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 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
86.1K+ 197.04% |
$1.93M - $5.88M
|
130K
$2.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
86.1K+ 200.81% |
$1.93M - $5.88M
|
129K
$2.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
85.2K+ 204.97% |
$1.91M - $5.81M
|
127K
$2.76M
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
85KNew |
$1.9M - $5.81M
|
85K
$1.85M
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
84.9K+ 189.56% |
$1.9M - $5.8M
|
130K
$2.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
84.6K+ 200.0% |
$1.9M - $5.78M
|
127K
$2.76M
|
|
|
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
$2.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
83.5K+ 250.78% |
$1.87M - $5.7M
|
117K
$2.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
82.6K+ 215.08% |
$1.85M - $5.64M
|
121K
$2.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
82.3K+ 272.65% |
$1.84M - $5.62M
|
113K
$2.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
82K+ 172.49% |
$1.84M - $5.6M
|
129K
$2.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
81.9K+ 194.08% |
$1.83M - $5.59M
|
124K
$2.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
81.8K+ 3059.2% |
$1.83M - $5.59M
|
84.5K
$1.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
80.6K+ 188.14% |
$1.81M - $5.5M
|
123K
$2.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
80.2K+ 183.72% |
$1.8M - $5.48M
|
124K
$2.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
79.6K+ 198.52% |
$1.78M - $5.43M
|
120K
$2.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
79.5K+ 197.61% |
$1.78M - $5.43M
|
120K
$2.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
78.8K+ 220.76% |
$1.77M - $5.38M
|
114K
$2.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
BUY
|
- |
78.6KNew |
$1.76M - $5.37M
|
78.6K
$1.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
78.3K+ 194.92% |
$1.75M - $5.34M
|
118K
$2.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
78K+ 208.16% |
$1.75M - $5.33M
|
116K
$2.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Flower City Capital
|
BUY
|
- |
78K+ 177.22% |
$1.75M - $5.33M
|
122K
$2.65M
|
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
77.9K+ 198.11% |
$1.75M - $5.32M
|
117K
$2.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
77.7K+ 197.4% |
$1.74M - $5.31M
|
117K
$2.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
77.6K+ 200.37% |
$1.74M - $5.3M
|
116K
$2.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
76.7KNew |
$1.72M - $5.23M
|
76.7K
$1.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
76.5K+ 217.35% |
$1.71M - $5.22M
|
112K
$2.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
76.3K+ 201.06% |
$1.71M - $5.21M
|
114K
$2.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
75.5K+ 273.27% |
$1.69M - $5.16M
|
103K
$2.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
75.2K+ 196.8% |
$1.69M - $5.14M
|
113K
$2.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
74.8K+ 1015.86% |
$1.67M - $5.11M
|
82.1K
$1.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
74.6K+ 197.03% |
$1.67M - $5.09M
|
112K
$2.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
74.1K+ 1625.31% |
$1.66M - $5.06M
|
78.7K
$1.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
73.5K+ 200.99% |
$1.65M - $5.02M
|
110K
$2.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
72.5K+ 190.0% |
$1.62M - $4.95M
|
111K
$2.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
72K+ 202.36% |
$1.61M - $4.92M
|
108K
$2.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
71.9K+ 186.07% |
$1.61M - $4.91M
|
111K
$2.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
71.9K+ 179.19% |
$1.61M - $4.91M
|
112K
$2.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
70.8K+ 200.0% |
$1.59M - $4.84M
|
106K
$2.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
70.2K+ 190.33% |
$1.57M - $4.79M
|
107K
$2.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
70.2K+ 209.46% |
$1.57M - $4.79M
|
104K
$2.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
69.9K+ 239.25% |
$1.57M - $4.77M
|
99.1K
$2.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
69.7K+ 153.53% |
$1.56M - $4.76M
|
115K
$2.5M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
69.6K+ 238.32% |
$1.56M - $4.75M
|
98.8K
$2.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
69.6KNew |
$1.56M - $4.75M
|
69.6K
$1.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
69.3K+ 195.93% |
$1.55M - $4.73M
|
105K
$2.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
69.3K+ 196.26% |
$1.55M - $4.73M
|
105K
$2.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
68.2K+ 30.31% |
$1.53M - $4.66M
|
293K
$6.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Wedgewood Investors Inc
|
BUY
|
- |
67.8K+ 199.75% |
$1.52M - $4.63M
|
102K
$2.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
67.4K+ 202.44% |
$1.51M - $4.6M
|
101K
$2.19M
|