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 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
470K+ 295.94% |
$12.2M - $49.5M
|
629K
$17.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
460K+ 276.87% |
$11.9M - $48.4M
|
626K
$17.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
460KNew |
$11.9M - $48.4M
|
460K
$13.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
446K+ 411.29% |
$11.6M - $46.9M
|
554K
$15.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
442K+ 292.48% |
$11.5M - $46.6M
|
594K
$16.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
440K+ 319.12% |
$11.4M - $46.3M
|
578K
$16.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
427K+ 288.5% |
$11.1M - $44.9M
|
575K
$16.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
422K+ 282.97% |
$10.9M - $44.5M
|
571K
$16.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
419K+ 266.41% |
$10.9M - $44.1M
|
577K
$16.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
417K+ 294.29% |
$10.8M - $44M
|
559K
$15.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
417K+ 288.26% |
$10.8M - $43.9M
|
561K
$16M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
BUY
|
- |
416K+ 300.0% |
$10.8M - $43.8M
|
555K
$15.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
414K+ 371.4% |
$10.7M - $43.6M
|
526K
$14.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
407K+ 712.85% |
$10.6M - $42.9M
|
465K
$13.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Alpha Omega Group, Inc.
|
BUY
|
- |
404K+ 13270.3% |
$10.5M - $42.6M
|
407K
$11.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
404K+ 339.5% |
$10.5M - $42.6M
|
523K
$14.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Systelligence, LLC
|
BUY
|
- |
402K+ 308.6% |
$10.4M - $42.3M
|
532K
$15.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
400K+ 295.31% |
$10.4M - $42.2M
|
536K
$15.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
400K+ 286.51% |
$10.4M - $42.1M
|
540K
$15.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
385K+ 308.09% |
$9.99M - $40.6M
|
510K
$14.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
384K+ 922.83% |
$9.97M - $40.5M
|
426K
$12.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
379K+ 278.54% |
$9.82M - $39.9M
|
515K
$14.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
375K+ 301.1% |
$9.73M - $39.5M
|
500K
$14.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
370KNew |
$9.6M - $39M
|
370K
$10.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
369K+ 299.67% |
$9.57M - $38.9M
|
492K
$14M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
367K+ 318.81% |
$9.51M - $38.6M
|
482K
$13.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
367K+ 288.9% |
$9.51M - $38.6M
|
494K
$14M
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
365K+ 296.8% |
$9.48M - $38.5M
|
489K
$13.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
359K+ 294.77% |
$9.32M - $37.8M
|
481K
$13.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
358K+ 282.66% |
$9.28M - $37.7M
|
485K
$13.8M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
355K+ 316.3% |
$9.2M - $37.4M
|
467K
$13.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Schaeffer Financial LLC
|
BUY
|
- |
354K+ 299.99% |
$9.17M - $37.3M
|
472K
$13.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
352K+ 283.42% |
$9.14M - $37.1M
|
477K
$13.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
349K+ 291.32% |
$9.04M - $36.7M
|
468K
$13.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
347K+ 302.53% |
$9M - $36.6M
|
462K
$13.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
346K+ 301.15% |
$8.96M - $36.4M
|
461K
$13.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
342KNew |
$8.88M - $36.1M
|
342K
$9.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
336K+ 297.08% |
$8.71M - $35.4M
|
449K
$12.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
334K+ 366.52% |
$8.66M - $35.2M
|
425K
$12.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
331K+ 363.57% |
$8.57M - $34.8M
|
422K
$12M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
330K+ 326.53% |
$8.56M - $34.8M
|
431K
$12.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
327K+ 265.67% |
$8.47M - $34.4M
|
450K
$12.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
BUY
|
- |
315K+ 222.32% |
$8.16M - $33.1M
|
456K
$13M
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
313KNew |
$8.12M - $33M
|
313K
$8.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
311K+ 300.05% |
$8.06M - $32.7M
|
415K
$11.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
306K+ 336.77% |
$7.93M - $32.2M
|
396K
$11.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
304K+ 289.46% |
$7.89M - $32M
|
409K
$11.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
303K+ 244.77% |
$7.87M - $31.9M
|
427K
$12.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
300K+ 188.9% |
$7.77M - $31.5M
|
458K
$13M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
299K+ 383.79% |
$7.75M - $31.5M
|
377K
$10.7M
|