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 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2.14K+ 299.86% |
$55.5K - $225K
|
2.86K
$67.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2.13K+ 299.86% |
$55.2K - $224K
|
2.84K
$67.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
2.1K+ 226.02% |
$54.5K - $221K
|
3.03K
$71.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
2.06K+ 352.49% |
$53.3K - $216K
|
2.64K
$62.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
2.05K+ 300.0% |
$53.2K - $216K
|
2.74K
$64.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.81K+ 300.0% |
$46.8K - $190K
|
2.41K
$57K
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1.8K+ 300.0% |
$46.7K - $190K
|
2.4K
$56.9K
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1.78K+ 5559.38% |
$46.1K - $187K
|
1.81K
$42.9K
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.66KNew |
$43.1K - $175K
|
1.66K
$39.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.66KNew |
$43K - $175K
|
1.66K
$39.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1.63KNew |
$42.2K - $171K
|
1.63K
$38.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
1.58KNew |
$41.1K - $167K
|
1.58K
$37.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
1.57K+ 300.0% |
$40.6K - $165K
|
2.09K
$49.5K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
1.56K+ 287.45% |
$40.4K - $164K
|
2.1K
$49.7K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1.53K+ 300.2% |
$39.8K - $162K
|
2.05K
$48.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.52K+ 650.85% |
$39.5K - $160K
|
1.76K
$41.6K
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.5K+ 707.55% |
$38.9K - $158K
|
1.71K
$40.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.49K+ 18.52% |
$38.6K - $157K
|
9.52K
$226K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.44K+ 300.0% |
$37.3K - $152K
|
1.92K
$45.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.43K+ 300.0% |
$37.2K - $151K
|
1.91K
$45.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.39K+ 300.0% |
$36K - $146K
|
1.85K
$43.9K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.38K+ 209.09% |
$35.8K - $145K
|
2.04K
$48.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.37K+ 299.78% |
$35.5K - $144K
|
1.83K
$43.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.37K+ 300.22% |
$35.5K - $144K
|
1.83K
$43.2K
|
|
|
Mar 03, 2025
Q4 2024
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
1.37K+ 0.19% |
$35.4K - $144K
|
704K
$16.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.36K+ 300.0% |
$35.2K - $143K
|
1.81K
$42.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
1.34K+ 307.11% |
$34.7K - $141K
|
1.78K
$42K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.31K+ 300.0% |
$34K - $138K
|
1.75K
$41.4K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.28K+ 300.0% |
$33.2K - $135K
|
1.71K
$40.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.28KNew |
$33.1K - $134K
|
1.28K
$30.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.2K+ 300.0% |
$31.1K - $126K
|
1.6K
$37.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1.09K+ 300.55% |
$28.2K - $115K
|
1.45K
$34.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
1.07K+ 300.0% |
$27.7K - $112K
|
1.42K
$33.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
BUY
|
- |
1.05K+ 300.0% |
$27.3K - $111K
|
1.4K
$33.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
1.03KNew |
$26.6K - $108K
|
1.03K
$24.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.02K+ 300.0% |
$26.4K - $107K
|
1.36K
$32.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
978+ 300.0% |
$25.4K - $103K
|
1.3K
$30.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
972+ 300.0% |
$25.2K - $102K
|
1.3K
$30.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
960+ 300.0% |
$24.9K - $101K
|
1.28K
$30.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
933+ 300.0% |
$24.2K - $98.2K
|
1.24K
$29.5K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
930+ 479.38% |
$24.1K - $97.9K
|
1.12K
$26.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
918+ 300.0% |
$23.8K - $96.7K
|
1.22K
$29K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
900+ 300.0% |
$23.3K - $94.8K
|
1.2K
$28.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
891+ 300.0% |
$23.1K - $93.8K
|
1.19K
$28.1K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
763+ 300.39% |
$19.8K - $80.3K
|
1.02K
$24.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
750+ 300.0% |
$19.4K - $79K
|
1K
$23.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
743+ 299.6% |
$19.3K - $78.2K
|
991
$23.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
732New |
$19K - $77.1K
|
732
$17.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
708+ 300.0% |
$18.4K - $74.6K
|
944
$22.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
700New |
$18.2K - $73.7K
|
700
$16.6K
|