Purchases and Sales Made in Q4 2024 in Schwab Strategic Tr Us Large C (SCHG)

SCHG Quotes by TradingView

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
Sound Income Strategies, LLC

BUY
 -
459
+ 323.24%
$11.9K - $48.3K
601 $17.4K
Jan 13, 2025 Q4 2024
Clean Yield Group

BUY
 -
456
+ 300.0%
$11.8K - $48K
608 $17.6K
Jan 13, 2025 Q4 2024
City State Bank

Norwalk, IA
BUY
 -
452
+ 869.23%
$11.7K - $47.6K
504 $14.6K
Jan 28, 2025 Q4 2024
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
430
+ 344.0%
$11.1K - $45.3K
555 $16.1K
Feb 14, 2025 Q4 2024
Morse Asset Management, Inc

Darien, CT
BUY
 -
412
+ 294.29%
$10.7K - $43.4K
552 $16K
Feb 03, 2025 Q4 2024
Marshall Investment Management, LLC

Littleton, CO
BUY
 -
390
New
$10.1K - $41.1K
390 $11.3K
Jan 16, 2025 Q4 2024
Harbor Investment Advisory, LLC

BUY
 -
372
+ 300.0%
$9.65K - $39.2K
496 $14.4K
Jan 31, 2025 Q4 2024
Key F Inancial Inc

BUY
 -
372
+ 300.0%
$9.65K - $39.2K
496 $14.4K
Feb 12, 2025 Q4 2024
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
368
+ 657.14%
$9.54K - $38.8K
424 $12.3K
Jan 21, 2025 Q4 2024
Alpha Mark Advisors, LLC

Ft. Wright, KY
BUY
 -
360
New
$9.33K - $37.9K
360 $10.4K
Feb 11, 2025 Q4 2024
Sandy Spring Bank

BUY
 -
347
+ 53.47%
$9K - $36.5K
996 $28.8K
Feb 13, 2025 Q4 2024
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
306
+ 300.0%
$7.93K - $32.2K
408 $11.8K
Jan 29, 2025 Q4 2024
Prairie View Partners, LLC

BUY
 -
300
+ 300.0%
$7.78K - $31.6K
400 $11.6K
Feb 12, 2025 Q4 2024
Annis Gardner Whiting Capital Advisors, LLC

Tampa, FL
BUY
 -
300
+ 300.0%
$7.78K - $31.6K
400 $11.6K
Feb 13, 2025 Q4 2024
En Rich Financial Partners LLC

Madison, WI
BUY
 -
296
+ 336.36%
$7.68K - $31.2K
384 $11.1K
Feb 11, 2025 Q4 2024
Old Point Trust & Financial Services N A

BUY
 -
276
New
$7.16K - $29.1K
276 $7.99K
Jan 28, 2025 Q4 2024
Newbridge Financial Services Group, Inc.

BUY
 -
266
New
$6.9K - $28K
266 $7.7K
Jan 27, 2025 Q4 2024
Crewe Advisors LLC

BUY
 -
260
+ 298.85%
$6.74K - $27.4K
347 $10K
Jan 24, 2025 Q4 2024
Financial Life Planners

Tempe, AZ
BUY
 -
250
New
$6.48K - $26.3K
250 $7.24K
Jan 16, 2025 Q4 2024
Breakwater Investment Management

Seattle, WA
BUY
 -
226
+ 869.23%
$5.86K - $23.8K
252 $7.29K
Jan 10, 2025 Q4 2024
Sugarloaf Wealth Management, LLC

BUY
 -
225
+ 300.0%
$5.83K - $23.7K
300 $8.68K
Feb 12, 2025 Q4 2024
Frazier Financial Advisors, LLC

Columbus, OH
BUY
 -
217
+ 297.26%
$5.63K - $22.9K
290 $8.39K
Jan 24, 2025 Q4 2024
Costello Asset Management, Inc

BUY
 -
192
+ 300.0%
$4.98K - $20.2K
256 $7.41K
Jan 21, 2025 Q4 2024
Cedar Mountain Advisors, LLC

