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
|
Mai Capital Management
|
BUY
|
- |
1.04M+ 373.16% |
$23.2M - $70.8M
|
1.31M
$30.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
1.03M+ 221.22% |
$23.1M - $70.4M
|
1.5M
$35.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.02M+ 214.58% |
$22.9M - $69.7M
|
1.5M
$35.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
1M+ 191.99% |
$22.4M - $68.4M
|
1.52M
$35.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
992K+ 219.99% |
$22.2M - $67.7M
|
1.44M
$33.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
BUY
|
- |
962K+ 204.32% |
$21.5M - $65.7M
|
1.43M
$33.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
953K+ 197.56% |
$21.3M - $65M
|
1.43M
$33.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
949K+ 206.16% |
$21.3M - $64.8M
|
1.41M
$33.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
941K+ 201.1% |
$21.1M - $64.2M
|
1.41M
$33.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
BUY
|
- |
920K+ 203.16% |
$20.6M - $62.8M
|
1.37M
$32.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
920K+ 199.86% |
$20.6M - $62.8M
|
1.38M
$32.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
916K+ 209.63% |
$20.5M - $62.5M
|
1.35M
$31.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
911K+ 199.32% |
$20.4M - $62.2M
|
1.37M
$32.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
910K+ 201.02% |
$20.4M - $62.1M
|
1.36M
$32M
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
903K+ 234.22% |
$20.2M - $61.7M
|
1.29M
$30.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
899K+ 230.83% |
$20.1M - $61.4M
|
1.29M
$30.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
889K+ 198.02% |
$19.9M - $60.7M
|
1.34M
$31.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
877K+ 197.99% |
$19.6M - $59.9M
|
1.32M
$31M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
875K+ 182.24% |
$19.6M - $59.7M
|
1.36M
$31.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
855K+ 208.6% |
$19.2M - $58.4M
|
1.26M
$29.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
BUY
|
- |
854K+ 183.67% |
$19.1M - $58.3M
|
1.32M
$31M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
851K+ 201.26% |
$19.1M - $58.1M
|
1.27M
$30M
|
|
|
Jan 23, 2025
Q4 2024
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
848KNew |
$19M - $57.9M
|
848K
$19.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
830K+ 191.51% |
$18.6M - $56.7M
|
1.26M
$29.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
826K+ 199.35% |
$18.5M - $56.4M
|
1.24M
$29.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
816K+ 170.71% |
$18.3M - $55.7M
|
1.29M
$30.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
814K+ 202.23% |
$18.2M - $55.6M
|
1.22M
$28.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
800K+ 184.91% |
$17.9M - $54.6M
|
1.23M
$29M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
800K+ 209.96% |
$17.9M - $54.6M
|
1.18M
$27.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
793K+ 196.86% |
$17.8M - $54.2M
|
1.2M
$28.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
781K+ 205.13% |
$17.5M - $53.3M
|
1.16M
$27.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
778K+ 190.14% |
$17.4M - $53.1M
|
1.19M
$27.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
773K+ 199.44% |
$17.3M - $52.8M
|
1.16M
$27.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
761K+ 193.91% |
$17.1M - $52M
|
1.15M
$27.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
754K+ 178.21% |
$16.9M - $51.5M
|
1.18M
$27.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
747K+ 198.94% |
$16.7M - $51M
|
1.12M
$26.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
746KNew |
$16.7M - $50.9M
|
746K
$17.5M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
746K+ 199.05% |
$16.7M - $50.9M
|
1.12M
$26.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
740K+ 194.74% |
$16.6M - $50.5M
|
1.12M
$26.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
730K+ 218.81% |
$16.4M - $49.9M
|
1.06M
$25M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
729K+ 268.34% |
$16.3M - $49.8M
|
1M
$23.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
726K+ 245.29% |
$16.3M - $49.5M
|
1.02M
$24M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
717K+ 199.51% |
$16.1M - $49M
|
1.08M
$25.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
713K+ 231.74% |
$16M - $48.7M
|
1.02M
$24M
|
|
|
Feb 07, 2025
Q4 2024
|
St. Louis Trust CO
|
BUY
|
- |
712K+ 200.18% |
$15.9M - $48.6M
|
1.07M
$25.1M
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
709K+ 206.46% |
$15.9M - $48.4M
|
1.05M
$24.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
706K+ 200.98% |
$15.8M - $48.2M
|
1.06M
$24.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
678KNew |
$15.2M - $46.3M
|
678K
$15.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
661K+ 216.53% |
$14.8M - $45.2M
|
967K
$22.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
654K+ 191.88% |
$14.7M - $44.7M
|
995K
$23.4M
|