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 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
8.61K+ 248.23% |
$223K - $907K
|
12.1K
$345K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
8.61KNew |
$223K - $906K
|
8.61K
$246K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
8.57K+ 195.19% |
$222K - $902K
|
13K
$370K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
8.5K+ 404.71% |
$220K - $895K
|
10.6K
$303K
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
8.43K+ 299.72% |
$219K - $887K
|
11.2K
$321K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
8.41K+ 356.16% |
$218K - $885K
|
10.8K
$308K
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
8.3K+ 300.04% |
$215K - $874K
|
11.1K
$316K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
8.18K+ 386.57% |
$212K - $861K
|
10.3K
$294K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
8.17K+ 300.0% |
$212K - $861K
|
10.9K
$312K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
8.11K+ 300.3% |
$210K - $854K
|
10.8K
$309K
|
|
|
Jan 23, 2025
Q4 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
8.06KNew |
$209K - $849K
|
8.06K
$230K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
7.99K+ 299.96% |
$207K - $841K
|
10.6K
$304K
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
7.96K+ 261.41% |
$206K - $838K
|
11K
$315K
|
|
|
Feb 04, 2025
Q4 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
7.96K+ 315.42% |
$206K - $838K
|
10.5K
$300K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
7.95K+ 300.0% |
$206K - $837K
|
10.6K
$303K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
BUY
|
- |
7.94K+ 300.0% |
$206K - $836K
|
10.6K
$303K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
7.94KNew |
$206K - $836K
|
7.94K
$227K
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
7.93KNew |
$205K - $835K
|
7.93K
$227K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
7.91K+ 300.0% |
$205K - $833K
|
10.6K
$302K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
7.89K+ 401.68% |
$205K - $831K
|
9.86K
$282K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
7.88K+ 300.0% |
$204K - $830K
|
10.5K
$301K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
7.87K+ 300.46% |
$204K - $829K
|
10.5K
$300K
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
7.81K+ 339.04% |
$202K - $822K
|
10.1K
$289K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
7.76KNew |
$201K - $817K
|
7.76K
$222K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
7.71KNew |
$200K - $812K
|
7.71K
$220K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
7.62KNew |
$198K - $802K
|
7.62K
$218K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
7.61K+ 244.1% |
$197K - $801K
|
10.7K
$307K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
7.6KNew |
$197K - $800K
|
7.6K
$217K
|
|
|
Feb 04, 2025
Q4 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
7.56KNew |
$196K - $796K
|
7.56K
$216K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
7.53KNew |
$195K - $792K
|
7.53K
$215K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
7.46K+ 530.89% |
$193K - $785K
|
8.86K
$253K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
7.45K+ 306.58% |
$193K - $785K
|
9.88K
$283K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
7.45K+ 300.0% |
$193K - $785K
|
9.94K
$284K
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
7.44K+ 300.0% |
$193K - $783K
|
9.92K
$284K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7.42K+ 282.1% |
$192K - $782K
|
10.1K
$287K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
7.42KNew |
$192K - $781K
|
7.42K
$212K
|
|
|
Jan 31, 2025
Q4 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
7.41K+ 300.08% |
$192K - $780K
|
9.87K
$282K
|
|
|
Jan 30, 2025
Q4 2024
|
Check Capital Management Inc
|
BUY
|
- |
7.35K+ 300.0% |
$191K - $774K
|
9.8K
$280K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
7.34K+ 292.82% |
$190K - $773K
|
9.84K
$281K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
7.34KNew |
$190K - $772K
|
7.34K
$210K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
7.34KNew |
$190K - $772K
|
7.34K
$210K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7.27KNew |
$188K - $765K
|
7.27K
$208K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
7.26K+ 337.31% |
$188K - $764K
|
9.41K
$269K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
7.25KNew |
$188K - $763K
|
7.25K
$207K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
7.2KNew |
$187K - $758K
|
7.2K
$206K
|
|
|
Jan 24, 2025
Q4 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
7.17K+ 300.0% |
$186K - $755K
|
9.56K
$273K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
BUY
|
- |
7.16K+ 293.04% |
$186K - $754K
|
9.61K
$275K
|
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
7.09K+ 300.04% |
$184K - $747K
|
9.46K
$270K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
7.03K+ 300.0% |
$182K - $740K
|
9.38K
$268K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
6.93K+ 304.57% |
$180K - $730K
|
9.21K
$263K
|