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 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
12K+ 200.0% |
$269K - $821K
|
18K
$428K
|
|
|
Feb 12, 2025
Q4 2024
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
12K+ 200.0% |
$269K - $819K
|
18K
$428K
|
|
|
Feb 14, 2025
Q4 2024
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
12KNew |
$269K - $819K
|
12K
$285K
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
12K+ 185.42% |
$268K - $816K
|
18.4K
$437K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
11.9K+ 191.92% |
$268K - $816K
|
18.2K
$432K
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
11.9K+ 200.0% |
$266K - $812K
|
17.8K
$424K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
11.9K+ 212.66% |
$266K - $811K
|
17.5K
$415K
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
11.9K+ 200.27% |
$266K - $811K
|
17.8K
$423K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
11.8K+ 200.51% |
$264K - $806K
|
17.7K
$420K
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
11.8KNew |
$263K - $803K
|
11.8K
$279K
|
|
|
Feb 13, 2025
Q4 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
11.7K+ 234.68% |
$262K - $799K
|
16.7K
$396K
|
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
11.6K+ 200.0% |
$260K - $793K
|
17.4K
$414K
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
BUY
|
- |
11.6K+ 157.05% |
$259K - $790K
|
18.9K
$450K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
11.6K+ 197.27% |
$259K - $789K
|
17.4K
$414K
|
|
|
Feb 14, 2025
Q4 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
11.5K+ 199.81% |
$258K - $787K
|
17.3K
$411K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
11.5K+ 194.85% |
$257K - $783K
|
17.3K
$412K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
11.4K+ 163.42% |
$256K - $780K
|
18.4K
$437K
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
11.4K+ 200.0% |
$256K - $780K
|
17.1K
$407K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
11.4K+ 199.96% |
$255K - $776K
|
17K
$405K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
11.3K+ 199.98% |
$254K - $775K
|
17K
$404K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
11.3KNew |
$253K - $770K
|
11.3K
$268K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
11.3K+ 38.5% |
$253K - $770K
|
40.6K
$964K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
11.3K+ 200.21% |
$252K - $769K
|
16.9K
$401K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
11.2K+ 201.48% |
$251K - $765K
|
16.8K
$398K
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
11.2K+ 200.0% |
$251K - $765K
|
16.8K
$399K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
11K+ 200.0% |
$247K - $752K
|
16.5K
$393K
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
10.9K+ 200.0% |
$245K - $746K
|
16.4K
$389K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
10.9K+ 144.71% |
$244K - $743K
|
18.4K
$437K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
10.9KNew |
$244K - $743K
|
10.9K
$258K
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
10.9KNew |
$243K - $742K
|
10.9K
$258K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
10.9K+ 185.38% |
$243K - $741K
|
16.7K
$397K
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
10.8K+ 136.06% |
$243K - $740K
|
18.8K
$446K
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
10.8K+ 201.0% |
$242K - $738K
|
16.2K
$385K
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
10.8KNew |
$241K - $735K
|
10.8K
$256K
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
10.7KNew |
$240K - $733K
|
10.7K
$255K
|
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
10.7K+ 143.62% |
$240K - $730K
|
18.1K
$431K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
10.7K+ 206.35% |
$240K - $730K
|
15.9K
$377K
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
10.7KNew |
$239K - $730K
|
10.7K
$254K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
10.7K+ 201.61% |
$239K - $728K
|
15.9K
$379K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
10.6K+ 200.0% |
$239K - $727K
|
16K
$379K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
10.6KNew |
$237K - $722K
|
10.6K
$251K
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
10.6K+ 200.0% |
$237K - $722K
|
15.9K
$376K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
10.5K+ 200.0% |
$236K - $719K
|
15.8K
$375K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
10.5K+ 200.8% |
$236K - $718K
|
15.8K
$374K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
10.5K+ 200.0% |
$235K - $717K
|
15.7K
$374K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
10.5K+ 166.39% |
$235K - $716K
|
16.8K
$399K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
10.5K+ 200.0% |
$235K - $716K
|
15.7K
$373K
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
10.5K+ 184.59% |
$235K - $715K
|
16.1K
$383K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
10.4K+ 200.21% |
$234K - $713K
|
15.7K
$372K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
10.3K+ 185.34% |
$232K - $706K
|
15.9K
$378K
|