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 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
12.1K+ 300.05% |
$312K - $1.27M
|
16.1K
$457K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
12K+ 300.0% |
$312K - $1.27M
|
16.1K
$456K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
12K+ 293.48% |
$311K - $1.26M
|
16.1K
$456K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
11.9K+ 300.65% |
$310K - $1.26M
|
15.9K
$452K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
11.8K+ 300.0% |
$307K - $1.25M
|
15.8K
$449K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
11.8K+ 101.08% |
$307K - $1.25M
|
23.6K
$669K
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
11.8KNew |
$306K - $1.24M
|
11.8K
$335K
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
11.7K+ 300.0% |
$302K - $1.23M
|
15.5K
$442K
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
11.6KNew |
$301K - $1.22M
|
11.6K
$330K
|
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
11.5KNew |
$299K - $1.21M
|
11.5K
$327K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
11.5KNew |
$298K - $1.21M
|
11.5K
$326K
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
11.4K+ 250.98% |
$297K - $1.2M
|
16K
$455K
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
11.3KNew |
$293K - $1.19M
|
11.3K
$321K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
11.3K+ 300.0% |
$292K - $1.19M
|
15K
$427K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
11.2K+ 332.83% |
$290K - $1.18M
|
14.6K
$414K
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
11.2K+ 300.43% |
$290K - $1.18M
|
14.9K
$424K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
11.2K+ 132.31% |
$290K - $1.18M
|
19.6K
$558K
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
11.2K+ 301.4% |
$290K - $1.18M
|
14.9K
$423K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
11.1K+ 392.02% |
$288K - $1.17M
|
13.9K
$396K
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
BUY
|
- |
11.1K+ 268.95% |
$288K - $1.17M
|
15.2K
$432K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
11.1K+ 339.91% |
$287K - $1.17M
|
14.3K
$407K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
11.1KNew |
$287K - $1.16M
|
11.1K
$314K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
11.1K+ 300.0% |
$287K - $1.16M
|
14.7K
$419K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
11KNew |
$286K - $1.16M
|
11K
$313K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
11K+ 301.84% |
$285K - $1.16M
|
14.7K
$416K
|
|
|
Jan 17, 2025
Q4 2024
|
Rolek Wealth Management LLC
Berwyn, PA |
BUY
|
- |
11KNew |
$285K - $1.16M
|
11K
$313K
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
11K+ 216.6% |
$285K - $1.16M
|
16.1K
$456K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
11KNew |
$285K - $1.16M
|
11K
$312K
|
|
|
Jan 23, 2025
Q4 2024
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
11K+ 293.58% |
$285K - $1.16M
|
14.7K
$418K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
11K+ 300.03% |
$284K - $1.15M
|
14.6K
$415K
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
10.9K+ 300.0% |
$282K - $1.14M
|
14.5K
$412K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
10.8K+ 300.0% |
$279K - $1.13M
|
14.3K
$408K
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
10.7KNew |
$278K - $1.13M
|
10.7K
$305K
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
10.6KNew |
$276K - $1.12M
|
10.6K
$303K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
10.6K+ 300.0% |
$274K - $1.11M
|
14.1K
$401K
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
10.5K+ 300.0% |
$273K - $1.11M
|
14K
$399K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
10.4K+ 294.35% |
$270K - $1.1M
|
13.9K
$396K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
10.4K+ 304.06% |
$270K - $1.1M
|
13.8K
$393K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
10.3KNew |
$268K - $1.09M
|
10.3K
$294K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10.3K+ 300.38% |
$268K - $1.09M
|
13.8K
$391K
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
10.3K+ 299.94% |
$267K - $1.09M
|
13.7K
$391K
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
10.3KNew |
$267K - $1.08M
|
10.3K
$292K
|
|
|
Feb 07, 2025
Q4 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
10.3K+ 300.0% |
$267K - $1.08M
|
13.7K
$390K
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
BUY
|
- |
10.3K+ 300.0% |
$267K - $1.08M
|
13.7K
$390K
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
10.3K+ 300.0% |
$266K - $1.08M
|
13.7K
$389K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
10.2K+ 296.69% |
$265K - $1.08M
|
13.7K
$388K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
10.2K+ 110.85% |
$264K - $1.07M
|
19.4K
$551K
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
10.2K+ 299.56% |
$263K - $1.07M
|
13.6K
$385K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
9.83K+ 300.0% |
$255K - $1.03M
|
13.1K
$372K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
9.81K+ 312.92% |
$254K - $1.03M
|
12.9K
$368K
|