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 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
27.7K+ 173.03% |
$620K - $1.89M
|
43.7K
$1.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
27.7K+ 744.52% |
$620K - $1.89M
|
31.4K
$745K
|
|
|
Feb 14, 2025
Q4 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
27.6K+ 200.04% |
$618K - $1.88M
|
41.4K
$983K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
27.6K+ 252.65% |
$618K - $1.88M
|
38.5K
$914K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
27.5K+ 137.95% |
$616K - $1.88M
|
47.4K
$1.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
BUY
|
- |
27.4K+ 198.09% |
$614K - $1.87M
|
41.2K
$979K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
27.3K+ 199.99% |
$611K - $1.86M
|
40.9K
$972K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
27.3K+ 209.64% |
$611K - $1.86M
|
40.3K
$956K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
26.9K+ 200.0% |
$603K - $1.84M
|
40.4K
$959K
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
26.9KNew |
$602K - $1.84M
|
26.9K
$638K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
26.8K+ 3355.38% |
$601K - $1.83M
|
27.6K
$657K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
26.4K+ 200.21% |
$592K - $1.8M
|
39.6K
$941K
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
26.3K+ 187.3% |
$590K - $1.8M
|
40.4K
$959K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
26.3K+ 594.59% |
$588K - $1.79M
|
30.7K
$728K
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
26.2K+ 200.0% |
$587K - $1.79M
|
39.3K
$934K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
26.2K+ 217.97% |
$587K - $1.79M
|
38.2K
$908K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
26.2K+ 491.89% |
$587K - $1.79M
|
31.5K
$749K
|
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
26K+ 199.98% |
$583K - $1.78M
|
39K
$927K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
25.6K+ 213.95% |
$574K - $1.75M
|
37.6K
$893K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
25.5K+ 237.5% |
$571K - $1.74M
|
36.2K
$860K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
25.4K+ 252.98% |
$570K - $1.74M
|
35.5K
$843K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
25.4K+ 200.0% |
$569K - $1.73M
|
38.1K
$904K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
25.2K+ 200.0% |
$564K - $1.72M
|
37.8K
$898K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
24.9K+ 364.22% |
$559K - $1.7M
|
31.8K
$755K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
24.9K+ 204.26% |
$558K - $1.7M
|
37.1K
$882K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
24.7KNew |
$553K - $1.69M
|
24.7K
$587K
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
24.7K+ 151.84% |
$553K - $1.68M
|
40.9K
$972K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
24.5K+ 105.27% |
$549K - $1.67M
|
47.8K
$1.14M
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
24.5K+ 200.0% |
$548K - $1.67M
|
36.7K
$872K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
24K+ 328.35% |
$537K - $1.64M
|
31.3K
$742K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
23.9KNew |
$536K - $1.63M
|
23.9K
$568K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
23.9KNew |
$535K - $1.63M
|
23.9K
$567K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
23.9KNew |
$535K - $1.63M
|
23.9K
$567K
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
23.8KNew |
$534K - $1.63M
|
23.8K
$566K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
23.8K+ 200.0% |
$533K - $1.62M
|
35.7K
$847K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
23.7K+ 266.09% |
$532K - $1.62M
|
32.7K
$775K
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
23.7K+ 200.47% |
$530K - $1.62M
|
35.5K
$842K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
23.7K+ 200.0% |
$530K - $1.61M
|
35.5K
$843K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
23.5K+ 344.6% |
$527K - $1.61M
|
30.4K
$721K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
23.3K+ 200.41% |
$521K - $1.59M
|
34.9K
$828K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
23.2K+ 201.2% |
$519K - $1.58M
|
34.7K
$824K
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
23.2K+ 191.33% |
$519K - $1.58M
|
35.3K
$838K
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
23.1K+ 197.15% |
$517K - $1.58M
|
34.8K
$827K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
23.1K+ 145.28% |
$517K - $1.58M
|
38.9K
$925K
|
|
|
Feb 14, 2025
Q4 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
23.1K+ 219.37% |
$516K - $1.57M
|
33.6K
$797K
|
|
|
Feb 14, 2025
Q4 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
22.8K+ 194.47% |
$512K - $1.56M
|
34.6K
$821K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
22.8K+ 200.37% |
$511K - $1.56M
|
34.2K
$813K
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
22.8KNew |
$510K - $1.56M
|
22.8K
$541K
|
|
|
Feb 03, 2025
Q4 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
22.8K+ 200.0% |
$510K - $1.55M
|
34.1K
$811K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
22.6K+ 199.96% |
$505K - $1.54M
|
33.9K
$804K
|