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 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
24.9K+ 364.22% |
$559K - $1.7M
|
31.8K
$741K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
24.9K+ 204.26% |
$558K - $1.7M
|
37.1K
$865K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
24.7KNew |
$553K - $1.69M
|
24.7K
$576K
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
24.7K+ 151.84% |
$553K - $1.68M
|
40.9K
$953K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
24.5K+ 105.27% |
$549K - $1.67M
|
47.8K
$1.11M
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
24.5K+ 200.0% |
$548K - $1.67M
|
36.7K
$855K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
24K+ 328.35% |
$537K - $1.64M
|
31.3K
$728K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
23.9KNew |
$536K - $1.63M
|
23.9K
$557K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
23.9KNew |
$535K - $1.63M
|
23.9K
$556K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
23.9KNew |
$535K - $1.63M
|
23.9K
$556K
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
23.8KNew |
$534K - $1.63M
|
23.8K
$556K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
23.8K+ 200.0% |
$533K - $1.62M
|
35.7K
$831K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
23.7K+ 266.09% |
$532K - $1.62M
|
32.7K
$761K
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
23.7K+ 200.47% |
$530K - $1.62M
|
35.5K
$826K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
23.7K+ 200.0% |
$530K - $1.61M
|
35.5K
$827K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
23.5K+ 344.6% |
$527K - $1.61M
|
30.4K
$708K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
23.3K+ 200.41% |
$521K - $1.59M
|
34.9K
$812K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
23.2K+ 201.2% |
$519K - $1.58M
|
34.7K
$809K
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
23.2K+ 191.33% |
$519K - $1.58M
|
35.3K
$822K
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
23.1K+ 197.15% |
$517K - $1.58M
|
34.8K
$811K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
23.1K+ 145.28% |
$517K - $1.58M
|
38.9K
$907K
|
|
|
Feb 14, 2025
Q4 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
23.1K+ 219.37% |
$516K - $1.57M
|
33.6K
$782K
|
|
|
Feb 14, 2025
Q4 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
22.8K+ 194.47% |
$512K - $1.56M
|
34.6K
$806K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
22.8K+ 200.37% |
$511K - $1.56M
|
34.2K
$797K
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
22.8KNew |
$510K - $1.56M
|
22.8K
$531K
|
|
|
Feb 03, 2025
Q4 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
22.8K+ 200.0% |
$510K - $1.55M
|
34.1K
$795K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
22.6K+ 199.96% |
$505K - $1.54M
|
33.9K
$789K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
22.3KNew |
$500K - $1.52M
|
22.3K
$520K
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
21.9KNew |
$490K - $1.49M
|
21.9K
$510K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
21.9K+ 210.96% |
$490K - $1.49M
|
32.2K
$751K
|
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
21.8K+ 156.76% |
$489K - $1.49M
|
35.8K
$834K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
21.7K+ 199.25% |
$486K - $1.48M
|
32.6K
$759K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
21.7K+ 202.75% |
$485K - $1.48M
|
32.3K
$754K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
21.5K+ 200.0% |
$481K - $1.47M
|
32.2K
$750K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
21.5K+ 200.15% |
$481K - $1.46M
|
32.2K
$750K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
21.4K+ 202.04% |
$480K - $1.46M
|
32K
$747K
|
|
|
Feb 13, 2025
Q4 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
21.4K+ 200.0% |
$480K - $1.46M
|
32.1K
$748K
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
21.2K+ 200.0% |
$475K - $1.45M
|
31.8K
$741K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
21.1K+ 191.83% |
$473K - $1.44M
|
32.1K
$748K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
21.1K+ 190.18% |
$472K - $1.44M
|
32.2K
$750K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
21K+ 198.02% |
$471K - $1.44M
|
31.7K
$737K
|
|
|
Feb 12, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
21K+ 203.66% |
$470K - $1.43M
|
31.3K
$730K
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
21KNew |
$469K - $1.43M
|
21K
$488K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
20.9K+ 200.0% |
$469K - $1.43M
|
31.4K
$731K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
20.9KNew |
$468K - $1.43M
|
20.9K
$487K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
20.8K+ 200.08% |
$466K - $1.42M
|
31.2K
$726K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
20.7K+ 80.42% |
$464K - $1.42M
|
46.5K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.7K+ 88.25% |
$463K - $1.41M
|
44.1K
$1.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
20.7K+ 187.31% |
$463K - $1.41M
|
31.7K
$738K
|
|
|
Jun 12, 2025
Q4 2024
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
20.6KNew |
$462K - $1.41M
|
20.6K
$480K
|