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 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
51K+ 198.36% |
$1.14M - $3.48M
|
76.7K
$1.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
50.8K+ 204.12% |
$1.14M - $3.47M
|
75.7K
$1.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
50.2K+ 215.79% |
$1.13M - $3.43M
|
73.5K
$1.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
50.1KNew |
$1.12M - $3.42M
|
50.1K
$1.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
50K+ 184.82% |
$1.12M - $3.41M
|
77K
$1.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
49.8K+ 200.0% |
$1.12M - $3.4M
|
74.8K
$1.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
49.8K+ 205.71% |
$1.12M - $3.4M
|
74K
$1.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
49.7KNew |
$1.11M - $3.39M
|
49.7K
$1.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
49.5K+ 173.8% |
$1.11M - $3.38M
|
78K
$1.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
49.5K+ 833.92% |
$1.11M - $3.38M
|
55.4K
$1.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
49.1K+ 184.98% |
$1.1M - $3.35M
|
75.7K
$1.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
48.7K+ 180.88% |
$1.09M - $3.33M
|
75.7K
$1.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
48.7K+ 195.76% |
$1.09M - $3.33M
|
73.6K
$1.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
48.7K+ 240.66% |
$1.09M - $3.32M
|
68.9K
$1.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
47.9K+ 218.76% |
$1.07M - $3.27M
|
69.8K
$1.66M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
47.7K+ 508.04% |
$1.07M - $3.26M
|
57.1K
$1.36M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
47.6K+ 222.42% |
$1.07M - $3.25M
|
68.9K
$1.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
BUY
|
- |
46.5K+ 196.44% |
$1.04M - $3.17M
|
70.1K
$1.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
46.4K+ 205.95% |
$1.04M - $3.17M
|
68.9K
$1.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
46.3K+ 198.78% |
$1.04M - $3.16M
|
69.5K
$1.65M
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
46.1KNew |
$1.03M - $3.15M
|
46.1K
$1.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
45.8K+ 203.19% |
$1.03M - $3.13M
|
68.4K
$1.62M
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
45.8KNew |
$1.03M - $3.13M
|
45.8K
$1.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
45.7KNew |
$1.02M - $3.12M
|
45.7K
$1.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
45.5KNew |
$1.02M - $3.11M
|
45.5K
$1.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
45.4K+ 173.53% |
$1.02M - $3.1M
|
71.5K
$1.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
45.2K+ 197.41% |
$1.01M - $3.09M
|
68.1K
$1.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
45.2K+ 206.98% |
$1.01M - $3.09M
|
67.1K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
45.1K+ 200.0% |
$1.01M - $3.08M
|
67.7K
$1.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
45.1K+ 200.0% |
$1.01M - $3.08M
|
67.7K
$1.61M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
45.1KNew |
$1.01M - $3.08M
|
45.1K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
45K+ 90.67% |
$1.01M - $3.07M
|
94.6K
$2.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
44.7KNew |
$1M - $3.05M
|
44.7K
$1.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
44.6K+ 195.41% |
$999K - $3.05M
|
67.4K
$1.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
44.5KNew |
$997K - $3.04M
|
44.5K
$1.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
44.5K+ 169.14% |
$996K - $3.04M
|
70.7K
$1.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
44.4K+ 202.01% |
$994K - $3.03M
|
66.4K
$1.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Lindenwold Advisors
|
BUY
|
- |
44.3KNew |
$992K - $3.02M
|
44.3K
$1.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
44.3K+ 186.57% |
$991K - $3.02M
|
68K
$1.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
44.2K+ 200.84% |
$990K - $3.02M
|
66.2K
$1.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
44K+ 200.0% |
$986K - $3.01M
|
66K
$1.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
43.9K+ 164.37% |
$983K - $3M
|
70.6K
$1.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
43.8K+ 219.7% |
$981K - $2.99M
|
63.7K
$1.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
43.8K+ 200.19% |
$980K - $2.99M
|
65.6K
$1.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
43.8K+ 196.37% |
$980K - $2.99M
|
66.1K
$1.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
43.5K+ 153.71% |
$974K - $2.97M
|
71.8K
$1.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
43.3K+ 186.77% |
$970K - $2.96M
|
66.5K
$1.58M
|
|
|
Feb 03, 2025
Q4 2024
|
St. Nicholas Private Asset Management, Inc
Jacksonville, FL |
BUY
|
- |
43.1KNew |
$965K - $2.94M
|
43.1K
$1.02M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
43K+ 155.79% |
$964K - $2.94M
|
70.6K
$1.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
42.6K+ 199.07% |
$955K - $2.91M
|
64.1K
$1.52M
|