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 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
186M+ 902.35% |
$4.16B - $12.7B
|
206M
$4.9B
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
54.5M+ 195.38% |
$1.22B - $3.72B
|
82.5M
$1.96B
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
22.8M+ 184.68% |
$511M - $1.56B
|
35.2M
$835M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
21.5M+ 202.16% |
$482M - $1.47B
|
32.1M
$763M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
16.5M+ 197.65% |
$370M - $1.13B
|
24.9M
$591M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14.3M+ 220.82% |
$320M - $976M
|
20.8M
$493M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.2M+ 196.9% |
$274M - $836M
|
18.5M
$438M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
10.9M+ 275.01% |
$244M - $745M
|
14.9M
$353M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
10.8M+ 180.47% |
$242M - $736M
|
16.8M
$398M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
10.7M+ 208.85% |
$239M - $729M
|
15.8M
$375M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.53M+ 184.59% |
$213M - $651M
|
14.7M
$349M
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
7.57M+ 225.78% |
$170M - $517M
|
10.9M
$259M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.37M+ 201.01% |
$165M - $503M
|
11M
$262M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.3M+ 190.06% |
$163M - $498M
|
11.1M
$264M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
7.01M+ 210.48% |
$157M - $479M
|
10.3M
$246M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.84M+ 205.67% |
$153M - $467M
|
10.2M
$241M
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
6.61M+ 205.43% |
$148M - $452M
|
9.83M
$234M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
6.08M+ 193.89% |
$136M - $415M
|
9.21M
$219M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
5.48M+ 194.45% |
$123M - $374M
|
8.3M
$197M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.76M+ 211.68% |
$107M - $325M
|
7.01M
$167M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.5M+ 224.81% |
$101M - $307M
|
6.5M
$154M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.32M+ 233.89% |
$96.8M - $295M
|
6.17M
$147M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
4.16M+ 235.65% |
$93.2M - $284M
|
5.92M
$141M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
4.06M+ 222.96% |
$90.9M - $277M
|
5.88M
$140M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.05M+ 190.02% |
$90.8M - $277M
|
6.18M
$147M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
4.04M+ 203.01% |
$90.4M - $276M
|
6.02M
$143M
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
4.01M+ 203.16% |
$89.9M - $274M
|
5.99M
$142M
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
3.93M+ 201.89% |
$88M - $268M
|
5.88M
$140M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
3.47MNew |
$77.7M - $237M
|
3.47M
$82.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
3.37M+ 196.69% |
$75.6M - $230M
|
5.09M
$121M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.32M+ 239.03% |
$74.4M - $227M
|
4.71M
$112M
|
|
|
Feb 12, 2025
Q4 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
3.19M+ 316.04% |
$71.5M - $218M
|
4.2M
$99.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.14M+ 175.73% |
$70.3M - $214M
|
4.92M
$117M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
3.12M+ 205.99% |
$69.8M - $213M
|
4.63M
$110M
|
|
|
Feb 13, 2025
Q4 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
3.11M+ 204.42% |
$69.8M - $213M
|
4.64M
$110M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
2.89MNew |
$64.8M - $198M
|
2.89M
$68.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
2.55M+ 206.47% |
$57.1M - $174M
|
3.79M
$89.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Consulate, Inc
|
BUY
|
- |
2.53M+ 205.3% |
$56.6M - $173M
|
3.76M
$89.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
2.53M+ 158.41% |
$56.6M - $172M
|
4.12M
$97.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.52M+ 200.0% |
$56.3M - $172M
|
3.77M
$89.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.51M+ 190.59% |
$56.3M - $172M
|
3.83M
$91M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
2.44M+ 190.55% |
$54.7M - $167M
|
3.72M
$88.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
2.36M+ 196.46% |
$52.8M - $161M
|
3.56M
$84.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.35M+ 208.39% |
$52.7M - $161M
|
3.48M
$82.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2.32M+ 194.3% |
$51.9M - $158M
|
3.51M
$83.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.2MNew |
$49.4M - $150M
|
2.2M
$52.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
2.16MNew |
$48.5M - $148M
|
2.16M
$51.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.07M+ 199.58% |
$46.4M - $141M
|
3.11M
$73.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.06M+ 113.35% |
$46.2M - $141M
|
3.88M
$92.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.04M+ 200.9% |
$45.8M - $140M
|
3.06M
$72.7M
|