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
|
Charles Schwab Trust CO
|
BUY
|
- |
1.02M+ 288.78% |
$26.6M - $108M
|
1.38M
$39.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.02M+ 351.28% |
$26.5M - $108M
|
1.31M
$37.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
994K+ 387.26% |
$25.8M - $105M
|
1.25M
$35.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
977K+ 291.16% |
$25.3M - $103M
|
1.31M
$37.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
973K+ 310.86% |
$25.2M - $102M
|
1.29M
$36.6M
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
963K+ 387.76% |
$25M - $101M
|
1.21M
$34.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
958K+ 334.03% |
$24.8M - $101M
|
1.24M
$35.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
938K+ 2970.55% |
$24.3M - $98.8M
|
970K
$27.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
934K+ 293.43% |
$24.2M - $98.3M
|
1.25M
$35.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
925K+ 297.74% |
$24M - $97.4M
|
1.24M
$35.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
902K+ 309.16% |
$23.4M - $95M
|
1.19M
$33.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
890K+ 303.14% |
$23.1M - $93.7M
|
1.18M
$33.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
861K+ 290.73% |
$22.3M - $90.7M
|
1.16M
$32.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
848K+ 292.26% |
$22M - $89.3M
|
1.14M
$32.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
845K+ 360.46% |
$21.9M - $89M
|
1.08M
$30.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
813K+ 310.96% |
$21.1M - $85.6M
|
1.07M
$30.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
793K+ 265.43% |
$20.6M - $83.5M
|
1.09M
$31M
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
778K+ 298.83% |
$20.2M - $81.9M
|
1.04M
$29.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
762K+ 294.27% |
$19.8M - $80.2M
|
1.02M
$29M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
759K+ 436.48% |
$19.7M - $79.9M
|
933K
$26.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
739K+ 286.04% |
$19.2M - $77.8M
|
997K
$28.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
732K+ 345.54% |
$19M - $77.1M
|
944K
$26.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
731K+ 308.98% |
$18.9M - $76.9M
|
967K
$27.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
731K+ 307.42% |
$18.9M - $76.9M
|
968K
$27.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
712K+ 311.0% |
$18.5M - $75M
|
941K
$26.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
708KNew |
$18.4M - $74.6M
|
708K
$20.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
706K+ 307.53% |
$18.3M - $74.4M
|
936K
$26.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
689K+ 360.99% |
$17.9M - $72.5M
|
880K
$25M
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
686K+ 278.97% |
$17.8M - $72.2M
|
931K
$26.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
678K+ 296.68% |
$17.6M - $71.4M
|
907K
$25.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
675K+ 308.82% |
$17.5M - $71M
|
893K
$25.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
673K+ 254.76% |
$17.5M - $70.9M
|
938K
$26.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
673K+ 11130.13% |
$17.4M - $70.8M
|
679K
$19.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
637K+ 285.57% |
$16.5M - $67.1M
|
860K
$24.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
634KNew |
$16.4M - $66.8M
|
634K
$18M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
620K+ 338.61% |
$16.1M - $65.2M
|
802K
$22.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
616K+ 278.48% |
$16M - $64.9M
|
837K
$23.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
606K+ 291.53% |
$15.7M - $63.8M
|
814K
$23.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
603K+ 317.28% |
$15.6M - $63.5M
|
794K
$22.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
602K+ 441.92% |
$15.6M - $63.3M
|
738K
$21M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
599K+ 289.35% |
$15.5M - $63.1M
|
806K
$22.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
597K+ 445.56% |
$15.5M - $62.8M
|
731K
$20.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
578KNew |
$15M - $60.9M
|
578K
$16.4M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
572K+ 292.96% |
$14.8M - $60.3M
|
768K
$21.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
567K+ 430.2% |
$14.7M - $59.7M
|
698K
$19.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
566K+ 402.92% |
$14.7M - $59.6M
|
707K
$20.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
560K+ 287.03% |
$14.5M - $59M
|
756K
$21.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
553K+ 289.29% |
$14.3M - $58.2M
|
744K
$21.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
551K+ 783.39% |
$14.3M - $58M
|
621K
$17.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
551K+ 283.03% |
$14.3M - $58M
|
745K
$21.2M
|