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 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
23.2K+ 191.33% |
$519K - $1.58M
|
35.3K
$830K
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
23.1K+ 197.15% |
$517K - $1.58M
|
34.8K
$818K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
23.1K+ 145.28% |
$517K - $1.58M
|
38.9K
$916K
|
|
|
Feb 14, 2025
Q4 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
23.1K+ 219.37% |
$516K - $1.57M
|
33.6K
$789K
|
|
|
Feb 14, 2025
Q4 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
22.8K+ 194.47% |
$512K - $1.56M
|
34.6K
$813K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
22.8K+ 200.37% |
$511K - $1.56M
|
34.2K
$805K
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
22.8KNew |
$510K - $1.56M
|
22.8K
$536K
|
|
|
Feb 03, 2025
Q4 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
22.8K+ 200.0% |
$510K - $1.55M
|
34.1K
$802K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
22.6K+ 199.96% |
$505K - $1.54M
|
33.9K
$796K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
22.3KNew |
$500K - $1.52M
|
22.3K
$524K
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
21.9KNew |
$490K - $1.49M
|
21.9K
$514K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
21.9K+ 210.96% |
$490K - $1.49M
|
32.2K
$757K
|
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
21.8K+ 156.76% |
$489K - $1.49M
|
35.8K
$841K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
21.7K+ 199.25% |
$486K - $1.48M
|
32.6K
$766K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
21.7K+ 202.75% |
$485K - $1.48M
|
32.3K
$761K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
21.5K+ 200.0% |
$481K - $1.47M
|
32.2K
$757K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
21.5K+ 200.15% |
$481K - $1.46M
|
32.2K
$756K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
21.4K+ 202.04% |
$480K - $1.46M
|
32K
$753K
|
|
|
Feb 13, 2025
Q4 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
21.4K+ 200.0% |
$480K - $1.46M
|
32.1K
$755K
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
21.2K+ 200.0% |
$475K - $1.45M
|
31.8K
$747K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
21.1K+ 191.83% |
$473K - $1.44M
|
32.1K
$755K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
21.1K+ 190.18% |
$472K - $1.44M
|
32.2K
$757K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
21K+ 198.02% |
$471K - $1.44M
|
31.7K
$744K
|
|
|
Feb 12, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
21K+ 203.66% |
$470K - $1.43M
|
31.3K
$736K
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
21KNew |
$469K - $1.43M
|
21K
$493K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
20.9K+ 200.0% |
$469K - $1.43M
|
31.4K
$738K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
20.9KNew |
$468K - $1.43M
|
20.9K
$491K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
20.8K+ 200.08% |
$466K - $1.42M
|
31.2K
$733K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
20.7K+ 80.42% |
$464K - $1.42M
|
46.5K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.7K+ 88.25% |
$463K - $1.41M
|
44.1K
$1.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
20.7K+ 187.31% |
$463K - $1.41M
|
31.7K
$745K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
20.5K+ 200.11% |
$460K - $1.4M
|
30.8K
$724K
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
20.5K+ 200.0% |
$460K - $1.4M
|
30.8K
$725K
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
20.4K+ 179.39% |
$457K - $1.39M
|
31.8K
$747K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
20.4K+ 207.29% |
$457K - $1.39M
|
30.2K
$711K
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
20.3K+ 202.97% |
$454K - $1.39M
|
30.3K
$712K
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
20.2K+ 165.94% |
$453K - $1.38M
|
32.4K
$762K
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
20.1K+ 310.22% |
$450K - $1.37M
|
26.6K
$624K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
20K+ 218.23% |
$449K - $1.37M
|
29.2K
$687K
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
20K+ 199.98% |
$447K - $1.36M
|
29.9K
$704K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
19.9K+ 200.06% |
$447K - $1.36M
|
29.9K
$703K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
19.8K+ 200.0% |
$444K - $1.35M
|
29.8K
$700K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
19.8K+ 268.98% |
$444K - $1.35M
|
27.2K
$639K
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
19.7KNew |
$442K - $1.35M
|
19.7K
$464K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
19.5K+ 166.92% |
$437K - $1.33M
|
31.2K
$734K
|
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
19.4KNew |
$435K - $1.33M
|
19.4K
$456K
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
19.1K+ 188.16% |
$427K - $1.3M
|
29.2K
$687K
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
19.1K+ 200.0% |
$427K - $1.3M
|
28.6K
$672K
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
18.9K+ 200.0% |
$424K - $1.29M
|
28.4K
$667K
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
18.9K+ 328.03% |
$422K - $1.29M
|
24.6K
$578K
|