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 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
106K+ 192.09% |
$2.37M - $7.23M
|
161K
$3.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
105K+ 196.99% |
$2.36M - $7.2M
|
159K
$3.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
105K+ 2333.05% |
$2.36M - $7.2M
|
110K
$2.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
104K+ 184.87% |
$2.33M - $7.11M
|
160K
$3.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
102K+ 200.0% |
$2.3M - $7M
|
154K
$3.65M
|
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
101K+ 192.66% |
$2.27M - $6.9M
|
154K
$3.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
99.9K+ 204.53% |
$2.24M - $6.82M
|
149K
$3.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
99.7K+ 250.98% |
$2.23M - $6.81M
|
139K
$3.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
98.4K+ 1741.77% |
$2.2M - $6.72M
|
104K
$2.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
97.9K+ 236.03% |
$2.19M - $6.69M
|
139K
$3.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
97.1K+ 96.41% |
$2.18M - $6.63M
|
198K
$4.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
94.9K+ 30.95% |
$2.13M - $6.48M
|
401K
$9.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
93KNew |
$2.08M - $6.35M
|
93K
$2.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
92.6K+ 172.99% |
$2.07M - $6.32M
|
146K
$3.47M
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
BUY
|
- |
92.5K+ 182.43% |
$2.07M - $6.32M
|
143K
$3.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
91.7K+ 196.86% |
$2.05M - $6.26M
|
138K
$3.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
91.6K+ 179.59% |
$2.05M - $6.25M
|
143K
$3.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
91.1K+ 369.6% |
$2.04M - $6.22M
|
116K
$2.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
91.1K+ 13.42% |
$2.04M - $6.22M
|
770K
$18.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
91.1K+ 176.1% |
$2.04M - $6.22M
|
143K
$3.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
90.8KNew |
$2.03M - $6.2M
|
90.8K
$2.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
90.7K+ 200.0% |
$2.03M - $6.19M
|
136K
$3.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
90.4K+ 217.69% |
$2.03M - $6.18M
|
132K
$3.13M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
90.4K+ 205.75% |
$2.03M - $6.17M
|
134K
$3.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
90.4K+ 352.61% |
$2.02M - $6.17M
|
116K
$2.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
90.2K+ 198.55% |
$2.02M - $6.16M
|
136K
$3.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Verity Wealth Advisors
|
BUY
|
- |
89.8K+ 200.0% |
$2.01M - $6.13M
|
135K
$3.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
89.1K+ 192.13% |
$1.99M - $6.08M
|
135K
$3.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
88.9K+ 198.86% |
$1.99M - $6.07M
|
134K
$3.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
88.9K+ 192.9% |
$1.99M - $6.07M
|
135K
$3.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
87.6K+ 160.2% |
$1.96M - $5.98M
|
142K
$3.38M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
87.4K+ 189.06% |
$1.96M - $5.97M
|
134K
$3.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
87K+ 210.34% |
$1.95M - $5.94M
|
128K
$3.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
86.9KNew |
$1.95M - $5.93M
|
86.9K
$2.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
86.9K+ 189.51% |
$1.95M - $5.93M
|
133K
$3.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
86.1K+ 197.04% |
$1.93M - $5.88M
|
130K
$3.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
86.1K+ 200.81% |
$1.93M - $5.88M
|
129K
$3.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
85.2K+ 204.97% |
$1.91M - $5.81M
|
127K
$3.01M
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
85KNew |
$1.9M - $5.81M
|
85K
$2.02M
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
84.9K+ 189.56% |
$1.9M - $5.8M
|
130K
$3.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
84.6K+ 200.0% |
$1.9M - $5.78M
|
127K
$3.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
83.8K+ 190.22% |
$1.88M - $5.72M
|
128K
$3.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
83.5K+ 250.78% |
$1.87M - $5.7M
|
117K
$2.77M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
82.6K+ 215.08% |
$1.85M - $5.64M
|
121K
$2.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
82.3K+ 272.65% |
$1.84M - $5.62M
|
113K
$2.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
82K+ 172.49% |
$1.84M - $5.6M
|
129K
$3.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
81.9K+ 194.08% |
$1.83M - $5.59M
|
124K
$2.95M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
81.8K+ 3059.2% |
$1.83M - $5.59M
|
84.5K
$2.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
80.6K+ 188.14% |
$1.81M - $5.5M
|
123K
$2.93M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
80.2K+ 183.72% |
$1.8M - $5.48M
|
124K
$2.94M
|