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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
7.88K+ 210.92% |
$177K - $538K
|
11.6K
$273K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
7.88K+ 45.93% |
$176K - $538K
|
25K
$588K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
7.72K+ 192.73% |
$173K - $527K
|
11.7K
$275K
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
7.67K+ 206.85% |
$172K - $524K
|
11.4K
$268K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
7.65K+ 200.0% |
$171K - $522K
|
11.5K
$270K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
7.64K+ 170.54% |
$171K - $522K
|
12.1K
$285K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
7.63K+ 200.0% |
$171K - $521K
|
11.4K
$269K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
7.58K+ 204.12% |
$170K - $518K
|
11.3K
$266K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
7.56K+ 200.0% |
$169K - $516K
|
11.3K
$266K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
7.49K+ 181.39% |
$168K - $511K
|
11.6K
$273K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
7.45K+ 893.05% |
$167K - $509K
|
8.28K
$195K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
7.37K+ 201.04% |
$165K - $503K
|
11K
$259K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
7.32K+ 200.0% |
$164K - $500K
|
11K
$258K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
7.28K+ 168.77% |
$163K - $497K
|
11.6K
$273K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
7.27K+ 200.88% |
$163K - $496K
|
10.9K
$256K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
7.16K+ 179.51% |
$160K - $489K
|
11.1K
$262K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7.14K+ 200.0% |
$160K - $488K
|
10.7K
$252K
|
|
|
Jan 28, 2025
Q4 2024
|
Chronos Wealth Management, LLC
|
BUY
|
- |
7.12K+ 182.31% |
$160K - $486K
|
11K
$259K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
7.11K+ 310.08% |
$159K - $485K
|
9.4K
$221K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
7.07KNew |
$158K - $483K
|
7.07K
$166K
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
7.07K+ 200.06% |
$158K - $483K
|
10.6K
$249K
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
7.06K+ 190.25% |
$158K - $482K
|
10.8K
$253K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
7.04K+ 205.13% |
$158K - $481K
|
10.5K
$246K
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
7.03K+ 200.17% |
$157K - $480K
|
10.5K
$248K
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
7K+ 194.96% |
$157K - $478K
|
10.6K
$249K
|
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
7K+ 200.0% |
$157K - $478K
|
10.5K
$247K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
6.97K+ 200.0% |
$156K - $476K
|
10.5K
$246K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
6.97K+ 200.0% |
$156K - $476K
|
10.4K
$246K
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
6.95K+ 135.2% |
$156K - $474K
|
12.1K
$284K
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
6.9K+ 199.97% |
$154K - $471K
|
10.3K
$243K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
6.88K+ 229.03% |
$154K - $470K
|
9.88K
$232K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
6.87K+ 200.0% |
$154K - $469K
|
10.3K
$242K
|
|
|
Jan 29, 2025
Q4 2024
|
Shaker Investments LLC
|
BUY
|
- |
6.8K+ 200.47% |
$152K - $464K
|
10.2K
$240K
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
6.77K+ 200.0% |
$152K - $462K
|
10.1K
$239K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
6.76KNew |
$151K - $462K
|
6.76K
$159K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
6.69K+ 206.6% |
$150K - $457K
|
9.93K
$234K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
6.64K+ 200.85% |
$149K - $454K
|
9.95K
$234K
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
6.64K+ 180.08% |
$149K - $454K
|
10.3K
$243K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
6.61K+ 203.04% |
$148K - $451K
|
9.86K
$232K
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
6.59K+ 199.97% |
$148K - $450K
|
9.88K
$232K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
6.55K+ 198.25% |
$147K - $447K
|
9.86K
$232K
|
|
|
Jan 23, 2025
Q4 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
6.54K+ 200.0% |
$147K - $447K
|
9.82K
$231K
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
6.52K+ 192.05% |
$146K - $445K
|
9.92K
$233K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
6.49K+ 187.04% |
$145K - $443K
|
9.96K
$234K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
6.49K+ 200.0% |
$145K - $443K
|
9.74K
$229K
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
BUY
|
- |
6.48K+ 188.64% |
$145K - $442K
|
9.91K
$233K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
6.44K+ 200.0% |
$144K - $440K
|
9.67K
$227K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
6.43K+ 210.66% |
$144K - $439K
|
9.48K
$223K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
6.41K+ 200.56% |
$144K - $438K
|
9.61K
$226K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
6.36K+ 146.91% |
$143K - $435K
|
10.7K
$251K
|