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
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
215K+ 298.69% |
$5.58M - $22.7M
|
287K
$7.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
215K+ 196.49% |
$5.58M - $22.6M
|
325K
$8.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
213K+ 296.43% |
$5.53M - $22.5M
|
285K
$7.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
213K+ 360.96% |
$5.52M - $22.4M
|
272K
$7.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
211K+ 1110.68% |
$5.48M - $22.3M
|
230K
$6.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
209KNew |
$5.42M - $22M
|
209K
$5.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
208K+ 270.04% |
$5.39M - $21.9M
|
285K
$7.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
208KNew |
$5.38M - $21.9M
|
208K
$5.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
207K+ 300.01% |
$5.37M - $21.8M
|
276K
$7.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
207K+ 317.38% |
$5.37M - $21.8M
|
272K
$7.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
206K+ 296.74% |
$5.33M - $21.6M
|
275K
$7.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
BUY
|
- |
203K+ 286.86% |
$5.26M - $21.4M
|
274K
$7.54M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
203K+ 276.28% |
$5.26M - $21.3M
|
276K
$7.61M
|
|
|
Mar 12, 2025
Q4 2024
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
199KNew |
$5.15M - $20.9M
|
199K
$5.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
198K+ 310.74% |
$5.14M - $20.9M
|
262K
$7.22M
|
|
|
Mar 21, 2025
Q4 2024
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
196KNew |
$5.07M - $20.6M
|
196K
$5.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
194K+ 302.72% |
$5.03M - $20.4M
|
258K
$7.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
193K+ 443.27% |
$5.01M - $20.4M
|
237K
$6.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
193K+ 388.01% |
$4.99M - $20.3M
|
242K
$6.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
190K+ 303.06% |
$4.93M - $20M
|
253K
$6.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
188K+ 294.96% |
$4.88M - $19.8M
|
252K
$6.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
188K+ 323.82% |
$4.87M - $19.8M
|
246K
$6.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
185K+ 319.36% |
$4.81M - $19.5M
|
243K
$6.71M
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
182K+ 311.72% |
$4.72M - $19.2M
|
240K
$6.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
181K+ 288.91% |
$4.69M - $19.1M
|
244K
$6.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
180K+ 394.9% |
$4.68M - $19M
|
226K
$6.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
180K+ 299.93% |
$4.67M - $19M
|
240K
$6.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
179K+ 310.65% |
$4.63M - $18.8M
|
236K
$6.51M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
177K+ 326.52% |
$4.6M - $18.7M
|
232K
$6.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
177K+ 301.12% |
$4.59M - $18.6M
|
236K
$6.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
177K+ 315.34% |
$4.59M - $18.6M
|
233K
$6.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
176K+ 74.77% |
$4.56M - $18.5M
|
411K
$11.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
175K+ 251.39% |
$4.53M - $18.4M
|
244K
$6.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
173K+ 317.09% |
$4.49M - $18.2M
|
228K
$6.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
170K+ 299.66% |
$4.42M - $17.9M
|
227K
$6.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
169KNew |
$4.38M - $17.8M
|
169K
$4.66M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
168K+ 757.37% |
$4.37M - $17.7M
|
191K
$5.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
168K+ 215.89% |
$4.36M - $17.7M
|
246K
$6.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
164K+ 156.79% |
$4.24M - $17.2M
|
268K
$7.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
162K+ 268.99% |
$4.21M - $17.1M
|
223K
$6.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
161K+ 145.67% |
$4.18M - $17M
|
272K
$7.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
161K+ 279.4% |
$4.17M - $16.9M
|
218K
$6.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
160K+ 245.19% |
$4.15M - $16.9M
|
225K
$6.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
158K+ 279.13% |
$4.1M - $16.6M
|
215K
$5.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
157K+ 303.56% |
$4.07M - $16.5M
|
209K
$5.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
156K+ 295.81% |
$4.06M - $16.5M
|
209K
$5.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
156K+ 248.11% |
$4.04M - $16.4M
|
219K
$6.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
155K+ 377.26% |
$4.03M - $16.4M
|
196K
$5.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
155K+ 99.25% |
$4.01M - $16.3M
|
311K
$8.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
153K+ 96.3% |
$3.97M - $16.1M
|
312K
$8.61M
|