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 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
6.69K+ 206.6% |
$150K - $457K
|
9.93K
$216K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
6.64K+ 200.85% |
$149K - $454K
|
9.95K
$217K
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
6.64K+ 180.08% |
$149K - $454K
|
10.3K
$225K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
6.61K+ 203.04% |
$148K - $451K
|
9.86K
$215K
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
6.59K+ 199.97% |
$148K - $450K
|
9.88K
$215K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
6.55K+ 198.25% |
$147K - $447K
|
9.86K
$214K
|
|
|
Jan 23, 2025
Q4 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
6.54K+ 200.0% |
$147K - $447K
|
9.82K
$214K
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
6.52K+ 192.05% |
$146K - $445K
|
9.92K
$216K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
6.49K+ 187.04% |
$145K - $443K
|
9.96K
$217K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
6.49K+ 200.0% |
$145K - $443K
|
9.74K
$212K
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
BUY
|
- |
6.48K+ 188.64% |
$145K - $442K
|
9.91K
$216K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
6.44K+ 200.0% |
$144K - $440K
|
9.67K
$210K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
6.43K+ 210.66% |
$144K - $439K
|
9.48K
$206K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
6.41K+ 200.56% |
$144K - $438K
|
9.61K
$209K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
6.36K+ 146.91% |
$143K - $435K
|
10.7K
$233K
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
6.31K+ 200.06% |
$141K - $431K
|
9.46K
$206K
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
6.3K+ 167.28% |
$141K - $430K
|
10.1K
$219K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
6.27K+ 200.99% |
$140K - $428K
|
9.39K
$204K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
6.25K+ 200.87% |
$140K - $427K
|
9.36K
$204K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
6.22K+ 200.06% |
$139K - $424K
|
9.32K
$203K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
6.17K+ 192.24% |
$138K - $421K
|
9.38K
$204K
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
6.16K+ 200.0% |
$138K - $420K
|
9.23K
$201K
|
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
6.09K+ 200.99% |
$136K - $416K
|
9.12K
$199K
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
6.09K+ 205.44% |
$136K - $415K
|
9.05K
$197K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
5.98K+ 135.0% |
$134K - $408K
|
10.4K
$226K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.97K+ 199.3% |
$134K - $408K
|
8.96K
$195K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
5.94K+ 152.53% |
$133K - $405K
|
9.83K
$214K
|
|
|
Jan 03, 2025
Q4 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
5.93K+ 200.0% |
$133K - $405K
|
8.89K
$193K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
5.9K+ 452.26% |
$132K - $403K
|
7.21K
$157K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5.87K+ 200.0% |
$132K - $401K
|
8.81K
$192K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.87K+ 55.08% |
$131K - $401K
|
16.5K
$359K
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
5.87K+ 199.49% |
$131K - $400K
|
8.81K
$192K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
5.8K+ 194.73% |
$130K - $396K
|
8.78K
$191K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
5.76K+ 193.84% |
$129K - $393K
|
8.72K
$190K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
5.71K+ 105.43% |
$128K - $390K
|
11.1K
$242K
|
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
5.71K+ 186.29% |
$128K - $390K
|
8.77K
$191K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5.69K+ 201.2% |
$127K - $388K
|
8.52K
$185K
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
5.66KNew |
$127K - $387K
|
5.66K
$123K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
5.66K+ 67.32% |
$127K - $386K
|
14.1K
$306K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
5.47K+ 200.0% |
$123K - $374K
|
8.21K
$179K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
5.42K+ 92.98% |
$121K - $370K
|
11.2K
$245K
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
5.41KNew |
$121K - $369K
|
5.41K
$118K
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
5.37K+ 200.07% |
$120K - $367K
|
8.06K
$175K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
5.32K+ 200.91% |
$119K - $363K
|
7.97K
$173K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
5.2K+ 159.15% |
$117K - $355K
|
8.47K
$184K
|
|
|
Feb 12, 2025
Q4 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
5K+ 200.0% |
$112K - $341K
|
7.5K
$163K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4.86K+ 535.28% |
$109K - $331K
|
5.76K
$125K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
4.8K+ 200.0% |
$108K - $328K
|
7.2K
$157K
|
|
|
Feb 13, 2025
Q4 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
4.7K+ 200.0% |
$105K - $321K
|
7.06K
$154K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
4.56K+ 200.0% |
$102K - $312K
|
6.85K
$149K
|