Purchases and Sales Made in Q4 2024 in Schwab Strategic Tr Us Large C (SCHG)

SCHG Quotes by TradingView

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 29, 2025 Q4 2024
Capital Advisors Inc

BUY
 -
19K
+ 336.23%
$493K - $2M
24.6K $717K
Feb 13, 2025 Q4 2024
Ruggaard & Associates LLC

Twinsburg, OH
BUY
 -
19K
+ 300.0%
$492K - $2M
25.3K $735K
Feb 04, 2025 Q4 2024
Blackhawk Capital Partners Llc.

Thiensville, WI
BUY
 -
18.9K
+ 146.6%
$489K - $1.99M
31.8K $924K
Apr 22, 2025 Q4 2024
North Rock Partners, LLC

BUY
 -
18.7K
+ 300.08%
$486K - $1.97M
25K $727K
Jan 29, 2025 Q4 2024
Tfb Advisors LLC

Overland Park, KS
BUY
 -
18.7K
+ 324.92%
$486K - $1.97M
24.5K $713K
Jan 16, 2025 Q4 2024
Pure Financial Advisors, LLC

BUY
 -
18.7K
+ 387.08%
$486K - $1.97M
23.6K $686K
Feb 28, 2025 Q4 2024
Bridge Port Financial Solutions, LLC

Fairfield, IA
BUY
 -
18.7K
New
$485K - $1.97M
18.7K $544K
Feb 04, 2025 Q4 2024
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
18.7K
+ 326.3%
$485K - $1.97M
24.4K $711K
Jan 23, 2025 Q4 2024
Strategic Wealth Investment Group, LLC

BUY
 -
18.7K
New
$484K - $1.97M
18.7K $543K
Jan 24, 2025 Q4 2024
Ogorek Anthony Joseph

BUY
 -
18.5K
+ 291.21%
$479K - $1.95M
24.8K $723K
Jan 29, 2025 Q4 2024
Papp L Roy & Associates

BUY
 -
18.3K
+ 297.74%
$474K - $1.92M
24.4K $710K
Jan 30, 2025 Q4 2024
Members Trust CO

BUY
 -
18.1K
+ 300.0%
$470K - $1.91M
24.1K $702K
Feb 14, 2025 Q4 2024
Jentner Corp

BUY
 -
18.1K
+ 182.67%
$468K - $1.9M
27.9K $813K
Feb 03, 2025 Q4 2024
Pinnacle Financial Partners Inc

BUY
 -
18K
+ 307.24%
$467K - $1.9M
23.9K $695K
Feb 05, 2025 Q4 2024
Clifford Swan Investment Counsel LLC

BUY
 -
18K
+ 247.24%
$467K - $1.89M
25.3K $735K
Feb 12, 2025 Q4 2024
Hazlett, Burt & Watson, Inc.

BUY
 -
18K
+ 438.19%
$467K - $1.89M
22.1K $643K
Feb 13, 2025 Q4 2024
Russell Investments Group, Ltd.

BUY
 -
18K
+ 297.63%
$467K - $1.89M
24K $699K
Jan 24, 2025 Q4 2024
Lederer & Associates Investment Counsel

Long Beach, CA
BUY
 -
18K
+ 301.73%
$466K - $1.89M
23.9K $696K
Feb 26, 2025 Q4 2024
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
17.9K
+ 299.97%
$465K - $1.89M
23.9K $695K
Feb 13, 2025 Q4 2024
Soundwatch Capital LLC

New York, NY
BUY
 -
17.9K
+ 312.88%
$463K - $1.88M
23.6K $686K
Mar 24, 2025 Q4 2024
Fulcrum Equity Management

BUY
 -
17.8K
+ 268.75%
$462K - $1.88M
24.4K $711K
Feb 07, 2025 Q4 2024
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
17.5K
New
$454K - $1.85M
17.5K $510K
Feb 14, 2025 Q4 2024
1832 Asset Management L.P.

Toronto, A6
BUY
 -
17.5K
+ 300.0%
$454K - $1.84M
23.3K $678K
Feb 12, 2025 Q4 2024
Resolute Advisors LLC

BUY
 -
17.4K
+ 300.43%
$450K - $1.83M
23.2K $674K
Apr 07, 2025 Q4 2024
Phil A. Younker & Associates, Ltd.

