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 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
89.1K+ 192.13% |
$1.99M - $6.08M
|
135K
$3.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
88.9K+ 198.86% |
$1.99M - $6.07M
|
134K
$3.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
88.9K+ 192.9% |
$1.99M - $6.07M
|
135K
$3.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
87.6K+ 160.2% |
$1.96M - $5.98M
|
142K
$3.77M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
87.4K+ 189.06% |
$1.96M - $5.97M
|
134K
$3.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
87K+ 210.34% |
$1.95M - $5.94M
|
128K
$3.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
86.9KNew |
$1.95M - $5.93M
|
86.9K
$2.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
86.9K+ 189.51% |
$1.95M - $5.93M
|
133K
$3.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
86.1K+ 197.04% |
$1.93M - $5.88M
|
130K
$3.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
86.1K+ 200.81% |
$1.93M - $5.88M
|
129K
$3.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
85.2K+ 204.97% |
$1.91M - $5.81M
|
127K
$3.36M
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
85KNew |
$1.9M - $5.81M
|
85K
$2.26M
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
84.9K+ 189.56% |
$1.9M - $5.8M
|
130K
$3.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
84.6K+ 200.0% |
$1.9M - $5.78M
|
127K
$3.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
83.8K+ 190.22% |
$1.88M - $5.72M
|
128K
$3.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
83.5K+ 250.78% |
$1.87M - $5.7M
|
117K
$3.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
82.6K+ 215.08% |
$1.85M - $5.64M
|
121K
$3.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
82.3K+ 272.65% |
$1.84M - $5.62M
|
113K
$2.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
82K+ 172.49% |
$1.84M - $5.6M
|
129K
$3.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
81.9K+ 194.08% |
$1.83M - $5.59M
|
124K
$3.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
81.8K+ 3059.2% |
$1.83M - $5.59M
|
84.5K
$2.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
80.6K+ 188.14% |
$1.81M - $5.5M
|
123K
$3.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
80.2K+ 183.72% |
$1.8M - $5.48M
|
124K
$3.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
79.6K+ 198.52% |
$1.78M - $5.43M
|
120K
$3.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
79.5K+ 197.61% |
$1.78M - $5.43M
|
120K
$3.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
78.8K+ 220.76% |
$1.77M - $5.38M
|
114K
$3.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
BUY
|
- |
78.6KNew |
$1.76M - $5.37M
|
78.6K
$2.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
78.3K+ 194.92% |
$1.75M - $5.34M
|
118K
$3.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
78K+ 208.16% |
$1.75M - $5.33M
|
116K
$3.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Flower City Capital
|
BUY
|
- |
78K+ 177.22% |
$1.75M - $5.33M
|
122K
$3.24M
|
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
77.9K+ 198.11% |
$1.75M - $5.32M
|
117K
$3.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
77.7K+ 197.4% |
$1.74M - $5.31M
|
117K
$3.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
77.6K+ 200.37% |
$1.74M - $5.3M
|
116K
$3.08M
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
77.6K+ 200.37% |
$1.74M - $5.3M
|
116K
$3.08M
|
|
|
Aug 27, 2025
Q4 2024
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
76.9K+ 196.53% |
$1.72M - $5.25M
|
116K
$3.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
76.7KNew |
$1.72M - $5.23M
|
76.7K
$2.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
76.5K+ 217.35% |
$1.71M - $5.22M
|
112K
$2.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
76.3K+ 201.06% |
$1.71M - $5.21M
|
114K
$3.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
75.5K+ 273.27% |
$1.69M - $5.16M
|
103K
$2.74M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
75.2K+ 196.8% |
$1.69M - $5.14M
|
113K
$3.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
74.8K+ 1015.86% |
$1.67M - $5.11M
|
82.1K
$2.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
74.6K+ 197.03% |
$1.67M - $5.09M
|
112K
$2.98M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
74.1K+ 1625.31% |
$1.66M - $5.06M
|
78.7K
$2.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
73.5K+ 200.99% |
$1.65M - $5.02M
|
110K
$2.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
72.5K+ 190.0% |
$1.62M - $4.95M
|
111K
$2.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
72K+ 202.36% |
$1.61M - $4.92M
|
108K
$2.86M
|
|
|
Oct 30, 2025
Q4 2024
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
72KNew |
$1.61M - $4.91M
|
72K
$1.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
71.9K+ 186.07% |
$1.61M - $4.91M
|
111K
$2.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
71.9K+ 179.19% |
$1.61M - $4.91M
|
112K
$2.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
70.8K+ 200.0% |
$1.59M - $4.84M
|
106K
$2.82M
|