Purchases and Sales Made in Q4 2024 in Schwab Strategic Tr Us Large C (SCHG)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Large C (SCHG) 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 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
29.4M+ 301.39% |
$763M - $3.1B
|
39.2M
$1.12B
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
14.5MNew |
$376M - $1.53B
|
14.5M
$414M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
5.77M+ 312.27% |
$150M - $608M
|
7.62M
$218M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
5.25M+ 303.02% |
$136M - $553M
|
6.98M
$200M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
3.85M+ 300.43% |
$99.8M - $405M
|
5.13M
$147M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.47M+ 303.65% |
$89.9M - $365M
|
4.61M
$132M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.32M+ 283.25% |
$86M - $349M
|
4.49M
$128M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
3.05M+ 310.55% |
$79M - $321M
|
4.03M
$115M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.57M+ 295.87% |
$66.5M - $270M
|
3.43M
$98.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
2.49M+ 429.86% |
$64.6M - $262M
|
3.07M
$87.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
2.36M+ 284.86% |
$61.2M - $248M
|
3.19M
$91.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.29M+ 317.46% |
$59.3M - $241M
|
3.01M
$86M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
2.28M+ 270.27% |
$59.1M - $240M
|
3.12M
$89.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
2.09M+ 314.69% |
$54.1M - $220M
|
2.75M
$78.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
2.08M+ 282.96% |
$54.1M - $220M
|
2.82M
$80.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
1.93M+ 298.91% |
$50.2M - $204M
|
2.58M
$73.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.66M+ 296.11% |
$43M - $175M
|
2.22M
$63.4M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.59M+ 302.19% |
$41.2M - $167M
|
2.12M
$60.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.55M+ 347.26% |
$40.3M - $164M
|
2M
$57.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
1.49M+ 305.91% |
$38.5M - $156M
|
1.97M
$56.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.38M+ 305.3% |
$35.8M - $146M
|
1.83M
$52.5M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.36M+ 339.59% |
$35.2M - $143M
|
1.76M
$50.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.34M+ 285.9% |
$34.8M - $141M
|
1.81M
$51.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.34M+ 746.86% |
$34.7M - $141M
|
1.52M
$43.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
1.3M+ 278.29% |
$33.8M - $137M
|
1.77M
$50.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.29M+ 319.53% |
$33.4M - $135M
|
1.69M
$48.3M
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1.27M+ 285.68% |
$33M - $134M
|
1.72M
$49.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
1.27M+ 287.04% |
$32.9M - $133M
|
1.71M
$48.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.18M+ 296.02% |
$30.6M - $124M
|
1.58M
$45.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.17M+ 310.54% |
$30.4M - $123M
|
1.55M
$44.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
1.17MNew |
$30.2M - $123M
|
1.17M
$33.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.15M+ 304.86% |
$29.8M - $121M
|
1.53M
$43.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.14M+ 292.7% |
$29.6M - $120M
|
1.53M
$43.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.12M+ 317.06% |
$29.1M - $118M
|
1.47M
$42.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.1M+ 299.12% |
$28.4M - $115M
|
1.46M
$41.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.07M+ 279.77% |
$27.9M - $113M
|
1.46M
$41.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.05MNew |
$27.3M - $111M
|
1.05M
$30.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.04M+ 317.16% |
$27M - $110M
|
1.37M
$39.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1.02M+ 288.78% |
$26.6M - $108M
|
1.38M
$39.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.02M+ 351.28% |
$26.5M - $108M
|
1.31M
$37.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
994K+ 387.26% |
$25.8M - $105M
|
1.25M
$35.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
977K+ 291.16% |
$25.3M - $103M
|
1.31M
$37.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
973K+ 310.86% |
$25.2M - $102M
|
1.29M
$36.8M
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
963K+ 387.76% |
$25M - $101M
|
1.21M
$34.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
958K+ 334.03% |
$24.8M - $101M
|
1.24M
$35.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
934K+ 293.43% |
$24.2M - $98.3M
|
1.25M
$35.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
925K+ 297.74% |
$24M - $97.4M
|
1.24M
$35.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
902K+ 309.16% |
$23.4M - $95M
|
1.19M
$34.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
890K+ 303.14% |
$23.1M - $93.7M
|
1.18M
$33.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
861K+ 290.73% |
$22.3M - $90.7M
|
1.16M
$33.1M
|