Purchases and Sales Made in Q4 2024 in Schwab Strategic Tr Us Large C (SCHG)

SCHG Quotes by TradingView

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 14, 2025 Q4 2024
Ground Swell Capital, LLC

Folly Beach, SC
BUY
 -
19.1K
New
$496K - $2.02M
19.1K $608K
Feb 13, 2025 Q4 2024
First Trust Advisors LP

Wheaton, IL
BUY
 -
19.1K
New
$496K - $2.01M
19.1K $607K
Feb 05, 2025 Q4 2024
Ergawealth Advisors, Inc.

Oak Brook, IL
BUY
 -
19.1K
+ 307.95%
$495K - $2.01M
25.3K $803K
Jan 21, 2025 Q4 2024
Crescent Grove Advisors, LLC

BUY
 -
19.1K
+ 300.36%
$494K - $2.01M
25.4K $806K
Feb 04, 2025 Q4 2024
Quartz Partners, LLC

Saratoga Springs, NY
BUY
 -
19K
+ 415.19%
$493K - $2M
23.6K $749K
Jan 29, 2025 Q4 2024
Capital Advisors Inc

BUY
 -
19K
+ 336.23%
$493K - $2M
24.6K $782K
Feb 13, 2025 Q4 2024
Ruggaard & Associates LLC

Twinsburg, OH
BUY
 -
19K
+ 300.0%
$492K - $2M
25.3K $802K
Feb 04, 2025 Q4 2024
Blackhawk Capital Partners Llc.

Thiensville, WI
BUY
 -
18.9K
+ 146.6%
$489K - $1.99M
31.8K $1.01M
Apr 22, 2025 Q4 2024
North Rock Partners, LLC

BUY
 -
18.7K
+ 300.08%
$486K - $1.97M
25K $793K
Jan 29, 2025 Q4 2024
Tfb Advisors LLC

Overland Park, KS
BUY
 -
18.7K
+ 324.92%
$486K - $1.97M
24.5K $778K
Feb 28, 2025 Q4 2024
Bridge Port Financial Solutions, LLC

Fairfield, IA
BUY
 -
18.7K
New
$485K - $1.97M
18.7K $594K
Feb 04, 2025 Q4 2024
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
18.7K
+ 326.3%
$485K - $1.97M
24.4K $775K
Jan 23, 2025 Q4 2024
Strategic Wealth Investment Group, LLC

BUY
 -
18.7K
New
$484K - $1.97M
18.7K $593K
Jan 24, 2025 Q4 2024
Ogorek Anthony Joseph

BUY
 -
18.5K
+ 291.21%
$479K - $1.95M
24.8K $788K
Jan 23, 2025 Q4 2024
Calton & Associates, Inc.

BUY
 -
18.3K
+ 366.06%
$475K - $1.93M
23.3K $741K
Jan 29, 2025 Q4 2024
Papp L Roy & Associates

BUY
 -
18.3K
+ 297.74%
$474K - $1.92M
24.4K $775K
Jan 30, 2025 Q4 2024
Members Trust CO

BUY
 -
18.1K
+ 300.0%
$470K - $1.91M
24.1K $766K
Feb 14, 2025 Q4 2024
Jentner Corp

BUY
 -
18.1K
+ 182.67%
$468K - $1.9M
27.9K $887K
Feb 03, 2025 Q4 2024
Pinnacle Financial Partners Inc

BUY
 -
18K
+ 307.24%
$467K - $1.9M
23.9K $758K
Feb 05, 2025 Q4 2024
Clifford Swan Investment Counsel LLC

BUY
 -
18K
+ 247.24%
$467K - $1.89M
25.3K $802K
Feb 12, 2025 Q4 2024
Hazlett, Burt & Watson, Inc.

BUY
 -
18K
+ 438.19%
$467K - $1.89M
22.1K $701K
Feb 13, 2025 Q4 2024
Russell Investments Group, Ltd.

