Purchases and Sales Made in Q4 2024 in Schwab Strategic Tr Us Large C (SCHX)

SCHX Quotes by TradingView

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 10, 2025 Q4 2024
Badgley Phelps Wealth Managers, LLC

BUY
 -
37.3K
+ 167.8%
$835K - $2.55M
59.5K $1.3M
Feb 13, 2025 Q4 2024
Russell Investments Group, Ltd.

BUY
 -
37K
+ 207.54%
$829K - $2.53M
54.9K $1.19M
Jan 17, 2025 Q4 2024
Seros Financial, LLC

Tempe, AZ
BUY
 -
37K
New
$829K - $2.53M
37K $805K
Feb 06, 2025 Q4 2024
Keybank National Association

BUY
 -
37K
+ 200.0%
$828K - $2.52M
55.4K $1.21M
Jan 29, 2025 Q4 2024
Evolution Advisers, Inc.

BUY
 -
36.7K
+ 191.03%
$823K - $2.51M
56K $1.22M
Feb 10, 2025 Q4 2024
Curio Wealth, LLC

Annapolis, MD
BUY
 -
36.5K
New
$818K - $2.49M
36.5K $795K
Feb 14, 2025 Q4 2024
Comerica Bank

BUY
 -
36.4K
+ 159.1%
$814K - $2.48M
59.2K $1.29M
Jan 22, 2025 Q4 2024
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
BUY
 -
36.4K
+ 206.29%
$814K - $2.48M
54K $1.17M
Feb 11, 2025 Q4 2024
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
36.3K
+ 816.49%
$813K - $2.48M
40.7K $887K
Jan 31, 2025 Q4 2024
Cutler Investment Counsel LLC

BUY
 -
35.5K
+ 200.72%
$796K - $2.43M
53.2K $1.16M
Jan 10, 2025 Q4 2024
Org Partners LLC

Roanoke, IN
BUY
 -
35.5K
+ 301.63%
$795K - $2.42M
47.2K $1.03M
Jan 30, 2025 Q4 2024
Everhart Financial Group, Inc.

BUY
 -
35.1K
+ 197.95%
$787K - $2.4M
52.9K $1.15M
Feb 12, 2025 Q4 2024
Stone X Group Inc.

BUY
 -
35.1K
New
$786K - $2.4M
35.1K $764K
Jan 16, 2025 Q4 2024
Ulland Investment Advisors, LLC

BUY
 -
34.9K
+ 184.55%
$781K - $2.38M
53.7K $1.17M
Jan 24, 2025 Q4 2024
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
34.6K
+ 251.63%
$776K - $2.37M
48.4K $1.05M
Feb 14, 2025 Q4 2024
Ifg Advisory, LLC

BUY
 -
34.5K
+ 221.85%
$772K - $2.35M
50K $1.09M
Jan 28, 2025 Q4 2024
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
34K
+ 151.69%
$761K - $2.32M
56.4K $1.23M
Feb 03, 2025 Q4 2024
Transcend Capital Advisors, LLC

BUY
 -
33.9K
+ 189.68%
$760K - $2.32M
51.8K $1.13M
Jan 23, 2025 Q4 2024
Clear Creek Financial Management, LLC

BUY
 -
33.5K
+ 138.85%
$751K - $2.29M
57.7K $1.26M
Jan 24, 2025 Q4 2024
Compass Advisory Group LLC

BUY
 -
33.5K
+ 203.69%
$751K - $2.29M
50K $1.09M
Feb 13, 2025 Q4 2024
Crux Wealth Advisors

Long Beach, CA
BUY
 -
33.3K
New
$745K - $2.27M
33.3K $724K
Feb 14, 2025 Q4 2024
Vernal Point Advisors, LLC

San Francisco, CA
BUY
 -
33.2K
+ 200.0%
$744K - $2.27M
49.8K $1.08M
Jan 22, 2025 Q4 2024
Clarity Capital Advisors, LLC

Lakewood Ranch, FL
BUY
 -
33K
+ 200.97%
$740K - $2.26M
49.5K $1.08M
Feb 14, 2025 Q4 2024
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
32.9K
+ 111.63%
$737K - $2.25M
62.4K $1.36M
Jan 15, 2025 Q4 2024
Wealthcare Capital Management LLC

