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 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
31.5M+ 288.4% |
$818M - $3.32B
|
42.5M
$1.14B
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
29.4M+ 301.39% |
$763M - $3.1B
|
39.2M
$1.05B
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
28.6M+ 299.28% |
$742M - $3.01B
|
38.2M
$1.02B
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
28.5M+ 253.67% |
$740M - $3.01B
|
39.8M
$1.07B
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.8M+ 413.67% |
$461M - $1.87B
|
22.1M
$591M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
14.5MNew |
$376M - $1.53B
|
14.5M
$389M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.9M+ 300.28% |
$334M - $1.36B
|
17.2M
$461M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
11.5M+ 293.85% |
$297M - $1.21B
|
15.4M
$412M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11M+ 330.5% |
$286M - $1.16B
|
14.4M
$385M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.86M+ 427.37% |
$230M - $933M
|
10.9M
$293M
|
|
|
Feb 12, 2025
Q4 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
7.8M+ 251.9% |
$202M - $821M
|
10.9M
$292M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.4M+ 160.01% |
$166M - $674M
|
10.4M
$279M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.06M+ 280.83% |
$157M - $638M
|
8.22M
$220M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.89M+ 318.03% |
$153M - $620M
|
7.74M
$208M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
5.83M+ 81532.72% |
$151M - $614M
|
5.84M
$157M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
5.77M+ 312.27% |
$150M - $608M
|
7.62M
$204M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.46M+ 296.15% |
$142M - $575M
|
7.3M
$196M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.29M+ 289.91% |
$137M - $557M
|
7.11M
$191M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
5.25M+ 303.02% |
$136M - $553M
|
6.98M
$187M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.75M+ 308.25% |
$123M - $500M
|
6.29M
$169M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.56M+ 316.26% |
$118M - $480M
|
6M
$161M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
3.85M+ 300.43% |
$99.8M - $405M
|
5.13M
$138M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.47M+ 303.65% |
$89.9M - $365M
|
4.61M
$124M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.37M+ 310.61% |
$87.5M - $355M
|
4.46M
$120M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.32M+ 283.25% |
$86M - $349M
|
4.49M
$120M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.29M+ 389.85% |
$85.3M - $346M
|
4.13M
$111M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
3.05M+ 310.55% |
$79M - $321M
|
4.03M
$108M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.97M+ 311.9% |
$76.9M - $312M
|
3.92M
$105M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
2.75M+ 612.86% |
$71.4M - $290M
|
3.2M
$85.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.68M+ 334.75% |
$69.5M - $282M
|
3.48M
$93.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.57M+ 295.87% |
$66.5M - $270M
|
3.43M
$92.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
2.49M+ 429.86% |
$64.6M - $262M
|
3.07M
$82.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.43M+ 5708.95% |
$63M - $256M
|
2.47M
$66.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.41M+ 319.46% |
$62.6M - $254M
|
3.17M
$85M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
2.36M+ 284.86% |
$61.2M - $248M
|
3.19M
$85.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.34M+ 371.71% |
$60.7M - $247M
|
2.97M
$79.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.29M+ 317.46% |
$59.3M - $241M
|
3.01M
$80.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
2.28M+ 270.27% |
$59.1M - $240M
|
3.12M
$83.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.26M+ 313.93% |
$58.6M - $238M
|
2.98M
$79.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.12M+ 266.66% |
$55.1M - $224M
|
2.92M
$78.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.11M+ 320.9% |
$54.7M - $222M
|
2.77M
$74.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.09M+ 306.0% |
$54.1M - $220M
|
2.77M
$74.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
2.09M+ 314.69% |
$54.1M - $220M
|
2.75M
$73.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
2.08M+ 282.96% |
$54.1M - $220M
|
2.82M
$75.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
1.93M+ 298.91% |
$50.2M - $204M
|
2.58M
$69.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
1.83M+ 395.25% |
$47.4M - $193M
|
2.29M
$61.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.81M+ 267.74% |
$46.9M - $190M
|
2.48M
$66.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.72M+ 331.13% |
$44.6M - $181M
|
2.24M
$60M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.66M+ 291.64% |
$43.1M - $175M
|
2.23M
$59.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.66M+ 296.11% |
$43M - $175M
|
2.22M
$59.5M
|