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 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
19.1K+ 300.36% |
$494K - $2.01M
|
25.4K
$722K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
19K+ 336.23% |
$493K - $2M
|
24.6K
$701K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
18.7K+ 324.92% |
$486K - $1.97M
|
24.5K
$697K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
18.7K+ 387.08% |
$486K - $1.97M
|
23.6K
$671K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
18.7KNew |
$484K - $1.97M
|
18.7K
$531K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
18.5K+ 291.21% |
$479K - $1.95M
|
24.8K
$707K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
18.3K+ 366.06% |
$475K - $1.93M
|
23.3K
$664K
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
18.3K+ 297.74% |
$474K - $1.92M
|
24.4K
$695K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
BUY
|
- |
18.1K+ 300.0% |
$470K - $1.91M
|
24.1K
$687K
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
18K+ 301.73% |
$466K - $1.89M
|
23.9K
$681K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
17K+ 562.65% |
$441K - $1.79M
|
20K
$570K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
16.9K+ 268.38% |
$439K - $1.78M
|
23.2K
$661K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
16.9K+ 405.47% |
$438K - $1.78M
|
21.1K
$599K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
16.8K+ 300.25% |
$437K - $1.77M
|
22.4K
$638K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
16.8K+ 289.64% |
$435K - $1.77M
|
22.6K
$642K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
16.7K+ 441.6% |
$433K - $1.76M
|
20.5K
$583K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
16.6K+ 294.71% |
$430K - $1.75M
|
22.2K
$632K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
16.5K+ 228.87% |
$428K - $1.74M
|
23.7K
$675K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
16.3K+ 300.0% |
$423K - $1.72M
|
21.8K
$619K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
16.1K+ 337.93% |
$417K - $1.69M
|
20.8K
$593K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
16KNew |
$416K - $1.69M
|
16K
$457K
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
16KNew |
$416K - $1.69M
|
16K
$456K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
16K+ 300.23% |
$415K - $1.68M
|
21.3K
$607K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
16K+ 238.96% |
$414K - $1.68M
|
22.7K
$645K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
16K+ 300.0% |
$414K - $1.68M
|
21.3K
$606K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
16K+ 200.89% |
$414K - $1.68M
|
23.9K
$680K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
15.9K+ 275.25% |
$413K - $1.68M
|
21.7K
$618K
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
15.9K+ 300.0% |
$412K - $1.67M
|
21.2K
$603K
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
15.9K+ 300.0% |
$412K - $1.67M
|
21.2K
$602K
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
15.9K+ 293.13% |
$411K - $1.67M
|
21.3K
$605K
|
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
15.8K+ 284.13% |
$411K - $1.67M
|
21.4K
$609K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
15.5K+ 300.06% |
$402K - $1.63M
|
20.7K
$589K
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
15.5KNew |
$402K - $1.63M
|
15.5K
$441K
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
15.3K+ 316.25% |
$396K - $1.61M
|
20.1K
$572K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
15.1K+ 300.18% |
$391K - $1.59M
|
20.1K
$572K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
15K+ 265.97% |
$390K - $1.58M
|
20.7K
$589K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
15K+ 295.85% |
$390K - $1.58M
|
20.1K
$572K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
14.9K+ 300.06% |
$385K - $1.56M
|
19.8K
$563K
|
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
14.8K+ 309.05% |
$383K - $1.55M
|
19.5K
$556K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
14.5K+ 300.43% |
$377K - $1.53M
|
19.4K
$551K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
14.1K+ 383.54% |
$364K - $1.48M
|
17.7K
$504K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
14K+ 477.52% |
$363K - $1.47M
|
16.9K
$482K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
14K+ 295.58% |
$362K - $1.47M
|
18.7K
$532K
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
13.8K+ 229.88% |
$357K - $1.45M
|
19.8K
$562K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
13.7K+ 299.96% |
$356K - $1.44M
|
18.3K
$520K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
13.7K+ 291.97% |
$354K - $1.44M
|
18.4K
$522K
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
13.6K+ 335.34% |
$353K - $1.43M
|
17.7K
$502K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
13.5K+ 289.62% |
$349K - $1.42M
|
18.1K
$516K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
13.2K+ 433.94% |
$343K - $1.39M
|
16.3K
$462K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
13.2K+ 609.47% |
$342K - $1.39M
|
15.4K
$437K
|