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 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1.65K+ 200.0% |
$36.9K - $113K
|
2.47K
$57.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.63K+ 200.0% |
$36.6K - $111K
|
2.45K
$57K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
1.63K+ 200.0% |
$36.5K - $111K
|
2.44K
$56.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.57K+ 200.0% |
$35.1K - $107K
|
2.35K
$54.7K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.56K+ 103.11% |
$34.9K - $106K
|
3.07K
$71.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1.54K+ 170.73% |
$34.5K - $105K
|
2.44K
$56.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.53KNew |
$34.3K - $105K
|
1.53K
$35.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.42K+ 200.0% |
$31.9K - $97.2K
|
2.14K
$49.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.42KNew |
$31.9K - $97.1K
|
1.42K
$33.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.42K+ 199.86% |
$31.7K - $96.6K
|
2.12K
$49.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.41K+ 200.0% |
$31.5K - $96.1K
|
2.11K
$49.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.39KNew |
$31K - $94.6K
|
1.39K
$32.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.38KNew |
$31K - $94.4K
|
1.38K
$32.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1.35K+ 200.0% |
$30.2K - $92.2K
|
2.03K
$47.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
1.31KNew |
$29.3K - $89.2K
|
1.31K
$30.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
1.31K+ 58.86% |
$29.3K - $89.2K
|
3.53K
$82.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.3K+ 200.77% |
$29.2K - $89K
|
1.95K
$45.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.26K+ 38.89% |
$28.2K - $86K
|
4.5K
$105K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.25K+ 200.0% |
$28K - $85.5K
|
1.88K
$43.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1.22K+ 200.16% |
$27.2K - $83K
|
1.82K
$42.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1.19K+ 397.65% |
$26.5K - $80.9K
|
1.48K
$34.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.18K+ 200.0% |
$26.3K - $80.3K
|
1.76K
$41.1K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1.16K+ 459.52% |
$25.9K - $79.1K
|
1.41K
$32.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.16K+ 200.0% |
$25.9K - $78.9K
|
1.73K
$40.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1.15K+ 200.0% |
$25.7K - $78.4K
|
1.72K
$40.1K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1.15K+ 201.05% |
$25.7K - $78.4K
|
1.72K
$40.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
1.13KNew |
$25.2K - $77K
|
1.13K
$26.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.1KNew |
$24.7K - $75.3K
|
1.1K
$25.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.02K+ 200.0% |
$22.8K - $69.4K
|
1.52K
$35.5K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
987+ 199.8% |
$22.1K - $67.4K
|
1.48K
$34.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
944+ 200.0% |
$21.1K - $64.5K
|
1.42K
$33K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
937+ 199.79% |
$21K - $64K
|
1.41K
$32.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
900+ 200.0% |
$20.2K - $61.5K
|
1.35K
$31.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
867+ 200.69% |
$19.4K - $59.2K
|
1.3K
$30.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
858New |
$19.2K - $58.6K
|
858
$20K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
852New |
$19.1K - $58.2K
|
852
$19.9K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
842+ 200.95% |
$18.9K - $57.5K
|
1.26K
$29.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
730+ 10.45% |
$16.4K - $49.8K
|
7.72K
$180K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
700+ 200.0% |
$15.7K - $47.8K
|
1.05K
$24.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
692+ 200.0% |
$15.5K - $47.2K
|
1.04K
$24.2K
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
690+ 0.55% |
$15.5K - $47.1K
|
126K
$2.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
675New |
$15.1K - $46.1K
|
675
$15.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
663+ 414.38% |
$14.9K - $45.3K
|
823
$19.2K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
660New |
$14.8K - $45.1K
|
660
$15.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
655+ 2.02% |
$14.7K - $44.7K
|
33.1K
$770K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
652+ 200.0% |
$14.6K - $44.5K
|
978
$22.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
630New |
$14.1K - $43K
|
630
$14.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
621+ 142.11% |
$13.9K - $42.4K
|
1.06K
$24.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
602+ 200.0% |
$13.5K - $41.1K
|
903
$21K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
599+ 160.59% |
$13.4K - $40.9K
|
972
$22.6K
|