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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1.63KNew |
$42.2K - $171K
|
1.63K
$47.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
1.58KNew |
$41.1K - $167K
|
1.58K
$45.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
1.57K+ 300.0% |
$40.6K - $165K
|
2.09K
$60.4K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
1.56K+ 287.45% |
$40.4K - $164K
|
2.1K
$60.8K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1.53K+ 300.2% |
$39.8K - $162K
|
2.05K
$59.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.52K+ 650.85% |
$39.5K - $160K
|
1.76K
$50.8K
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.5K+ 707.55% |
$38.9K - $158K
|
1.71K
$49.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.44K+ 300.0% |
$37.3K - $152K
|
1.92K
$55.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.43K+ 300.0% |
$37.2K - $151K
|
1.91K
$55.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.39K+ 300.0% |
$36K - $146K
|
1.85K
$53.6K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.38K+ 209.09% |
$35.8K - $145K
|
2.04K
$59K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.37K+ 299.78% |
$35.5K - $144K
|
1.83K
$52.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.37K+ 300.22% |
$35.5K - $144K
|
1.83K
$52.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.36K+ 300.0% |
$35.2K - $143K
|
1.81K
$52.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
1.34K+ 307.11% |
$34.7K - $141K
|
1.78K
$51.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.2K+ 300.0% |
$31.1K - $126K
|
1.6K
$46.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
1.07K+ 300.0% |
$27.7K - $112K
|
1.42K
$41.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
BUY
|
- |
1.05K+ 300.0% |
$27.3K - $111K
|
1.4K
$40.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
1.03KNew |
$26.6K - $108K
|
1.03K
$29.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.02K+ 300.0% |
$26.4K - $107K
|
1.36K
$39.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
978+ 300.0% |
$25.4K - $103K
|
1.3K
$37.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
972+ 300.0% |
$25.2K - $102K
|
1.3K
$37.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
960+ 300.0% |
$24.9K - $101K
|
1.28K
$37K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
933+ 300.0% |
$24.2K - $98.2K
|
1.24K
$36K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
930+ 479.38% |
$24.1K - $97.9K
|
1.12K
$32.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
918+ 300.0% |
$23.8K - $96.7K
|
1.22K
$35.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
900+ 300.0% |
$23.3K - $94.8K
|
1.2K
$34.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
891+ 300.0% |
$23.1K - $93.8K
|
1.19K
$34.4K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
763+ 300.39% |
$19.8K - $80.3K
|
1.02K
$29.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
743+ 299.6% |
$19.3K - $78.2K
|
991
$28.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
732New |
$19K - $77.1K
|
732
$21.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
708+ 300.0% |
$18.4K - $74.6K
|
944
$27.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
700New |
$18.2K - $73.7K
|
700
$20.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
692New |
$17.9K - $72.9K
|
692
$20K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
678+ 300.0% |
$17.6K - $71.4K
|
904
$26.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
657New |
$17K - $69.2K
|
657
$19K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
657+ 300.0% |
$17K - $69.2K
|
876
$25.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
654+ 300.0% |
$17K - $68.9K
|
872
$25.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
647+ 673.96% |
$16.8K - $68.1K
|
743
$21.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
636+ 300.0% |
$16.5K - $67K
|
848
$24.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
612+ 300.0% |
$15.9K - $64.4K
|
816
$23.6K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
610+ 300.49% |
$15.8K - $64.2K
|
813
$23.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
600+ 300.0% |
$15.6K - $63.2K
|
800
$23.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
586+ 298.98% |
$15.2K - $61.7K
|
782
$22.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
564New |
$14.6K - $59.4K
|
564
$16.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
541+ 886.89% |
$14K - $57K
|
602
$17.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
535+ 300.56% |
$13.9K - $56.3K
|
713
$20.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
516+ 1474.29% |
$13.4K - $54.3K
|
551
$15.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
512+ 299.42% |
$13.3K - $53.9K
|
683
$19.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
495+ 300.0% |
$12.8K - $52.1K
|
660
$19.1K
|