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
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
25.7K+ 174.25% |
$667K - $2.71M
|
40.5K
$1.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
25.7K+ 353.92% |
$667K - $2.71M
|
33K
$943K
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
BUY
|
- |
25.5K+ 299.86% |
$661K - $2.68M
|
34K
$971K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
25.5K+ 294.83% |
$660K - $2.68M
|
34.1K
$975K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
25.4K+ 319.38% |
$660K - $2.68M
|
33.4K
$955K
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
25.2K+ 218.35% |
$653K - $2.65M
|
36.7K
$1.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
25.1K+ 268.84% |
$651K - $2.64M
|
34.4K
$984K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
25K+ 302.84% |
$647K - $2.63M
|
33.2K
$949K
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
24.8K+ 293.33% |
$644K - $2.62M
|
33.3K
$953K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
24.8KNew |
$644K - $2.61M
|
24.8K
$710K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
24.8K+ 300.28% |
$643K - $2.61M
|
33.1K
$945K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
24.4K+ 292.74% |
$634K - $2.57M
|
32.8K
$937K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
24.3K+ 312.21% |
$631K - $2.56M
|
32.1K
$919K
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
24.3K+ 297.94% |
$630K - $2.56M
|
32.4K
$927K
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
BUY
|
- |
24.2K+ 277.44% |
$627K - $2.55M
|
32.9K
$941K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
23.8KNew |
$618K - $2.51M
|
23.8K
$681K
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
23.8KNew |
$618K - $2.51M
|
23.8K
$681K
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
23.8KNew |
$616K - $2.5M
|
23.8K
$679K
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
23.5K+ 262.23% |
$609K - $2.47M
|
32.4K
$927K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
23.5K+ 286.22% |
$608K - $2.47M
|
31.7K
$905K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
23.3K+ 331.76% |
$605K - $2.46M
|
30.4K
$868K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
23.3K+ 300.0% |
$604K - $2.45M
|
31.1K
$888K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
23.1K+ 79.21% |
$599K - $2.43M
|
52.3K
$1.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
23.1KNew |
$598K - $2.43M
|
23.1K
$659K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
22.9K+ 300.07% |
$593K - $2.41M
|
30.5K
$872K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
22.8K+ 281.41% |
$591K - $2.4M
|
30.9K
$883K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
22.3K+ 300.16% |
$578K - $2.35M
|
29.7K
$850K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
22.3K+ 236.35% |
$578K - $2.35M
|
31.7K
$907K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
22.2K+ 255.89% |
$576K - $2.34M
|
30.9K
$883K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
22.1K+ 299.03% |
$573K - $2.33M
|
29.5K
$843K
|
|
|
Jan 28, 2025
Q4 2024
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
22K+ 306.45% |
$571K - $2.32M
|
29.2K
$835K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
21.9K+ 342.21% |
$568K - $2.31M
|
28.3K
$809K
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
21.9K+ 1094.2% |
$567K - $2.3M
|
23.9K
$683K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
21.9K+ 300.07% |
$567K - $2.3M
|
29.1K
$833K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
21.8K+ 300.46% |
$564K - $2.29M
|
29K
$829K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
21.7K+ 241.97% |
$562K - $2.28M
|
30.6K
$876K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
21.5K+ 297.37% |
$557K - $2.26M
|
28.7K
$821K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
21.3K+ 298.39% |
$553K - $2.24M
|
28.4K
$813K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
21.2K+ 300.0% |
$551K - $2.24M
|
28.3K
$810K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
21.1KNew |
$548K - $2.23M
|
21.1K
$605K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
21.1K+ 1690.45% |
$546K - $2.22M
|
22.3K
$638K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
21.1K+ 300.0% |
$546K - $2.22M
|
28.1K
$803K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
21K+ 297.22% |
$543K - $2.21M
|
28K
$801K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
20.8K+ 285.87% |
$540K - $2.19M
|
28.1K
$804K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
20.8K+ 296.02% |
$539K - $2.19M
|
27.8K
$796K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
20.7K+ 292.08% |
$537K - $2.18M
|
27.8K
$795K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
20.6K+ 330.76% |
$534K - $2.17M
|
26.8K
$766K
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
20.4K+ 300.06% |
$529K - $2.15M
|
27.2K
$778K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
20.3KNew |
$528K - $2.14M
|
20.3K
$582K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
20.3K+ 270.17% |
$527K - $2.14M
|
27.9K
$797K
|