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
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
11.2K+ 132.31% |
$290K - $1.18M
|
19.6K
$541K
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
11.2K+ 301.4% |
$290K - $1.18M
|
14.9K
$410K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
11.1K+ 392.02% |
$288K - $1.17M
|
13.9K
$384K
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
BUY
|
- |
11.1K+ 268.95% |
$288K - $1.17M
|
15.2K
$419K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
11.1K+ 339.91% |
$287K - $1.17M
|
14.3K
$395K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
11.1K+ 300.0% |
$287K - $1.16M
|
14.7K
$406K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
11.1KNew |
$287K - $1.16M
|
11.1K
$305K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
11KNew |
$286K - $1.16M
|
11K
$303K
|
|
|
Jan 17, 2025
Q4 2024
|
Rolek Wealth Management LLC
Berwyn, PA |
BUY
|
- |
11KNew |
$285K - $1.16M
|
11K
$303K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
11K+ 301.84% |
$285K - $1.16M
|
14.7K
$404K
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
11K+ 216.6% |
$285K - $1.16M
|
16.1K
$443K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
11KNew |
$285K - $1.16M
|
11K
$303K
|
|
|
Jan 23, 2025
Q4 2024
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
11K+ 293.58% |
$285K - $1.16M
|
14.7K
$405K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
11K+ 300.03% |
$284K - $1.15M
|
14.6K
$403K
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
11K+ 299.95% |
$284K - $1.15M
|
14.6K
$402K
|
|
|
Feb 13, 2025
Q4 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
10.9KNew |
$284K - $1.15M
|
10.9K
$302K
|
|
|
Feb 13, 2025
Q4 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
10.9K+ 286.56% |
$282K - $1.14M
|
14.7K
$404K
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
10.9K+ 300.0% |
$282K - $1.14M
|
14.5K
$399K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
10.8K+ 380.7% |
$280K - $1.14M
|
13.7K
$376K
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
10.8K+ 300.0% |
$280K - $1.14M
|
14.4K
$397K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
10.8K+ 300.0% |
$279K - $1.13M
|
14.3K
$395K
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
10.7KNew |
$278K - $1.13M
|
10.7K
$295K
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
10.6KNew |
$276K - $1.12M
|
10.6K
$293K
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
10.6KNew |
$275K - $1.12M
|
10.6K
$292K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
10.6K+ 300.0% |
$274K - $1.11M
|
14.1K
$389K
|
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
10.6K+ 300.0% |
$274K - $1.11M
|
14.1K
$389K
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
10.6K+ 165.6% |
$274K - $1.11M
|
17K
$467K
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
10.6K+ 231.82% |
$274K - $1.11M
|
15.1K
$417K
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
10.5K+ 300.0% |
$273K - $1.11M
|
14K
$387K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
10.4K+ 294.35% |
$270K - $1.1M
|
13.9K
$384K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
10.4K+ 304.06% |
$270K - $1.1M
|
13.8K
$381K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
10.4K+ 477.69% |
$270K - $1.1M
|
12.6K
$347K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
10.3KNew |
$268K - $1.09M
|
10.3K
$285K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10.3K+ 300.38% |
$268K - $1.09M
|
13.8K
$379K
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
10.3K+ 299.94% |
$267K - $1.09M
|
13.7K
$379K
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
10.3KNew |
$267K - $1.08M
|
10.3K
$284K
|
|
|
Feb 07, 2025
Q4 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
10.3K+ 300.0% |
$267K - $1.08M
|
13.7K
$378K
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
BUY
|
- |
10.3K+ 300.0% |
$267K - $1.08M
|
13.7K
$378K
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
10.3K+ 300.0% |
$266K - $1.08M
|
13.7K
$377K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
10.2K+ 281.8% |
$265K - $1.08M
|
13.8K
$382K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
10.2K+ 296.69% |
$265K - $1.08M
|
13.7K
$376K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
10.2K+ 110.85% |
$264K - $1.07M
|
19.4K
$534K
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
10.2K+ 299.56% |
$263K - $1.07M
|
13.6K
$374K
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
10.1KNew |
$263K - $1.07M
|
10.1K
$279K
|
|
|
Feb 14, 2025
Q4 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
10.1K+ 300.45% |
$262K - $1.06M
|
13.5K
$371K
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
10KNew |
$259K - $1.05M
|
10K
$276K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
9.83K+ 300.0% |
$255K - $1.03M
|
13.1K
$361K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
9.81K+ 312.92% |
$254K - $1.03M
|
12.9K
$357K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
9.75K+ 208.47% |
$253K - $1.03M
|
14.4K
$398K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
9.7KNew |
$251K - $1.02M
|
9.7K
$267K
|