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
|
Planning Center, Inc.
|
BUY
|
- |
26.4K+ 301.93% |
$685K - $2.78M
|
35.2K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
26.4KNew |
$683K - $2.77M
|
26.4K
$767K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
26.2K+ 361.81% |
$679K - $2.76M
|
33.4K
$972K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
26.2K+ 657.78% |
$678K - $2.75M
|
30.1K
$877K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
26K+ 856.64% |
$675K - $2.74M
|
29.1K
$846K
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
26K+ 300.0% |
$675K - $2.74M
|
34.7K
$1.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
25.9KNew |
$672K - $2.73M
|
25.9K
$754K
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
25.9K+ 300.21% |
$672K - $2.73M
|
34.5K
$1M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
25.7K+ 174.25% |
$667K - $2.71M
|
40.5K
$1.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
25.7K+ 353.92% |
$667K - $2.71M
|
33K
$960K
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
BUY
|
- |
25.5K+ 299.86% |
$661K - $2.68M
|
34K
$988K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
25.5K+ 294.83% |
$660K - $2.68M
|
34.1K
$992K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
25.4K+ 319.38% |
$660K - $2.68M
|
33.4K
$972K
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
25.4K+ 300.11% |
$658K - $2.67M
|
33.8K
$984K
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
25.2K+ 218.35% |
$653K - $2.65M
|
36.7K
$1.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
25.1K+ 268.84% |
$651K - $2.64M
|
34.4K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
25K+ 420.41% |
$649K - $2.64M
|
31K
$901K
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
25K+ 300.01% |
$648K - $2.63M
|
33.3K
$969K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
25K+ 302.84% |
$647K - $2.63M
|
33.2K
$966K
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
24.8K+ 293.33% |
$644K - $2.62M
|
33.3K
$969K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
24.8KNew |
$644K - $2.61M
|
24.8K
$722K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
24.8K+ 300.28% |
$643K - $2.61M
|
33.1K
$962K
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
24.5K+ 300.01% |
$636K - $2.58M
|
32.7K
$951K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
24.4K+ 292.74% |
$634K - $2.57M
|
32.8K
$954K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
24.3K+ 312.21% |
$631K - $2.56M
|
32.1K
$935K
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
24.3K+ 297.94% |
$630K - $2.56M
|
32.4K
$944K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
24.3K+ 291.65% |
$629K - $2.56M
|
32.6K
$948K
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
BUY
|
- |
24.2K+ 277.44% |
$627K - $2.55M
|
32.9K
$957K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
24.2K+ 168.66% |
$626K - $2.54M
|
38.5K
$1.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
23.8KNew |
$618K - $2.51M
|
23.8K
$693K
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
23.8KNew |
$618K - $2.51M
|
23.8K
$693K
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
23.8KNew |
$616K - $2.5M
|
23.8K
$691K
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
23.5K+ 262.23% |
$609K - $2.47M
|
32.4K
$944K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
23.5K+ 286.22% |
$608K - $2.47M
|
31.7K
$921K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
23.3K+ 331.76% |
$605K - $2.46M
|
30.4K
$883K
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
23.3K+ 262.01% |
$604K - $2.45M
|
32.2K
$937K
|
|
|
Feb 11, 2025
Q4 2024
|
Gs Investments, Inc.
|
BUY
|
- |
23.3K+ 295.41% |
$604K - $2.45M
|
31.2K
$907K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
23.3K+ 300.0% |
$604K - $2.45M
|
31.1K
$904K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
23.3K+ 300.0% |
$604K - $2.45M
|
31K
$903K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
23.1K+ 288.47% |
$599K - $2.43M
|
31.1K
$905K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
23.1K+ 79.21% |
$599K - $2.43M
|
52.3K
$1.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
23.1KNew |
$598K - $2.43M
|
23.1K
$671K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
22.9KNew |
$593K - $2.41M
|
22.9K
$666K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
22.9K+ 300.07% |
$593K - $2.41M
|
30.5K
$887K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
22.8K+ 281.41% |
$591K - $2.4M
|
30.9K
$898K
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
22.6K+ 309.72% |
$587K - $2.38M
|
29.9K
$871K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
22.5K+ 301.11% |
$584K - $2.37M
|
30K
$872K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
22.3K+ 300.16% |
$578K - $2.35M
|
29.7K
$865K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
22.3K+ 322.78% |
$578K - $2.35M
|
29.2K
$850K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
22.3K+ 236.35% |
$578K - $2.35M
|
31.7K
$922K
|