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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
42.2K+ 267.54% |
$1.09M - $4.45M
|
58K
$1.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
42.2K+ 1792.01% |
$1.09M - $4.44M
|
44.5K
$1.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
42.2K+ 304.65% |
$1.09M - $4.44M
|
56K
$1.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
42.2K+ 300.0% |
$1.09M - $4.44M
|
56.2K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
41.8KNew |
$1.08M - $4.4M
|
41.8K
$991K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
41.7K+ 310.26% |
$1.08M - $4.39M
|
55.1K
$1.31M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
40.9K+ 430.43% |
$1.06M - $4.3M
|
50.4K
$1.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
40.8K+ 299.54% |
$1.06M - $4.29M
|
54.4K
$1.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
40.4K+ 302.15% |
$1.05M - $4.25M
|
53.7K
$1.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
40.2K+ 298.24% |
$1.04M - $4.23M
|
53.7K
$1.27M
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
39.8K+ 293.37% |
$1.03M - $4.19M
|
53.3K
$1.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
39.6K+ 381.0% |
$1.03M - $4.17M
|
50K
$1.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
38.9KNew |
$1.01M - $4.1M
|
38.9K
$922K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
38.9K+ 393.79% |
$1.01M - $4.09M
|
48.8K
$1.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
38.9K+ 370.68% |
$1.01M - $4.09M
|
49.3K
$1.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
38.8K+ 304.32% |
$1.01M - $4.09M
|
51.6K
$1.22M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
38.7K+ 283.01% |
$1M - $4.07M
|
52.3K
$1.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
38.6K+ 300.44% |
$1M - $4.06M
|
51.4K
$1.22M
|
|
|
Feb 19, 2025
Q4 2024
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
38.6KNew |
$1M - $4.06M
|
38.6K
$914K
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
38.4K+ 225.01% |
$995K - $4.04M
|
55.4K
$1.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
38K+ 315.74% |
$986K - $4M
|
50.1K
$1.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
38K+ 300.0% |
$985K - $4M
|
50.6K
$1.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
37.7K+ 284.96% |
$978K - $3.97M
|
50.9K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
37.6K+ 300.0% |
$975K - $3.96M
|
50.1K
$1.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
37.5KNew |
$972K - $3.95M
|
37.5K
$888K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
37.4K+ 302.66% |
$969K - $3.94M
|
49.7K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
37.3K+ 305.47% |
$967K - $3.93M
|
49.5K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
37.2K+ 393.72% |
$965K - $3.92M
|
46.7K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
37K+ 351.1% |
$960K - $3.9M
|
47.6K
$1.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
36.8K+ 166.54% |
$955K - $3.88M
|
58.9K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
35.8K+ 285.37% |
$929K - $3.77M
|
48.4K
$1.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
35.5K+ 310.67% |
$920K - $3.74M
|
46.9K
$1.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
35.5K+ 249.4% |
$920K - $3.73M
|
49.7K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
35.1KNew |
$910K - $3.7M
|
35.1K
$832K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
35K+ 685.47% |
$909K - $3.69M
|
40.2K
$951K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
35K+ 296.75% |
$908K - $3.69M
|
46.8K
$1.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
34.3K+ 300.03% |
$889K - $3.61M
|
45.7K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
34.2K+ 298.47% |
$888K - $3.6M
|
45.7K
$1.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
34.2K+ 325.07% |
$887K - $3.6M
|
44.7K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
34.2K+ 278.62% |
$886K - $3.6M
|
46.4K
$1.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
BUY
|
- |
33.7K+ 279.97% |
$874K - $3.55M
|
45.7K
$1.08M
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
BUY
|
- |
33.6K+ 281.79% |
$872K - $3.54M
|
45.6K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
33.4KNew |
$866K - $3.52M
|
33.4K
$791K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
33.3KNew |
$863K - $3.5M
|
33.3K
$788K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
32.9K+ 336.65% |
$853K - $3.46M
|
42.7K
$1.01M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
32.6K+ 301.64% |
$845K - $3.43M
|
43.4K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
32.5K+ 306.82% |
$843K - $3.42M
|
43.1K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
32.4K+ 2047.13% |
$841K - $3.42M
|
34K
$806K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
32.4K+ 346.78% |
$840K - $3.41M
|
41.7K
$989K
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
32K+ 257.61% |
$830K - $3.37M
|
44.4K
$1.05M
|