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 |
|---|---|---|---|---|---|---|---|
|
Jun 12, 2025
Q4 2024
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
20.6KNew |
$462K - $1.41M
|
20.6K
$505K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
20.5K+ 200.11% |
$460K - $1.4M
|
30.8K
$755K
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
20.5K+ 200.0% |
$460K - $1.4M
|
30.8K
$755K
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
20.4K+ 179.39% |
$457K - $1.39M
|
31.8K
$778K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
20.4K+ 207.29% |
$457K - $1.39M
|
30.2K
$740K
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
20.3K+ 202.97% |
$454K - $1.39M
|
30.3K
$742K
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
20.2K+ 165.94% |
$453K - $1.38M
|
32.4K
$795K
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
20.1K+ 310.22% |
$450K - $1.37M
|
26.6K
$651K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
20K+ 218.23% |
$449K - $1.37M
|
29.2K
$716K
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
20K+ 199.98% |
$447K - $1.36M
|
29.9K
$733K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
19.9K+ 200.06% |
$447K - $1.36M
|
29.9K
$733K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
19.8K+ 200.0% |
$444K - $1.35M
|
29.8K
$729K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
19.8K+ 268.98% |
$444K - $1.35M
|
27.2K
$666K
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
19.7KNew |
$442K - $1.35M
|
19.7K
$484K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
19.5K+ 166.92% |
$437K - $1.33M
|
31.2K
$765K
|
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
19.4KNew |
$435K - $1.33M
|
19.4K
$476K
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
19.1K+ 188.16% |
$427K - $1.3M
|
29.2K
$716K
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
19.1K+ 200.0% |
$427K - $1.3M
|
28.6K
$700K
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
18.9K+ 200.0% |
$424K - $1.29M
|
28.4K
$695K
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
18.9K+ 328.03% |
$422K - $1.29M
|
24.6K
$603K
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
18.6KNew |
$418K - $1.27M
|
18.6K
$457K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
18.6K+ 200.0% |
$416K - $1.27M
|
27.8K
$682K
|
|
|
Feb 11, 2025
Q4 2024
|
Gs Investments, Inc.
|
BUY
|
- |
18.4K+ 201.81% |
$413K - $1.26M
|
27.6K
$676K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
18.4K+ 280.74% |
$412K - $1.26M
|
25K
$611K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
18.2K+ 179.05% |
$409K - $1.25M
|
28.4K
$697K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
18.1K+ 201.0% |
$405K - $1.23M
|
27.1K
$664K
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
17.9KNew |
$402K - $1.22M
|
17.9K
$439K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
17.9K+ 158.67% |
$401K - $1.22M
|
29.2K
$715K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
17.9K+ 200.0% |
$400K - $1.22M
|
26.8K
$656K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
17.8K+ 200.9% |
$399K - $1.22M
|
26.7K
$653K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
17.8K+ 201.43% |
$398K - $1.21M
|
26.6K
$652K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
17.7KNew |
$397K - $1.21M
|
17.7K
$434K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
17.6K+ 200.0% |
$394K - $1.2M
|
26.4K
$646K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
17.5K+ 159.88% |
$393K - $1.2M
|
28.5K
$698K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
17.5K+ 199.61% |
$392K - $1.2M
|
26.3K
$644K
|
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
17.4KNew |
$390K - $1.19M
|
17.4K
$427K
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
17.4K+ 200.0% |
$389K - $1.19M
|
26.1K
$639K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
17.4K+ 200.0% |
$389K - $1.19M
|
26K
$638K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
17.3K+ 214.41% |
$388K - $1.18M
|
25.4K
$623K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
17.1K+ 201.71% |
$384K - $1.17M
|
25.6K
$628K
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
17.1K+ 200.0% |
$383K - $1.17M
|
25.6K
$628K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
17K+ 172.24% |
$381K - $1.16M
|
26.9K
$659K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
16.9K+ 192.71% |
$379K - $1.15M
|
25.7K
$629K
|
|
|
Feb 13, 2025
Q4 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
16.8K+ 195.83% |
$377K - $1.15M
|
25.4K
$623K
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
16.8KNew |
$376K - $1.14M
|
16.8K
$411K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
16.7KNew |
$375K - $1.14M
|
16.7K
$410K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
16.7K+ 200.0% |
$374K - $1.14M
|
25.1K
$614K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
16.6KNew |
$372K - $1.13M
|
16.6K
$406K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
16.4KNew |
$368K - $1.12M
|
16.4K
$402K
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
16.4K+ 169.6% |
$367K - $1.12M
|
26.1K
$639K
|