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 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
8.57K+ 200.05% |
$192K - $585K
|
12.9K
$300K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
8.56K+ 211.93% |
$192K - $585K
|
12.6K
$294K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
8.54K+ 200.0% |
$191K - $583K
|
12.8K
$298K
|
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
8.52K+ 191.72% |
$191K - $582K
|
13K
$302K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
8.51K+ 200.28% |
$191K - $581K
|
12.8K
$297K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
8.45K+ 200.0% |
$189K - $577K
|
12.7K
$295K
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
8.43K+ 155.76% |
$189K - $576K
|
13.8K
$323K
|
|
|
Jan 21, 2025
Q4 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
8.41K+ 200.0% |
$188K - $574K
|
12.6K
$294K
|
|
|
Feb 10, 2025
Q4 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
8.4K+ 200.0% |
$188K - $574K
|
12.6K
$294K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
8.39K+ 139.03% |
$188K - $573K
|
14.4K
$336K
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
8.37K+ 174.74% |
$188K - $572K
|
13.2K
$307K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8.35K+ 200.0% |
$187K - $570K
|
12.5K
$292K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
8.31K+ 200.12% |
$186K - $567K
|
12.5K
$290K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
8.25K+ 200.0% |
$185K - $564K
|
12.4K
$288K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
8.22K+ 200.0% |
$184K - $562K
|
12.3K
$287K
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
8.12K+ 200.0% |
$182K - $555K
|
12.2K
$284K
|
|
|
Feb 10, 2025
Q4 2024
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
8.05K+ 236.41% |
$180K - $550K
|
11.5K
$267K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7.99K+ 191.22% |
$179K - $546K
|
12.2K
$284K
|
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
7.98K+ 150.63% |
$179K - $545K
|
13.3K
$309K
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
7.98K+ 203.78% |
$179K - $545K
|
11.9K
$277K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
7.94K+ 164.74% |
$178K - $542K
|
12.8K
$297K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
7.88K+ 203.14% |
$177K - $538K
|
11.8K
$274K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
7.88K+ 210.92% |
$177K - $538K
|
11.6K
$271K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
7.88K+ 45.93% |
$176K - $538K
|
25K
$583K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
7.72K+ 192.73% |
$173K - $527K
|
11.7K
$273K
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
7.67K+ 206.85% |
$172K - $524K
|
11.4K
$265K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
7.65K+ 200.0% |
$171K - $522K
|
11.5K
$267K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
7.64K+ 170.54% |
$171K - $522K
|
12.1K
$282K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
7.63K+ 200.0% |
$171K - $521K
|
11.4K
$267K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
7.58K+ 204.12% |
$170K - $518K
|
11.3K
$263K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
7.56K+ 200.0% |
$169K - $516K
|
11.3K
$264K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
7.49K+ 181.39% |
$168K - $511K
|
11.6K
$271K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
7.45K+ 893.05% |
$167K - $509K
|
8.28K
$193K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
7.37K+ 201.04% |
$165K - $503K
|
11K
$257K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
7.32K+ 200.0% |
$164K - $500K
|
11K
$256K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
7.28K+ 168.77% |
$163K - $497K
|
11.6K
$270K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
7.27K+ 200.88% |
$163K - $496K
|
10.9K
$254K
|
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
7.27K+ 191.03% |
$163K - $496K
|
11.1K
$258K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
7.16K+ 179.51% |
$160K - $489K
|
11.1K
$260K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7.14K+ 200.0% |
$160K - $488K
|
10.7K
$250K
|
|
|
Jan 28, 2025
Q4 2024
|
Chronos Wealth Management, LLC
|
BUY
|
- |
7.12K+ 182.31% |
$160K - $486K
|
11K
$257K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
7.11K+ 310.08% |
$159K - $485K
|
9.4K
$219K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
7.07KNew |
$158K - $483K
|
7.07K
$165K
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
7.07K+ 200.06% |
$158K - $483K
|
10.6K
$247K
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
7.06K+ 190.25% |
$158K - $482K
|
10.8K
$251K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
7.04K+ 205.13% |
$158K - $481K
|
10.5K
$244K
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
7.03K+ 200.17% |
$157K - $480K
|
10.5K
$245K
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
7K+ 194.96% |
$157K - $478K
|
10.6K
$247K
|
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
7K+ 200.0% |
$157K - $478K
|
10.5K
$245K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
6.97K+ 200.0% |
$156K - $476K
|
10.5K
$244K
|