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 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
7.26K+ 337.31% |
$188K - $764K
|
9.41K
$299K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
7.25KNew |
$188K - $763K
|
7.25K
$230K
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.22KNew |
$187K - $760K
|
7.22K
$229K
|
|
|
Feb 13, 2025
Q4 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
7.21KNew |
$187K - $759K
|
7.21K
$229K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
7.2KNew |
$187K - $758K
|
7.2K
$228K
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
7.18KNew |
$186K - $756K
|
7.18K
$228K
|
|
|
Jan 24, 2025
Q4 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
7.17K+ 300.0% |
$186K - $755K
|
9.56K
$303K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
BUY
|
- |
7.16K+ 293.04% |
$186K - $754K
|
9.61K
$305K
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
7.11K+ 300.0% |
$184K - $749K
|
9.48K
$301K
|
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
7.09K+ 300.04% |
$184K - $747K
|
9.46K
$300K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
7.03K+ 300.0% |
$182K - $740K
|
9.38K
$298K
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
7.03KNew |
$182K - $740K
|
7.03K
$223K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
6.99K+ 319.36% |
$181K - $736K
|
9.18K
$292K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
6.97K+ 273.18% |
$181K - $734K
|
9.52K
$302K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
6.93K+ 304.57% |
$180K - $730K
|
9.21K
$292K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
6.92KNew |
$179K - $729K
|
6.92K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.92K+ 326.84% |
$179K - $728K
|
9.03K
$287K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
6.85K+ 300.04% |
$178K - $722K
|
9.14K
$290K
|
|
|
Feb 11, 2025
Q4 2024
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
6.76K+ 295.97% |
$175K - $712K
|
9.04K
$287K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6.75K+ 299.78% |
$175K - $710K
|
9K
$286K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
6.74K+ 300.0% |
$175K - $710K
|
8.98K
$285K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.74K+ 314.42% |
$175K - $710K
|
8.88K
$282K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.69K+ 1.05% |
$173K - $704K
|
646K
$20.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
6.68K+ 296.98% |
$173K - $703K
|
8.92K
$283K
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
6.67K+ 300.0% |
$173K - $702K
|
8.89K
$282K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
6.65K+ 295.21% |
$173K - $701K
|
8.91K
$283K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
6.54K+ 300.14% |
$170K - $689K
|
8.72K
$277K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
6.47K+ 286.7% |
$168K - $681K
|
8.72K
$277K
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
6.45K+ 283.51% |
$167K - $679K
|
8.72K
$277K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
6.34K+ 300.0% |
$164K - $668K
|
8.46K
$268K
|
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
6.34K+ 300.0% |
$164K - $667K
|
8.45K
$268K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
6.31K+ 117.89% |
$164K - $665K
|
11.7K
$370K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
6.3K+ 300.0% |
$163K - $663K
|
8.4K
$267K
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
6.28K+ 300.0% |
$163K - $661K
|
8.37K
$266K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
6.28K+ 300.05% |
$163K - $661K
|
8.37K
$266K
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
6.27K+ 214.35% |
$163K - $660K
|
9.2K
$292K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
6.27KNew |
$163K - $660K
|
6.27K
$199K
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
6.25K+ 300.24% |
$162K - $658K
|
8.33K
$264K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
6.19K+ 303.04% |
$160K - $652K
|
8.23K
$261K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
6.11K+ 295.12% |
$158K - $643K
|
8.18K
$259K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
6.1K+ 300.39% |
$158K - $642K
|
8.12K
$258K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
6.09K+ 294.82% |
$158K - $642K
|
8.16K
$259K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
6.09K+ 282.2% |
$158K - $641K
|
8.24K
$262K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
6.07K+ 300.05% |
$157K - $639K
|
8.09K
$257K
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
6.03K+ 288.15% |
$156K - $635K
|
8.12K
$258K
|
|
|
Feb 13, 2025
Q4 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
6.01K+ 300.0% |
$156K - $632K
|
8.01K
$254K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.98K+ 300.0% |
$155K - $629K
|
7.97K
$253K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
5.92K+ 300.0% |
$154K - $624K
|
7.9K
$251K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
5.92K+ 300.0% |
$153K - $623K
|
7.89K
$250K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
5.9K+ 299.9% |
$153K - $621K
|
7.87K
$250K
|