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 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
18.6KNew |
$418K - $1.27M
|
18.6K
$438K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
18.6K+ 200.0% |
$416K - $1.27M
|
27.8K
$655K
|
|
|
Feb 11, 2025
Q4 2024
|
Gs Investments, Inc.
|
BUY
|
- |
18.4K+ 201.81% |
$413K - $1.26M
|
27.6K
$649K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
18.4K+ 280.74% |
$412K - $1.26M
|
25K
$587K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
18.2K+ 179.05% |
$409K - $1.25M
|
28.4K
$669K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
18.1K+ 201.0% |
$405K - $1.23M
|
27.1K
$637K
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
17.9KNew |
$402K - $1.22M
|
17.9K
$422K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
17.9K+ 158.67% |
$401K - $1.22M
|
29.2K
$686K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
17.9K+ 200.0% |
$400K - $1.22M
|
26.8K
$630K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
17.8K+ 200.9% |
$399K - $1.22M
|
26.7K
$627K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
17.8K+ 201.43% |
$398K - $1.21M
|
26.6K
$625K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
17.7KNew |
$397K - $1.21M
|
17.7K
$417K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
17.6K+ 200.0% |
$394K - $1.2M
|
26.4K
$620K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
17.5K+ 159.88% |
$393K - $1.2M
|
28.5K
$670K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
17.5K+ 199.61% |
$392K - $1.2M
|
26.3K
$618K
|
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
17.4KNew |
$390K - $1.19M
|
17.4K
$410K
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
17.4K+ 200.0% |
$389K - $1.19M
|
26.1K
$613K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
17.4K+ 200.0% |
$389K - $1.19M
|
26K
$612K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
17.3K+ 214.41% |
$388K - $1.18M
|
25.4K
$598K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
17.1K+ 201.71% |
$384K - $1.17M
|
25.6K
$603K
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
17.1K+ 200.0% |
$383K - $1.17M
|
25.6K
$603K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
17K+ 172.24% |
$381K - $1.16M
|
26.9K
$632K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
16.9K+ 192.71% |
$379K - $1.15M
|
25.7K
$604K
|
|
|
Feb 13, 2025
Q4 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
16.8K+ 195.83% |
$377K - $1.15M
|
25.4K
$597K
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
16.8KNew |
$376K - $1.14M
|
16.8K
$394K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
16.7KNew |
$375K - $1.14M
|
16.7K
$394K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
16.7K+ 200.0% |
$374K - $1.14M
|
25.1K
$589K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
16.6KNew |
$372K - $1.13M
|
16.6K
$390K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
16.4KNew |
$368K - $1.12M
|
16.4K
$386K
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
16.4K+ 169.6% |
$367K - $1.12M
|
26.1K
$613K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
16.2K+ 200.0% |
$362K - $1.1M
|
24.3K
$571K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
16K+ 199.99% |
$358K - $1.09M
|
24K
$564K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
15.9KNew |
$356K - $1.08M
|
15.9K
$373K
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
15.9K+ 200.0% |
$355K - $1.08M
|
23.8K
$559K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
15.8K+ 202.62% |
$353K - $1.08M
|
23.5K
$554K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
15.7K+ 240.89% |
$352K - $1.07M
|
22.3K
$523K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
15.7KNew |
$352K - $1.07M
|
15.7K
$369K
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
15.6K+ 198.25% |
$350K - $1.07M
|
23.5K
$553K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
15.6K+ 292.78% |
$350K - $1.07M
|
21K
$493K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
15.6K+ 139.72% |
$349K - $1.06M
|
26.7K
$628K
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
15.5K+ 170.73% |
$348K - $1.06M
|
24.6K
$579K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
15.5K+ 110.35% |
$347K - $1.06M
|
29.5K
$694K
|
|
|
Feb 13, 2025
Q4 2024
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
15.5KNew |
$347K - $1.06M
|
15.5K
$364K
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
15.4K+ 200.0% |
$345K - $1.05M
|
23.1K
$543K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.4K+ 201.91% |
$345K - $1.05M
|
23K
$541K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
15.4K+ 199.07% |
$344K - $1.05M
|
23.1K
$543K
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
15.3K+ 2.66% |
$344K - $1.05M
|
592K
$13.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
15.2K+ 197.31% |
$342K - $1.04M
|
23K
$540K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
15.2K+ 200.29% |
$341K - $1.04M
|
22.8K
$537K
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
15.2K+ 200.0% |
$340K - $1.04M
|
22.7K
$535K
|