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 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
12.9K+ 306.52% |
$335K - $1.36M
|
17.1K
$429K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
12.9K+ 85.4% |
$334K - $1.36M
|
28K
$701K
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
BUY
|
- |
12.9K+ 300.02% |
$334K - $1.36M
|
17.2K
$429K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
12.9K+ 346.59% |
$333K - $1.35M
|
16.6K
$414K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
12.8K+ 313.58% |
$333K - $1.35M
|
16.9K
$424K
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
12.8K+ 248.73% |
$332K - $1.35M
|
17.9K
$449K
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
12.8K+ 300.0% |
$331K - $1.34M
|
17K
$426K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
12.8K+ 563.76% |
$331K - $1.34M
|
15K
$376K
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
12.6K+ 300.0% |
$326K - $1.33M
|
16.8K
$420K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
12.6KNew |
$326K - $1.32M
|
12.6K
$315K
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
12.5KNew |
$325K - $1.32M
|
12.5K
$313K
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
12.5K+ 300.0% |
$325K - $1.32M
|
16.7K
$418K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
12.4K+ 294.2% |
$322K - $1.31M
|
16.7K
$417K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
12.4K+ 299.98% |
$322K - $1.31M
|
16.5K
$414K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
12.3K+ 321.53% |
$318K - $1.29M
|
16.1K
$402K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
12.2K+ 285.89% |
$317K - $1.29M
|
16.5K
$413K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
12.1K+ 300.37% |
$314K - $1.27M
|
16.1K
$403K
|
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
12.1K+ 300.0% |
$313K - $1.27M
|
16.1K
$403K
|
|
|
Feb 14, 2025
Q4 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
12.1K+ 431.22% |
$313K - $1.27M
|
14.9K
$372K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
12.1K+ 300.05% |
$312K - $1.27M
|
16.1K
$402K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
12K+ 300.0% |
$312K - $1.27M
|
16.1K
$402K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
12K+ 293.48% |
$311K - $1.26M
|
16.1K
$402K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
11.9K+ 300.65% |
$310K - $1.26M
|
15.9K
$398K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
11.8K+ 300.0% |
$307K - $1.25M
|
15.8K
$395K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
11.8K+ 101.08% |
$307K - $1.25M
|
23.6K
$589K
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
11.8KNew |
$306K - $1.24M
|
11.8K
$295K
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
11.7K+ 300.0% |
$302K - $1.23M
|
15.5K
$389K
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
11.6KNew |
$301K - $1.22M
|
11.6K
$291K
|
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
11.5KNew |
$299K - $1.21M
|
11.5K
$288K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
11.5KNew |
$298K - $1.21M
|
11.5K
$287K
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
11.4K+ 250.98% |
$297K - $1.2M
|
16K
$400K
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
11.4K+ 300.0% |
$296K - $1.2M
|
15.2K
$380K
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
11.3KNew |
$293K - $1.19M
|
11.3K
$283K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
11.3K+ 300.35% |
$293K - $1.19M
|
15K
$377K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
11.3K+ 300.0% |
$292K - $1.19M
|
15K
$376K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
11.2K+ 332.83% |
$290K - $1.18M
|
14.6K
$365K
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
11.2K+ 300.43% |
$290K - $1.18M
|
14.9K
$373K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
11.2K+ 132.31% |
$290K - $1.18M
|
19.6K
$491K
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
11.2K+ 301.4% |
$290K - $1.18M
|
14.9K
$372K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
11.1K+ 392.02% |
$288K - $1.17M
|
13.9K
$349K
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
BUY
|
- |
11.1K+ 268.95% |
$288K - $1.17M
|
15.2K
$381K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
11.1K+ 339.91% |
$287K - $1.17M
|
14.3K
$358K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
11.1K+ 300.0% |
$287K - $1.16M
|
14.7K
$369K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
11.1KNew |
$287K - $1.16M
|
11.1K
$277K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
11KNew |
$286K - $1.16M
|
11K
$275K
|
|
|
Jan 17, 2025
Q4 2024
|
Rolek Wealth Management LLC
Berwyn, PA |
BUY
|
- |
11KNew |
$285K - $1.16M
|
11K
$275K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
11K+ 301.84% |
$285K - $1.16M
|
14.7K
$367K
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
11K+ 216.6% |
$285K - $1.16M
|
16.1K
$402K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
11KNew |
$285K - $1.16M
|
11K
$275K
|
|
|
Jan 23, 2025
Q4 2024
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
11K+ 293.58% |
$285K - $1.16M
|
14.7K
$368K
|