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
|
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
|
|
|
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
|
|
|
Feb 14, 2025
Q4 2024
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
452New |
$11.7K - $47.6K
|
452
$13.1K
|
|
|
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 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
392New |
$10.2K - $41.3K
|
392
$11.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
390New |
$10.1K - $41.1K
|
390
$11.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
384+ 300.0% |
$9.96K - $40.4K
|
512
$14.8K
|
|
|
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
|
- |
360New |
$9.33K - $37.9K
|
360
$10.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
349+ 274.8% |
$9.05K - $36.7K
|
476
$13.8K
|
|
|
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
|
- |
276New |
$7.16K - $29.1K
|
276
$7.99K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
266New |
$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
|
- |
250New |
$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
|