Richmond, VA
BUY
 -
32.6K
+ 194.42%
$730K - $2.23M
49.4K $1.07M
Feb 10, 2025 Q4 2024
Penobscot Wealth Management

BUY
 -
32.4K
New
$726K - $2.21M
32.4K $706K
Jan 15, 2025 Q4 2024
Joule Financial, LLC

BUY
 -
32.2K
+ 195.8%
$722K - $2.2M
48.7K $1.06M
Jan 28, 2025 Q4 2024
Stone Point Wealth LLC

BUY
 -
32K
+ 184.23%
$717K - $2.19M
49.4K $1.08M
Feb 12, 2025 Q4 2024
Disciplined Investors, L.L.C.

Waco, TX
BUY
 -
32K
New
$717K - $2.19M
32K $697K
Feb 13, 2025 Q4 2024
Elios Financial Group Inc.

Westlake, OH
BUY
 -
31.7K
+ 204.87%
$711K - $2.17M
47.2K $1.03M
Feb 11, 2025 Q4 2024
Lynx Investment Advisory

Washington, Dc, DC
BUY
 -
31.7K
+ 192.26%
$711K - $2.17M
48.2K $1.05M
Feb 10, 2025 Q4 2024
Cozad Asset Management Inc

Champaign, IL
BUY
 -
31.6K
+ 200.0%
$708K - $2.16M
47.4K $1.03M
Feb 14, 2025 Q4 2024
Silvercrest Asset Management Group LLC

New York, NY
BUY
 -
31.4K
New
$703K - $2.14M
31.4K $683K
Feb 18, 2025 Q4 2024
Retirement Planning Group

BUY
 -
31.2K
+ 122.42%
$699K - $2.13M
56.7K $1.23M
Jan 27, 2025 Q4 2024
Crewe Advisors LLC

BUY
 -
31.2K
+ 200.21%
$698K - $2.13M
46.7K $1.02M
Jan 27, 2025 Q4 2024
Econ Financial Services Corp

BUY
 -
31.1K
+ 181.13%
$698K - $2.13M
48.3K $1.05M
Jan 21, 2025 Q4 2024
Park Edge Advisors, LLC

Cleveland, OH
BUY
 -
31.1K
+ 194.73%
$697K - $2.13M
47.1K $1.02M
Jan 31, 2025 Q4 2024
Bfsg, LLC

BUY
 -
31K
+ 202.0%
$695K - $2.12M
46.4K $1.01M
Feb 12, 2025 Q4 2024
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
30.6K
+ 200.2%
$685K - $2.09M
45.8K $997K
Jan 29, 2025 Q4 2024
Single Point Partners, LLC

BUY
 -
30.5K
New
$684K - $2.09M
30.5K $665K
Jan 17, 2025 Q4 2024
Seneca House Advisors

BUY
 -
30.3K
+ 199.41%
$680K - $2.07M
45.5K $991K
Feb 06, 2025 Q4 2024
Aull & Monroe Investment Management Corp

Mobile, AL
BUY
 -
30.3K
+ 192.62%
$678K - $2.07M
46K $1M
Feb 14, 2025 Q4 2024
Firestone Capital Management

BUY
 -
30.1K
+ 200.32%
$674K - $2.06M
45.1K $982K
Jan 13, 2025 Q4 2024
Capital Investment Advisors, LLC

BUY
 -
30.1K
+ 195.93%
$673K - $2.05M
45.4K $988K
Jan 24, 2025 Q4 2024
Greenleaf Trust

Kalamazoo, MI
BUY
 -
30K
+ 574.31%
$672K - $2.05M
35.2K $767K
Jan 22, 2025 Q4 2024
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
30K
+ 185.6%
$672K - $2.05M
46.2K $1M
Feb 12, 2025 Q4 2024
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
29.9K
+ 209.69%
$670K - $2.04M
44.2K $961K
Feb 05, 2025 Q4 2024
Plante Moran Financial Advisors, LLC

BUY
 -
29.8K
+ 283.61%
$668K - $2.04M
40.4K $878K
Feb 11, 2025 Q4 2024
Vanguard Group Inc

Valley Forge, PA
BUY
 -
29.8K
+ 215.62%
$668K - $2.04M
43.7K $950K

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