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 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
11KNew |
$285K - $1.16M
|
11K
$312K
|
|
|
Jan 23, 2025
Q4 2024
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
11K+ 293.58% |
$285K - $1.16M
|
14.7K
$418K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
11K+ 300.03% |
$284K - $1.15M
|
14.6K
$415K
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
10.9K+ 300.0% |
$282K - $1.14M
|
14.5K
$412K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
10.8K+ 300.0% |
$279K - $1.13M
|
14.3K
$408K
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
10.7KNew |
$278K - $1.13M
|
10.7K
$305K
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
10.6KNew |
$276K - $1.12M
|
10.6K
$303K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
10.6K+ 300.0% |
$274K - $1.11M
|
14.1K
$401K
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
10.5K+ 300.0% |
$273K - $1.11M
|
14K
$399K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
10.4K+ 294.35% |
$270K - $1.1M
|
13.9K
$396K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
10.4K+ 304.06% |
$270K - $1.1M
|
13.8K
$393K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
10.3KNew |
$268K - $1.09M
|
10.3K
$294K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10.3K+ 300.38% |
$268K - $1.09M
|
13.8K
$391K
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
10.3K+ 299.94% |
$267K - $1.09M
|
13.7K
$391K
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
10.3KNew |
$267K - $1.08M
|
10.3K
$292K
|
|
|
Feb 07, 2025
Q4 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
10.3K+ 300.0% |
$267K - $1.08M
|
13.7K
$390K
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
BUY
|
- |
10.3K+ 300.0% |
$267K - $1.08M
|
13.7K
$390K
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
10.3K+ 300.0% |
$266K - $1.08M
|
13.7K
$389K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
10.2K+ 296.69% |
$265K - $1.08M
|
13.7K
$388K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
10.2K+ 110.85% |
$264K - $1.07M
|
19.4K
$551K
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
10.2K+ 299.56% |
$263K - $1.07M
|
13.6K
$385K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
9.83K+ 300.0% |
$255K - $1.03M
|
13.1K
$372K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
9.81K+ 312.92% |
$254K - $1.03M
|
12.9K
$368K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
9.75K+ 208.47% |
$253K - $1.03M
|
14.4K
$410K
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
9.54K+ 303.98% |
$247K - $1M
|
12.7K
$360K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
9.38KNew |
$243K - $988K
|
9.38K
$267K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
9.38K+ 300.1% |
$243K - $988K
|
12.5K
$355K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
9.37K+ 300.32% |
$243K - $987K
|
12.5K
$355K
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
9.36K+ 300.03% |
$243K - $985K
|
12.5K
$354K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
9.31K+ 426.24% |
$241K - $980K
|
11.5K
$327K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
9.31K+ 299.94% |
$241K - $980K
|
12.4K
$353K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.3KNew |
$241K - $979K
|
9.3K
$264K
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
9.24KNew |
$239K - $972K
|
9.24K
$262K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
9.14K+ 300.33% |
$237K - $962K
|
12.2K
$346K
|
|
|
Jan 27, 2025
Q4 2024
|
Brickley Wealth Management
|
BUY
|
- |
9.05K+ 356.7% |
$235K - $953K
|
11.6K
$329K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
9.01KNew |
$234K - $949K
|
9.01K
$256K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
8.99K+ 300.37% |
$233K - $947K
|
12K
$341K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
8.96KNew |
$232K - $943K
|
8.96K
$255K
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
8.91K+ 300.0% |
$231K - $938K
|
11.9K
$338K
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
8.81K+ 935.14% |
$228K - $928K
|
9.75K
$277K
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
8.66K+ 300.0% |
$225K - $912K
|
11.6K
$328K
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
8.65K+ 300.03% |
$224K - $911K
|
11.5K
$328K
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
8.65KNew |
$224K - $911K
|
8.65K
$246K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
8.62K+ 313.04% |
$223K - $907K
|
11.4K
$323K
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
8.61K+ 248.23% |
$223K - $907K
|
12.1K
$343K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
8.61KNew |
$223K - $906K
|
8.61K
$245K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
8.57K+ 195.19% |
$222K - $902K
|
13K
$368K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
8.5K+ 404.71% |
$220K - $895K
|
10.6K
$301K
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
8.43K+ 299.72% |
$219K - $887K
|
11.2K
$319K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
8.41K+ 356.16% |
$218K - $885K
|
10.8K
$306K
|