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 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
22.1K+ 299.03% |
$573K - $2.33M
|
29.5K
$812K
|
|
|
Jan 28, 2025
Q4 2024
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
22K+ 306.45% |
$571K - $2.32M
|
29.2K
$805K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
21.9K+ 342.21% |
$568K - $2.31M
|
28.3K
$780K
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
21.9K+ 1094.2% |
$567K - $2.3M
|
23.9K
$658K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
21.9K+ 300.07% |
$567K - $2.3M
|
29.1K
$803K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
21.9K+ 311.92% |
$567K - $2.3M
|
28.9K
$795K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
21.8K+ 300.46% |
$564K - $2.29M
|
29K
$799K
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
21.7KNew |
$564K - $2.29M
|
21.7K
$599K
|
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
21.7K+ 252.39% |
$563K - $2.29M
|
30.3K
$836K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
21.7KNew |
$562K - $2.28M
|
21.7K
$598K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
21.7K+ 241.97% |
$562K - $2.28M
|
30.6K
$845K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
21.5K+ 297.37% |
$557K - $2.26M
|
28.7K
$792K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
21.3K+ 298.39% |
$553K - $2.24M
|
28.4K
$784K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
21.2K+ 300.0% |
$551K - $2.24M
|
28.3K
$780K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
21.1KNew |
$548K - $2.23M
|
21.1K
$583K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
21.1K+ 295.46% |
$548K - $2.23M
|
28.3K
$780K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
21.1K+ 210.64% |
$548K - $2.22M
|
31.1K
$858K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
21.1K+ 1690.45% |
$546K - $2.22M
|
22.3K
$615K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
21.1K+ 300.0% |
$546K - $2.22M
|
28.1K
$774K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
21K+ 297.22% |
$543K - $2.21M
|
28K
$772K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
20.8K+ 285.87% |
$540K - $2.19M
|
28.1K
$775K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
20.8K+ 296.02% |
$539K - $2.19M
|
27.8K
$767K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
20.7K+ 292.08% |
$537K - $2.18M
|
27.8K
$766K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
20.6K+ 330.76% |
$534K - $2.17M
|
26.8K
$739K
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
20.4K+ 300.06% |
$529K - $2.15M
|
27.2K
$750K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
20.4K+ 300.0% |
$528K - $2.14M
|
27.1K
$748K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
20.3KNew |
$528K - $2.14M
|
20.3K
$561K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
20.3K+ 270.17% |
$527K - $2.14M
|
27.9K
$768K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
20.3K+ 297.26% |
$527K - $2.14M
|
27.1K
$748K
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
20.2K+ 284.44% |
$523K - $2.12M
|
27.2K
$751K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
20.1K+ 299.99% |
$522K - $2.12M
|
26.9K
$740K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
20K+ 287.72% |
$519K - $2.11M
|
27K
$743K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
20KNew |
$518K - $2.11M
|
20K
$551K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
20KNew |
$518K - $2.11M
|
20K
$551K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
19.9K+ 300.17% |
$517K - $2.1M
|
26.6K
$732K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
19.8K+ 299.39% |
$513K - $2.08M
|
26.4K
$728K
|
|
|
Mar 13, 2025
Q4 2024
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
19.7KNew |
$511K - $2.07M
|
19.7K
$543K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
19.6K+ 516.19% |
$508K - $2.06M
|
23.4K
$645K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
19.5K+ 7.48% |
$505K - $2.05M
|
280K
$7.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
19.4K+ 331.63% |
$503K - $2.04M
|
25.2K
$695K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
19.2K+ 562.81% |
$498K - $2.02M
|
22.6K
$624K
|
|
|
Apr 16, 2025
Q4 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
19.2K+ 370.46% |
$497K - $2.02M
|
24.3K
$670K
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
19.1KNew |
$496K - $2.02M
|
19.1K
$528K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
19.1KNew |
$496K - $2.01M
|
19.1K
$527K
|
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
19.1K+ 307.95% |
$495K - $2.01M
|
25.3K
$697K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
19.1K+ 300.36% |
$494K - $2.01M
|
25.4K
$700K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
19K+ 415.19% |
$493K - $2M
|
23.6K
$651K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
19K+ 336.23% |
$493K - $2M
|
24.6K
$679K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
19K+ 300.0% |
$492K - $2M
|
25.3K
$697K
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
18.9K+ 146.6% |
$489K - $1.99M
|
31.8K
$875K
|