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 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
9.31K+ 426.24% |
$241K - $980K
|
11.5K
$272K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
9.31K+ 299.94% |
$241K - $980K
|
12.4K
$294K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.3KNew |
$241K - $979K
|
9.3K
$220K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
9.24K+ 300.32% |
$240K - $973K
|
12.3K
$292K
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
9.24KNew |
$239K - $972K
|
9.24K
$219K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
9.14K+ 300.33% |
$237K - $962K
|
12.2K
$289K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
9.14K+ 300.33% |
$237K - $962K
|
12.2K
$289K
|
|
|
Jan 27, 2025
Q4 2024
|
Brickley Wealth Management
|
BUY
|
- |
9.05K+ 356.7% |
$235K - $953K
|
11.6K
$275K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
9.01KNew |
$234K - $949K
|
9.01K
$213K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
8.99K+ 300.37% |
$233K - $947K
|
12K
$284K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
8.96KNew |
$232K - $943K
|
8.96K
$212K
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
8.91K+ 300.0% |
$231K - $938K
|
11.9K
$281K
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
8.81K+ 935.14% |
$228K - $928K
|
9.75K
$231K
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
8.76KNew |
$227K - $922K
|
8.76K
$207K
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
8.66K+ 300.0% |
$225K - $912K
|
11.6K
$274K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
8.66K+ 387.3% |
$225K - $912K
|
10.9K
$258K
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
8.65K+ 300.03% |
$224K - $911K
|
11.5K
$273K
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
8.65KNew |
$224K - $911K
|
8.65K
$205K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
8.62K+ 313.04% |
$223K - $907K
|
11.4K
$269K
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
8.61K+ 248.23% |
$223K - $907K
|
12.1K
$286K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
8.61KNew |
$223K - $906K
|
8.61K
$204K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
8.57K+ 195.19% |
$222K - $902K
|
13K
$307K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
8.5K+ 404.71% |
$220K - $895K
|
10.6K
$251K
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
8.43K+ 299.72% |
$219K - $887K
|
11.2K
$266K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
8.41K+ 356.16% |
$218K - $885K
|
10.8K
$255K
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
8.41KNew |
$218K - $885K
|
8.41K
$199K
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
BUY
|
- |
8.38K+ 300.39% |
$217K - $883K
|
11.2K
$265K
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
8.3K+ 300.04% |
$215K - $874K
|
11.1K
$262K
|
|
|
Mar 06, 2025
Q4 2024
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
8.25KNew |
$214K - $869K
|
8.25K
$196K
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
BUY
|
- |
8.24K+ 346.05% |
$214K - $867K
|
10.6K
$251K
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
8.23K+ 343.18% |
$213K - $866K
|
10.6K
$252K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
8.18K+ 386.57% |
$212K - $861K
|
10.3K
$244K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
8.17K+ 300.0% |
$212K - $861K
|
10.9K
$258K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
8.11K+ 300.3% |
$210K - $854K
|
10.8K
$256K
|
|
|
Jan 23, 2025
Q4 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
8.06KNew |
$209K - $849K
|
8.06K
$191K
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
8.06K+ 300.0% |
$209K - $848K
|
10.7K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
8.03KNew |
$208K - $845K
|
8.03K
$190K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
8.02K+ 300.0% |
$208K - $844K
|
10.7K
$253K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
8K+ 184.42% |
$207K - $843K
|
12.3K
$292K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
7.99K+ 299.96% |
$207K - $841K
|
10.6K
$252K
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
7.96K+ 261.41% |
$206K - $838K
|
11K
$261K
|
|
|
Feb 04, 2025
Q4 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
7.96K+ 315.42% |
$206K - $838K
|
10.5K
$248K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
7.95K+ 300.0% |
$206K - $837K
|
10.6K
$251K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
BUY
|
- |
7.94K+ 300.0% |
$206K - $836K
|
10.6K
$251K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
7.94KNew |
$206K - $836K
|
7.94K
$188K
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
7.93KNew |
$205K - $835K
|
7.93K
$188K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
7.91K+ 300.0% |
$205K - $833K
|
10.6K
$250K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
7.91K+ 300.0% |
$205K - $833K
|
10.6K
$250K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
7.89K+ 401.68% |
$205K - $831K
|
9.86K
$234K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
7.88K+ 300.0% |
$204K - $830K
|
10.5K
$249K
|