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
|
Capital Performance Advisors LLP
|
BUY
|
- |
7.91K+ 300.0% |
$205K - $833K
|
10.6K
$305K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
7.91K+ 300.0% |
$205K - $833K
|
10.6K
$305K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
7.89K+ 401.68% |
$205K - $831K
|
9.86K
$285K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
7.88K+ 300.0% |
$204K - $830K
|
10.5K
$303K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
7.87K+ 300.46% |
$204K - $829K
|
10.5K
$303K
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
7.81K+ 339.04% |
$202K - $822K
|
10.1K
$292K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
7.76KNew |
$201K - $817K
|
7.76K
$224K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.76K+ 354.73% |
$201K - $817K
|
9.95K
$287K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
7.71KNew |
$200K - $812K
|
7.71K
$223K
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
BUY
|
- |
7.63KNew |
$198K - $804K
|
7.63K
$220K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
7.62KNew |
$198K - $802K
|
7.62K
$220K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
7.61K+ 244.1% |
$197K - $801K
|
10.7K
$310K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
7.6KNew |
$197K - $800K
|
7.6K
$219K
|
|
|
Feb 04, 2025
Q4 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
7.56KNew |
$196K - $796K
|
7.56K
$218K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
7.53KNew |
$195K - $792K
|
7.53K
$217K
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
7.5K+ 300.0% |
$194K - $790K
|
10K
$289K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
7.46K+ 530.89% |
$193K - $785K
|
8.86K
$256K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
7.45K+ 306.58% |
$193K - $785K
|
9.88K
$285K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
7.45K+ 300.0% |
$193K - $785K
|
9.94K
$287K
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
7.44K+ 300.0% |
$193K - $783K
|
9.92K
$286K
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
7.43K+ 300.0% |
$193K - $782K
|
9.91K
$286K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7.42K+ 282.1% |
$192K - $782K
|
10.1K
$290K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
7.42KNew |
$192K - $781K
|
7.42K
$214K
|
|
|
Jan 31, 2025
Q4 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
7.41K+ 300.08% |
$192K - $780K
|
9.87K
$285K
|
|
|
Jan 30, 2025
Q4 2024
|
Check Capital Management Inc
|
BUY
|
- |
7.35K+ 300.0% |
$191K - $774K
|
9.8K
$283K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
7.34K+ 292.82% |
$190K - $773K
|
9.84K
$284K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
7.34KNew |
$190K - $772K
|
7.34K
$212K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
7.34KNew |
$190K - $772K
|
7.34K
$212K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7.27KNew |
$188K - $765K
|
7.27K
$210K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
7.26K+ 337.31% |
$188K - $764K
|
9.41K
$272K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
7.25KNew |
$188K - $763K
|
7.25K
$209K
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.22KNew |
$187K - $760K
|
7.22K
$208K
|
|
|
Feb 13, 2025
Q4 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
7.21KNew |
$187K - $759K
|
7.21K
$208K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
7.2KNew |
$187K - $758K
|
7.2K
$208K
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
7.18KNew |
$186K - $756K
|
7.18K
$207K
|
|
|
Jan 24, 2025
Q4 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
7.17K+ 300.0% |
$186K - $755K
|
9.56K
$276K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
BUY
|
- |
7.16K+ 293.04% |
$186K - $754K
|
9.61K
$277K
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
7.11K+ 300.0% |
$184K - $749K
|
9.48K
$274K
|
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
7.09K+ 300.04% |
$184K - $747K
|
9.46K
$273K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
7.03K+ 300.0% |
$182K - $740K
|
9.38K
$271K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
6.99K+ 319.36% |
$181K - $736K
|
9.18K
$265K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
6.93K+ 304.57% |
$180K - $730K
|
9.21K
$266K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
6.85K+ 300.04% |
$178K - $722K
|
9.14K
$264K
|
|
|
Feb 11, 2025
Q4 2024
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
6.76K+ 295.97% |
$175K - $712K
|
9.04K
$261K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6.75K+ 299.78% |
$175K - $710K
|
9K
$260K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
6.74K+ 300.0% |
$175K - $710K
|
8.98K
$259K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.74K+ 314.42% |
$175K - $710K
|
8.88K
$256K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.69K+ 1.05% |
$173K - $704K
|
646K
$18.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
6.68K+ 296.98% |
$173K - $703K
|
8.92K
$258K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
6.65K+ 295.21% |
$173K - $701K
|
8.91K
$257K
|