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 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
140K+ 203.63% |
$3.15M - $9.59M
|
209K
$4.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
137K+ 176.24% |
$3.08M - $9.38M
|
215K
$5.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
137K+ 130.56% |
$3.07M - $9.36M
|
242K
$5.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
137K+ 200.48% |
$3.07M - $9.35M
|
205K
$4.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
136K+ 168.88% |
$3.05M - $9.3M
|
217K
$5.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
135K+ 191.96% |
$3.01M - $9.18M
|
205K
$4.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
134K+ 205.37% |
$3M - $9.14M
|
199K
$4.68M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
133K+ 120.11% |
$2.99M - $9.1M
|
244K
$5.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
131K+ 189.79% |
$2.94M - $8.95M
|
200K
$4.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
131K+ 201.97% |
$2.93M - $8.93M
|
196K
$4.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
129K+ 202.04% |
$2.9M - $8.83M
|
193K
$4.54M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
129K+ 191.0% |
$2.89M - $8.81M
|
197K
$4.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
129K+ 191.22% |
$2.89M - $8.81M
|
196K
$4.62M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
129K+ 202.3% |
$2.88M - $8.78M
|
192K
$4.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
127K+ 169.04% |
$2.84M - $8.67M
|
202K
$4.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
127K+ 197.91% |
$2.84M - $8.66M
|
191K
$4.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
124K+ 200.97% |
$2.78M - $8.48M
|
186K
$4.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
124K+ 210.42% |
$2.77M - $8.46M
|
183K
$4.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
124K+ 201.27% |
$2.77M - $8.44M
|
185K
$4.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
123K+ 166.82% |
$2.76M - $8.42M
|
197K
$4.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
123K+ 207.78% |
$2.76M - $8.4M
|
182K
$4.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
122KNew |
$2.74M - $8.34M
|
122K
$2.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
122K+ 205.74% |
$2.73M - $8.34M
|
181K
$4.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
122K+ 200.24% |
$2.73M - $8.32M
|
183K
$4.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
121K+ 204.98% |
$2.71M - $8.26M
|
180K
$4.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
119K+ 186.66% |
$2.67M - $8.14M
|
183K
$4.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
118K+ 167.75% |
$2.64M - $8.04M
|
188K
$4.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Asset Planning Services Inc
|
BUY
|
- |
117K+ 203.77% |
$2.63M - $8.02M
|
175K
$4.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
117K+ 200.38% |
$2.63M - $8.01M
|
176K
$4.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
117K+ 202.96% |
$2.62M - $7.98M
|
175K
$4.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
116KNew |
$2.6M - $7.93M
|
116K
$2.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
116K+ 82.01% |
$2.59M - $7.9M
|
257K
$6.04M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
115K+ 226.75% |
$2.58M - $7.87M
|
166K
$3.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
115K+ 200.0% |
$2.57M - $7.84M
|
172K
$4.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
114K+ 175.91% |
$2.56M - $7.82M
|
180K
$4.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
114K+ 105.48% |
$2.56M - $7.8M
|
223K
$5.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
114K+ 192.07% |
$2.55M - $7.77M
|
173K
$4.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
113K+ 195.09% |
$2.53M - $7.72M
|
171K
$4.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
113K+ 180.32% |
$2.53M - $7.71M
|
176K
$4.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
112K+ 199.84% |
$2.51M - $7.65M
|
168K
$3.95M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
112K+ 191.79% |
$2.51M - $7.65M
|
171K
$4.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
112K+ 207.18% |
$2.51M - $7.64M
|
166K
$3.9M
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
112K+ 180.07% |
$2.5M - $7.62M
|
174K
$4.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
111K+ 211.2% |
$2.5M - $7.61M
|
164K
$3.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
110K+ 187.88% |
$2.47M - $7.54M
|
169K
$3.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
110K+ 197.07% |
$2.47M - $7.54M
|
166K
$3.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
110K+ 218.38% |
$2.46M - $7.48M
|
160K
$3.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
109K+ 194.13% |
$2.45M - $7.47M
|
166K
$3.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
109K+ 213.19% |
$2.45M - $7.46M
|
161K
$3.77M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
109K+ 203.86% |
$2.44M - $7.43M
|
162K
$3.81M
|