BUY
 -
18K
+ 297.63%
$467K - $1.89M
24K $763K
Jan 24, 2025 Q4 2024
Lederer & Associates Investment Counsel

Long Beach, CA
BUY
 -
18K
+ 301.73%
$466K - $1.89M
23.9K $759K
Feb 26, 2025 Q4 2024
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
17.9K
+ 299.97%
$465K - $1.89M
23.9K $759K
Feb 13, 2025 Q4 2024
Soundwatch Capital LLC

New York, NY
BUY
 -
17.9K
+ 312.88%
$463K - $1.88M
23.6K $748K
Mar 24, 2025 Q4 2024
Fulcrum Equity Management

BUY
 -
17.8K
+ 268.75%
$462K - $1.88M
24.4K $776K
Feb 07, 2025 Q4 2024
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
17.5K
New
$454K - $1.85M
17.5K $556K
Feb 14, 2025 Q4 2024
1832 Asset Management L.P.

Toronto, A6
BUY
 -
17.5K
+ 300.0%
$454K - $1.84M
23.3K $740K
Feb 12, 2025 Q4 2024
Resolute Advisors LLC

BUY
 -
17.4K
+ 300.43%
$450K - $1.83M
23.2K $735K
Apr 07, 2025 Q4 2024
Phil A. Younker & Associates, Ltd.

Fairbanks, AK
BUY
 -
17.3K
New
$447K - $1.82M
17.3K $548K
Feb 19, 2025 Q4 2024
Retirement Planning Group, LLC / Ny

Malta, NY
BUY
 -
17.2K
New
$446K - $1.81M
17.2K $546K
Jan 16, 2025 Q4 2024
Evanson Asset Management, LLC

BUY
 -
17K
+ 562.65%
$441K - $1.79M
20K $636K
Jan 30, 2025 Q4 2024
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
16.9K
+ 268.38%
$439K - $1.78M
23.2K $737K
Jan 17, 2025 Q4 2024
Secure Asset Management, LLC

BUY
 -
16.9K
+ 405.47%
$438K - $1.78M
21.1K $669K
Feb 11, 2025 Q4 2024
Truepoint, Inc.

BUY
 -
16.9K
+ 340.46%
$438K - $1.78M
21.8K $693K
Feb 13, 2025 Q4 2024
Evensky & Katz LLC

BUY
 -
16.9K
+ 299.98%
$437K - $1.78M
22.5K $714K
Feb 06, 2025 Q4 2024
Bellevue Asset Management, LLC

Bellevue, WA
BUY
 -
16.9K
+ 426.15%
$437K - $1.78M
20.8K $661K
Jan 13, 2025 Q4 2024
Accelerate Investment Advisors LLC

Aliso Viejo, CA
BUY
 -
16.8K
+ 300.25%
$437K - $1.77M
22.4K $712K
Jan 24, 2025 Q4 2024
Sym Financial Corp

BUY
 -
16.8K
+ 289.64%
$435K - $1.77M
22.6K $716K
Jan 17, 2025 Q4 2024
Independent Wealth Network Inc.

BUY
 -
16.7K
+ 441.6%
$433K - $1.76M
20.5K $650K
Feb 12, 2025 Q4 2024
Front Row Advisors LLC

Tiburon, CA
BUY
 -
16.7K
+ 281.27%
$433K - $1.76M
22.6K $718K
Jan 29, 2025 Q4 2024
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
16.6K
+ 294.71%
$430K - $1.75M
22.2K $705K
Feb 24, 2025 Q4 2024
Hall Capital Management CO Inc

BUY
 -
16.6K
New
$430K - $1.74M
16.6K $526K
Jan 24, 2025 Q4 2024
Capital Insight Partners, LLC

BUY
 -
16.5K
+ 228.87%
$428K - $1.74M
23.7K $753K
Feb 12, 2025 Q4 2024
First Western Trust Bank

Denver, CO
BUY
 -
16.4K
+ 300.0%
$426K - $1.73M
21.9K $696K
Jan 23, 2025 Q4 2024
Sol Capital Management CO

BUY
 -
16.3K
+ 300.0%
$423K - $1.72M
21.8K $691K
Feb 06, 2025 Q4 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
16.3K
+ 448.92%
$422K - $1.71M
19.9K $632K
Feb 12, 2025 Q4 2024
Hoey Investments, Inc

Coatesville, PA
BUY
 -
16.3K
+ 286.86%
$422K - $1.71M
21.9K $696K
Feb 14, 2025 Q4 2024
Bip Wealth, LLC

Atlanta, GA
BUY
 -
16.3K
+ 377.61%
$422K - $1.71M
20.6K $653K

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