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
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
21.1K+ 210.64% |
$548K - $2.22M
|
31.1K
$835K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
21.1K+ 1690.45% |
$546K - $2.22M
|
22.3K
$598K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
21.1K+ 300.0% |
$546K - $2.22M
|
28.1K
$753K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
21K+ 297.22% |
$543K - $2.21M
|
28K
$751K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
20.8K+ 285.87% |
$540K - $2.19M
|
28.1K
$755K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
20.8K+ 296.02% |
$539K - $2.19M
|
27.8K
$746K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
20.7K+ 292.08% |
$537K - $2.18M
|
27.8K
$746K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
20.6K+ 330.76% |
$534K - $2.17M
|
26.8K
$719K
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
20.4K+ 300.06% |
$529K - $2.15M
|
27.2K
$729K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
20.4K+ 300.0% |
$528K - $2.14M
|
27.1K
$728K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
20.3KNew |
$528K - $2.14M
|
20.3K
$546K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
20.3K+ 270.17% |
$527K - $2.14M
|
27.9K
$747K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
20.3K+ 297.26% |
$527K - $2.14M
|
27.1K
$728K
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
20.2K+ 284.44% |
$523K - $2.12M
|
27.2K
$731K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
20.1K+ 299.99% |
$522K - $2.12M
|
26.9K
$720K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
20K+ 287.72% |
$519K - $2.11M
|
27K
$723K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
20KNew |
$518K - $2.11M
|
20K
$536K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
20KNew |
$518K - $2.11M
|
20K
$536K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
19.9K+ 300.17% |
$517K - $2.1M
|
26.6K
$712K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
19.8K+ 299.39% |
$513K - $2.08M
|
26.4K
$708K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
19.6K+ 516.19% |
$508K - $2.06M
|
23.4K
$628K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
19.5K+ 7.48% |
$505K - $2.05M
|
280K
$7.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
19.4K+ 331.63% |
$503K - $2.04M
|
25.2K
$677K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
19.2K+ 562.81% |
$498K - $2.02M
|
22.6K
$607K
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
19.1KNew |
$496K - $2.02M
|
19.1K
$513K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
19.1KNew |
$496K - $2.01M
|
19.1K
$513K
|
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
19.1K+ 307.95% |
$495K - $2.01M
|
25.3K
$678K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
19.1K+ 300.36% |
$494K - $2.01M
|
25.4K
$681K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
19K+ 415.19% |
$493K - $2M
|
23.6K
$633K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
19K+ 336.23% |
$493K - $2M
|
24.6K
$661K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
19K+ 300.0% |
$492K - $2M
|
25.3K
$678K
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
18.9K+ 146.6% |
$489K - $1.99M
|
31.8K
$852K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
18.7K+ 324.92% |
$486K - $1.97M
|
24.5K
$657K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
18.7K+ 387.08% |
$486K - $1.97M
|
23.6K
$632K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
18.7KNew |
$485K - $1.97M
|
18.7K
$502K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
18.7K+ 326.3% |
$485K - $1.97M
|
24.4K
$655K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
18.7KNew |
$484K - $1.97M
|
18.7K
$501K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
18.5K+ 291.21% |
$479K - $1.95M
|
24.8K
$666K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
18.3K+ 366.06% |
$475K - $1.93M
|
23.3K
$626K
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
18.3K+ 297.74% |
$474K - $1.92M
|
24.4K
$655K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
BUY
|
- |
18.1K+ 300.0% |
$470K - $1.91M
|
24.1K
$648K
|
|
|
Feb 14, 2025
Q4 2024
|
Jentner Corp
|
BUY
|
- |
18.1K+ 182.67% |
$468K - $1.9M
|
27.9K
$749K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
18K+ 307.24% |
$467K - $1.9M
|
23.9K
$641K
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
18K+ 247.24% |
$467K - $1.89M
|
25.3K
$678K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
18K+ 438.19% |
$467K - $1.89M
|
22.1K
$593K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
18K+ 297.63% |
$467K - $1.89M
|
24K
$645K
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
18K+ 301.73% |
$466K - $1.89M
|
23.9K
$642K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
17.9K+ 299.97% |
$465K - $1.89M
|
23.9K
$641K
|
|
|
Feb 13, 2025
Q4 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
17.9K+ 312.88% |
$463K - $1.88M
|
23.6K
$632K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
17.5KNew |
$454K - $1.85M
|
17.5K
$470K
|