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 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
3.32K+ 184.46% |
$74.5K - $227K
|
5.13K
$121K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
3.27K+ 200.0% |
$73.2K - $223K
|
4.91K
$115K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
3.2K+ 200.0% |
$71.7K - $218K
|
4.8K
$113K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3.07K+ 193.7% |
$68.9K - $210K
|
4.66K
$110K
|
|
|
Jan 31, 2025
Q4 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
3.04K+ 45.75% |
$68K - $207K
|
9.67K
$227K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
3.01K+ 200.0% |
$67.5K - $206K
|
4.52K
$106K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
3KNew |
$67.1K - $205K
|
3K
$70.5K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2.65K+ 200.91% |
$59.4K - $181K
|
3.98K
$93.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
2.63KNew |
$59K - $180K
|
2.63K
$61.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
2.47K+ 200.0% |
$55.3K - $169K
|
3.7K
$87K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.28K+ 6.09% |
$51.1K - $156K
|
39.8K
$935K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2.07K+ 200.0% |
$46.3K - $141K
|
3.1K
$72.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
2.03KNew |
$45.5K - $139K
|
2.03K
$47.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
2K+ 200.0% |
$44.8K - $137K
|
3K
$70.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.97K+ 194.55% |
$44K - $134K
|
2.98K
$69.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.96K+ 200.0% |
$43.9K - $134K
|
2.94K
$69.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.94K+ 227.88% |
$43.4K - $132K
|
2.79K
$65.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
1.9K+ 6.94% |
$42.5K - $129K
|
29.2K
$687K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
1.87K+ 3.88% |
$41.9K - $128K
|
50.1K
$1.18M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.82K+ 200.0% |
$40.8K - $124K
|
2.73K
$64.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1.82K+ 200.11% |
$40.7K - $124K
|
2.73K
$64.1K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1.82K+ 200.88% |
$40.7K - $124K
|
2.72K
$64K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.79K+ 200.0% |
$40.1K - $122K
|
2.69K
$63.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.75K+ 200.0% |
$39.2K - $120K
|
2.63K
$61.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
1.66K+ 200.61% |
$37.1K - $113K
|
2.48K
$58.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1.65K+ 200.0% |
$36.9K - $113K
|
2.47K
$58.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.63K+ 200.0% |
$36.6K - $111K
|
2.45K
$57.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
1.63K+ 200.0% |
$36.5K - $111K
|
2.44K
$57.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.57K+ 200.0% |
$35.1K - $107K
|
2.35K
$55.2K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.56K+ 103.11% |
$34.9K - $106K
|
3.07K
$72.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1.54K+ 170.73% |
$34.5K - $105K
|
2.44K
$57.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.53KNew |
$34.3K - $105K
|
1.53K
$36K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.42K+ 200.0% |
$31.9K - $97.2K
|
2.14K
$50.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.42KNew |
$31.9K - $97.1K
|
1.42K
$33.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.42K+ 199.86% |
$31.7K - $96.6K
|
2.12K
$49.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.41K+ 200.0% |
$31.5K - $96.1K
|
2.11K
$49.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.39KNew |
$31K - $94.6K
|
1.39K
$32.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.38KNew |
$31K - $94.4K
|
1.38K
$32.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1.35K+ 200.0% |
$30.2K - $92.2K
|
2.03K
$47.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
1.31KNew |
$29.3K - $89.2K
|
1.31K
$30.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
1.31K+ 58.86% |
$29.3K - $89.2K
|
3.53K
$82.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.3K+ 200.77% |
$29.2K - $89K
|
1.95K
$45.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.26K+ 38.89% |
$28.2K - $86K
|
4.5K
$106K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.25K+ 200.0% |
$28K - $85.5K
|
1.88K
$44.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1.22K+ 200.16% |
$27.2K - $83K
|
1.82K
$42.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1.19K+ 397.65% |
$26.5K - $80.9K
|
1.48K
$34.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.18K+ 200.0% |
$26.3K - $80.3K
|
1.76K
$41.5K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1.16K+ 459.52% |
$25.9K - $79.1K
|
1.41K
$33.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.16K+ 200.0% |
$25.9K - $78.9K
|
1.73K
$40.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1.15K+ 200.0% |
$25.7K - $78.4K
|
1.72K
$40.5K
|