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 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
14.2K+ 181.61% |
$319K - $973K
|
22.1K
$525K
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
14.2KNew |
$318K - $970K
|
14.2K
$337K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
14.2K+ 197.94% |
$318K - $969K
|
21.4K
$507K
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
14.2KNew |
$317K - $968K
|
14.2K
$337K
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
14.2K+ 389.87% |
$317K - $967K
|
17.8K
$423K
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
14.2K+ 200.0% |
$317K - $967K
|
21.2K
$504K
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
14.1K+ 200.0% |
$317K - $965K
|
21.2K
$504K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
14.1K+ 176.35% |
$316K - $964K
|
22.1K
$526K
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
14.1K+ 200.0% |
$315K - $962K
|
21.1K
$502K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
13.9K+ 198.66% |
$312K - $952K
|
21K
$498K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
13.9K+ 201.04% |
$311K - $947K
|
20.8K
$493K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
13.8K+ 197.14% |
$309K - $943K
|
20.8K
$494K
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
13.8K+ 200.0% |
$308K - $940K
|
20.6K
$490K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
13.8K+ 200.7% |
$308K - $939K
|
20.6K
$489K
|
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
13.7K+ 200.09% |
$308K - $937K
|
20.6K
$489K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
13.7K+ 150.27% |
$307K - $936K
|
22.8K
$542K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
13.7K+ 191.82% |
$307K - $935K
|
20.8K
$495K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
13.7K+ 194.95% |
$307K - $935K
|
20.7K
$492K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
13.7KNew |
$307K - $935K
|
13.7K
$325K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
13.6K+ 5.09% |
$306K - $932K
|
282K
$6.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
13.5K+ 433.33% |
$302K - $921K
|
16.6K
$394K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
13.5K+ 306.27% |
$302K - $921K
|
17.9K
$425K
|
|
|
Feb 14, 2025
Q4 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
13.3K+ 200.0% |
$299K - $911K
|
20K
$475K
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
13.2KNew |
$296K - $901K
|
13.2K
$313K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
13.1K+ 200.0% |
$294K - $897K
|
19.7K
$468K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
13.1K+ 204.12% |
$294K - $897K
|
19.6K
$465K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
13.1K+ 253.36% |
$294K - $896K
|
18.3K
$435K
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
13.1K+ 185.04% |
$293K - $892K
|
20.1K
$478K
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
13KNew |
$291K - $888K
|
13K
$309K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
13K+ 229.17% |
$291K - $888K
|
18.7K
$444K
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
13K+ 196.61% |
$291K - $887K
|
19.6K
$465K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
13K+ 244.78% |
$290K - $885K
|
18.3K
$434K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
12.9KNew |
$290K - $884K
|
12.9K
$307K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
12.9K+ 187.99% |
$290K - $883K
|
19.8K
$470K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
12.9KNew |
$289K - $882K
|
12.9K
$307K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
12.9K+ 171.26% |
$289K - $881K
|
20.4K
$486K
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
12.8K+ 178.93% |
$288K - $877K
|
20K
$475K
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
12.8K+ 286.87% |
$287K - $876K
|
17.3K
$411K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
12.7K+ 200.0% |
$285K - $869K
|
19.1K
$453K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
12.7K+ 179.17% |
$284K - $867K
|
19.8K
$470K
|
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
12.7K+ 200.0% |
$284K - $864K
|
19K
$451K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
12.6K+ 206.32% |
$283K - $863K
|
18.8K
$446K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
12.5K+ 187.01% |
$280K - $854K
|
19.2K
$456K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
12.5K+ 200.16% |
$280K - $853K
|
18.7K
$445K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
12.5K+ 172.03% |
$280K - $852K
|
19.7K
$469K
|
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
BUY
|
- |
12.5KNew |
$280K - $852K
|
12.5K
$296K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
12.4K+ 104.75% |
$277K - $845K
|
24.2K
$575K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
12.4K+ 200.63% |
$277K - $843K
|
18.5K
$440K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
12.3K+ 223.26% |
$275K - $839K
|
17.8K
$422K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
12.2K+ 318.59% |
$274K - $834K
|
16.1K
$381K
|