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 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
79.6K+ 198.52% |
$1.78M - $5.43M
|
120K
$2.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
79.5K+ 197.61% |
$1.78M - $5.43M
|
120K
$2.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
78.8K+ 220.76% |
$1.77M - $5.38M
|
114K
$2.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
BUY
|
- |
78.6KNew |
$1.76M - $5.37M
|
78.6K
$1.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
78.3K+ 194.92% |
$1.75M - $5.34M
|
118K
$2.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
78K+ 208.16% |
$1.75M - $5.33M
|
116K
$2.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Flower City Capital
|
BUY
|
- |
78K+ 177.22% |
$1.75M - $5.33M
|
122K
$2.9M
|
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
77.9K+ 198.11% |
$1.75M - $5.32M
|
117K
$2.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
77.7K+ 197.4% |
$1.74M - $5.31M
|
117K
$2.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
77.6K+ 200.37% |
$1.74M - $5.3M
|
116K
$2.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
76.7KNew |
$1.72M - $5.23M
|
76.7K
$1.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
76.5K+ 217.35% |
$1.71M - $5.22M
|
112K
$2.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
76.3K+ 201.06% |
$1.71M - $5.21M
|
114K
$2.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
75.5K+ 273.27% |
$1.69M - $5.16M
|
103K
$2.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
75.2K+ 196.8% |
$1.69M - $5.14M
|
113K
$2.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
74.8K+ 1015.86% |
$1.67M - $5.11M
|
82.1K
$1.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
74.6K+ 197.03% |
$1.67M - $5.09M
|
112K
$2.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
74.1K+ 1625.31% |
$1.66M - $5.06M
|
78.7K
$1.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
73.5K+ 200.99% |
$1.65M - $5.02M
|
110K
$2.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
72.5K+ 190.0% |
$1.62M - $4.95M
|
111K
$2.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
72K+ 202.36% |
$1.61M - $4.92M
|
108K
$2.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
71.9K+ 186.07% |
$1.61M - $4.91M
|
111K
$2.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
71.9K+ 179.19% |
$1.61M - $4.91M
|
112K
$2.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
70.8K+ 200.0% |
$1.59M - $4.84M
|
106K
$2.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
70.2K+ 190.33% |
$1.57M - $4.79M
|
107K
$2.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
70.2K+ 209.46% |
$1.57M - $4.79M
|
104K
$2.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
69.9K+ 239.25% |
$1.57M - $4.77M
|
99.1K
$2.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
69.7K+ 153.53% |
$1.56M - $4.76M
|
115K
$2.73M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
69.6K+ 238.32% |
$1.56M - $4.75M
|
98.8K
$2.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
69.6KNew |
$1.56M - $4.75M
|
69.6K
$1.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
69.3K+ 195.93% |
$1.55M - $4.73M
|
105K
$2.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
69.3K+ 196.26% |
$1.55M - $4.73M
|
105K
$2.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
68.2K+ 30.31% |
$1.53M - $4.66M
|
293K
$6.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Wedgewood Investors Inc
|
BUY
|
- |
67.8K+ 199.75% |
$1.52M - $4.63M
|
102K
$2.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
67.4K+ 202.44% |
$1.51M - $4.6M
|
101K
$2.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
67.4K+ 200.01% |
$1.51M - $4.6M
|
101K
$2.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
66.9K+ 281.84% |
$1.5M - $4.57M
|
90.7K
$2.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
66.9KNew |
$1.5M - $4.57M
|
66.9K
$1.59M
|
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
66.7K+ 194.38% |
$1.49M - $4.56M
|
101K
$2.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
66.7K+ 203.75% |
$1.49M - $4.55M
|
99.4K
$2.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
66.6KNew |
$1.49M - $4.55M
|
66.6K
$1.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
66.5K+ 205.64% |
$1.49M - $4.54M
|
98.8K
$2.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
65.6K+ 223.94% |
$1.47M - $4.48M
|
94.9K
$2.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
64.7K+ 223.98% |
$1.45M - $4.41M
|
93.5K
$2.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
64.6K+ 199.36% |
$1.45M - $4.41M
|
97K
$2.3M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
64.6KNew |
$1.45M - $4.41M
|
64.6K
$1.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
64K+ 200.0% |
$1.43M - $4.37M
|
96K
$2.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
63.9K+ 194.26% |
$1.43M - $4.36M
|
96.8K
$2.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
63.7K+ 199.99% |
$1.43M - $4.35M
|
95.5K
$2.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
63.7K+ 295.76% |
$1.43M - $4.35M
|
85.2K
$2.02M
|