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 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
15.6K+ 198.25% |
$350K - $1.07M
|
23.5K
$512K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
15.6K+ 292.78% |
$350K - $1.07M
|
21K
$456K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
15.6K+ 139.72% |
$349K - $1.06M
|
26.7K
$581K
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
15.5K+ 170.73% |
$348K - $1.06M
|
24.6K
$536K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
15.5K+ 110.35% |
$347K - $1.06M
|
29.5K
$642K
|
|
|
Feb 13, 2025
Q4 2024
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
15.5KNew |
$347K - $1.06M
|
15.5K
$337K
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
15.4K+ 200.0% |
$345K - $1.05M
|
23.1K
$503K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.4K+ 201.91% |
$345K - $1.05M
|
23K
$501K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
15.4K+ 199.07% |
$344K - $1.05M
|
23.1K
$502K
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
15.3K+ 2.66% |
$344K - $1.05M
|
592K
$12.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
15.2K+ 197.31% |
$342K - $1.04M
|
23K
$500K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
15.2K+ 200.29% |
$341K - $1.04M
|
22.8K
$497K
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
15.2K+ 200.0% |
$340K - $1.04M
|
22.7K
$495K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
15.1K+ 188.51% |
$338K - $1.03M
|
23.1K
$502K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
15.1K+ 348.39% |
$338K - $1.03M
|
19.4K
$422K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
15.1KNew |
$337K - $1.03M
|
15.1K
$328K
|
|
|
Feb 14, 2025
Q4 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
14.8K+ 192.23% |
$332K - $1.01M
|
22.6K
$491K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
14.6KNew |
$327K - $998K
|
14.6K
$318K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
14.6K+ 203.09% |
$327K - $997K
|
21.8K
$474K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
14.5K+ 1696.72% |
$324K - $988K
|
15.3K
$333K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
14.4K+ 200.0% |
$323K - $984K
|
21.6K
$470K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
14.4K+ 191.25% |
$322K - $982K
|
21.9K
$477K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
14.2K+ 181.61% |
$319K - $973K
|
22.1K
$481K
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
14.2KNew |
$318K - $970K
|
14.2K
$309K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
14.2K+ 197.94% |
$318K - $969K
|
21.4K
$465K
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
14.2KNew |
$317K - $968K
|
14.2K
$308K
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
14.2K+ 389.87% |
$317K - $967K
|
17.8K
$387K
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
14.2K+ 200.0% |
$317K - $967K
|
21.2K
$462K
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
14.1K+ 200.0% |
$317K - $965K
|
21.2K
$461K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
14.1K+ 176.35% |
$316K - $964K
|
22.1K
$481K
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
14.1K+ 200.0% |
$315K - $962K
|
21.1K
$460K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
13.9K+ 198.66% |
$312K - $952K
|
21K
$456K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
13.9K+ 201.04% |
$311K - $947K
|
20.8K
$452K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
13.8K+ 197.14% |
$309K - $943K
|
20.8K
$453K
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
13.8K+ 200.0% |
$308K - $940K
|
20.6K
$449K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
13.8K+ 200.7% |
$308K - $939K
|
20.6K
$448K
|
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
13.7K+ 200.09% |
$308K - $937K
|
20.6K
$448K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
13.7K+ 150.27% |
$307K - $936K
|
22.8K
$497K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
13.7K+ 191.82% |
$307K - $935K
|
20.8K
$453K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
13.7K+ 194.95% |
$307K - $935K
|
20.7K
$451K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
13.7KNew |
$307K - $935K
|
13.7K
$298K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
13.6K+ 5.09% |
$306K - $932K
|
282K
$6.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
13.5K+ 433.33% |
$302K - $921K
|
16.6K
$361K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
13.5K+ 306.27% |
$302K - $921K
|
17.9K
$389K
|
|
|
Feb 14, 2025
Q4 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
13.3K+ 200.0% |
$299K - $911K
|
20K
$435K
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
13.2KNew |
$296K - $901K
|
13.2K
$287K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
13.1K+ 200.0% |
$294K - $897K
|
19.7K
$429K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
13.1K+ 204.12% |
$294K - $897K
|
19.6K
$426K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
13.1K+ 253.36% |
$294K - $896K
|
18.3K
$398K
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
13.1K+ 185.04% |
$293K - $892K
|
20.1K
$438K
|