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
|
Meritage Portfolio Management
|
BUY
|
- |
68.4K+ 308.98% |
$1.77M - $7.21M
|
90.6K
$2.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
68.2K+ 244.57% |
$1.77M - $7.18M
|
96.1K
$2.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
68.1K+ 263.29% |
$1.77M - $7.18M
|
94K
$2.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
68.1KNew |
$1.77M - $7.17M
|
68.1K
$1.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
67.6K+ 3136.91% |
$1.75M - $7.12M
|
69.7K
$1.98M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
67.1K+ 284.35% |
$1.74M - $7.07M
|
90.7K
$2.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
66.9K+ 303.89% |
$1.73M - $7.04M
|
88.9K
$2.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
66.1K+ 352.09% |
$1.71M - $6.96M
|
84.9K
$2.41M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
65.1K+ 292.04% |
$1.69M - $6.85M
|
87.3K
$2.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
65.1K+ 299.29% |
$1.69M - $6.85M
|
86.8K
$2.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
65KNew |
$1.69M - $6.85M
|
65K
$1.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
64.5K+ 300.0% |
$1.67M - $6.8M
|
86K
$2.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
64K+ 332.12% |
$1.66M - $6.74M
|
83.2K
$2.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
63.6K+ 464.0% |
$1.65M - $6.7M
|
77.3K
$2.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
63K+ 317.24% |
$1.63M - $6.63M
|
82.8K
$2.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
62.5K+ 868.92% |
$1.62M - $6.58M
|
69.7K
$1.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
62.3K+ 323.06% |
$1.62M - $6.57M
|
81.6K
$2.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
61.6K+ 471.04% |
$1.6M - $6.49M
|
74.7K
$2.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
61.3K+ 300.02% |
$1.59M - $6.45M
|
81.7K
$2.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
60.6K+ 287.94% |
$1.57M - $6.39M
|
81.7K
$2.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
60.2K+ 306.39% |
$1.56M - $6.34M
|
79.8K
$2.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
59.7K+ 291.75% |
$1.55M - $6.29M
|
80.2K
$2.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
59.6K+ 903.49% |
$1.54M - $6.27M
|
66.2K
$1.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
59.5KNew |
$1.54M - $6.27M
|
59.5K
$1.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
59.1K+ 319.42% |
$1.53M - $6.22M
|
77.6K
$2.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
58.1K+ 300.0% |
$1.51M - $6.12M
|
77.5K
$2.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
57.9K+ 300.0% |
$1.5M - $6.1M
|
77.2K
$2.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
57.3K+ 944.7% |
$1.48M - $6.03M
|
63.3K
$1.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
56.5K+ 341.84% |
$1.46M - $5.95M
|
73K
$2.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Tenret CO LLC
|
BUY
|
- |
56.2K+ 300.0% |
$1.46M - $5.92M
|
74.9K
$2.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
56K+ 84.12% |
$1.45M - $5.9M
|
123K
$3.49M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
55.4K+ 288.55% |
$1.44M - $5.83M
|
74.5K
$2.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
54.9K+ 315.5% |
$1.42M - $5.78M
|
72.3K
$2.05M
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
54K+ 381.08% |
$1.4M - $5.68M
|
68.1K
$1.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
53.9K+ 296.28% |
$1.4M - $5.68M
|
72.1K
$2.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
53.9K+ 262.8% |
$1.4M - $5.67M
|
74.4K
$2.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
53.9K+ 263.45% |
$1.4M - $5.67M
|
74.3K
$2.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
53.1K+ 299.94% |
$1.38M - $5.59M
|
70.8K
$2.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
53.1K+ 300.53% |
$1.38M - $5.59M
|
70.8K
$2.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
52.9K+ 532.13% |
$1.37M - $5.57M
|
62.9K
$1.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
52.8K+ 306.44% |
$1.37M - $5.55M
|
70K
$1.99M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
52.6K+ 298.25% |
$1.36M - $5.54M
|
70.2K
$2M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
52.4K+ 310.39% |
$1.36M - $5.52M
|
69.3K
$1.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
51.7K+ 299.97% |
$1.34M - $5.44M
|
68.9K
$1.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
51.7K+ 290.74% |
$1.34M - $5.44M
|
69.4K
$1.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
50.3K+ 304.56% |
$1.3M - $5.29M
|
66.8K
$1.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
50.1K+ 305.21% |
$1.3M - $5.28M
|
66.6K
$1.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
49.9K+ 179.4% |
$1.29M - $5.25M
|
77.7K
$2.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Lindenwold Advisors
|
BUY
|
- |
49.5KNew |
$1.28M - $5.21M
|
49.5K
$1.41M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
49.4K+ 300.02% |
$1.28M - $5.2M
|
65.8K
$1.87M
|