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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
260+ 298.85% |
$6.74K - $27.4K
|
347
$9.56K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
250New |
$6.48K - $26.3K
|
250
$6.89K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
226+ 869.23% |
$5.86K - $23.8K
|
252
$6.95K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
225+ 300.0% |
$5.83K - $23.7K
|
300
$8.27K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
217+ 297.26% |
$5.63K - $22.9K
|
290
$7.99K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
192+ 300.0% |
$4.98K - $20.2K
|
256
$7.06K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
186+ 300.0% |
$4.82K - $19.6K
|
248
$6.83K
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
132+ 300.0% |
$3.42K - $13.9K
|
176
$4.85K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
125New |
$3.24K - $13.2K
|
125
$3.45K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
120+ 300.0% |
$3.11K - $12.6K
|
160
$4.41K
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
112New |
$2.9K - $11.8K
|
112
$3.09K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
108New |
$2.8K - $11.4K
|
108
$2.98K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
78+ 300.0% |
$2.02K - $8.21K
|
104
$2.87K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
69+ 300.0% |
$1.79K - $7.27K
|
92
$2.54K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
66+ 19.3% |
$1.71K - $6.95K
|
408
$11.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
60+ 300.0% |
$1.56K - $6.32K
|
80
$2.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
57+ 9.64% |
$1.48K - $6K
|
648
$17.9K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
51+ 300.0% |
$1.32K - $5.37K
|
68
$1.87K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
51New |
$1.32K - $5.37K
|
51
$1.41K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
47+ 13.62% |
$1.22K - $4.95K
|
392
$10.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
39+ 300.0% |
$1.01K - $4.11K
|
52
$1.43K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
32New |
$830 - $3.37K
|
32
$882
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
15+ 300.0% |
$389 - $1.58K
|
20
$551
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
11New |
$285 - $1.16K
|
11
$303
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
10+ 71.43% |
$259 - $1.05K
|
24
$661
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
6+ 300.0% |
$156 - $632
|
8
$220
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
3New |
$77.8 - $316
|
3
$82.7
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 0.09% |
$51.9 - $211
|
2.27K
$62.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
BUY
|
- |
2New |
$51.9 - $211
|
2
$55.1
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2New |
$51.9 - $211
|
2
$55.1
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1New |
$25.9 - $105
|
1
$27.6
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1New |
$25.9 - $105
|
1
$27.6
|
|
|
May 14, 2025
Q4 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 0.32% |
$25.9 - $105
|
317
$8.74K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
0+ 324108.53% |
$0 - $0
|
1.56B
$43.1B
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-48- 0.01% |
$1.24K - $5.05K
|
642K
$17.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-169- 2.42% |
$4.38K - $17.8K
|
6.83K
$188K
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-182- 0.43% |
$4.72K - $19.2K
|
41.9K
$1.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-308- 1.56% |
$7.99K - $32.4K
|
19.4K
$535K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-317- 0.33% |
$8.22K - $33.4K
|
95.4K
$2.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-430- 99.54% |
$11.1K - $45.3K
|
2
$55.1
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-673- 60.58% |
$17.5K - $70.9K
|
438
$12.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-908- 5.69% |
$23.5K - $95.6K
|
15.1K
$415K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.55K- 0.59% |
$40.3K - $164K
|
260K
$7.18M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-2.21K- 96.21% |
$57.3K - $233K
|
87
$2.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.63K- 67.75% |
$68.1K - $277K
|
1.25K
$34.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.92K- 0.46% |
$102K - $413K
|
855K
$23.6M
|
|
|
Feb 26, 2025
Q4 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-5.94K- 7.03% |
$154K - $626K
|
78.5K
$2.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-6.98K- 3.66% |
$181K - $735K
|
184K
$5.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-8.61K- 51.84% |
$223K - $907K
|
8K
$221K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-11K- 99.28% |
$285K - $1.16M
|
80
$2.2K
|