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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
43.8K+ 219.7% |
$981K - $2.99M
|
63.7K
$1.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
43.8K+ 200.19% |
$980K - $2.99M
|
65.6K
$1.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
43.8K+ 196.37% |
$980K - $2.99M
|
66.1K
$1.55M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
43.5K+ 208.44% |
$975K - $2.97M
|
64.4K
$1.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
43.5K+ 153.71% |
$974K - $2.97M
|
71.8K
$1.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
43.3K+ 186.77% |
$970K - $2.96M
|
66.5K
$1.56M
|
|
|
Feb 03, 2025
Q4 2024
|
St. Nicholas Private Asset Management, Inc
Jacksonville, FL |
BUY
|
- |
43.1KNew |
$965K - $2.94M
|
43.1K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
43K+ 155.79% |
$964K - $2.94M
|
70.6K
$1.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
42.6K+ 199.07% |
$955K - $2.91M
|
64.1K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
42.6K+ 196.93% |
$954K - $2.91M
|
64.2K
$1.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
42.3K+ 200.0% |
$948K - $2.89M
|
63.5K
$1.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
42.3K+ 198.99% |
$948K - $2.89M
|
63.6K
$1.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
42.2K+ 200.01% |
$946K - $2.88M
|
63.3K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
41.8K+ 200.05% |
$937K - $2.86M
|
62.7K
$1.48M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
41K+ 337.01% |
$919K - $2.8M
|
53.2K
$1.25M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
40.7K+ 198.07% |
$912K - $2.78M
|
61.3K
$1.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
40.7K+ 190.67% |
$911K - $2.78M
|
62K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
40.5K+ 992.94% |
$908K - $2.77M
|
44.6K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
40.1K+ 747.9% |
$899K - $2.74M
|
45.5K
$1.07M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
40.1KNew |
$898K - $2.74M
|
40.1K
$943K
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
39.7K+ 223.75% |
$889K - $2.71M
|
57.4K
$1.35M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
39.6K+ 46.36% |
$886K - $2.7M
|
125K
$2.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
38.8KNew |
$870K - $2.65M
|
38.8K
$913K
|
|
|
Feb 14, 2025
Q4 2024
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
38.8KNew |
$868K - $2.65M
|
38.8K
$911K
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
38.7K+ 329.87% |
$866K - $2.64M
|
50.4K
$1.19M
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
38.5K+ 198.51% |
$863K - $2.63M
|
57.9K
$1.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
38.5K+ 199.58% |
$862K - $2.63M
|
57.8K
$1.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
38.3K+ 192.09% |
$859K - $2.62M
|
58.3K
$1.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Tenret CO LLC
|
BUY
|
- |
38.3K+ 200.0% |
$858K - $2.61M
|
57.4K
$1.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
38.2K+ 96.99% |
$856K - $2.61M
|
77.6K
$1.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
38.1K+ 139.31% |
$854K - $2.6M
|
65.5K
$1.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
38K+ 200.0% |
$852K - $2.6M
|
57K
$1.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
37.9K+ 183.48% |
$849K - $2.59M
|
58.6K
$1.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
37.9K+ 323.51% |
$849K - $2.59M
|
49.6K
$1.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
37.5K+ 196.12% |
$840K - $2.56M
|
56.6K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
37.4K+ 199.99% |
$838K - $2.55M
|
56.1K
$1.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
37.4K+ 194.97% |
$837K - $2.55M
|
56.5K
$1.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
37.3K+ 212.34% |
$837K - $2.55M
|
54.9K
$1.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
37.3K+ 167.8% |
$835K - $2.55M
|
59.5K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
37K+ 207.54% |
$829K - $2.53M
|
54.9K
$1.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
37KNew |
$829K - $2.53M
|
37K
$870K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
37K+ 200.0% |
$828K - $2.52M
|
55.4K
$1.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
36.7K+ 191.03% |
$823K - $2.51M
|
56K
$1.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
36.5KNew |
$818K - $2.49M
|
36.5K
$859K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
36.4K+ 159.1% |
$814K - $2.48M
|
59.2K
$1.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
36.4K+ 206.29% |
$814K - $2.48M
|
54K
$1.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
36.3K+ 816.49% |
$813K - $2.48M
|
40.7K
$958K
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
35.5K+ 200.72% |
$796K - $2.43M
|
53.2K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
35.5K+ 55.95% |
$795K - $2.42M
|
98.9K
$2.33M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
35.5K+ 301.63% |
$795K - $2.42M
|
47.2K
$1.11M
|