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 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
17.1K+ 200.0% |
$383K - $1.17M
|
25.6K
$692K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
17K+ 172.24% |
$381K - $1.16M
|
26.9K
$725K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
16.9K+ 192.71% |
$379K - $1.15M
|
25.7K
$693K
|
|
|
Feb 13, 2025
Q4 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
16.8K+ 195.83% |
$377K - $1.15M
|
25.4K
$686K
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
16.8KNew |
$376K - $1.14M
|
16.8K
$452K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
16.7KNew |
$375K - $1.14M
|
16.7K
$452K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
16.7K+ 200.0% |
$374K - $1.14M
|
25.1K
$676K
|
|
|
Aug 25, 2025
Q4 2024
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
16.7KNew |
$373K - $1.14M
|
16.7K
$449K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
16.6KNew |
$372K - $1.13M
|
16.6K
$448K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
16.4KNew |
$368K - $1.12M
|
16.4K
$443K
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
16.4K+ 169.6% |
$367K - $1.12M
|
26.1K
$703K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
16.2K+ 200.0% |
$362K - $1.1M
|
24.3K
$655K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
16K+ 199.99% |
$358K - $1.09M
|
24K
$647K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
15.9KNew |
$356K - $1.08M
|
15.9K
$428K
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
15.9K+ 200.0% |
$355K - $1.08M
|
23.8K
$642K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
15.8K+ 202.62% |
$353K - $1.08M
|
23.5K
$635K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
15.7K+ 240.89% |
$352K - $1.07M
|
22.3K
$600K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
15.7KNew |
$352K - $1.07M
|
15.7K
$424K
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
15.6K+ 198.25% |
$350K - $1.07M
|
23.5K
$635K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
15.6K+ 292.78% |
$350K - $1.07M
|
21K
$565K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
15.6K+ 139.72% |
$349K - $1.06M
|
26.7K
$720K
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
15.5K+ 170.73% |
$348K - $1.06M
|
24.6K
$664K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
15.5K+ 110.35% |
$347K - $1.06M
|
29.5K
$796K
|
|
|
Feb 13, 2025
Q4 2024
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
15.5KNew |
$347K - $1.06M
|
15.5K
$417K
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
15.4K+ 200.0% |
$345K - $1.05M
|
23.1K
$623K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.4K+ 201.91% |
$345K - $1.05M
|
23K
$621K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
15.4K+ 199.07% |
$344K - $1.05M
|
23.1K
$623K
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
15.3K+ 2.66% |
$344K - $1.05M
|
592K
$16M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
15.2K+ 197.31% |
$342K - $1.04M
|
23K
$620K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
15.2K+ 200.29% |
$341K - $1.04M
|
22.8K
$616K
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
15.2K+ 200.0% |
$340K - $1.04M
|
22.7K
$614K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
15.1K+ 188.51% |
$338K - $1.03M
|
23.1K
$623K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
15.1K+ 348.39% |
$338K - $1.03M
|
19.4K
$523K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
15.1KNew |
$337K - $1.03M
|
15.1K
$406K
|
|
|
Feb 14, 2025
Q4 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
14.8K+ 192.23% |
$332K - $1.01M
|
22.6K
$609K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
14.6KNew |
$327K - $998K
|
14.6K
$394K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
14.6K+ 203.09% |
$327K - $997K
|
21.8K
$588K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
14.5K+ 1696.72% |
$324K - $988K
|
15.3K
$413K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
14.4K+ 200.0% |
$323K - $984K
|
21.6K
$583K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
14.4K+ 191.25% |
$322K - $982K
|
21.9K
$591K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
14.2K+ 181.61% |
$319K - $973K
|
22.1K
$596K
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
14.2KNew |
$318K - $970K
|
14.2K
$383K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
14.2K+ 197.94% |
$318K - $969K
|
21.4K
$576K
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
14.2KNew |
$317K - $968K
|
14.2K
$382K
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
14.2K+ 389.87% |
$317K - $967K
|
17.8K
$480K
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
14.2K+ 200.0% |
$317K - $967K
|
21.2K
$573K
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
14.1K+ 200.0% |
$317K - $965K
|
21.2K
$572K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
14.1K+ 176.35% |
$316K - $964K
|
22.1K
$597K
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
14.1K+ 200.0% |
$315K - $962K
|
21.1K
$570K
|
|
|
Nov 06, 2025
Q4 2024
|
Plan A Wealth LLC
Lincoln, NE |
BUY
|
- |
14KNew |
$313K - $955K
|
14K
$378K
|