.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
191K+ 200.74% |
$4.29M - $13.1M
|
287K
$6.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
190K+ 197.94% |
$4.26M - $13M
|
286K
$6.72M
|