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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
5.6KNew |
$145K - $590K
|
5.6K
$163K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
5.59K+ 300.0% |
$145K - $589K
|
7.45K
$217K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
5.56K+ 274.25% |
$144K - $585K
|
7.59K
$221K
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
5.55K+ 303.11% |
$144K - $584K
|
7.38K
$215K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
5.51K+ 300.0% |
$143K - $580K
|
7.34K
$214K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
5.46KNew |
$142K - $575K
|
5.46K
$159K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5.39K+ 12254.55% |
$140K - $568K
|
5.44K
$158K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
5.38K+ 279.62% |
$139K - $566K
|
7.3K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.14K+ 17.21% |
$133K - $541K
|
35K
$1.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
5.13K+ 2.78% |
$133K - $540K
|
190K
$5.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
5.13K+ 187.83% |
$133K - $540K
|
7.86K
$229K
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
5.11K+ 235.48% |
$133K - $538K
|
7.28K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
5.1K+ 242.86% |
$132K - $537K
|
7.2K
$209K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
5.04KNew |
$131K - $531K
|
5.04K
$147K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
4.96K+ 300.0% |
$129K - $522K
|
6.62K
$192K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
4.94K+ 300.0% |
$128K - $520K
|
6.58K
$191K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
4.61KNew |
$119K - $485K
|
4.61K
$134K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.58K+ 146.03% |
$119K - $483K
|
7.72K
$225K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
4.58K+ 506.3% |
$119K - $482K
|
5.49K
$160K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4.34K+ 174.61% |
$113K - $457K
|
6.82K
$199K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4.34K+ 300.0% |
$112K - $457K
|
5.78K
$168K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
4.32K+ 300.0% |
$112K - $455K
|
5.76K
$167K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
4.11K+ 300.51% |
$107K - $433K
|
5.48K
$159K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
4.1KNew |
$106K - $432K
|
4.1K
$119K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
4.03K+ 300.0% |
$105K - $425K
|
5.38K
$156K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.78K+ 302.16% |
$97.9K - $398K
|
5.03K
$146K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
3.76KNew |
$97.5K - $396K
|
3.76K
$109K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3.7K+ 302.78% |
$95.9K - $390K
|
4.92K
$143K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3.67K+ 300.41% |
$95.3K - $387K
|
4.9K
$142K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.56K+ 300.0% |
$92.4K - $375K
|
4.75K
$138K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3.5K+ 302.77% |
$90.7K - $368K
|
4.65K
$135K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3.49K+ 120.86% |
$90.6K - $368K
|
6.39K
$186K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.44K+ 327.31% |
$89.2K - $362K
|
4.49K
$131K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
3.41K+ 300.0% |
$88.4K - $359K
|
4.55K
$132K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.35K+ 2.24% |
$86.9K - $353K
|
153K
$4.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.34K+ 75.4% |
$86.6K - $352K
|
7.77K
$226K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
3.34K+ 10.53% |
$86.6K - $352K
|
35.1K
$1.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3.27K+ 300.0% |
$84.9K - $345K
|
4.36K
$127K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
3.23K+ 300.0% |
$83.6K - $340K
|
4.3K
$125K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3.17K+ 300.0% |
$82.2K - $334K
|
4.23K
$123K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3.13K+ 251.12% |
$81.3K - $330K
|
4.38K
$127K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
3.13KNew |
$81.1K - $329K
|
3.13K
$91K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
3.05K+ 300.1% |
$79.1K - $321K
|
4.07K
$118K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3.04K+ 308.1% |
$78.9K - $321K
|
4.03K
$117K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.04K+ 2.32% |
$78.9K - $320K
|
134K
$3.9M
|
|
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
3.01K+ 300.3% |
$78K - $317K
|
4.01K
$117K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
2.98K+ 170.84% |
$77.2K - $313K
|
4.72K
$137K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
2.9K+ 146.46% |
$75.2K - $305K
|
4.88K
$142K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
2.87K+ 300.0% |
$74.4K - $302K
|
3.82K
$111K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.84K+ 1118.9% |
$73.7K - $299K
|
3.1K
$90.1K
|