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
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
90.3K+ 302.52% |
$2.34M - $9.51M
|
120K
$3.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
89.7K+ 304.83% |
$2.33M - $9.44M
|
119K
$3.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
89.4KNew |
$2.32M - $9.42M
|
89.4K
$2.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
88.5K+ 286.88% |
$2.3M - $9.32M
|
119K
$3.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
88.1K+ 433.46% |
$2.28M - $9.28M
|
108K
$2.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
87.8K+ 280.78% |
$2.28M - $9.24M
|
119K
$3.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
87.4K+ 301.82% |
$2.27M - $9.21M
|
116K
$2.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
87.2K+ 268.92% |
$2.26M - $9.19M
|
120K
$3.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
87K+ 301.17% |
$2.26M - $9.16M
|
116K
$2.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
86.3K+ 200.0% |
$2.24M - $9.09M
|
130K
$3.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
86.3K+ 304.51% |
$2.24M - $9.09M
|
115K
$2.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
86.3K+ 334.75% |
$2.24M - $9.09M
|
112K
$2.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
86K+ 280.0% |
$2.23M - $9.05M
|
117K
$3M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
85.9K+ 845.39% |
$2.23M - $9.05M
|
96.1K
$2.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
85K+ 315.23% |
$2.2M - $8.95M
|
112K
$2.88M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
84.8K+ 301.89% |
$2.2M - $8.93M
|
113K
$2.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
84.7K+ 296.29% |
$2.2M - $8.92M
|
113K
$2.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
84.7K+ 276.73% |
$2.2M - $8.91M
|
115K
$2.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
83.7K+ 112.09% |
$2.17M - $8.82M
|
158K
$4.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
83.7KNew |
$2.17M - $8.82M
|
83.7K
$2.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
83.4K+ 212.0% |
$2.16M - $8.78M
|
123K
$3.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
82.5K+ 291.31% |
$2.14M - $8.69M
|
111K
$2.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
82.1KNew |
$2.13M - $8.65M
|
82.1K
$2.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
80.4K+ 312.75% |
$2.09M - $8.47M
|
106K
$2.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
80.3K+ 270.86% |
$2.08M - $8.46M
|
110K
$2.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
79.8K+ 295.02% |
$2.07M - $8.4M
|
107K
$2.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
79.3K+ 300.19% |
$2.06M - $8.35M
|
106K
$2.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
78.9K+ 295.57% |
$2.05M - $8.31M
|
106K
$2.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
78.2KNew |
$2.03M - $8.24M
|
78.2K
$2.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
78.2KNew |
$2.03M - $8.23M
|
78.2K
$2.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
78.1K+ 91.9% |
$2.02M - $8.22M
|
163K
$4.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
77.4K+ 315.56% |
$2.01M - $8.15M
|
102K
$2.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
76.7K+ 300.0% |
$1.99M - $8.07M
|
102K
$2.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
76.7K+ 300.0% |
$1.99M - $8.07M
|
102K
$2.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
76.1K+ 296.17% |
$1.97M - $8.01M
|
102K
$2.61M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
76.1K+ 291.73% |
$1.97M - $8.01M
|
102K
$2.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
75.8K+ 301.71% |
$1.97M - $7.99M
|
101K
$2.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
75.2K+ 304.04% |
$1.95M - $7.92M
|
99.9K
$2.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
74.7K+ 291.26% |
$1.94M - $7.87M
|
100K
$2.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
74.7K+ 332.54% |
$1.94M - $7.86M
|
97.1K
$2.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
74.1K+ 299.6% |
$1.92M - $7.8M
|
98.8K
$2.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
73.9K+ 384.69% |
$1.92M - $7.78M
|
93.1K
$2.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
73.5K+ 384.52% |
$1.91M - $7.74M
|
92.7K
$2.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
72.7KNew |
$1.89M - $7.66M
|
72.7K
$1.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
72.5K+ 326.05% |
$1.88M - $7.63M
|
94.7K
$2.43M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
72.1K+ 288.36% |
$1.87M - $7.59M
|
97.1K
$2.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
71.5K+ 256.73% |
$1.85M - $7.53M
|
99.4K
$2.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
71.5KNew |
$1.85M - $7.52M
|
71.5K
$1.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
70.9KNew |
$1.84M - $7.46M
|
70.9K
$1.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
70.8K+ 320.46% |
$1.83M - $7.45M
|
92.9K
$2.38M
|