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 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
20.3K+ 297.26% |
$527K - $2.14M
|
27.1K
$776K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
20.1K+ 299.99% |
$522K - $2.12M
|
26.9K
$768K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
20K+ 287.72% |
$519K - $2.11M
|
27K
$771K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
20KNew |
$518K - $2.11M
|
20K
$572K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
19.9K+ 300.17% |
$517K - $2.1M
|
26.6K
$759K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
19.6K+ 516.19% |
$508K - $2.06M
|
23.4K
$669K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
19.5K+ 7.48% |
$505K - $2.05M
|
280K
$8.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
19.2K+ 562.81% |
$498K - $2.02M
|
22.6K
$647K
|
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
19.1K+ 307.95% |
$495K - $2.01M
|
25.3K
$723K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
19.1K+ 300.36% |
$494K - $2.01M
|
25.4K
$726K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
19K+ 415.19% |
$493K - $2M
|
23.6K
$675K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
19K+ 336.23% |
$493K - $2M
|
24.6K
$705K
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
18.9K+ 146.6% |
$489K - $1.99M
|
31.8K
$908K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
18.7K+ 324.92% |
$486K - $1.97M
|
24.5K
$701K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
18.7K+ 387.08% |
$486K - $1.97M
|
23.6K
$674K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
18.7K+ 326.3% |
$485K - $1.97M
|
24.4K
$698K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
18.7KNew |
$484K - $1.97M
|
18.7K
$534K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
18.5K+ 291.21% |
$479K - $1.95M
|
24.8K
$710K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
18.3K+ 366.06% |
$475K - $1.93M
|
23.3K
$667K
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
18.3K+ 297.74% |
$474K - $1.92M
|
24.4K
$698K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
BUY
|
- |
18.1K+ 300.0% |
$470K - $1.91M
|
24.1K
$690K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
18K+ 307.24% |
$467K - $1.9M
|
23.9K
$683K
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
18K+ 247.24% |
$467K - $1.89M
|
25.3K
$723K
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
18K+ 301.73% |
$466K - $1.89M
|
23.9K
$684K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
17K+ 562.65% |
$441K - $1.79M
|
20K
$573K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
16.9K+ 268.38% |
$439K - $1.78M
|
23.2K
$664K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
16.9K+ 405.47% |
$438K - $1.78M
|
21.1K
$602K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
16.9K+ 426.15% |
$437K - $1.78M
|
20.8K
$595K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
16.8K+ 300.25% |
$437K - $1.77M
|
22.4K
$642K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
16.8K+ 289.64% |
$435K - $1.77M
|
22.6K
$645K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
16.7K+ 441.6% |
$433K - $1.76M
|
20.5K
$585K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
16.6K+ 294.71% |
$430K - $1.75M
|
22.2K
$635K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
16.5K+ 228.87% |
$428K - $1.74M
|
23.7K
$678K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
16.3K+ 300.0% |
$423K - $1.72M
|
21.8K
$622K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
16.1K+ 337.93% |
$417K - $1.69M
|
20.8K
$595K
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
16.1K+ 295.29% |
$416K - $1.69M
|
21.5K
$615K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
16KNew |
$416K - $1.69M
|
16K
$459K
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
16KNew |
$416K - $1.69M
|
16K
$458K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
16K+ 300.23% |
$415K - $1.68M
|
21.3K
$610K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
16K+ 238.96% |
$414K - $1.68M
|
22.7K
$648K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
16K+ 300.0% |
$414K - $1.68M
|
21.3K
$609K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
16K+ 200.89% |
$414K - $1.68M
|
23.9K
$684K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
15.9K+ 275.25% |
$413K - $1.68M
|
21.7K
$621K
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
15.9K+ 300.0% |
$412K - $1.67M
|
21.2K
$606K
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
15.9K+ 300.0% |
$412K - $1.67M
|
21.2K
$605K
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
15.9K+ 293.13% |
$411K - $1.67M
|
21.3K
$608K
|
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
15.8K+ 284.13% |
$411K - $1.67M
|
21.4K
$612K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
15.6K+ 281.23% |
$405K - $1.64M
|
21.2K
$605K
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
15.6K+ 302.49% |
$404K - $1.64M
|
20.7K
$592K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
15.5K+ 300.06% |
$402K - $1.63M
|
20.7K
$592K
|