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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
10K+ 275.34% |
$224K - $683K
|
13.6K
$368K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
10K+ 200.0% |
$224K - $683K
|
15K
$405K
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
BUY
|
- |
10K+ 200.0% |
$224K - $683K
|
15K
$405K
|
|
|
Jan 23, 2025
Q4 2024
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
9.97K+ 189.82% |
$223K - $681K
|
15.2K
$411K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
9.96K+ 200.0% |
$223K - $680K
|
14.9K
$403K
|
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
9.92KNew |
$222K - $678K
|
9.92K
$268K
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
9.87K+ 200.41% |
$221K - $674K
|
14.8K
$399K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
9.86K+ 200.22% |
$221K - $673K
|
14.8K
$399K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
9.84KNew |
$220K - $672K
|
9.84K
$265K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
9.8KNew |
$219K - $669K
|
9.8K
$264K
|
|
|
Nov 04, 2025
Q4 2024
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
BUY
|
- |
9.8KNew |
$219K - $669K
|
9.8K
$264K
|
|
|
Feb 13, 2025
Q4 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
9.77K+ 186.71% |
$219K - $667K
|
15K
$405K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
9.74K+ 195.31% |
$218K - $665K
|
14.7K
$397K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
9.73KNew |
$218K - $665K
|
9.73K
$263K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
9.66K+ 1038.71% |
$216K - $660K
|
10.6K
$286K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
9.66K+ 104.28% |
$216K - $659K
|
18.9K
$510K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.65K+ 137842.86% |
$216K - $659K
|
9.66K
$261K
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
9.62KNew |
$216K - $657K
|
9.62K
$260K
|
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
BUY
|
- |
9.62K+ 196.34% |
$215K - $657K
|
14.5K
$392K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
9.58K+ 123.33% |
$215K - $654K
|
17.4K
$468K
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
9.58KNew |
$215K - $654K
|
9.58K
$258K
|
|
|
Feb 10, 2025
Q4 2024
|
Wulff, Hansen & Co.
|
BUY
|
- |
9.56K+ 397.3% |
$214K - $652K
|
12K
$323K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
9.47K+ 316.34% |
$212K - $646K
|
12.5K
$336K
|
|
|
May 29, 2025
Q4 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.45K+ 199.98% |
$212K - $645K
|
14.2K
$382K
|
|
|
Feb 26, 2025
Q4 2024
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
9.39KNew |
$210K - $641K
|
9.39K
$253K
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
9.38KNew |
$210K - $641K
|
9.38K
$253K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
9.37K+ 159.3% |
$210K - $640K
|
15.2K
$411K
|
|
|
Feb 13, 2025
Q4 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
9.35K+ 200.0% |
$209K - $638K
|
14K
$378K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
BUY
|
- |
9.34K+ 200.0% |
$209K - $638K
|
14K
$378K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
9.32K+ 196.52% |
$209K - $636K
|
14.1K
$379K
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
BUY
|
- |
9.3K+ 200.0% |
$208K - $635K
|
14K
$376K
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
9.29K+ 190.31% |
$208K - $634K
|
14.2K
$382K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
9.27K+ 199.98% |
$208K - $633K
|
13.9K
$375K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
9.26K+ 172.15% |
$207K - $632K
|
14.6K
$395K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
9.25K+ 205.06% |
$207K - $631K
|
13.8K
$371K
|
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
9.24K+ 199.25% |
$207K - $631K
|
13.9K
$374K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
9.24K+ 199.98% |
$207K - $631K
|
13.9K
$374K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
9.2K+ 200.0% |
$206K - $628K
|
13.8K
$372K
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.2K+ 200.0% |
$206K - $628K
|
13.8K
$372K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
9.16K+ 120.82% |
$205K - $625K
|
16.7K
$451K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
9.14KNew |
$205K - $624K
|
9.14K
$247K
|
|
|
Feb 05, 2025
Q4 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
9.08K+ 196.96% |
$203K - $620K
|
13.7K
$369K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
9.06K+ 200.0% |
$203K - $619K
|
13.6K
$367K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
9.06K+ 200.0% |
$203K - $618K
|
13.6K
$366K
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
9.02K+ 200.62% |
$202K - $616K
|
13.5K
$364K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
8.98K+ 206.27% |
$201K - $613K
|
13.3K
$360K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
8.97K+ 195.1% |
$201K - $612K
|
13.6K
$366K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
8.95K+ 219.63% |
$201K - $611K
|
13K
$351K
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
8.95K+ 200.52% |
$200K - $611K
|
13.4K
$362K
|
|
|
Jan 13, 2025
Q4 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
8.92KNew |
$200K - $609K
|
8.92K
$241K
|