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 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
151K+ 300.0% |
$3.91M - $15.9M
|
201K
$5.03M
|
|
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
151KNew |
$3.91M - $15.9M
|
151K
$3.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
150KNew |
$3.89M - $15.8M
|
150K
$3.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
149K+ 266.19% |
$3.88M - $15.7M
|
206K
$5.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
147K+ 280.95% |
$3.82M - $15.5M
|
200K
$4.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
147K+ 296.37% |
$3.81M - $15.5M
|
197K
$4.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
145K+ 297.87% |
$3.76M - $15.3M
|
194K
$4.85M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
143KNew |
$3.7M - $15M
|
143K
$3.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
142K+ 287.08% |
$3.67M - $14.9M
|
191K
$4.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
141K+ 297.4% |
$3.66M - $14.9M
|
189K
$4.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
141K+ 260.18% |
$3.65M - $14.8M
|
195K
$4.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
141K+ 292.72% |
$3.65M - $14.8M
|
189K
$4.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
139K+ 253.84% |
$3.61M - $14.6M
|
194K
$4.85M
|
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
137K+ 286.1% |
$3.55M - $14.4M
|
185K
$4.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
136K+ 88260.39% |
$3.52M - $14.3M
|
136K
$3.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
134K+ 1152.04% |
$3.48M - $14.1M
|
146K
$3.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
133K+ 354.15% |
$3.45M - $14M
|
171K
$4.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
133K+ 301.43% |
$3.44M - $14M
|
177K
$4.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
132KNew |
$3.42M - $13.9M
|
132K
$3.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
131K+ 230.18% |
$3.39M - $13.8M
|
188K
$4.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
130K+ 304.61% |
$3.37M - $13.7M
|
173K
$4.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
130K+ 415.16% |
$3.37M - $13.7M
|
161K
$4.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
129K+ 305.96% |
$3.33M - $13.5M
|
171K
$4.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
127K+ 289.81% |
$3.29M - $13.4M
|
171K
$4.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
126K+ 301.54% |
$3.28M - $13.3M
|
168K
$4.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
126K+ 237.29% |
$3.28M - $13.3M
|
180K
$4.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
126K+ 449.18% |
$3.27M - $13.3M
|
154K
$3.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
124K+ 197.45% |
$3.22M - $13.1M
|
187K
$4.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
124K+ 301.76% |
$3.21M - $13M
|
165K
$4.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
123K+ 296.51% |
$3.19M - $12.9M
|
164K
$4.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
122K+ 358.92% |
$3.18M - $12.9M
|
157K
$3.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
122K+ 332.84% |
$3.17M - $12.9M
|
159K
$3.98M
|
|
|
Jan 14, 2025
Q4 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
122K+ 298.76% |
$3.15M - $12.8M
|
162K
$4.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
122K+ 913.44% |
$3.15M - $12.8M
|
135K
$3.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
121K+ 299.96% |
$3.15M - $12.8M
|
162K
$4.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
121K+ 302.46% |
$3.13M - $12.7M
|
161K
$4.02M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
121K+ 281.57% |
$3.12M - $12.7M
|
163K
$4.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
120K+ 261.21% |
$3.12M - $12.7M
|
167K
$4.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
119KNew |
$3.09M - $12.5M
|
119K
$2.98M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
119K+ 330.56% |
$3.09M - $12.5M
|
155K
$3.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
119K+ 287.81% |
$3.08M - $12.5M
|
160K
$4M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
119K+ 291.83% |
$3.07M - $12.5M
|
159K
$3.98M
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
118K+ 299.59% |
$3.07M - $12.5M
|
158K
$3.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
118K+ 280.99% |
$3.06M - $12.4M
|
160K
$4.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
118KNew |
$3.06M - $12.4M
|
118K
$2.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
118K+ 353.16% |
$3.05M - $12.4M
|
151K
$3.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
118K+ 280.66% |
$3.05M - $12.4M
|
159K
$3.99M
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
117K+ 546.59% |
$3.03M - $12.3M
|
138K
$3.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
116KNew |
$3.02M - $12.3M
|
116K
$2.91M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
114K+ 298.89% |
$2.96M - $12M
|
152K
$3.81M
|