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 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
192K+ 198.98% |
$4.31M - $13.1M
|
289K
$6.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
191K+ 200.74% |
$4.29M - $13.1M
|
287K
$6.24M
|
|
|
Apr 21, 2025
Q4 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
191K+ 200.17% |
$4.27M - $13M
|
286K
$6.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
190K+ 197.94% |
$4.26M - $13M
|
286K
$6.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
189K+ 212.43% |
$4.24M - $12.9M
|
278K
$6.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
187K+ 192.97% |
$4.18M - $12.7M
|
283K
$6.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
187K+ 218.06% |
$4.18M - $12.7M
|
272K
$5.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
185K+ 200.17% |
$4.15M - $12.7M
|
278K
$6.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
185K+ 167.88% |
$4.14M - $12.6M
|
295K
$6.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
184K+ 197.52% |
$4.12M - $12.5M
|
277K
$6.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
180K+ 373.8% |
$4.04M - $12.3M
|
228K
$4.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
179K+ 230.3% |
$4.02M - $12.2M
|
257K
$5.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
178K+ 153.95% |
$3.98M - $12.1M
|
293K
$6.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
177K+ 187.12% |
$3.97M - $12.1M
|
272K
$5.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
177K+ 180.6% |
$3.97M - $12.1M
|
275K
$5.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
177K+ 160.86% |
$3.97M - $12.1M
|
287K
$6.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
172K+ 204.4% |
$3.86M - $11.8M
|
256K
$5.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
172K+ 200.05% |
$3.85M - $11.7M
|
258K
$5.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
171K+ 179.28% |
$3.83M - $11.7M
|
267K
$5.8M
|
|
|
Mar 05, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
171K+ 237.42% |
$3.83M - $11.7M
|
243K
$5.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
170K+ 192.25% |
$3.81M - $11.6M
|
259K
$5.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
170KNew |
$3.8M - $11.6M
|
170K
$3.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
169K+ 263.59% |
$3.79M - $11.6M
|
234K
$5.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
169K+ 197.58% |
$3.79M - $11.6M
|
255K
$5.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
168K+ 194.22% |
$3.77M - $11.5M
|
255K
$5.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
168K+ 195.99% |
$3.76M - $11.5M
|
253K
$5.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
167K+ 200.0% |
$3.73M - $11.4M
|
250K
$5.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
166K+ 214.73% |
$3.72M - $11.3M
|
244K
$5.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
165K+ 293.49% |
$3.71M - $11.3M
|
222K
$4.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
165K+ 326.61% |
$3.7M - $11.3M
|
216K
$4.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
165K+ 113.71% |
$3.7M - $11.3M
|
311K
$6.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
161K+ 203.52% |
$3.6M - $11M
|
240K
$5.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
160K+ 200.65% |
$3.59M - $11M
|
240K
$5.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
159K+ 193.25% |
$3.57M - $10.9M
|
242K
$5.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
158K+ 96.41% |
$3.55M - $10.8M
|
323K
$7.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
157K+ 196.78% |
$3.51M - $10.7M
|
236K
$5.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
157K+ 181.35% |
$3.51M - $10.7M
|
243K
$5.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
156KNew |
$3.5M - $10.7M
|
156K
$3.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
155K+ 371.55% |
$3.47M - $10.6M
|
197K
$4.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
154K+ 248.58% |
$3.46M - $10.5M
|
217K
$4.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
154K+ 210.88% |
$3.46M - $10.5M
|
228K
$4.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
153K+ 203.99% |
$3.43M - $10.5M
|
228K
$4.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
153K+ 177.08% |
$3.42M - $10.4M
|
239K
$5.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
149K+ 199.96% |
$3.35M - $10.2M
|
224K
$4.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
147KNew |
$3.3M - $10.1M
|
147K
$3.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
147K+ 198.6% |
$3.3M - $10.1M
|
221K
$4.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
146KNew |
$3.27M - $9.96M
|
146K
$3.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
144K+ 193.91% |
$3.23M - $9.85M
|
219K
$4.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
144K+ 222.73% |
$3.22M - $9.83M
|
209K
$4.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
142K+ 205.59% |
$3.18M - $9.69M
|
211K
$4.59M
|