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 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.39KNew |
$31K - $94.6K
|
1.39K
$32.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1.35K+ 200.0% |
$30.2K - $92.2K
|
2.03K
$48K
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
1.31KNew |
$29.3K - $89.2K
|
1.31K
$31K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.26K+ 38.89% |
$28.2K - $86K
|
4.5K
$107K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.25K+ 200.0% |
$28K - $85.5K
|
1.88K
$44.5K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1.16K+ 459.52% |
$25.9K - $79.1K
|
1.41K
$33.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1.15K+ 200.0% |
$25.7K - $78.4K
|
1.72K
$40.8K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
987+ 199.8% |
$22.1K - $67.4K
|
1.48K
$35.1K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
842+ 200.95% |
$18.9K - $57.5K
|
1.26K
$29.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
663+ 414.38% |
$14.9K - $45.3K
|
823
$19.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
508+ 200.0% |
$11.4K - $34.7K
|
762
$18.1K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
407+ 199.51% |
$9.12K - $27.8K
|
611
$14.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
360New |
$8.06K - $24.6K
|
360
$8.54K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
300+ 200.0% |
$6.72K - $20.5K
|
450
$10.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
299+ 0.07% |
$6.7K - $20.4K
|
422K
$10M
|
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
244+ 200.0% |
$5.47K - $16.7K
|
366
$8.68K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
158+ 200.0% |
$3.54K - $10.8K
|
237
$5.62K
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
149+ 0.46% |
$3.34K - $10.2K
|
32.2K
$764K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
128+ 200.0% |
$2.87K - $8.74K
|
192
$4.55K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
89New |
$1.99K - $6.08K
|
89
$2.11K
|
|
|
Jan 17, 2025
Q4 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
75+ 0.81% |
$1.68K - $5.12K
|
9.38K
$222K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
47+ 204.35% |
$1.05K - $3.21K
|
70
$1.66K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
44+ 200.0% |
$986 - $3K
|
66
$1.56K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
15New |
$336 - $1.02K
|
15
$356
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.11K- 0.47% |
$24.8K - $75.7K
|
235K
$5.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.14K- 5.56% |
$25.5K - $77.7K
|
19.3K
$458K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.6K- 1.25% |
$35.7K - $109K
|
126K
$2.98M
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-60.7K- 78.24% |
$1.36M - $4.15M
|
16.9K
$400K
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
SELL
|
- |
-81.4K- 50.91% |
$1.82M - $5.56M
|
78.5K
$1.86M
|