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 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
4.01M+ 203.16% |
$89.9M - $274M
|
5.99M
$142M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
3.12M+ 205.99% |
$69.8M - $213M
|
4.63M
$110M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
2.44M+ 190.55% |
$54.7M - $167M
|
3.72M
$88.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
2.36M+ 196.46% |
$52.8M - $161M
|
3.56M
$84.4M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2.32M+ 194.3% |
$51.9M - $158M
|
3.51M
$83.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.95M+ 185.1% |
$43.7M - $133M
|
3.01M
$71.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
1.21M+ 198.1% |
$27.2M - $82.9M
|
1.83M
$43.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.2M+ 197.36% |
$26.9M - $82M
|
1.81M
$42.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
1M+ 191.99% |
$22.4M - $68.4M
|
1.52M
$36.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
953K+ 197.56% |
$21.3M - $65M
|
1.43M
$34M
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
949K+ 206.16% |
$21.3M - $64.8M
|
1.41M
$33.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
855K+ 208.6% |
$19.2M - $58.4M
|
1.26M
$30M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
814K+ 202.23% |
$18.2M - $55.6M
|
1.22M
$28.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
746KNew |
$16.7M - $50.9M
|
746K
$17.7M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
746K+ 199.05% |
$16.7M - $50.9M
|
1.12M
$26.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
601K+ 193.11% |
$13.5M - $41M
|
912K
$21.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
538K+ 199.7% |
$12M - $36.7M
|
807K
$19.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
536KNew |
$12M - $36.6M
|
536K
$12.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
527KNew |
$11.8M - $36M
|
527K
$12.5M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
525K+ 198.37% |
$11.8M - $35.9M
|
790K
$18.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
504K+ 198.09% |
$11.3M - $34.4M
|
758K
$18M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
450K+ 223.79% |
$10.1M - $30.7M
|
651K
$15.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
423K+ 106.23% |
$9.48M - $28.9M
|
821K
$19.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
423K+ 199.95% |
$9.47M - $28.9M
|
634K
$15M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
414K+ 186.98% |
$9.27M - $28.3M
|
635K
$15.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
349K+ 6.2% |
$7.82M - $23.8M
|
5.98M
$142M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
343K+ 200.99% |
$7.68M - $23.4M
|
514K
$12.2M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
326K+ 230.54% |
$7.31M - $22.3M
|
468K
$11.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
266K+ 208.29% |
$5.96M - $18.2M
|
394K
$9.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
235K+ 189.56% |
$5.26M - $16M
|
359K
$8.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
229K+ 230.17% |
$5.14M - $15.7M
|
329K
$7.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
212K+ 168.73% |
$4.76M - $14.5M
|
338K
$8.02M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
211K+ 1251.18% |
$4.73M - $14.4M
|
228K
$5.41M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
210K+ 202.96% |
$4.71M - $14.4M
|
314K
$7.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
207K+ 140.16% |
$4.63M - $14.1M
|
354K
$8.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
201K+ 195.54% |
$4.49M - $13.7M
|
303K
$7.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
196K+ 198.17% |
$4.38M - $13.4M
|
294K
$6.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
191K+ 200.74% |
$4.29M - $13.1M
|
287K
$6.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
190K+ 197.94% |
$4.26M - $13M
|
286K
$6.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
177K+ 180.6% |
$3.97M - $12.1M
|
275K
$6.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
172K+ 204.4% |
$3.86M - $11.8M
|
256K
$6.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
169K+ 197.58% |
$3.79M - $11.6M
|
255K
$6.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
165K+ 293.49% |
$3.71M - $11.3M
|
222K
$5.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
159K+ 193.25% |
$3.57M - $10.9M
|
242K
$5.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
154K+ 210.88% |
$3.46M - $10.5M
|
228K
$5.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
144K+ 193.91% |
$3.23M - $9.85M
|
219K
$5.18M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
141K+ 1507.88% |
$3.17M - $9.66M
|
151K
$3.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
137K+ 130.56% |
$3.07M - $9.36M
|
242K
$5.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
136K+ 168.88% |
$3.05M - $9.3M
|
217K
$5.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
127K+ 169.04% |
$2.84M - $8.67M
|
202K
$4.79M
|