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 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
26+ 200.0% |
$582 - $1.78K
|
39
$849
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
24New |
$538 - $1.64K
|
24
$522
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
16+ 200.0% |
$358 - $1.09K
|
24
$522
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
15New |
$336 - $1.02K
|
15
$326
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
10New |
$224 - $683
|
10
$218
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 0.25% |
$44.8 - $137
|
793
$17.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-52- 0.48% |
$1.16K - $3.55K
|
10.8K
$235K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-70Closed |
$1.57K - $4.78K
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-129- 0.19% |
$2.89K - $8.81K
|
69.6K
$1.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-162- 55.1% |
$3.63K - $11.1K
|
132
$2.87K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-239- 1.73% |
$5.35K - $16.3K
|
13.6K
$296K
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-267- 30.8% |
$5.98K - $18.2K
|
600
$13.1K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-354Closed |
$7.93K - $24.2K
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-440- 49.44% |
$9.86K - $30K
|
450
$9.79K
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-874- 2.05% |
$19.6K - $59.7K
|
41.9K
$911K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.11K- 0.47% |
$24.8K - $75.7K
|
235K
$5.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.14K- 5.56% |
$25.5K - $77.7K
|
19.3K
$420K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.6K- 1.25% |
$35.7K - $109K
|
126K
$2.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-2.07K- 0.14% |
$46.3K - $141K
|
1.5M
$32.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-2.24K- 0.81% |
$50.2K - $153K
|
273K
$5.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-2.8K- 2.61% |
$62.8K - $191K
|
105K
$2.28M
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-3.19KClosed |
$71.5K - $218K
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-6.76KClosed |
$151K - $461K
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-25.5K- 90.49% |
$570K - $1.74M
|
2.67K
$58.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-26.7K- 14.23% |
$597K - $1.82M
|
161K
$3.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-37.3K- 80.41% |
$835K - $2.55M
|
9.09K
$198K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-60.6K- 9.67% |
$1.36M - $4.14M
|
567K
$12.3M
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-60.7K- 78.24% |
$1.36M - $4.15M
|
16.9K
$367K
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
SELL
|
- |
-81.4K- 50.91% |
$1.82M - $5.56M
|
78.5K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.02M- 14.51% |
$45.2M - $138M
|
11.9M
$259M
|