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
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.03M+ 195.02% |
$45.4M - $138M
|
3.07M
$72.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
2.01M+ 210.1% |
$45.1M - $138M
|
2.97M
$69.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
2M+ 201.19% |
$44.8M - $136M
|
2.99M
$70.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
1.97M+ 205.36% |
$44.1M - $134M
|
2.93M
$68.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.95M+ 185.1% |
$43.7M - $133M
|
3.01M
$70.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.91M+ 121.17% |
$42.7M - $130M
|
3.48M
$81.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.83M+ 205.13% |
$41M - $125M
|
2.73M
$64.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
1.73M+ 197.35% |
$38.7M - $118M
|
2.6M
$61.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.71M+ 208.48% |
$38.3M - $117M
|
2.53M
$59.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.69M+ 198.98% |
$37.9M - $115M
|
2.54M
$59.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.66M+ 189.71% |
$37.1M - $113M
|
2.53M
$59.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
1.63M+ 205.24% |
$36.5M - $111M
|
2.43M
$57M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.6M+ 200.1% |
$35.8M - $109M
|
2.4M
$56.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.6M+ 250.94% |
$35.7M - $109M
|
2.23M
$52.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.57M+ 194.75% |
$35.2M - $107M
|
2.38M
$55.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.57MNew |
$35.1M - $107M
|
1.57M
$36.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.55M+ 198.06% |
$34.7M - $106M
|
2.33M
$54.8M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1.53M+ 196.69% |
$34.3M - $105M
|
2.31M
$54.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.51M+ 200.56% |
$33.9M - $103M
|
2.27M
$53.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.51M+ 200.56% |
$33.9M - $103M
|
2.27M
$53.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.51M+ 218.83% |
$33.7M - $103M
|
2.19M
$51.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.5M+ 297.4% |
$33.6M - $102M
|
2M
$47.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.48M+ 199.41% |
$33.1M - $101M
|
2.22M
$52.2M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
1.48M+ 158.12% |
$33.1M - $101M
|
2.41M
$56.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.48M+ 187.71% |
$33.1M - $101M
|
2.26M
$53.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1.48M+ 2388.53% |
$33.1M - $101M
|
1.54M
$36.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
1.46M+ 188.45% |
$32.8M - $100M
|
2.24M
$52.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.45MNew |
$32.4M - $98.7M
|
1.45M
$34M
|
|
|
Feb 14, 2025
Q4 2024
|
Sherwood Financial Partners, LLC
Westlake Village, CA |
BUY
|
- |
1.44MNew |
$32.2M - $98.3M
|
1.44M
$33.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
1.41M+ 200.43% |
$31.5M - $96M
|
2.11M
$49.6M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.38M+ 190.15% |
$31M - $94.4M
|
2.11M
$49.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.36M+ 195.5% |
$30.5M - $93M
|
2.06M
$48.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
1.28M+ 198.22% |
$28.6M - $87.2M
|
1.92M
$45.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.27M+ 198.96% |
$28.4M - $86.4M
|
1.9M
$44.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.21M+ 193.22% |
$27.2M - $82.9M
|
1.84M
$43.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
1.21M+ 198.1% |
$27.2M - $82.9M
|
1.83M
$43M
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.2M+ 197.36% |
$26.9M - $82M
|
1.81M
$42.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
1.19M+ 204.57% |
$26.7M - $81.3M
|
1.77M
$41.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1.19M+ 216.32% |
$26.6M - $81.1M
|
1.74M
$40.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.17M+ 202.47% |
$26.2M - $79.9M
|
1.75M
$41.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
1.15M+ 196.35% |
$25.8M - $78.7M
|
1.74M
$40.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.15M+ 199.2% |
$25.7M - $78.2M
|
1.72M
$40.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Ashford Advisors, LLC
|
BUY
|
- |
1.14M+ 199.07% |
$25.5M - $77.7M
|
1.71M
$40.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.14M+ 141.61% |
$25.5M - $77.6M
|
1.94M
$45.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
1.12MNew |
$25M - $76.2M
|
1.12M
$26.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.1M+ 174.56% |
$24.6M - $74.8M
|
1.72M
$40.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.06M+ 222.99% |
$23.8M - $72.5M
|
1.54M
$36.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.06M+ 325.83% |
$23.7M - $72.1M
|
1.38M
$32.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
1.05M+ 201.04% |
$23.6M - $72M
|
1.58M
$37.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.05M+ 188.53% |
$23.6M - $71.8M
|
1.61M
$37.9M
|