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
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.64M+ 327.86% |
$42.5M - $173M
|
2.14M
$57.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.64M+ 1291.13% |
$42.5M - $173M
|
1.77M
$47.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.64M+ 237.71% |
$42.4M - $172M
|
2.32M
$62.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
1.63M+ 309.36% |
$42.3M - $172M
|
2.16M
$57.9M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.59M+ 302.19% |
$41.2M - $167M
|
2.12M
$56.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.57M+ 474.49% |
$40.7M - $165M
|
1.9M
$51M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.55M+ 347.26% |
$40.3M - $164M
|
2M
$53.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.49M+ 302.63% |
$38.7M - $157M
|
1.99M
$53.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
1.49M+ 305.91% |
$38.5M - $156M
|
1.97M
$52.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
1.43M+ 295.83% |
$37.1M - $151M
|
1.91M
$51.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.41M+ 286.36% |
$36.6M - $149M
|
1.91M
$51.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.39M+ 316.7% |
$36.1M - $146M
|
1.83M
$49.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.38M+ 305.3% |
$35.8M - $146M
|
1.83M
$49.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.37M+ 278.57% |
$35.5M - $144M
|
1.86M
$49.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.37M+ 296.16% |
$35.4M - $144M
|
1.83M
$49M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.36M+ 339.59% |
$35.2M - $143M
|
1.76M
$47.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.34M+ 285.9% |
$34.8M - $141M
|
1.81M
$48.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.34M+ 746.86% |
$34.7M - $141M
|
1.52M
$40.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.34M+ 349.14% |
$34.6M - $141M
|
1.72M
$46.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.32M+ 322.96% |
$34.3M - $139M
|
1.73M
$46.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
1.3M+ 278.29% |
$33.8M - $137M
|
1.77M
$47.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.29M+ 319.53% |
$33.4M - $135M
|
1.69M
$45.3M
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1.27M+ 285.68% |
$33M - $134M
|
1.72M
$46.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
1.27M+ 287.04% |
$32.9M - $133M
|
1.71M
$45.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.26M+ 309.12% |
$32.7M - $133M
|
1.67M
$44.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.22M+ 292.58% |
$31.7M - $129M
|
1.64M
$44M
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.2M+ 308.91% |
$31.1M - $126M
|
1.59M
$42.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.19M+ 254.2% |
$30.9M - $126M
|
1.66M
$44.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.18M+ 296.02% |
$30.6M - $124M
|
1.58M
$42.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.17M+ 310.54% |
$30.4M - $123M
|
1.55M
$41.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
1.17MNew |
$30.2M - $123M
|
1.17M
$31.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.15M+ 304.86% |
$29.8M - $121M
|
1.53M
$40.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
1.15MNew |
$29.7M - $121M
|
1.15M
$30.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.14M+ 292.7% |
$29.6M - $120M
|
1.53M
$41.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.12M+ 317.06% |
$29.1M - $118M
|
1.47M
$39.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.1M+ 299.12% |
$28.4M - $115M
|
1.46M
$39.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.09M+ 1093.51% |
$28.2M - $115M
|
1.19M
$31.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.07M+ 279.77% |
$27.9M - $113M
|
1.46M
$39.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.05MNew |
$27.3M - $111M
|
1.05M
$28.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.04M+ 317.16% |
$27M - $110M
|
1.37M
$36.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1.02M+ 288.78% |
$26.6M - $108M
|
1.38M
$37M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.02M+ 351.28% |
$26.5M - $108M
|
1.31M
$35.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
994K+ 387.26% |
$25.8M - $105M
|
1.25M
$33.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
992K+ 292.63% |
$25.7M - $104M
|
1.33M
$35.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
977K+ 291.16% |
$25.3M - $103M
|
1.31M
$35.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
973K+ 310.86% |
$25.2M - $102M
|
1.29M
$34.5M
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
963K+ 387.76% |
$25M - $101M
|
1.21M
$32.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
958K+ 334.03% |
$24.8M - $101M
|
1.24M
$33.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
938K+ 2970.55% |
$24.3M - $98.8M
|
970K
$26M
|
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
934K+ 293.43% |
$24.2M - $98.3M
|
1.25M
$33.6M
|