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 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
92.4K+ 300.43% |
$2.4M - $9.73M
|
123K
$3.5M
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
90.3K+ 302.52% |
$2.34M - $9.51M
|
120K
$3.42M
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
89.4KNew |
$2.32M - $9.42M
|
89.4K
$2.54M
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
87.2K+ 268.92% |
$2.26M - $9.19M
|
120K
$3.4M
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
87K+ 301.17% |
$2.26M - $9.16M
|
116K
$3.3M
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
86.3K+ 334.75% |
$2.24M - $9.09M
|
112K
$3.19M
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
85.9K+ 845.39% |
$2.23M - $9.05M
|
96.1K
$2.73M
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
85K+ 315.23% |
$2.2M - $8.95M
|
112K
$3.19M
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
84.8K+ 301.89% |
$2.2M - $8.93M
|
113K
$3.21M
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
84.7K+ 296.29% |
$2.2M - $8.92M
|
113K
$3.22M
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
84.7K+ 276.73% |
$2.2M - $8.91M
|
115K
$3.28M
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
83.7K+ 112.09% |
$2.17M - $8.82M
|
158K
$4.51M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
83.4K+ 212.0% |
$2.16M - $8.78M
|
123K
$3.49M
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
80.4K+ 312.75% |
$2.09M - $8.47M
|
106K
$3.02M
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
80.3K+ 270.86% |
$2.08M - $8.46M
|
110K
$3.13M
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
79.3K+ 300.19% |
$2.06M - $8.35M
|
106K
$3.01M
|
|
Jan 30, 2025
Q4 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
77.4K+ 315.56% |
$2.01M - $8.15M
|
102K
$2.9M
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
75.8K+ 301.71% |
$1.97M - $7.99M
|
101K
$2.87M
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
74.7K+ 291.26% |
$1.94M - $7.87M
|
100K
$2.86M
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
74.1K+ 299.6% |
$1.92M - $7.8M
|
98.8K
$2.81M
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
72.5K+ 326.05% |
$1.88M - $7.63M
|
94.7K
$2.69M
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
72.1K+ 288.36% |
$1.87M - $7.59M
|
97.1K
$2.76M
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
70.9KNew |
$1.84M - $7.46M
|
70.9K
$2.02M
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
70.7K+ 299.31% |
$1.83M - $7.44M
|
94.3K
$2.68M
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
68.9KNew |
$1.79M - $7.25M
|
68.9K
$1.96M
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
68.4K+ 308.98% |
$1.77M - $7.21M
|
90.6K
$2.58M
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
68.2K+ 244.57% |
$1.77M - $7.18M
|
96.1K
$2.73M
|
|
Jan 22, 2025
Q4 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
68.1K+ 263.29% |
$1.77M - $7.18M
|
94K
$2.67M
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
67.6K+ 3136.91% |
$1.75M - $7.12M
|
69.7K
$1.98M
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
67.1K+ 284.35% |
$1.74M - $7.07M
|
90.7K
$2.58M
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
66.9K+ 303.89% |
$1.73M - $7.04M
|
88.9K
$2.53M
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
66.1K+ 352.09% |
$1.71M - $6.96M
|
84.9K
$2.41M
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
65.1K+ 292.04% |
$1.69M - $6.85M
|
87.3K
$2.49M
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
65.1K+ 299.29% |
$1.69M - $6.85M
|
86.8K
$2.47M
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
65KNew |
$1.69M - $6.85M
|
65K
$1.85M
|
|
Jan 24, 2025
Q4 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
62.5K+ 868.92% |
$1.62M - $6.58M
|
69.7K
$1.98M
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
62.3K+ 323.06% |
$1.62M - $6.57M
|
81.6K
$2.32M
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
61.6K+ 471.04% |
$1.6M - $6.49M
|
74.7K
$2.13M
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
60.2K+ 306.39% |
$1.56M - $6.34M
|
79.8K
$2.27M
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
59.7K+ 291.75% |
$1.55M - $6.29M
|
80.2K
$2.28M
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
59.5KNew |
$1.54M - $6.27M
|
59.5K
$1.69M
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
59.1K+ 319.42% |
$1.53M - $6.22M
|
77.6K
$2.21M
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
57.9K+ 300.0% |
$1.5M - $6.1M
|
77.2K
$2.2M
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
57.3K+ 944.7% |
$1.48M - $6.03M
|
63.3K
$1.8M
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
56K+ 84.12% |
$1.45M - $5.9M
|
123K
$3.49M
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
54K+ 381.08% |
$1.4M - $5.68M
|
68.1K
$1.94M
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
53.9K+ 296.28% |
$1.4M - $5.68M
|
72.1K
$2.05M
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
53.9K+ 262.8% |
$1.4M - $5.67M
|
74.4K
$2.12M
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
53.9K+ 263.45% |
$1.4M - $5.67M
|
74.3K
$2.11M
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
53.1K+ 299.94% |
$1.38M - $5.59M
|
70.8K
$2.02M
|