BUY
 -
186
+ 300.0%
$4.82K - $19.6K
248 $7.18K
Feb 11, 2025 Q4 2024
Mark Sheptoff Financial Planning, LLC

Glastonbury, CT
BUY
 -
132
+ 300.0%
$3.42K - $13.9K
176 $5.09K
Jan 14, 2025 Q4 2024
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
125
New
$3.24K - $13.2K
125 $3.62K
Feb 04, 2025 Q4 2024
Addison Advisors LLC

BUY
 -
120
+ 300.0%
$3.11K - $12.6K
160 $4.63K
Feb 14, 2025 Q4 2024
Spurstone Advisory Services, LLC

Higganum, CT
BUY
 -
112
New
$2.9K - $11.8K
112 $3.24K
Jan 29, 2025 Q4 2024
Keener Financial Planning LLC

Keller, TX
BUY
 -
108
New
$2.8K - $11.4K
108 $3.13K
Jan 28, 2025 Q4 2024
Thompson Investment Management, Inc.

BUY
 -
78
+ 300.0%
$2.02K - $8.21K
104 $3.01K
Jan 15, 2025 Q4 2024
Trust CO Of Vermont

BUY
 -
69
+ 300.0%
$1.79K - $7.27K
92 $2.66K
Feb 12, 2025 Q4 2024
Huntington National Bank

Columbus, OH
BUY
 -
66
+ 19.3%
$1.71K - $6.95K
408 $11.8K
Jan 21, 2025 Q4 2024
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
60
+ 300.0%
$1.56K - $6.32K
80 $2.32K
Feb 05, 2025 Q4 2024
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
57
+ 9.64%
$1.48K - $6K
648 $18.8K
Jan 02, 2025 Q4 2024
Gamma Investing LLC

Foster City, CA
BUY
 -
51
+ 300.0%
$1.32K - $5.37K
68 $1.97K
Feb 11, 2025 Q4 2024
Runnymede Capital Advisors, Inc.

Dublin, OH
BUY
 -
51
New
$1.32K - $5.37K
51 $1.48K
Feb 11, 2025 Q4 2024
Whittier Trust CO

BUY
 -
39
+ 300.0%
$1.01K - $4.11K
52 $1.5K
Feb 13, 2025 Q4 2024
Bernard Wealth Management Corp.

Royal Oak, MI
BUY
 -
32
New
$830 - $3.37K
32 $926
Jan 15, 2025 Q4 2024
Cranbrook Wealth Management, LLC

BUY
 -
11
New
$285 - $1.16K
11 $318
Jan 23, 2025 Q4 2024
Concord Wealth Partners

BUY
 -
10
+ 71.43%
$259 - $1.05K
24 $695
Jan 27, 2025 Q4 2024
Iron Horse Wealth Management, LLC

BUY
 -
6
+ 300.0%
$156 - $632
8 $232
Jan 06, 2025 Q4 2024
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
2
+ 0.09%
$51.9 - $211
2.27K $65.8K
Jan 29, 2025 Q4 2024
Eukles Asset Management

BUY
 -
2
New
$51.9 - $211
2 $57.9
Feb 07, 2025 Q4 2024
Truvestments Capital LLC

Sarasota, FL
BUY
 -
2
New
$51.9 - $211
2 $57.9
Jan 23, 2025 Q4 2024
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
1
New
$25.9 - $105
1 $28.9
Feb 06, 2025 Q4 2024
New Square Capital LLC

BUY
 -
1
New
$25.9 - $105
1 $28.9
Jan 16, 2025 Q4 2024
Koshinski Asset Management, Inc.

BUY
 -
0
+ 324108.53%
$0 - $0
1.56B $45.3B
Jan 31, 2025 Q4 2024
Sanctuary Advisors, LLC

Indianapolis, IN
SELL
 -
-48
- 0.01%
$1.24K - $5.05K
642K $18.6M
Feb 13, 2025 Q4 2024
Belpointe Asset Management LLC

SELL
 -
-169
- 2.42%
$4.38K - $17.8K
6.83K $198K

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