Purchases and Sales Made in Q4 2024 in Schwab Strategic Tr Us Large C (SCHG)

SCHG Quotes by TradingView

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 07, 2025 Q4 2024
Geometric Wealth Advisors

BUY
 -
12.5K
+ 300.0%
$325K - $1.32M
16.7K $448K
Jan 29, 2025 Q4 2024
Tranquility Partners, LLC

BUY
 -
12.4K
+ 294.2%
$322K - $1.31M
16.7K $447K
Jan 14, 2025 Q4 2024
Ritholtz Wealth Management

BUY
 -
12.4K
+ 299.98%
$322K - $1.31M
16.5K $443K
Jan 15, 2025 Q4 2024
Smith, Salley & Associates

BUY
 -
12.3K
+ 321.53%
$318K - $1.29M
16.1K $431K
Jan 30, 2025 Q4 2024
American Financial Advisors, LLC

BUY
 -
12.2K
+ 285.89%
$317K - $1.29M
16.5K $443K
Jan 29, 2025 Q4 2024
Fairman Group, LLC

Chesterbrook, PA
BUY
 -
12.1K
+ 300.37%
$314K - $1.27M
16.1K $432K
Feb 07, 2025 Q4 2024
G2 Capital Management, LLC

Columbus, OH
BUY
 -
12.1K
+ 300.0%
$313K - $1.27M
16.1K $432K
Feb 14, 2025 Q4 2024
Vanguard Capital Wealth Advisors

BUY
 -
12.1K
+ 431.22%
$313K - $1.27M
14.9K $398K
Feb 07, 2025 Q4 2024
Citizens Financial Group Inc

BUY
 -
12.1K
+ 300.05%
$312K - $1.27M
16.1K $431K
Jan 21, 2025 Q4 2024
Lantz Financial LLC

BUY
 -
12K
+ 300.0%
$312K - $1.27M
16.1K $431K
Feb 05, 2025 Q4 2024
Glassman Wealth Services

BUY
 -
11.9K
+ 300.65%
$310K - $1.26M
15.9K $427K
Feb 05, 2025 Q4 2024
Sharkey, Howes & Javer

BUY
 -
11.8K
+ 300.0%
$307K - $1.25M
15.8K $424K
Feb 06, 2025 Q4 2024
Vantage Financial Partners, LLC

Elm Grove, WI
BUY
 -
11.8K
+ 101.08%
$307K - $1.25M
23.6K $632K
Jan 17, 2025 Q4 2024
Peterson Wealth Advisors, LLC

BUY
 -
11.8K
New
$306K - $1.24M
11.8K $317K
Jan 17, 2025 Q4 2024
Barlow Wealth Partners, Inc.

Louisville, KY
BUY
 -
11.7K
+ 300.0%
$302K - $1.23M
15.5K $417K
Jan 22, 2025 Q4 2024
Bank Plus Wealth Management LLC

Jackson, MS
BUY
 -
11.6K
New
$301K - $1.22M
11.6K $312K
Jan 30, 2025 Q4 2024
Seascape Capital Management

Portsmouth, NH
BUY
 -
11.5K
New
$299K - $1.21M
11.5K $309K
Jan 28, 2025 Q4 2024
Joel Isaacson & Co., LLC

BUY
 -
11.5K
New
$298K - $1.21M
11.5K $308K
Jan 13, 2025 Q4 2024
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
11.4K
+ 250.98%
$297K - $1.2M
16K $429K
Feb 14, 2025 Q4 2024
Archetype Wealth Partners

Houston, TX
BUY
 -
11.4K
+ 300.0%
$296K - $1.2M
15.2K $408K
Jan 13, 2025 Q4 2024
Grandview Asset Management LLC

BUY
 -
11.3K
New
$293K - $1.19M
11.3K $303K
Feb 14, 2025 Q4 2024
Prosperity Consulting Group, LLC

BUY
 -
11.3K
+ 300.35%
$293K - $1.19M
15K $404K
Feb 10, 2025 Q4 2024
Van Hulzen Asset Management, LLC

BUY
 -
11.3K
+ 300.0%
$292K - $1.19M
15K $403K
Feb 10, 2025 Q4 2024
Stokes Family Office, LLC

BUY
 -
11.2K
+ 332.83%
$290K - $1.18M
14.6K $391K
Jan 13, 2025 Q4 2024
Heritage Wealth Partners, LLC

Dublin, OH
BUY
 -
11.2K
+ 300.43%
$290K - $1.18M
14.9K $400K
Jan 31, 2025 Q4 2024
Financial Sense Advisors, Inc.

