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 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
54K+ 381.08% |
$1.4M - $5.68M
|
68.1K
$1.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
53.9K+ 296.28% |
$1.4M - $5.68M
|
72.1K
$1.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
53.9K+ 262.8% |
$1.4M - $5.67M
|
74.4K
$1.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
53.9K+ 263.45% |
$1.4M - $5.67M
|
74.3K
$1.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
53.3K+ 299.81% |
$1.38M - $5.61M
|
71K
$1.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
53.1K+ 299.94% |
$1.38M - $5.59M
|
70.8K
$1.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
53.1K+ 300.53% |
$1.38M - $5.59M
|
70.8K
$1.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
52.9K+ 532.13% |
$1.37M - $5.57M
|
62.9K
$1.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
52.8K+ 306.44% |
$1.37M - $5.55M
|
70K
$1.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
52.6K+ 298.25% |
$1.36M - $5.54M
|
70.2K
$1.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
52.4K+ 310.39% |
$1.36M - $5.52M
|
69.3K
$1.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
51.7K+ 299.97% |
$1.34M - $5.44M
|
68.9K
$1.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
51.7K+ 290.74% |
$1.34M - $5.44M
|
69.4K
$1.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
51.2K+ 297.64% |
$1.33M - $5.39M
|
68.4K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
50.4K+ 300.0% |
$1.31M - $5.31M
|
67.2K
$1.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
50.3K+ 304.56% |
$1.3M - $5.29M
|
66.8K
$1.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
50.1K+ 305.21% |
$1.3M - $5.28M
|
66.6K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
49.9K+ 313.94% |
$1.29M - $5.25M
|
65.8K
$1.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
49.9K+ 179.4% |
$1.29M - $5.25M
|
77.7K
$1.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
49.5K+ 339.71% |
$1.28M - $5.22M
|
64.1K
$1.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Lindenwold Advisors
|
BUY
|
- |
49.5KNew |
$1.28M - $5.21M
|
49.5K
$1.27M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
49.4K+ 300.02% |
$1.28M - $5.2M
|
65.8K
$1.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
48.5K+ 291.57% |
$1.26M - $5.11M
|
65.2K
$1.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
48.5K+ 261.92% |
$1.26M - $5.11M
|
67K
$1.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
47.7K+ 365.02% |
$1.24M - $5.03M
|
60.8K
$1.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
47.2K+ 317.79% |
$1.22M - $4.97M
|
62.1K
$1.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
46.6K+ 299.44% |
$1.21M - $4.91M
|
62.1K
$1.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
46.2K+ 290.54% |
$1.2M - $4.87M
|
62.2K
$1.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
46.1K+ 300.44% |
$1.2M - $4.86M
|
61.5K
$1.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
46.1K+ 287.86% |
$1.2M - $4.86M
|
62.1K
$1.59M
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
46.1K+ 393.74% |
$1.2M - $4.85M
|
57.8K
$1.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Consulate, Inc
|
BUY
|
- |
45.2K+ 385.05% |
$1.17M - $4.76M
|
56.9K
$1.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
44.9K+ 301.93% |
$1.17M - $4.73M
|
59.8K
$1.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
44.6K+ 364.39% |
$1.16M - $4.7M
|
56.9K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
44.6K+ 408.12% |
$1.16M - $4.7M
|
55.6K
$1.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
44.5K+ 346.94% |
$1.15M - $4.69M
|
57.4K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
44.4KNew |
$1.15M - $4.67M
|
44.4K
$1.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
44.1K+ 604.97% |
$1.14M - $4.64M
|
51.4K
$1.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
43.9K+ 348.83% |
$1.14M - $4.62M
|
56.4K
$1.45M
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
43.7K+ 290.14% |
$1.13M - $4.6M
|
58.8K
$1.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
43.2K+ 294.54% |
$1.12M - $4.54M
|
57.8K
$1.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
42.8K+ 300.0% |
$1.11M - $4.51M
|
57.1K
$1.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
42.8K+ 393.69% |
$1.11M - $4.51M
|
53.7K
$1.37M
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
42.7KNew |
$1.11M - $4.5M
|
42.7K
$1.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
42.4K+ 451.38% |
$1.1M - $4.47M
|
51.8K
$1.33M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
42.4KNew |
$1.1M - $4.46M
|
42.4K
$1.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
42.3KNew |
$1.1M - $4.45M
|
42.3K
$1.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
42.2K+ 267.54% |
$1.09M - $4.45M
|
58K
$1.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
42.2K+ 1792.01% |
$1.09M - $4.44M
|
44.5K
$1.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
42.2K+ 304.65% |
$1.09M - $4.44M
|
56K
$1.43M
|