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
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
13.3K+ 200.0% |
$299K - $911K
|
20K
$466K
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
13.2KNew |
$296K - $901K
|
13.2K
$307K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
13.1K+ 200.0% |
$294K - $897K
|
19.7K
$459K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
13.1K+ 204.12% |
$294K - $897K
|
19.6K
$456K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
13.1K+ 253.36% |
$294K - $896K
|
18.3K
$426K
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
13.1K+ 185.04% |
$293K - $892K
|
20.1K
$469K
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
13KNew |
$291K - $888K
|
13K
$303K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
13K+ 229.17% |
$291K - $888K
|
18.7K
$435K
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
13K+ 196.61% |
$291K - $887K
|
19.6K
$457K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
13K+ 244.78% |
$290K - $885K
|
18.3K
$426K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
12.9KNew |
$290K - $884K
|
12.9K
$302K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
12.9K+ 187.99% |
$290K - $883K
|
19.8K
$462K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
12.9KNew |
$289K - $882K
|
12.9K
$301K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
12.9K+ 171.26% |
$289K - $881K
|
20.4K
$476K
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
12.8K+ 178.93% |
$288K - $877K
|
20K
$466K
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
12.8K+ 286.87% |
$287K - $876K
|
17.3K
$403K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
12.7K+ 200.0% |
$285K - $869K
|
19.1K
$445K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
12.7K+ 179.17% |
$284K - $867K
|
19.8K
$461K
|
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
12.7K+ 200.0% |
$284K - $864K
|
19K
$442K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
12.6K+ 206.32% |
$283K - $863K
|
18.8K
$437K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
12.5K+ 187.01% |
$280K - $854K
|
19.2K
$447K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
12.5K+ 200.16% |
$280K - $853K
|
18.7K
$437K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
12.5K+ 172.03% |
$280K - $852K
|
19.7K
$460K
|
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
BUY
|
- |
12.5KNew |
$280K - $852K
|
12.5K
$291K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
12.4K+ 104.75% |
$277K - $845K
|
24.2K
$564K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
12.4K+ 200.63% |
$277K - $843K
|
18.5K
$431K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
12.3K+ 223.26% |
$275K - $839K
|
17.8K
$414K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
12.2K+ 318.59% |
$274K - $834K
|
16.1K
$374K
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
12K+ 200.0% |
$269K - $821K
|
18K
$420K
|
|
|
Feb 12, 2025
Q4 2024
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
12K+ 200.0% |
$269K - $819K
|
18K
$419K
|
|
|
Feb 14, 2025
Q4 2024
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
12KNew |
$269K - $819K
|
12K
$279K
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
12K+ 185.42% |
$268K - $816K
|
18.4K
$429K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
11.9K+ 191.92% |
$268K - $816K
|
18.2K
$423K
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
11.9K+ 200.0% |
$266K - $812K
|
17.8K
$416K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
11.9K+ 212.66% |
$266K - $811K
|
17.5K
$407K
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
11.9K+ 200.27% |
$266K - $811K
|
17.8K
$415K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
11.8K+ 200.51% |
$264K - $806K
|
17.7K
$412K
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
11.8KNew |
$263K - $803K
|
11.8K
$274K
|
|
|
Feb 13, 2025
Q4 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
11.7K+ 234.68% |
$262K - $799K
|
16.7K
$389K
|
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
11.6K+ 200.0% |
$260K - $793K
|
17.4K
$406K
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
BUY
|
- |
11.6K+ 157.05% |
$259K - $790K
|
18.9K
$441K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
11.6K+ 197.27% |
$259K - $789K
|
17.4K
$406K
|
|
|
Feb 14, 2025
Q4 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
11.5K+ 199.81% |
$258K - $787K
|
17.3K
$403K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
11.5K+ 194.85% |
$257K - $783K
|
17.3K
$404K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
11.4K+ 163.42% |
$256K - $780K
|
18.4K
$429K
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
11.4K+ 200.0% |
$256K - $780K
|
17.1K
$399K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
11.4K+ 199.96% |
$255K - $776K
|
17K
$397K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
11.3K+ 199.98% |
$254K - $775K
|
17K
$397K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
11.3KNew |
$253K - $770K
|
11.3K
$263K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
11.3K+ 38.5% |
$253K - $770K
|
40.6K
$945K
|