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 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
30K+ 185.6% |
$672K - $2.05M
|
46.2K
$1.08M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
29.9K+ 209.69% |
$670K - $2.04M
|
44.2K
$1.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
29.8K+ 283.61% |
$668K - $2.04M
|
40.4K
$940K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
29.8K+ 215.62% |
$668K - $2.04M
|
43.7K
$1.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
29.7K+ 200.0% |
$666K - $2.03M
|
44.6K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
29.7K+ 450.65% |
$665K - $2.03M
|
36.3K
$845K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
29.6K+ 209.91% |
$664K - $2.02M
|
43.7K
$1.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
29.4K+ 244.35% |
$659K - $2.01M
|
41.5K
$966K
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
29.4K+ 141.86% |
$659K - $2.01M
|
50.1K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
29.3K+ 200.1% |
$657K - $2M
|
44K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
29.2K+ 198.83% |
$654K - $1.99M
|
43.9K
$1.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
28.9K+ 200.0% |
$647K - $1.97M
|
43.3K
$1.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
28.9K+ 192.52% |
$647K - $1.97M
|
43.9K
$1.02M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
BUY
|
- |
28.8K+ 306.0% |
$644K - $1.96M
|
38.1K
$889K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
28.5K+ 163.3% |
$639K - $1.95M
|
46K
$1.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
BUY
|
- |
28.5K+ 196.51% |
$638K - $1.94M
|
43K
$1M
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
28.4K+ 198.62% |
$637K - $1.94M
|
42.7K
$996K
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
28.4K+ 149.11% |
$636K - $1.94M
|
47.5K
$1.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
28.3K+ 351.61% |
$634K - $1.93M
|
36.4K
$847K
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
28.3KNew |
$634K - $1.93M
|
28.3K
$659K
|
|
|
Feb 11, 2025
Q4 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
28.3K+ 207.1% |
$633K - $1.93M
|
41.9K
$977K
|
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
27.9K+ 85.94% |
$625K - $1.91M
|
60.4K
$1.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
27.9K+ 207.21% |
$625K - $1.9M
|
41.4K
$964K
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
27.8K+ 200.0% |
$623K - $1.9M
|
41.7K
$973K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
27.7K+ 199.16% |
$621K - $1.89M
|
41.6K
$970K
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
27.7K+ 173.03% |
$620K - $1.89M
|
43.7K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
27.7K+ 744.52% |
$620K - $1.89M
|
31.4K
$731K
|
|
|
Feb 14, 2025
Q4 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
27.6K+ 200.04% |
$618K - $1.88M
|
41.4K
$965K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
27.6K+ 252.65% |
$618K - $1.88M
|
38.5K
$897K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
27.5K+ 137.95% |
$616K - $1.88M
|
47.4K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
BUY
|
- |
27.4K+ 198.09% |
$614K - $1.87M
|
41.2K
$960K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
27.3K+ 199.99% |
$611K - $1.86M
|
40.9K
$954K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
27.3K+ 209.64% |
$611K - $1.86M
|
40.3K
$938K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
26.9K+ 200.0% |
$603K - $1.84M
|
40.4K
$940K
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
26.9KNew |
$602K - $1.84M
|
26.9K
$626K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
26.8K+ 3355.38% |
$601K - $1.83M
|
27.6K
$644K
|
|
|
Mar 06, 2025
Q4 2024
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
26.8KNew |
$600K - $1.83M
|
26.8K
$624K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
26.4K+ 200.21% |
$592K - $1.8M
|
39.6K
$923K
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
26.3K+ 187.3% |
$590K - $1.8M
|
40.4K
$941K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
26.3K+ 594.59% |
$588K - $1.79M
|
30.7K
$715K
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
26.2K+ 200.0% |
$587K - $1.79M
|
39.3K
$916K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
26.2K+ 217.97% |
$587K - $1.79M
|
38.2K
$890K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
26.2K+ 491.89% |
$587K - $1.79M
|
31.5K
$734K
|
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
26K+ 199.98% |
$583K - $1.78M
|
39K
$910K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
25.6K+ 213.95% |
$574K - $1.75M
|
37.6K
$876K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
25.5K+ 237.5% |
$571K - $1.74M
|
36.2K
$844K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
25.4K+ 252.98% |
$570K - $1.74M
|
35.5K
$827K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
25.4KNew |
$570K - $1.74M
|
25.4K
$592K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
25.4K+ 200.0% |
$569K - $1.73M
|
38.1K
$887K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
25.2K+ 200.0% |
$564K - $1.72M
|
37.8K
$881K
|