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 14, 2025
Q4 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
5.1K+ 242.86% |
$132K - $537K
|
7.2K
$171K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
5.04KNew |
$131K - $531K
|
5.04K
$119K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
4.96K+ 300.0% |
$129K - $522K
|
6.62K
$157K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
4.94K+ 300.0% |
$128K - $520K
|
6.58K
$156K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
4.61KNew |
$119K - $485K
|
4.61K
$109K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.58K+ 146.03% |
$119K - $483K
|
7.72K
$183K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
4.58K+ 506.3% |
$119K - $482K
|
5.49K
$130K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4.34K+ 174.61% |
$113K - $457K
|
6.82K
$162K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4.34K+ 300.0% |
$112K - $457K
|
5.78K
$137K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
4.32K+ 300.0% |
$112K - $455K
|
5.76K
$136K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
4.11K+ 300.51% |
$107K - $433K
|
5.48K
$130K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
4.1KNew |
$106K - $432K
|
4.1K
$97.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
4.03K+ 300.0% |
$105K - $425K
|
5.38K
$127K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.78K+ 302.16% |
$97.9K - $398K
|
5.03K
$119K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
3.76KNew |
$97.5K - $396K
|
3.76K
$89.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3.7K+ 302.78% |
$95.9K - $390K
|
4.92K
$117K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3.67K+ 300.41% |
$95.3K - $387K
|
4.9K
$116K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.56K+ 300.0% |
$92.4K - $375K
|
4.75K
$113K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3.5K+ 302.77% |
$90.7K - $368K
|
4.65K
$110K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3.49K+ 120.86% |
$90.6K - $368K
|
6.39K
$151K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.44K+ 327.31% |
$89.2K - $362K
|
4.49K
$106K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
3.41K+ 300.0% |
$88.4K - $359K
|
4.55K
$108K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.35K+ 2.24% |
$86.9K - $353K
|
153K
$3.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.34K+ 75.4% |
$86.6K - $352K
|
7.77K
$184K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
3.34K+ 10.53% |
$86.6K - $352K
|
35.1K
$831K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3.27K+ 300.0% |
$84.9K - $345K
|
4.36K
$103K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
3.23K+ 300.0% |
$83.6K - $340K
|
4.3K
$102K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3.17K+ 300.0% |
$82.2K - $334K
|
4.23K
$100K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3.13K+ 251.12% |
$81.3K - $330K
|
4.38K
$104K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
3.13KNew |
$81.1K - $329K
|
3.13K
$74.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
3.05K+ 300.1% |
$79.1K - $321K
|
4.07K
$96.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3.04K+ 308.1% |
$78.9K - $321K
|
4.03K
$95.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.04K+ 2.32% |
$78.9K - $320K
|
134K
$3.18M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
2.98K+ 170.84% |
$77.2K - $313K
|
4.72K
$112K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
2.9K+ 146.46% |
$75.2K - $305K
|
4.88K
$116K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
2.87K+ 300.0% |
$74.4K - $302K
|
3.82K
$90.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.84K+ 1118.9% |
$73.7K - $299K
|
3.1K
$73.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
2.78KNew |
$72.2K - $293K
|
2.78K
$66K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.78K+ 286.6% |
$72.1K - $293K
|
3.75K
$88.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2.67K+ 300.22% |
$69.3K - $281K
|
3.56K
$84.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.63K+ 160.55% |
$68.1K - $276K
|
4.26K
$101K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
2.5KNew |
$64.7K - $263K
|
2.5K
$59.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.39K+ 314.45% |
$62.1K - $252K
|
3.15K
$74.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.32K+ 303.4% |
$60.2K - $244K
|
3.09K
$73.1K
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
2.31K+ 300.78% |
$60K - $244K
|
3.08K
$73K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2.2K+ 300.0% |
$57.1K - $232K
|
2.94K
$69.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
2.17KNew |
$56.3K - $229K
|
2.17K
$51.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
2.17K+ 199.08% |
$56.3K - $229K
|
3.26K
$77.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2.16K+ 300.0% |
$56K - $227K
|
2.88K
$68.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
2.15K+ 305.56% |
$55.6K - $226K
|
2.85K
$67.4K
|