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
|
Life Planning Partners, Inc
|
BUY
|
- |
63.2KNew |
$1.42M - $4.32M
|
63.2K
$1.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
62.6K+ 210.5% |
$1.4M - $4.28M
|
92.4K
$2.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
61.9K+ 199.83% |
$1.39M - $4.23M
|
92.9K
$2.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
61.9K+ 195.37% |
$1.39M - $4.23M
|
93.6K
$2.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
61.7K+ 188.64% |
$1.38M - $4.22M
|
94.5K
$2.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
61.6K+ 201.34% |
$1.38M - $4.21M
|
92.3K
$2.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
61.6K+ 214.85% |
$1.38M - $4.21M
|
90.3K
$2.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
61.1KNew |
$1.37M - $4.17M
|
61.1K
$1.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
61.1K+ 220.74% |
$1.37M - $4.17M
|
88.7K
$2.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
60.5K+ 191.77% |
$1.36M - $4.13M
|
92.1K
$2.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
60.5K+ 206.2% |
$1.35M - $4.13M
|
89.8K
$2.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
60.1K+ 189.83% |
$1.35M - $4.1M
|
91.8K
$2.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
59.9K+ 198.54% |
$1.34M - $4.09M
|
90K
$2.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
59KNew |
$1.32M - $4.03M
|
59K
$1.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
58.8K+ 200.88% |
$1.32M - $4.02M
|
88.1K
$2.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
58.7K+ 200.1% |
$1.31M - $4.01M
|
88K
$2.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
58.5K+ 199.25% |
$1.31M - $3.99M
|
87.8K
$2.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
58.5K+ 213.67% |
$1.31M - $3.99M
|
85.8K
$2.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
57.8K+ 200.98% |
$1.29M - $3.95M
|
86.6K
$2.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
57.6K+ 189.32% |
$1.29M - $3.93M
|
88K
$2.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
57.4K+ 199.18% |
$1.28M - $3.92M
|
86.1K
$2.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
57.3K+ 194.5% |
$1.28M - $3.91M
|
86.8K
$2.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
57.2K+ 215.39% |
$1.28M - $3.9M
|
83.7K
$1.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
57.1K+ 200.0% |
$1.28M - $3.9M
|
85.6K
$2.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
57K+ 193.78% |
$1.28M - $3.89M
|
86.3K
$2.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
56.3K+ 193.45% |
$1.26M - $3.84M
|
85.3K
$2.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
56.2K+ 188.56% |
$1.26M - $3.84M
|
86K
$2.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
56K+ 217.66% |
$1.25M - $3.82M
|
81.7K
$1.94M
|
|
|
Feb 05, 2025
Q4 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
55.8K+ 180.37% |
$1.25M - $3.81M
|
86.7K
$2.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
55.6K+ 129.25% |
$1.24M - $3.79M
|
98.6K
$2.34M
|
|
|
Feb 03, 2025
Q4 2024
|
Outfitter Financial LLC
|
BUY
|
- |
55.6K+ 198.66% |
$1.24M - $3.79M
|
83.5K
$1.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
55.1K+ 194.01% |
$1.23M - $3.76M
|
83.5K
$1.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
55K+ 4.13% |
$1.23M - $3.75M
|
1.39M
$32.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
54.9K+ 297.8% |
$1.23M - $3.75M
|
73.3K
$1.74M
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
54.6K+ 200.0% |
$1.22M - $3.73M
|
82K
$1.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
54.4K+ 221.04% |
$1.22M - $3.72M
|
79.1K
$1.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
54.3KNew |
$1.22M - $3.71M
|
54.3K
$1.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
54.3K+ 182.53% |
$1.22M - $3.71M
|
84K
$2M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
54.3K+ 200.01% |
$1.22M - $3.7M
|
81.4K
$1.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
53.2K+ 195.72% |
$1.19M - $3.63M
|
80.4K
$1.91M
|
|
|
Jan 24, 2025
Q4 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
52.9K+ 200.19% |
$1.19M - $3.62M
|
79.4K
$1.89M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
52.8K+ 199.98% |
$1.18M - $3.61M
|
79.3K
$1.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
52.7KNew |
$1.18M - $3.6M
|
52.7K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
52.5K+ 207.01% |
$1.18M - $3.59M
|
77.9K
$1.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
52.2K+ 198.74% |
$1.17M - $3.56M
|
78.5K
$1.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
51.7KNew |
$1.16M - $3.53M
|
51.7K
$1.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
51.6K+ 192.68% |
$1.16M - $3.52M
|
78.4K
$1.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
51.5K+ 246.04% |
$1.15M - $3.51M
|
72.4K
$1.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
51.2K+ 200.0% |
$1.15M - $3.49M
|
76.7K
$1.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
51.1K+ 211.95% |
$1.15M - $3.49M
|
75.2K
$1.79M
|