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 10, 2025
Q4 2024
|
Wulff, Hansen & Co.
|
BUY
|
- |
9.56K+ 397.3% |
$214K - $652K
|
12K
$260K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
9.47K+ 316.34% |
$212K - $646K
|
12.5K
$271K
|
|
|
Feb 26, 2025
Q4 2024
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
9.39KNew |
$210K - $641K
|
9.39K
$204K
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
9.38KNew |
$210K - $641K
|
9.38K
$204K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
9.37K+ 159.3% |
$210K - $640K
|
15.2K
$332K
|
|
|
Feb 13, 2025
Q4 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
9.35K+ 200.0% |
$209K - $638K
|
14K
$305K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
BUY
|
- |
9.34K+ 200.0% |
$209K - $638K
|
14K
$305K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
9.32K+ 196.52% |
$209K - $636K
|
14.1K
$306K
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
BUY
|
- |
9.3K+ 200.0% |
$208K - $635K
|
14K
$304K
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
9.29K+ 190.31% |
$208K - $634K
|
14.2K
$308K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
9.27K+ 199.98% |
$208K - $633K
|
13.9K
$302K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
9.26K+ 172.15% |
$207K - $632K
|
14.6K
$319K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
9.25K+ 205.06% |
$207K - $631K
|
13.8K
$299K
|
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
9.24K+ 199.25% |
$207K - $631K
|
13.9K
$302K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
9.24K+ 199.98% |
$207K - $631K
|
13.9K
$301K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
9.2K+ 200.0% |
$206K - $628K
|
13.8K
$300K
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.2K+ 200.0% |
$206K - $628K
|
13.8K
$300K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
9.16K+ 120.82% |
$205K - $625K
|
16.7K
$364K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
9.14KNew |
$205K - $624K
|
9.14K
$199K
|
|
|
Feb 05, 2025
Q4 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
9.08K+ 196.96% |
$203K - $620K
|
13.7K
$298K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
9.06K+ 200.0% |
$203K - $619K
|
13.6K
$296K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
9.06K+ 200.0% |
$203K - $618K
|
13.6K
$296K
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
9.02K+ 200.62% |
$202K - $616K
|
13.5K
$294K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
8.98K+ 206.27% |
$201K - $613K
|
13.3K
$290K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
8.97K+ 195.1% |
$201K - $612K
|
13.6K
$295K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
8.95K+ 219.63% |
$201K - $611K
|
13K
$283K
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
8.95K+ 200.52% |
$200K - $611K
|
13.4K
$292K
|
|
|
Jan 13, 2025
Q4 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
8.92KNew |
$200K - $609K
|
8.92K
$194K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
8.89KNew |
$199K - $607K
|
8.89K
$194K
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
8.89K+ 200.0% |
$199K - $607K
|
13.3K
$290K
|
|
|
Feb 14, 2025
Q4 2024
|
Peterson Wealth Management
|
BUY
|
- |
8.88K+ 200.0% |
$199K - $606K
|
13.3K
$290K
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
8.86KNew |
$198K - $605K
|
8.86K
$193K
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
8.82K+ 206.1% |
$198K - $602K
|
13.1K
$285K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
8.81KNew |
$197K - $601K
|
8.81K
$192K
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
8.79K+ 214.05% |
$197K - $600K
|
12.9K
$281K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
8.74K+ 197.76% |
$196K - $597K
|
13.2K
$286K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
8.73KNew |
$195K - $596K
|
8.73K
$190K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
8.69KNew |
$195K - $593K
|
8.69K
$189K
|
|
|
Jan 27, 2025
Q4 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
8.67KNew |
$194K - $592K
|
8.67K
$189K
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
8.63K+ 200.0% |
$193K - $589K
|
12.9K
$282K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
8.6K+ 200.0% |
$193K - $587K
|
12.9K
$281K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
8.59K+ 288.81% |
$192K - $587K
|
11.6K
$252K
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
8.58K+ 200.0% |
$192K - $586K
|
12.9K
$280K
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
8.57K+ 200.05% |
$192K - $585K
|
12.9K
$280K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
8.56K+ 211.93% |
$192K - $585K
|
12.6K
$274K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
8.54K+ 200.0% |
$191K - $583K
|
12.8K
$279K
|
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
8.52K+ 191.72% |
$191K - $582K
|
13K
$282K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
8.51K+ 200.28% |
$191K - $581K
|
12.8K
$278K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
8.45K+ 200.0% |
$189K - $577K
|
12.7K
$276K
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
8.43K+ 155.76% |
$189K - $576K
|
13.8K
$301K
|