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 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
37.9K+ 323.51% |
$849K - $2.59M
|
49.6K
$1.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
37.5K+ 196.12% |
$840K - $2.56M
|
56.6K
$1.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
37.4K+ 199.99% |
$838K - $2.55M
|
56.1K
$1.37M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
37.4K+ 194.97% |
$837K - $2.55M
|
56.5K
$1.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
37.3K+ 212.34% |
$837K - $2.55M
|
54.9K
$1.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
37.3K+ 167.8% |
$835K - $2.55M
|
59.5K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
37K+ 207.54% |
$829K - $2.53M
|
54.9K
$1.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
37KNew |
$829K - $2.53M
|
37K
$907K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
37K+ 200.0% |
$828K - $2.52M
|
55.4K
$1.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
36.7K+ 191.03% |
$823K - $2.51M
|
56K
$1.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
36.5KNew |
$818K - $2.49M
|
36.5K
$895K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
36.4K+ 159.1% |
$814K - $2.48M
|
59.2K
$1.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
36.4K+ 206.29% |
$814K - $2.48M
|
54K
$1.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
36.3K+ 816.49% |
$813K - $2.48M
|
40.7K
$998K
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
35.5K+ 200.72% |
$796K - $2.43M
|
53.2K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
35.5K+ 55.95% |
$795K - $2.42M
|
98.9K
$2.42M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
35.5K+ 301.63% |
$795K - $2.42M
|
47.2K
$1.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
35.1K+ 197.95% |
$787K - $2.4M
|
52.9K
$1.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
35.1KNew |
$786K - $2.4M
|
35.1K
$860K
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
34.9K+ 184.55% |
$781K - $2.38M
|
53.7K
$1.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
34.6K+ 251.63% |
$776K - $2.37M
|
48.4K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
34.5K+ 221.85% |
$772K - $2.35M
|
50K
$1.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
34K+ 151.69% |
$761K - $2.32M
|
56.4K
$1.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
33.9K+ 189.68% |
$760K - $2.32M
|
51.8K
$1.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
33.5K+ 138.85% |
$751K - $2.29M
|
57.7K
$1.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
33.5K+ 203.69% |
$751K - $2.29M
|
50K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
33.3KNew |
$745K - $2.27M
|
33.3K
$815K
|
|
|
Feb 14, 2025
Q4 2024
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
33.2K+ 200.0% |
$744K - $2.27M
|
49.8K
$1.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
33K+ 200.97% |
$740K - $2.26M
|
49.5K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
32.9K+ 111.63% |
$737K - $2.25M
|
62.4K
$1.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
32.6K+ 194.42% |
$730K - $2.23M
|
49.4K
$1.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
BUY
|
- |
32.4KNew |
$726K - $2.21M
|
32.4K
$795K
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
32.2K+ 195.8% |
$722K - $2.2M
|
48.7K
$1.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
32K+ 184.23% |
$717K - $2.19M
|
49.4K
$1.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
32KNew |
$717K - $2.19M
|
32K
$784K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
31.7K+ 204.87% |
$711K - $2.17M
|
47.2K
$1.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
31.7K+ 192.26% |
$711K - $2.17M
|
48.2K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
31.6K+ 200.0% |
$708K - $2.16M
|
47.4K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
31.4KNew |
$703K - $2.14M
|
31.4K
$768K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
31.2K+ 122.42% |
$699K - $2.13M
|
56.7K
$1.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
31.2K+ 200.21% |
$698K - $2.13M
|
46.7K
$1.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
31.1K+ 181.13% |
$698K - $2.13M
|
48.3K
$1.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
31.1K+ 194.73% |
$697K - $2.13M
|
47.1K
$1.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
31K+ 202.0% |
$695K - $2.12M
|
46.4K
$1.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
30.6K+ 200.2% |
$685K - $2.09M
|
45.8K
$1.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
30.5KNew |
$684K - $2.09M
|
30.5K
$748K
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
30.3K+ 199.41% |
$680K - $2.07M
|
45.5K
$1.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
30.3K+ 192.62% |
$678K - $2.07M
|
46K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
30.1K+ 200.32% |
$674K - $2.06M
|
45.1K
$1.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
30.1K+ 195.93% |
$673K - $2.05M
|
45.4K
$1.11M
|