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 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
134K+ 1152.04% |
$3.48M - $14.1M
|
146K
$4.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
133K+ 354.15% |
$3.45M - $14M
|
171K
$4.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
133K+ 301.43% |
$3.44M - $14M
|
177K
$5.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
132KNew |
$3.42M - $13.9M
|
132K
$3.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
131K+ 230.18% |
$3.39M - $13.8M
|
188K
$5.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
130K+ 304.61% |
$3.37M - $13.7M
|
173K
$4.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
130K+ 415.16% |
$3.37M - $13.7M
|
161K
$4.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
127K+ 289.81% |
$3.29M - $13.4M
|
171K
$4.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
126K+ 301.54% |
$3.28M - $13.3M
|
168K
$4.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
126K+ 237.29% |
$3.28M - $13.3M
|
180K
$5.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
126K+ 449.18% |
$3.27M - $13.3M
|
154K
$4.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
124K+ 301.76% |
$3.21M - $13M
|
165K
$4.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
122K+ 358.92% |
$3.18M - $12.9M
|
157K
$4.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
122K+ 332.84% |
$3.17M - $12.9M
|
159K
$4.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
122K+ 298.76% |
$3.15M - $12.8M
|
162K
$4.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
122K+ 913.44% |
$3.15M - $12.8M
|
135K
$3.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
121K+ 299.96% |
$3.15M - $12.8M
|
162K
$4.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
121K+ 302.46% |
$3.13M - $12.7M
|
161K
$4.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
120K+ 261.21% |
$3.12M - $12.7M
|
167K
$4.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
119K+ 330.56% |
$3.09M - $12.5M
|
155K
$4.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
119K+ 291.83% |
$3.07M - $12.5M
|
159K
$4.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
118K+ 299.59% |
$3.07M - $12.5M
|
158K
$4.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
118K+ 353.16% |
$3.05M - $12.4M
|
151K
$4.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
118K+ 280.66% |
$3.05M - $12.4M
|
159K
$4.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
117K+ 546.59% |
$3.03M - $12.3M
|
138K
$3.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
114K+ 298.89% |
$2.96M - $12M
|
152K
$4.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
114K+ 252.26% |
$2.95M - $12M
|
159K
$4.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
113KNew |
$2.94M - $11.9M
|
113K
$3.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
112K+ 307.7% |
$2.9M - $11.8M
|
148K
$4.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
111K+ 276.44% |
$2.88M - $11.7M
|
151K
$4.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
110K+ 301.86% |
$2.86M - $11.6M
|
147K
$4.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
110K+ 305.23% |
$2.85M - $11.6M
|
146K
$4.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
110K+ 305.57% |
$2.85M - $11.6M
|
146K
$4.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
109K+ 300.0% |
$2.84M - $11.5M
|
146K
$4.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
108K+ 334.44% |
$2.81M - $11.4M
|
141K
$4M
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
108KNew |
$2.8M - $11.4M
|
108K
$3.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
107K+ 320.26% |
$2.77M - $11.3M
|
140K
$3.99M
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
106K+ 571.32% |
$2.74M - $11.1M
|
124K
$3.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
106K+ 305.91% |
$2.74M - $11.1M
|
140K
$3.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
106K+ 319.9% |
$2.74M - $11.1M
|
139K
$3.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
106K+ 308.26% |
$2.74M - $11.1M
|
140K
$3.97M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
105K+ 265.33% |
$2.72M - $11.1M
|
145K
$4.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
105K+ 296.37% |
$2.71M - $11M
|
140K
$3.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
103K+ 506.54% |
$2.68M - $10.9M
|
124K
$3.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
103K+ 296.95% |
$2.66M - $10.8M
|
137K
$3.9M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
103K+ 298.45% |
$2.66M - $10.8M
|
137K
$3.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
102K+ 322.51% |
$2.64M - $10.7M
|
134K
$3.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
102K+ 294.82% |
$2.64M - $10.7M
|
136K
$3.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
101K+ 310.31% |
$2.63M - $10.7M
|
134K
$3.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
101K+ 314.54% |
$2.61M - $10.6M
|
133K
$3.77M
|