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 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
359K+ 294.77% |
$9.32M - $37.8M
|
481K
$13.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
358K+ 282.66% |
$9.28M - $37.7M
|
485K
$13.8M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
355K+ 316.3% |
$9.2M - $37.4M
|
467K
$13.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Schaeffer Financial LLC
|
BUY
|
- |
354K+ 299.99% |
$9.17M - $37.3M
|
472K
$13.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
352K+ 283.42% |
$9.14M - $37.1M
|
477K
$13.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
349K+ 291.32% |
$9.04M - $36.7M
|
468K
$13.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
347K+ 302.53% |
$9M - $36.6M
|
462K
$13.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
346K+ 301.15% |
$8.96M - $36.4M
|
461K
$13.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
342KNew |
$8.88M - $36.1M
|
342K
$9.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
336K+ 297.08% |
$8.71M - $35.4M
|
449K
$12.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
334K+ 366.52% |
$8.66M - $35.2M
|
425K
$12.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
331K+ 363.57% |
$8.57M - $34.8M
|
422K
$12M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
330K+ 326.53% |
$8.56M - $34.8M
|
431K
$12.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
327K+ 265.67% |
$8.47M - $34.4M
|
450K
$12.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
BUY
|
- |
315K+ 222.32% |
$8.16M - $33.1M
|
456K
$13M
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
313KNew |
$8.12M - $33M
|
313K
$8.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
311K+ 300.05% |
$8.06M - $32.7M
|
415K
$11.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
306K+ 336.77% |
$7.93M - $32.2M
|
396K
$11.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
304K+ 289.46% |
$7.89M - $32M
|
409K
$11.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
303K+ 244.77% |
$7.87M - $31.9M
|
427K
$12.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
300K+ 188.9% |
$7.77M - $31.5M
|
458K
$13M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
299K+ 383.79% |
$7.75M - $31.5M
|
377K
$10.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
297K+ 300.5% |
$7.7M - $31.3M
|
396K
$11.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
296K+ 288.0% |
$7.67M - $31.1M
|
398K
$11.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
282K+ 336.53% |
$7.32M - $29.7M
|
366K
$10.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
280K+ 301.82% |
$7.25M - $29.4M
|
372K
$10.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
278K+ 299.7% |
$7.21M - $29.3M
|
371K
$10.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
277K+ 302.17% |
$7.18M - $29.1M
|
368K
$10.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
271K+ 302.21% |
$7.03M - $28.5M
|
361K
$10.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
269K+ 240.95% |
$6.98M - $28.3M
|
381K
$10.8M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
268K+ 353.9% |
$6.96M - $28.3M
|
344K
$9.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
268K+ 296.41% |
$6.96M - $28.3M
|
359K
$10.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
266K+ 758.56% |
$6.9M - $28M
|
301K
$8.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
263K+ 339.19% |
$6.81M - $27.7M
|
340K
$9.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
259K+ 297.78% |
$6.72M - $27.3M
|
346K
$9.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
259K+ 274.09% |
$6.71M - $27.3M
|
353K
$10M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
259K+ 489.68% |
$6.7M - $27.2M
|
311K
$8.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
257K+ 375.27% |
$6.66M - $27M
|
325K
$9.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
254K+ 922.67% |
$6.58M - $26.7M
|
281K
$7.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
254K+ 285.47% |
$6.58M - $26.7M
|
342K
$9.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
252K+ 283.7% |
$6.52M - $26.5M
|
340K
$9.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
247K+ 311.62% |
$6.39M - $26M
|
326K
$9.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
246K+ 297.2% |
$6.37M - $25.9M
|
328K
$9.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
245K+ 295.16% |
$6.34M - $25.8M
|
328K
$9.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
235K+ 298.86% |
$6.1M - $24.8M
|
314K
$8.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
235K+ 300.17% |
$6.09M - $24.7M
|
313K
$8.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
234K+ 306.25% |
$6.07M - $24.6M
|
310K
$8.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
232K+ 313.08% |
$6.01M - $24.4M
|
306K
$8.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
232K+ 169.3% |
$6M - $24.4M
|
368K
$10.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
231K+ 365.15% |
$6M - $24.4M
|
295K
$8.38M
|