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 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
4.44K+ 91.97% |
$99.5K - $303K
|
9.27K
$202K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
4.42KNew |
$99K - $302K
|
4.42K
$96.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
4.33KNew |
$96.9K - $296K
|
4.33K
$94.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
4.2KNew |
$94.1K - $287K
|
4.2K
$91.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
4.16KNew |
$93.1K - $284K
|
4.16K
$90.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4.05K+ 200.0% |
$90.7K - $276K
|
6.07K
$132K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
4.04KNew |
$90.5K - $276K
|
4.04K
$87.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
3.96K+ 200.0% |
$88.7K - $271K
|
5.94K
$129K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
3.92K+ 200.92% |
$87.9K - $268K
|
5.87K
$128K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3.69K+ 218.07% |
$82.7K - $252K
|
5.39K
$117K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
3.65K+ 200.0% |
$81.7K - $249K
|
5.47K
$119K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
3.59K+ 200.0% |
$80.5K - $245K
|
5.39K
$117K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3.55K+ 199.89% |
$79.4K - $242K
|
5.32K
$116K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.51K+ 65.26% |
$78.5K - $239K
|
8.88K
$193K
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
3.35K+ 200.0% |
$75K - $229K
|
5.03K
$109K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
3.32K+ 184.46% |
$74.5K - $227K
|
5.13K
$112K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
3.31KNew |
$74.2K - $226K
|
3.31K
$72.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
3.27K+ 200.0% |
$73.2K - $223K
|
4.91K
$107K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
3.2K+ 200.0% |
$71.7K - $218K
|
4.8K
$104K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3.07K+ 193.7% |
$68.9K - $210K
|
4.66K
$101K
|
|
|
Jan 31, 2025
Q4 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
3.04K+ 45.75% |
$68K - $207K
|
9.67K
$210K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
3.01K+ 200.0% |
$67.5K - $206K
|
4.52K
$98.3K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
3KNew |
$67.1K - $205K
|
3K
$65.2K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2.65K+ 200.91% |
$59.4K - $181K
|
3.98K
$86.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
2.63KNew |
$59K - $180K
|
2.63K
$57.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
2.47K+ 200.0% |
$55.3K - $169K
|
3.7K
$80.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.28K+ 6.09% |
$51.1K - $156K
|
39.8K
$865K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2.07K+ 200.0% |
$46.3K - $141K
|
3.1K
$67.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
2.03KNew |
$45.5K - $139K
|
2.03K
$44.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
2K+ 200.0% |
$44.8K - $137K
|
3K
$65.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.97K+ 194.55% |
$44K - $134K
|
2.98K
$64.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.96K+ 200.0% |
$43.9K - $134K
|
2.94K
$64K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.94K+ 227.88% |
$43.4K - $132K
|
2.79K
$60.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
1.9K+ 6.94% |
$42.5K - $129K
|
29.2K
$636K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
1.87K+ 3.88% |
$41.9K - $128K
|
50.1K
$1.09M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.82K+ 200.0% |
$40.8K - $124K
|
2.73K
$59.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1.82K+ 200.11% |
$40.7K - $124K
|
2.73K
$59.4K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1.82K+ 200.88% |
$40.7K - $124K
|
2.72K
$59.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.79K+ 200.0% |
$40.1K - $122K
|
2.69K
$58.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.75K+ 200.0% |
$39.2K - $120K
|
2.63K
$57.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
1.66K+ 200.61% |
$37.1K - $113K
|
2.48K
$54K
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1.65K+ 200.0% |
$36.9K - $113K
|
2.47K
$53.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.63K+ 200.0% |
$36.6K - $111K
|
2.45K
$53.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
1.63K+ 200.0% |
$36.5K - $111K
|
2.44K
$53.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.57K+ 200.0% |
$35.1K - $107K
|
2.35K
$51.1K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.56K+ 103.11% |
$34.9K - $106K
|
3.07K
$66.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1.54K+ 170.73% |
$34.5K - $105K
|
2.44K
$53.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.53KNew |
$34.3K - $105K
|
1.53K
$33.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.42K+ 200.0% |
$31.9K - $97.2K
|
2.14K
$46.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.42KNew |
$31.9K - $97.1K
|
1.42K
$30.9K
|