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 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
17.5K+ 300.0% |
$454K - $1.84M
|
23.3K
$625K
|
|
|
Feb 12, 2025
Q4 2024
|
Resolute Advisors LLC
|
BUY
|
- |
17.4K+ 300.43% |
$450K - $1.83M
|
23.2K
$621K
|
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
17.2KNew |
$446K - $1.81M
|
17.2K
$461K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
17K+ 562.65% |
$441K - $1.79M
|
20K
$537K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
16.9K+ 268.38% |
$439K - $1.78M
|
23.2K
$623K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
16.9K+ 405.47% |
$438K - $1.78M
|
21.1K
$565K
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
16.9K+ 340.46% |
$438K - $1.78M
|
21.8K
$586K
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
16.9K+ 299.98% |
$437K - $1.78M
|
22.5K
$603K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
16.9K+ 426.15% |
$437K - $1.78M
|
20.8K
$559K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
16.8K+ 300.25% |
$437K - $1.77M
|
22.4K
$602K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
16.8K+ 289.64% |
$435K - $1.77M
|
22.6K
$605K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
16.7K+ 441.6% |
$433K - $1.76M
|
20.5K
$549K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
16.7K+ 281.27% |
$433K - $1.76M
|
22.6K
$607K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
16.6K+ 294.71% |
$430K - $1.75M
|
22.2K
$596K
|
|
|
Feb 24, 2025
Q4 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
16.6KNew |
$430K - $1.74M
|
16.6K
$444K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
16.5K+ 228.87% |
$428K - $1.74M
|
23.7K
$636K
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
16.4K+ 300.0% |
$426K - $1.73M
|
21.9K
$588K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
16.3K+ 300.0% |
$423K - $1.72M
|
21.8K
$584K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
16.3K+ 448.92% |
$422K - $1.71M
|
19.9K
$534K
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
16.3K+ 286.86% |
$422K - $1.71M
|
21.9K
$588K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
16.3K+ 377.61% |
$422K - $1.71M
|
20.6K
$551K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
16.1K+ 337.93% |
$417K - $1.69M
|
20.8K
$559K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
16.1K+ 269.27% |
$417K - $1.69M
|
22K
$591K
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
16.1K+ 295.29% |
$416K - $1.69M
|
21.5K
$577K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
16KNew |
$416K - $1.69M
|
16K
$430K
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
16KNew |
$416K - $1.69M
|
16K
$430K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
16K+ 300.23% |
$415K - $1.68M
|
21.3K
$572K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
16K+ 238.96% |
$414K - $1.68M
|
22.7K
$608K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
16K+ 300.0% |
$414K - $1.68M
|
21.3K
$571K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
16K+ 200.89% |
$414K - $1.68M
|
23.9K
$641K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
16K+ 240.31% |
$414K - $1.68M
|
22.6K
$606K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
15.9K+ 275.25% |
$413K - $1.68M
|
21.7K
$583K
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
15.9K+ 300.0% |
$412K - $1.67M
|
21.2K
$568K
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
15.9K+ 300.0% |
$412K - $1.67M
|
21.2K
$568K
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
15.9K+ 293.13% |
$411K - $1.67M
|
21.3K
$571K
|
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
15.8K+ 284.13% |
$411K - $1.67M
|
21.4K
$574K
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
15.6K+ 297.01% |
$405K - $1.64M
|
20.9K
$560K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
15.6K+ 281.23% |
$405K - $1.64M
|
21.2K
$568K
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
15.6K+ 302.49% |
$404K - $1.64M
|
20.7K
$556K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
15.6K+ 704.39% |
$404K - $1.64M
|
17.8K
$477K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
15.5K+ 283.22% |
$403K - $1.64M
|
21K
$564K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
15.5K+ 300.06% |
$402K - $1.63M
|
20.7K
$555K
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
15.5KNew |
$402K - $1.63M
|
15.5K
$416K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
15.4K+ 16.65% |
$400K - $1.62M
|
108K
$2.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
15.3K+ 309.95% |
$397K - $1.61M
|
20.3K
$543K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
15.3K+ 415.04% |
$396K - $1.61M
|
19K
$509K
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
15.3K+ 316.25% |
$396K - $1.61M
|
20.1K
$539K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
15.2K+ 300.47% |
$395K - $1.61M
|
20.3K
$545K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
15.1K+ 300.18% |
$391K - $1.59M
|
20.1K
$540K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
15K+ 265.97% |
$390K - $1.58M
|
20.7K
$555K
|