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 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
29.4M+ 301.39% |
$763M - $3.1B
|
39.2M
$1.12B
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
5.77M+ 312.27% |
$150M - $608M
|
7.62M
$217M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
3.85M+ 300.43% |
$99.8M - $405M
|
5.13M
$146M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.47M+ 303.65% |
$89.9M - $365M
|
4.61M
$131M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
3.05M+ 310.55% |
$79M - $321M
|
4.03M
$115M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.57M+ 295.87% |
$66.5M - $270M
|
3.43M
$97.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
2.36M+ 284.86% |
$61.2M - $248M
|
3.19M
$90.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.29M+ 317.46% |
$59.3M - $241M
|
3.01M
$85.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
2.09M+ 314.69% |
$54.1M - $220M
|
2.75M
$78.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
2.08M+ 282.96% |
$54.1M - $220M
|
2.82M
$80.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
1.93M+ 298.91% |
$50.2M - $204M
|
2.58M
$73.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.66M+ 296.11% |
$43M - $175M
|
2.22M
$63.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.55M+ 347.26% |
$40.3M - $164M
|
2M
$56.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
1.49M+ 305.91% |
$38.5M - $156M
|
1.97M
$56.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.38M+ 305.3% |
$35.8M - $146M
|
1.83M
$52.2M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.36M+ 339.59% |
$35.2M - $143M
|
1.76M
$49.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.34M+ 285.9% |
$34.8M - $141M
|
1.81M
$51.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.34M+ 746.86% |
$34.7M - $141M
|
1.52M
$43.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.29M+ 319.53% |
$33.4M - $135M
|
1.69M
$48.1M
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1.27M+ 285.68% |
$33M - $134M
|
1.72M
$48.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
1.27M+ 287.04% |
$32.9M - $133M
|
1.71M
$48.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.18M+ 296.02% |
$30.6M - $124M
|
1.58M
$44.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.17M+ 310.54% |
$30.4M - $123M
|
1.55M
$44.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
1.17MNew |
$30.2M - $123M
|
1.17M
$33.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.14M+ 292.7% |
$29.6M - $120M
|
1.53M
$43.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.12M+ 317.06% |
$29.1M - $118M
|
1.47M
$41.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.1M+ 299.12% |
$28.4M - $115M
|
1.46M
$41.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.07M+ 279.77% |
$27.9M - $113M
|
1.46M
$41.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1.02M+ 288.78% |
$26.6M - $108M
|
1.38M
$39.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.02M+ 351.28% |
$26.5M - $108M
|
1.31M
$37.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
994K+ 387.26% |
$25.8M - $105M
|
1.25M
$35.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
977K+ 291.16% |
$25.3M - $103M
|
1.31M
$37.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
934K+ 293.43% |
$24.2M - $98.3M
|
1.25M
$35.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
925K+ 297.74% |
$24M - $97.4M
|
1.24M
$35.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
890K+ 303.14% |
$23.1M - $93.7M
|
1.18M
$33.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
861K+ 290.73% |
$22.3M - $90.7M
|
1.16M
$32.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
848K+ 292.26% |
$22M - $89.3M
|
1.14M
$32.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
845K+ 360.46% |
$21.9M - $89M
|
1.08M
$30.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
813K+ 310.96% |
$21.1M - $85.6M
|
1.07M
$30.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
793K+ 265.43% |
$20.6M - $83.5M
|
1.09M
$31M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
731K+ 307.42% |
$18.9M - $76.9M
|
968K
$27.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
708KNew |
$18.4M - $74.6M
|
708K
$20.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
706K+ 307.53% |
$18.3M - $74.4M
|
936K
$26.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
678K+ 296.68% |
$17.6M - $71.4M
|
907K
$25.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
673K+ 254.76% |
$17.5M - $70.9M
|
938K
$26.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
673K+ 11130.13% |
$17.4M - $70.8M
|
679K
$19.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
637K+ 285.57% |
$16.5M - $67.1M
|
860K
$24.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
603K+ 317.28% |
$15.6M - $63.5M
|
794K
$22.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
602K+ 441.92% |
$15.6M - $63.3M
|
738K
$21M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
599K+ 289.35% |
$15.5M - $63.1M
|
806K
$22.9M
|