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 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
16K+ 300.23% |
$415K - $1.68M
|
21.3K
$620K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
16K+ 238.96% |
$414K - $1.68M
|
22.7K
$659K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
16K+ 300.0% |
$414K - $1.68M
|
21.3K
$620K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
16K+ 200.89% |
$414K - $1.68M
|
23.9K
$696K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
16K+ 240.31% |
$414K - $1.68M
|
22.6K
$657K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
15.9K+ 275.25% |
$413K - $1.68M
|
21.7K
$632K
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
15.9K+ 300.0% |
$412K - $1.67M
|
21.2K
$616K
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
15.9K+ 300.0% |
$412K - $1.67M
|
21.2K
$616K
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
15.9K+ 293.13% |
$411K - $1.67M
|
21.3K
$619K
|
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
15.8K+ 284.13% |
$411K - $1.67M
|
21.4K
$623K
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
15.6K+ 297.01% |
$405K - $1.64M
|
20.9K
$607K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
15.6K+ 281.23% |
$405K - $1.64M
|
21.2K
$616K
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
15.6K+ 302.49% |
$404K - $1.64M
|
20.7K
$603K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
15.6K+ 704.39% |
$404K - $1.64M
|
17.8K
$517K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
15.5K+ 283.22% |
$403K - $1.64M
|
21K
$611K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
15.5K+ 300.06% |
$402K - $1.63M
|
20.7K
$602K
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
15.5KNew |
$402K - $1.63M
|
15.5K
$451K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
15.4K+ 16.65% |
$400K - $1.62M
|
108K
$3.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
15.3K+ 309.95% |
$397K - $1.61M
|
20.3K
$589K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
15.3K+ 415.04% |
$396K - $1.61M
|
19K
$552K
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
15.3K+ 316.25% |
$396K - $1.61M
|
20.1K
$585K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
15.2K+ 300.47% |
$395K - $1.61M
|
20.3K
$591K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
15.1K+ 300.18% |
$391K - $1.59M
|
20.1K
$585K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
15K+ 265.97% |
$390K - $1.58M
|
20.7K
$602K
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
15K+ 275.1% |
$390K - $1.58M
|
20.5K
$596K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
15K+ 295.85% |
$390K - $1.58M
|
20.1K
$585K
|
|
|
Feb 13, 2025
Q4 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
15K+ 300.0% |
$389K - $1.58M
|
20K
$582K
|
|
|
Feb 13, 2025
Q4 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
15K+ 299.44% |
$389K - $1.58M
|
20K
$581K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
14.9K+ 292.12% |
$386K - $1.57M
|
20K
$582K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
14.9K+ 300.06% |
$385K - $1.56M
|
19.8K
$576K
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
14.8K+ 327.38% |
$383K - $1.55M
|
19.3K
$561K
|
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
14.8K+ 309.05% |
$383K - $1.55M
|
19.5K
$568K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
14.7K+ 368.67% |
$381K - $1.55M
|
18.7K
$543K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
14.7K+ 868.13% |
$381K - $1.55M
|
16.4K
$476K
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
14.6KNew |
$379K - $1.54M
|
14.6K
$426K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.6K+ 386.82% |
$378K - $1.54M
|
18.4K
$534K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
14.6K+ 351.48% |
$378K - $1.53M
|
18.7K
$544K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
14.5K+ 300.43% |
$377K - $1.53M
|
19.4K
$563K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
14.4K+ 300.0% |
$373K - $1.51M
|
19.2K
$557K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
14.2KNew |
$369K - $1.5M
|
14.2K
$414K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
14.1K+ 383.54% |
$364K - $1.48M
|
17.7K
$515K
|
|
|
Feb 14, 2025
Q4 2024
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
14.1KNew |
$364K - $1.48M
|
14.1K
$409K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
14K+ 477.52% |
$363K - $1.47M
|
16.9K
$493K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
14K+ 295.58% |
$362K - $1.47M
|
18.7K
$544K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
13.9K+ 228.74% |
$362K - $1.47M
|
20K
$583K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
13.9K+ 336.42% |
$361K - $1.47M
|
18.1K
$525K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
13.8KNew |
$358K - $1.45M
|
13.8K
$401K
|
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
13.8K+ 274.1% |
$357K - $1.45M
|
18.8K
$547K
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
13.8K+ 229.88% |
$357K - $1.45M
|
19.8K
$575K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
13.7K+ 297.33% |
$356K - $1.44M
|
18.3K
$533K
|