Fairbanks, AK
BUY
 -
17.3K
New
$447K - $1.82M
17.3K $502K
Feb 19, 2025 Q4 2024
Retirement Planning Group, LLC / Ny

Malta, NY
BUY
 -
17.2K
New
$446K - $1.81M
17.2K $500K
Jan 16, 2025 Q4 2024
Evanson Asset Management, LLC

BUY
 -
17K
+ 562.65%
$441K - $1.79M
20K $583K
Jan 30, 2025 Q4 2024
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
16.9K
+ 268.38%
$439K - $1.78M
23.2K $676K
Jan 17, 2025 Q4 2024
Secure Asset Management, LLC

BUY
 -
16.9K
+ 405.47%
$438K - $1.78M
21.1K $613K
Feb 11, 2025 Q4 2024
Truepoint, Inc.

BUY
 -
16.9K
+ 340.46%
$438K - $1.78M
21.8K $636K
Feb 13, 2025 Q4 2024
Evensky & Katz LLC

BUY
 -
16.9K
+ 299.98%
$437K - $1.78M
22.5K $654K
Feb 06, 2025 Q4 2024
Bellevue Asset Management, LLC

Bellevue, WA
BUY
 -
16.9K
+ 426.15%
$437K - $1.78M
20.8K $606K
Jan 13, 2025 Q4 2024
Accelerate Investment Advisors LLC

Aliso Viejo, CA
BUY
 -
16.8K
+ 300.25%
$437K - $1.77M
22.4K $653K
Jan 24, 2025 Q4 2024
Sym Financial Corp

BUY
 -
16.8K
+ 289.64%
$435K - $1.77M
22.6K $656K
Jan 17, 2025 Q4 2024
Independent Wealth Network Inc.

BUY
 -
16.7K
+ 441.6%
$433K - $1.76M
20.5K $596K
Feb 12, 2025 Q4 2024
Front Row Advisors LLC

Tiburon, CA
BUY
 -
16.7K
+ 281.27%
$433K - $1.76M
22.6K $658K
Jan 29, 2025 Q4 2024
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
16.6K
+ 294.71%
$430K - $1.75M
22.2K $647K
Feb 24, 2025 Q4 2024
Hall Capital Management CO Inc

BUY
 -
16.6K
New
$430K - $1.74M
16.6K $482K
Jan 24, 2025 Q4 2024
Capital Insight Partners, LLC

BUY
 -
16.5K
+ 228.87%
$428K - $1.74M
23.7K $690K
Feb 12, 2025 Q4 2024
First Western Trust Bank

Denver, CO
BUY
 -
16.4K
+ 300.0%
$426K - $1.73M
21.9K $638K
Jan 23, 2025 Q4 2024
Sol Capital Management CO

BUY
 -
16.3K
+ 300.0%
$423K - $1.72M
21.8K $633K
Feb 06, 2025 Q4 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
16.3K
+ 448.92%
$422K - $1.71M
19.9K $579K
Feb 12, 2025 Q4 2024
Hoey Investments, Inc

Coatesville, PA
BUY
 -
16.3K
+ 286.86%
$422K - $1.71M
21.9K $638K
Feb 14, 2025 Q4 2024
Bip Wealth, LLC

Atlanta, GA
BUY
 -
16.3K
+ 377.61%
$422K - $1.71M
20.6K $598K
Jan 21, 2025 Q4 2024
Smith Chas P & Associates Pa Cpas

BUY
 -
16.1K
+ 337.93%
$417K - $1.69M
20.8K $606K
Feb 14, 2025 Q4 2024
Gerber Kawasaki Wealth & Investment Management

BUY
 -
16.1K
+ 269.27%
$417K - $1.69M
22K $641K
Feb 04, 2025 Q4 2024
Synergy Financial Group, LTD

BUY
 -
16.1K
+ 295.29%
$416K - $1.69M
21.5K $625K
Jan 16, 2025 Q4 2024
Zhang Financial LLC

BUY
 -
16K
New
$416K - $1.69M
16K $467K
Jan 15, 2025 Q4 2024
Cvfg LLC

Shelbyville, IN
BUY
 -
16K
New
$416K - $1.69M
16K $466K

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