BUY
 -
11.2K
+ 132.31%
$290K - $1.18M
19.6K $527K
Jan 21, 2025 Q4 2024
Affiance Financial, LLC

BUY
 -
11.2K
+ 301.4%
$290K - $1.18M
14.9K $399K
Jan 17, 2025 Q4 2024
Traynor Capital Management, Inc.

BUY
 -
11.1K
+ 392.02%
$288K - $1.17M
13.9K $374K
Feb 07, 2025 Q4 2024
Redw Wealth LLC

BUY
 -
11.1K
+ 268.95%
$288K - $1.17M
15.2K $408K
Jan 22, 2025 Q4 2024
Wealth Effects LLC

BUY
 -
11.1K
+ 339.91%
$287K - $1.17M
14.3K $384K
Feb 06, 2025 Q4 2024
Keybank National Association

BUY
 -
11.1K
+ 300.0%
$287K - $1.16M
14.7K $395K
Feb 11, 2025 Q4 2024
Lynx Investment Advisory

Washington, Dc, DC
BUY
 -
11.1K
New
$287K - $1.16M
11.1K $297K
Feb 03, 2025 Q4 2024
Advyzon Investment Management, LLC

Lisle, IL
BUY
 -
11K
New
$286K - $1.16M
11K $295K
Jan 17, 2025 Q4 2024
Rolek Wealth Management LLC

Berwyn, PA
BUY
 -
11K
New
$285K - $1.16M
11K $295K
Feb 04, 2025 Q4 2024
White Lighthouse Investment Management Inc.

BUY
 -
11K
+ 301.84%
$285K - $1.16M
14.7K $393K
Jan 28, 2025 Q4 2024
Smart Wealth LLC

Omaha, NE
BUY
 -
11K
+ 216.6%
$285K - $1.16M
16.1K $431K
Jan 22, 2025 Q4 2024
Falcon Wealth Planning

BUY
 -
11K
New
$285K - $1.16M
11K $295K
Jan 23, 2025 Q4 2024
Diversified Investment Strategies, LLC

BUY
 -
11K
+ 293.58%
$285K - $1.16M
14.7K $395K
Jan 22, 2025 Q4 2024
Hutchens & Kramer Investment Management Group, LLC

Carmel, IN
BUY
 -
11K
+ 300.03%
$284K - $1.15M
14.6K $392K
Feb 12, 2025 Q4 2024
Delta Asset Management LLC

Memphis, TN
BUY
 -
11K
+ 299.95%
$284K - $1.15M
14.6K $392K
Feb 13, 2025 Q4 2024
3 Chopt Investment Partners, LLC

Richmond, VA
BUY
 -
10.9K
New
$284K - $1.15M
10.9K $293K
Feb 13, 2025 Q4 2024
Finer Wealth Management, Inc.

Salem, MA
BUY
 -
10.9K
+ 286.56%
$282K - $1.14M
14.7K $393K
Jan 16, 2025 Q4 2024
Access Financial Services, Inc.

BUY
 -
10.9K
+ 300.0%
$282K - $1.14M
14.5K $388K
Feb 14, 2025 Q4 2024
Mission Creek Capital Partners, Inc.

San Francisco, CA
BUY
 -
10.8K
+ 380.7%
$280K - $1.14M
13.7K $366K
Feb 14, 2025 Q4 2024
Hohimer Wealth Management, LLC

BUY
 -
10.8K
+ 300.0%
$280K - $1.14M
14.4K $386K
Jan 29, 2025 Q4 2024
Consolidated Planning Corp

Atlanta, GA
BUY
 -
10.8K
+ 300.0%
$279K - $1.13M
14.3K $385K
Jan 22, 2025 Q4 2024
Curran Financial Partners, LLC

BUY
 -
10.7K
New
$278K - $1.13M
10.7K $288K
Jan 10, 2025 Q4 2024
Praetorian Wealth Management, Inc.

BUY
 -
10.6K
New
$276K - $1.12M
10.6K $285K
Feb 12, 2025 Q4 2024
Maridea Wealth Management LLC

Brooklyn, NY
BUY
 -
10.6K
New
$275K - $1.12M
10.6K $285K

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