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 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
15.5KNew |
$402K - $1.63M
|
15.5K
$443K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
15.3K+ 309.95% |
$397K - $1.61M
|
20.3K
$579K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
15.3K+ 415.04% |
$396K - $1.61M
|
19K
$542K
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
15.3K+ 316.25% |
$396K - $1.61M
|
20.1K
$575K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
15.1K+ 300.18% |
$391K - $1.59M
|
20.1K
$575K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
15K+ 265.97% |
$390K - $1.58M
|
20.7K
$592K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
15K+ 295.85% |
$390K - $1.58M
|
20.1K
$575K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
14.9K+ 300.06% |
$385K - $1.56M
|
19.8K
$566K
|
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
14.8K+ 309.05% |
$383K - $1.55M
|
19.5K
$559K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
14.7K+ 868.13% |
$381K - $1.55M
|
16.4K
$468K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
14.5K+ 300.43% |
$377K - $1.53M
|
19.4K
$554K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
14.1K+ 383.54% |
$364K - $1.48M
|
17.7K
$507K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
14K+ 477.52% |
$363K - $1.47M
|
16.9K
$484K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
14K+ 295.58% |
$362K - $1.47M
|
18.7K
$534K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
13.9K+ 336.42% |
$361K - $1.47M
|
18.1K
$516K
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
13.8K+ 229.88% |
$357K - $1.45M
|
19.8K
$565K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
13.7K+ 297.33% |
$356K - $1.44M
|
18.3K
$524K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
13.7K+ 299.96% |
$356K - $1.44M
|
18.3K
$523K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
13.7K+ 291.97% |
$354K - $1.44M
|
18.4K
$525K
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
13.6K+ 453.75% |
$353K - $1.43M
|
16.6K
$475K
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
13.6K+ 335.34% |
$353K - $1.43M
|
17.7K
$505K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
13.5K+ 289.62% |
$349K - $1.42M
|
18.1K
$518K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
13.2K+ 433.94% |
$343K - $1.39M
|
16.3K
$465K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
13.2K+ 609.47% |
$342K - $1.39M
|
15.4K
$439K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
13.2K+ 300.02% |
$342K - $1.39M
|
17.6K
$502K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
12.9K+ 306.52% |
$335K - $1.36M
|
17.1K
$490K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
12.9K+ 85.4% |
$334K - $1.36M
|
28K
$801K
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
BUY
|
- |
12.9K+ 300.02% |
$334K - $1.36M
|
17.2K
$491K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
12.9K+ 346.59% |
$333K - $1.35M
|
16.6K
$474K
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
12.8K+ 248.73% |
$332K - $1.35M
|
17.9K
$513K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
12.8K+ 563.76% |
$331K - $1.34M
|
15K
$429K
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
12.6K+ 300.0% |
$326K - $1.33M
|
16.8K
$480K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
12.4K+ 294.2% |
$322K - $1.31M
|
16.7K
$476K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
12.4K+ 299.98% |
$322K - $1.31M
|
16.5K
$473K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
12.3K+ 321.53% |
$318K - $1.29M
|
16.1K
$460K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
12.2K+ 285.89% |
$317K - $1.29M
|
16.5K
$472K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
12.1K+ 300.37% |
$314K - $1.27M
|
16.1K
$461K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
12K+ 300.0% |
$312K - $1.27M
|
16.1K
$459K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
12K+ 293.48% |
$311K - $1.26M
|
16.1K
$459K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
11.9K+ 300.65% |
$310K - $1.26M
|
15.9K
$455K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
11.8K+ 300.0% |
$307K - $1.25M
|
15.8K
$451K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
11.8K+ 101.08% |
$307K - $1.25M
|
23.6K
$673K
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
11.8KNew |
$306K - $1.24M
|
11.8K
$337K
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
11.7K+ 300.0% |
$302K - $1.23M
|
15.5K
$444K
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
11.6KNew |
$301K - $1.22M
|
11.6K
$332K
|
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
11.5KNew |
$299K - $1.21M
|
11.5K
$329K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
11.5KNew |
$298K - $1.21M
|
11.5K
$328K
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
11.4K+ 250.98% |
$297K - $1.2M
|
16K
$457K
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
11.3KNew |
$293K - $1.19M
|
11.3K
$323K
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
11.2K+ 300.43% |
$290K - $1.18M
|
14.9K
$427K
|