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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1New |
$25.9 - $105
|
1
$26.8
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1New |
$25.9 - $105
|
1
$26.8
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
0+ 324108.53% |
$0 - $0
|
1.56B
$41.9B
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-48- 0.01% |
$1.24K - $5.05K
|
642K
$17.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-169- 2.42% |
$4.38K - $17.8K
|
6.83K
$183K
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-182- 0.43% |
$4.72K - $19.2K
|
41.9K
$1.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-308- 1.56% |
$7.99K - $32.4K
|
19.4K
$520K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-317- 0.33% |
$8.22K - $33.4K
|
95.4K
$2.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-430- 99.54% |
$11.1K - $45.3K
|
2
$53.6
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-673- 60.58% |
$17.5K - $70.9K
|
438
$11.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-908- 5.69% |
$23.5K - $95.6K
|
15.1K
$404K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.55K- 0.59% |
$40.3K - $164K
|
260K
$6.98M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-2.21K- 96.21% |
$57.3K - $233K
|
87
$2.33K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.63K- 67.75% |
$68.1K - $277K
|
1.25K
$33.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.92K- 0.46% |
$102K - $413K
|
855K
$22.9M
|
|
|
Feb 26, 2025
Q4 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-5.94K- 7.03% |
$154K - $626K
|
78.5K
$2.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-6.98K- 3.66% |
$181K - $735K
|
184K
$4.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-8.61K- 51.84% |
$223K - $907K
|
8K
$215K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-11K- 99.28% |
$285K - $1.16M
|
80
$2.15K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.6K- 34.28% |
$300K - $1.22M
|
22.2K
$594K
|
|
|
Feb 26, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-46.7K- 77.17% |
$1.21M - $4.92M
|
13.8K
$371K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-57.7K- 1.19% |
$1.5M - $6.08M
|
4.8M
$129M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-653K- 96.24% |
$16.9M - $68.8M
|
25.5K
$685K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-851K- 97.76% |
$22.1M - $89.6M
|
19.5K
$522K
|