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 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
32.6K+ 301.64% |
$845K - $3.43M
|
43.4K
$1.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
32K+ 318.84% |
$829K - $3.37M
|
42K
$1.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
31.3KNew |
$812K - $3.3M
|
31.3K
$890K
|
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
31.3KNew |
$811K - $3.3M
|
31.3K
$889K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
31.2K+ 294.1% |
$809K - $3.29M
|
41.8K
$1.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
31K+ 210.55% |
$804K - $3.26M
|
45.7K
$1.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
30.8K+ 318.35% |
$799K - $3.25M
|
40.5K
$1.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
30.4K+ 300.44% |
$788K - $3.2M
|
40.5K
$1.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
30K+ 671.39% |
$777K - $3.16M
|
34.4K
$978K
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
29.3K+ 291.93% |
$760K - $3.09M
|
39.3K
$1.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
29.3K+ 300.15% |
$759K - $3.08M
|
39K
$1.11M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
29KNew |
$752K - $3.05M
|
29K
$824K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
28.9KNew |
$749K - $3.04M
|
28.9K
$820K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
28.8K+ 260.68% |
$748K - $3.04M
|
39.9K
$1.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
28.5K+ 340.15% |
$740K - $3.01M
|
36.9K
$1.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
28.4K+ 243.05% |
$735K - $2.99M
|
40K
$1.14M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
28.3K+ 302.47% |
$734K - $2.98M
|
37.7K
$1.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
28KNew |
$726K - $2.95M
|
28K
$795K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
28K+ 347.31% |
$725K - $2.94M
|
36K
$1.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
27.9K+ 296.4% |
$724K - $2.94M
|
37.4K
$1.06M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
27K+ 300.0% |
$699K - $2.84M
|
35.9K
$1.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
26.8K+ 301.32% |
$695K - $2.82M
|
35.7K
$1.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
26.8K+ 779.23% |
$695K - $2.82M
|
30.2K
$859K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
26.5KNew |
$687K - $2.79M
|
26.5K
$753K
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
BUY
|
- |
26.4K+ 301.93% |
$685K - $2.78M
|
35.2K
$1M
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
26.4KNew |
$683K - $2.77M
|
26.4K
$749K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
26K+ 856.64% |
$675K - $2.74M
|
29.1K
$827K
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
26K+ 300.0% |
$675K - $2.74M
|
34.7K
$987K
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
25.9K+ 300.21% |
$672K - $2.73M
|
34.5K
$982K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
25.7K+ 174.25% |
$667K - $2.71M
|
40.5K
$1.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
25.7K+ 353.92% |
$667K - $2.71M
|
33K
$938K
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
BUY
|
- |
25.5K+ 299.86% |
$661K - $2.68M
|
34K
$965K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
25.5K+ 294.83% |
$660K - $2.68M
|
34.1K
$969K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
25.4K+ 319.38% |
$660K - $2.68M
|
33.4K
$949K
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
25.2K+ 218.35% |
$653K - $2.65M
|
36.7K
$1.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
25.1K+ 268.84% |
$651K - $2.64M
|
34.4K
$978K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
25K+ 302.84% |
$647K - $2.63M
|
33.2K
$944K
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
24.8K+ 293.33% |
$644K - $2.62M
|
33.3K
$947K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
24.8KNew |
$644K - $2.61M
|
24.8K
$706K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
24.8K+ 300.28% |
$643K - $2.61M
|
33.1K
$940K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
24.4K+ 292.74% |
$634K - $2.57M
|
32.8K
$932K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
24.3K+ 312.21% |
$631K - $2.56M
|
32.1K
$913K
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
24.3K+ 297.94% |
$630K - $2.56M
|
32.4K
$922K
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
BUY
|
- |
24.2K+ 277.44% |
$627K - $2.55M
|
32.9K
$935K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
23.8KNew |
$618K - $2.51M
|
23.8K
$677K
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
23.8KNew |
$618K - $2.51M
|
23.8K
$677K
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
23.8KNew |
$616K - $2.5M
|
23.8K
$675K
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
23.5K+ 262.23% |
$609K - $2.47M
|
32.4K
$922K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
23.5K+ 286.22% |
$608K - $2.47M
|
31.7K
$900K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
23.3K+ 331.76% |
$605K - $2.46M
|
30.4K
$863K
|