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 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
13.6K+ 453.75% |
$353K - $1.43M
|
16.6K
$458K
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
13.6K+ 335.34% |
$353K - $1.43M
|
17.7K
$487K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
13.5K+ 289.62% |
$349K - $1.42M
|
18.1K
$500K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
13.2KNew |
$343K - $1.39M
|
13.2K
$365K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
13.2K+ 433.94% |
$343K - $1.39M
|
16.3K
$448K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
13.2KNew |
$342K - $1.39M
|
13.2K
$364K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
13.2K+ 609.47% |
$342K - $1.39M
|
15.4K
$423K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
13.2K+ 300.02% |
$342K - $1.39M
|
17.6K
$484K
|
|
|
Feb 12, 2025
Q4 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
13.1K+ 300.46% |
$339K - $1.38M
|
17.4K
$481K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
13K+ 315.6% |
$338K - $1.37M
|
17.2K
$473K
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
BUY
|
- |
13K+ 80.44% |
$337K - $1.37M
|
29.1K
$803K
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
13K+ 352.03% |
$337K - $1.37M
|
16.7K
$460K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
12.9K+ 306.52% |
$335K - $1.36M
|
17.1K
$472K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
12.9K+ 85.4% |
$334K - $1.36M
|
28K
$772K
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
BUY
|
- |
12.9K+ 300.02% |
$334K - $1.36M
|
17.2K
$473K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
12.9K+ 346.59% |
$333K - $1.35M
|
16.6K
$457K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
12.8K+ 313.58% |
$333K - $1.35M
|
16.9K
$467K
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
12.8K+ 248.73% |
$332K - $1.35M
|
17.9K
$494K
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
12.8K+ 300.0% |
$331K - $1.34M
|
17K
$469K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
12.8K+ 563.76% |
$331K - $1.34M
|
15K
$414K
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
12.6K+ 300.0% |
$326K - $1.33M
|
16.8K
$462K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
12.6KNew |
$326K - $1.32M
|
12.6K
$346K
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
12.5KNew |
$325K - $1.32M
|
12.5K
$345K
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
12.5K+ 300.0% |
$325K - $1.32M
|
16.7K
$460K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
12.4K+ 294.2% |
$322K - $1.31M
|
16.7K
$459K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
12.4K+ 299.98% |
$322K - $1.31M
|
16.5K
$456K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
12.3K+ 321.53% |
$318K - $1.29M
|
16.1K
$443K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
12.2K+ 285.89% |
$317K - $1.29M
|
16.5K
$455K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
12.1K+ 300.37% |
$314K - $1.27M
|
16.1K
$444K
|
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
12.1K+ 300.0% |
$313K - $1.27M
|
16.1K
$443K
|
|
|
Feb 14, 2025
Q4 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
12.1K+ 431.22% |
$313K - $1.27M
|
14.9K
$409K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
12.1K+ 300.05% |
$312K - $1.27M
|
16.1K
$443K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
12K+ 300.0% |
$312K - $1.27M
|
16.1K
$442K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
12K+ 293.48% |
$311K - $1.26M
|
16.1K
$443K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
11.9K+ 300.65% |
$310K - $1.26M
|
15.9K
$439K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
11.8K+ 300.0% |
$307K - $1.25M
|
15.8K
$435K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
11.8K+ 101.08% |
$307K - $1.25M
|
23.6K
$649K
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
11.8KNew |
$306K - $1.24M
|
11.8K
$325K
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
11.7K+ 300.0% |
$302K - $1.23M
|
15.5K
$428K
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
11.6KNew |
$301K - $1.22M
|
11.6K
$320K
|
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
11.5KNew |
$299K - $1.21M
|
11.5K
$317K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
11.5KNew |
$298K - $1.21M
|
11.5K
$316K
|
|
|
Apr 29, 2025
Q4 2024
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
11.5KNew |
$298K - $1.21M
|
11.5K
$316K
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
11.4K+ 250.98% |
$297K - $1.2M
|
16K
$441K
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
11.4K+ 300.0% |
$296K - $1.2M
|
15.2K
$419K
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
11.3KNew |
$293K - $1.19M
|
11.3K
$312K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
11.3K+ 300.35% |
$293K - $1.19M
|
15K
$415K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
11.3K+ 300.0% |
$292K - $1.19M
|
15K
$414K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
11.2K+ 332.83% |
$290K - $1.18M
|
14.6K
$402K
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
11.2K+ 300.43% |
$290K - $1.18M
|
14.9K
$411K
|