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 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
7.81K+ 339.04% |
$202K - $822K
|
10.1K
$287K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
7.76KNew |
$201K - $817K
|
7.76K
$221K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
7.71KNew |
$200K - $812K
|
7.71K
$219K
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
BUY
|
- |
7.63KNew |
$198K - $804K
|
7.63K
$217K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
7.62KNew |
$198K - $802K
|
7.62K
$216K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
7.61K+ 244.1% |
$197K - $801K
|
10.7K
$305K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
7.6KNew |
$197K - $800K
|
7.6K
$216K
|
|
|
Feb 04, 2025
Q4 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
7.56KNew |
$196K - $796K
|
7.56K
$215K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
7.53KNew |
$195K - $792K
|
7.53K
$214K
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
7.5K+ 300.0% |
$194K - $790K
|
10K
$284K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
7.46K+ 530.89% |
$193K - $785K
|
8.86K
$252K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
7.45K+ 306.58% |
$193K - $785K
|
9.88K
$281K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
7.45K+ 300.0% |
$193K - $785K
|
9.94K
$282K
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
7.44K+ 300.0% |
$193K - $783K
|
9.92K
$282K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7.42K+ 282.1% |
$192K - $782K
|
10.1K
$286K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
7.42KNew |
$192K - $781K
|
7.42K
$211K
|
|
|
Jan 31, 2025
Q4 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
7.41K+ 300.08% |
$192K - $780K
|
9.87K
$281K
|
|
|
Jan 30, 2025
Q4 2024
|
Check Capital Management Inc
|
BUY
|
- |
7.35K+ 300.0% |
$191K - $774K
|
9.8K
$279K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
7.34K+ 292.82% |
$190K - $773K
|
9.84K
$280K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
7.34KNew |
$190K - $772K
|
7.34K
$208K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
7.34KNew |
$190K - $772K
|
7.34K
$208K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7.27KNew |
$188K - $765K
|
7.27K
$207K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
7.26K+ 337.31% |
$188K - $764K
|
9.41K
$267K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
7.25KNew |
$188K - $763K
|
7.25K
$206K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
7.2KNew |
$187K - $758K
|
7.2K
$205K
|
|
|
Jan 24, 2025
Q4 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
7.17K+ 300.0% |
$186K - $755K
|
9.56K
$272K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
BUY
|
- |
7.16K+ 293.04% |
$186K - $754K
|
9.61K
$273K
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
7.11K+ 300.0% |
$184K - $749K
|
9.48K
$270K
|
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
7.09K+ 300.04% |
$184K - $747K
|
9.46K
$269K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
7.03K+ 300.0% |
$182K - $740K
|
9.38K
$266K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
6.93K+ 304.57% |
$180K - $730K
|
9.21K
$262K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
6.85K+ 300.04% |
$178K - $722K
|
9.14K
$260K
|
|
|
Feb 11, 2025
Q4 2024
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
6.76K+ 295.97% |
$175K - $712K
|
9.04K
$257K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6.75K+ 299.78% |
$175K - $710K
|
9K
$256K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
6.74K+ 300.0% |
$175K - $710K
|
8.98K
$255K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.74K+ 314.42% |
$175K - $710K
|
8.88K
$252K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.69K+ 1.05% |
$173K - $704K
|
646K
$18.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
6.68K+ 296.98% |
$173K - $703K
|
8.92K
$254K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
6.65K+ 295.21% |
$173K - $701K
|
8.91K
$253K
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
6.45K+ 283.51% |
$167K - $679K
|
8.72K
$248K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
6.34K+ 300.0% |
$164K - $668K
|
8.46K
$240K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
6.31K+ 117.89% |
$164K - $665K
|
11.7K
$332K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
6.3K+ 300.0% |
$163K - $663K
|
8.4K
$239K
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
6.28K+ 300.0% |
$163K - $661K
|
8.37K
$238K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
6.28K+ 300.05% |
$163K - $661K
|
8.37K
$238K
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
6.27K+ 214.35% |
$163K - $660K
|
9.2K
$261K
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
6.25K+ 300.24% |
$162K - $658K
|
8.33K
$237K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
6.11K+ 295.12% |
$158K - $643K
|
8.18K
$232K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
6.1K+ 300.39% |
$158K - $642K
|
8.12K
$231K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
6.09K+ 294.82% |
$158K - $642K
|
8.16K
$232K
|