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 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
9.2K+ 200.0% |
$206K - $628K
|
13.8K
$324K
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.2K+ 200.0% |
$206K - $628K
|
13.8K
$324K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
9.16K+ 120.82% |
$205K - $625K
|
16.7K
$393K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
9.14KNew |
$205K - $624K
|
9.14K
$215K
|
|
|
Feb 05, 2025
Q4 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
9.08K+ 196.96% |
$203K - $620K
|
13.7K
$322K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
9.06K+ 200.0% |
$203K - $619K
|
13.6K
$320K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
9.06K+ 200.0% |
$203K - $618K
|
13.6K
$319K
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
9.02K+ 200.62% |
$202K - $616K
|
13.5K
$318K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
8.98K+ 206.27% |
$201K - $613K
|
13.3K
$313K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
8.97K+ 195.1% |
$201K - $612K
|
13.6K
$319K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
8.95K+ 219.63% |
$201K - $611K
|
13K
$306K
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
8.95K+ 200.52% |
$200K - $611K
|
13.4K
$315K
|
|
|
Jan 13, 2025
Q4 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
8.92KNew |
$200K - $609K
|
8.92K
$210K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
8.89KNew |
$199K - $607K
|
8.89K
$209K
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
8.89K+ 200.0% |
$199K - $607K
|
13.3K
$313K
|
|
|
Feb 14, 2025
Q4 2024
|
Peterson Wealth Management
|
BUY
|
- |
8.88K+ 200.0% |
$199K - $606K
|
13.3K
$313K
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
8.86KNew |
$198K - $605K
|
8.86K
$208K
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
8.82K+ 206.1% |
$198K - $602K
|
13.1K
$308K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
8.81KNew |
$197K - $601K
|
8.81K
$207K
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
8.79K+ 214.05% |
$197K - $600K
|
12.9K
$303K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
8.74K+ 197.76% |
$196K - $597K
|
13.2K
$309K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
8.73KNew |
$195K - $596K
|
8.73K
$205K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
8.69KNew |
$195K - $593K
|
8.69K
$204K
|
|
|
Jan 27, 2025
Q4 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
8.67KNew |
$194K - $592K
|
8.67K
$204K
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
8.63K+ 200.0% |
$193K - $589K
|
12.9K
$304K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
8.6K+ 200.0% |
$193K - $587K
|
12.9K
$303K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
8.59K+ 288.81% |
$192K - $587K
|
11.6K
$272K
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
8.58K+ 200.0% |
$192K - $586K
|
12.9K
$302K
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
8.57K+ 200.05% |
$192K - $585K
|
12.9K
$302K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
8.56K+ 211.93% |
$192K - $585K
|
12.6K
$296K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
8.54K+ 200.0% |
$191K - $583K
|
12.8K
$301K
|
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
8.52K+ 191.72% |
$191K - $582K
|
13K
$305K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
8.51K+ 200.28% |
$191K - $581K
|
12.8K
$300K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
8.45K+ 200.0% |
$189K - $577K
|
12.7K
$298K
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
8.43K+ 155.76% |
$189K - $576K
|
13.8K
$325K
|
|
|
Jan 21, 2025
Q4 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
8.41K+ 200.0% |
$188K - $574K
|
12.6K
$297K
|
|
|
Feb 10, 2025
Q4 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
8.4K+ 200.0% |
$188K - $574K
|
12.6K
$296K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
8.39K+ 139.03% |
$188K - $573K
|
14.4K
$339K
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
8.37K+ 174.74% |
$188K - $572K
|
13.2K
$309K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8.35K+ 200.0% |
$187K - $570K
|
12.5K
$294K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
8.31K+ 200.12% |
$186K - $567K
|
12.5K
$293K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
8.25K+ 200.0% |
$185K - $564K
|
12.4K
$291K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
8.22K+ 200.0% |
$184K - $562K
|
12.3K
$290K
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
8.12K+ 200.0% |
$182K - $555K
|
12.2K
$286K
|
|
|
Feb 10, 2025
Q4 2024
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
8.05K+ 236.41% |
$180K - $550K
|
11.5K
$269K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7.99K+ 191.22% |
$179K - $546K
|
12.2K
$286K
|
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
7.98K+ 150.63% |
$179K - $545K
|
13.3K
$312K
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
7.98K+ 203.78% |
$179K - $545K
|
11.9K
$280K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
7.94K+ 164.74% |
$178K - $542K
|
12.8K
$300K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
7.88K+ 203.14% |
$177K - $538K
|
11.8K
$277K
|