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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
118KNew |
$3.06M - $12.4M
|
118K
$3.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
118K+ 353.16% |
$3.05M - $12.4M
|
151K
$4.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
118K+ 280.66% |
$3.05M - $12.4M
|
159K
$5.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
117K+ 546.59% |
$3.03M - $12.3M
|
138K
$4.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
116KNew |
$3.02M - $12.3M
|
116K
$3.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
114K+ 298.89% |
$2.96M - $12M
|
152K
$4.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
114K+ 217.52% |
$2.96M - $12M
|
167K
$5.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
114K+ 252.26% |
$2.95M - $12M
|
159K
$5.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
114K+ 357.27% |
$2.95M - $12M
|
145K
$4.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
113KNew |
$2.94M - $11.9M
|
113K
$3.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
112K+ 307.7% |
$2.9M - $11.8M
|
148K
$4.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
111K+ 276.44% |
$2.88M - $11.7M
|
151K
$4.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
110K+ 301.86% |
$2.86M - $11.6M
|
147K
$4.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
110K+ 305.23% |
$2.85M - $11.6M
|
146K
$4.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
110K+ 305.57% |
$2.85M - $11.6M
|
146K
$4.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
109K+ 300.0% |
$2.84M - $11.5M
|
146K
$4.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
108K+ 334.44% |
$2.81M - $11.4M
|
141K
$4.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
108K+ 346.94% |
$2.8M - $11.4M
|
139K
$4.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
108KNew |
$2.8M - $11.4M
|
108K
$3.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
107K+ 320.26% |
$2.77M - $11.3M
|
140K
$4.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
106K+ 571.32% |
$2.74M - $11.1M
|
124K
$3.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
106K+ 305.91% |
$2.74M - $11.1M
|
140K
$4.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
106K+ 319.9% |
$2.74M - $11.1M
|
139K
$4.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
106K+ 308.26% |
$2.74M - $11.1M
|
140K
$4.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
105K+ 265.33% |
$2.72M - $11.1M
|
145K
$4.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
105K+ 296.37% |
$2.71M - $11M
|
140K
$4.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
104K+ 896.9% |
$2.69M - $10.9M
|
115K
$3.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
103K+ 506.54% |
$2.68M - $10.9M
|
124K
$3.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
103K+ 296.95% |
$2.66M - $10.8M
|
137K
$4.36M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
103K+ 298.45% |
$2.66M - $10.8M
|
137K
$4.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
102K+ 322.51% |
$2.64M - $10.7M
|
134K
$4.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
102K+ 294.82% |
$2.64M - $10.7M
|
136K
$4.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
102KNew |
$2.63M - $10.7M
|
102K
$3.22M
|
|
|
May 08, 2025
Q4 2024
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
102KNew |
$2.63M - $10.7M
|
102K
$3.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
101K+ 310.31% |
$2.63M - $10.7M
|
134K
$4.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
101K+ 314.54% |
$2.61M - $10.6M
|
133K
$4.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
99.9K+ 309.05% |
$2.59M - $10.5M
|
132K
$4.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
98.7K+ 253.7% |
$2.56M - $10.4M
|
138K
$4.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
98.6KNew |
$2.56M - $10.4M
|
98.6K
$3.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
98.5K+ 300.01% |
$2.55M - $10.4M
|
131K
$4.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
96.8K+ 300.17% |
$2.51M - $10.2M
|
129K
$4.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
96.1K+ 329.95% |
$2.49M - $10.1M
|
125K
$3.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
95.3K+ 300.0% |
$2.47M - $10M
|
127K
$4.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
BUY
|
- |
94.9K+ 302.28% |
$2.46M - $9.99M
|
126K
$4.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
94.9K+ 291.17% |
$2.46M - $9.99M
|
127K
$4.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
93.9K+ 301.68% |
$2.44M - $9.89M
|
125K
$3.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
93.6KNew |
$2.43M - $9.85M
|
93.6K
$2.97M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
92.8KNew |
$2.41M - $9.77M
|
92.8K
$2.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
92.4K+ 362.16% |
$2.4M - $9.73M
|
118K
$3.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
92.4K+ 300.43% |
$2.4M - $9.73M
|
123K
$3.91M
|