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 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.97K+ 199.3% |
$134K - $408K
|
8.96K
$213K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
5.94K+ 152.53% |
$133K - $405K
|
9.83K
$233K
|
|
|
Jan 03, 2025
Q4 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
5.93K+ 200.0% |
$133K - $405K
|
8.89K
$211K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
5.9K+ 452.26% |
$132K - $403K
|
7.21K
$171K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5.87K+ 200.0% |
$132K - $401K
|
8.81K
$209K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.87K+ 55.08% |
$131K - $401K
|
16.5K
$392K
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
5.87K+ 199.49% |
$131K - $400K
|
8.81K
$209K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
5.8K+ 194.73% |
$130K - $396K
|
8.78K
$209K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
5.76K+ 193.84% |
$129K - $393K
|
8.72K
$207K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
5.71K+ 105.43% |
$128K - $390K
|
11.1K
$264K
|
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
5.71K+ 186.29% |
$128K - $390K
|
8.77K
$208K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5.69K+ 201.2% |
$127K - $388K
|
8.52K
$202K
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
5.66KNew |
$127K - $387K
|
5.66K
$134K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
5.66K+ 67.32% |
$127K - $386K
|
14.1K
$334K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
5.47K+ 200.0% |
$123K - $374K
|
8.21K
$195K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
5.42K+ 92.98% |
$121K - $370K
|
11.2K
$267K
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
5.41KNew |
$121K - $369K
|
5.41K
$128K
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
5.37K+ 200.07% |
$120K - $367K
|
8.06K
$191K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
5.32K+ 200.91% |
$119K - $363K
|
7.97K
$189K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
5.2K+ 159.15% |
$117K - $355K
|
8.47K
$201K
|
|
|
Feb 12, 2025
Q4 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
5K+ 200.0% |
$112K - $341K
|
7.5K
$178K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4.86K+ 535.28% |
$109K - $331K
|
5.76K
$137K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
4.8K+ 200.0% |
$108K - $328K
|
7.2K
$171K
|
|
|
Feb 13, 2025
Q4 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
4.7K+ 200.0% |
$105K - $321K
|
7.06K
$168K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
4.56K+ 200.0% |
$102K - $312K
|
6.85K
$163K
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
4.44K+ 91.97% |
$99.5K - $303K
|
9.27K
$220K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
4.42KNew |
$99K - $302K
|
4.42K
$105K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
4.33KNew |
$96.9K - $296K
|
4.33K
$103K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
4.2KNew |
$94.1K - $287K
|
4.2K
$99.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
4.16KNew |
$93.1K - $284K
|
4.16K
$98.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4.05K+ 200.0% |
$90.7K - $276K
|
6.07K
$144K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
4.04KNew |
$90.5K - $276K
|
4.04K
$96K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
3.96K+ 200.0% |
$88.7K - $271K
|
5.94K
$141K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
3.92K+ 200.92% |
$87.9K - $268K
|
5.87K
$140K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3.69K+ 218.07% |
$82.7K - $252K
|
5.39K
$128K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
3.65K+ 200.0% |
$81.7K - $249K
|
5.47K
$130K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
3.59K+ 200.0% |
$80.5K - $245K
|
5.39K
$128K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.51K+ 65.26% |
$78.5K - $239K
|
8.88K
$211K
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
3.35K+ 200.0% |
$75K - $229K
|
5.03K
$119K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
3.32K+ 184.46% |
$74.5K - $227K
|
5.13K
$122K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
3.27K+ 200.0% |
$73.2K - $223K
|
4.91K
$116K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
3.2K+ 200.0% |
$71.7K - $218K
|
4.8K
$114K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3.07K+ 193.7% |
$68.9K - $210K
|
4.66K
$111K
|
|
|
Jan 31, 2025
Q4 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
3.04K+ 45.75% |
$68K - $207K
|
9.67K
$230K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
3.01K+ 200.0% |
$67.5K - $206K
|
4.52K
$107K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2.65K+ 200.91% |
$59.4K - $181K
|
3.98K
$94.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
2.63KNew |
$59K - $180K
|
2.63K
$62.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
2.47K+ 200.0% |
$55.3K - $169K
|
3.7K
$87.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.28K+ 6.09% |
$51.1K - $156K
|
39.8K
$944K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2.07K+ 200.0% |
$46.3K - $141K
|
3.1K
$73.6K
|