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 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
551K+ 283.03% |
$14.3M - $58M
|
745K
$20M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
538K+ 316.66% |
$13.9M - $56.6M
|
708K
$19M
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
534K+ 273.98% |
$13.9M - $56.3M
|
730K
$19.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
529K+ 308.02% |
$13.7M - $55.7M
|
701K
$18.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
526K+ 304.63% |
$13.6M - $55.4M
|
699K
$18.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
525K+ 318.33% |
$13.6M - $55.3M
|
691K
$18.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
519K+ 288.41% |
$13.5M - $54.7M
|
699K
$18.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
518K+ 308.91% |
$13.4M - $54.6M
|
686K
$18.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
513K+ 333.15% |
$13.3M - $54M
|
667K
$17.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
510K+ 327.26% |
$13.2M - $53.7M
|
666K
$17.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
499K+ 298.01% |
$12.9M - $52.5M
|
666K
$17.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
497K+ 287.46% |
$12.9M - $52.4M
|
670K
$18M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
486K+ 262.27% |
$12.6M - $51.2M
|
672K
$18M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
486K+ 289.51% |
$12.6M - $51.2M
|
654K
$17.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
486KNew |
$12.6M - $51.1M
|
486K
$13M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
482K+ 324.09% |
$12.5M - $50.8M
|
631K
$16.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
478K+ 289.1% |
$12.4M - $50.3M
|
643K
$17.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
477K+ 265.02% |
$12.4M - $50.3M
|
658K
$17.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
470K+ 295.94% |
$12.2M - $49.5M
|
629K
$16.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
464KNew |
$12M - $48.9M
|
464K
$12.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
464K+ 288.72% |
$12M - $48.8M
|
624K
$16.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
463K+ 265.63% |
$12M - $48.7M
|
637K
$17.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
460K+ 276.87% |
$11.9M - $48.4M
|
626K
$16.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
460KNew |
$11.9M - $48.4M
|
460K
$12.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
455K+ 365.89% |
$11.8M - $47.9M
|
579K
$15.5M
|
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
449K+ 417.38% |
$11.6M - $47.2M
|
556K
$14.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
446K+ 411.29% |
$11.6M - $46.9M
|
554K
$14.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
445K+ 386.68% |
$11.5M - $46.8M
|
560K
$15M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
442K+ 292.48% |
$11.5M - $46.6M
|
594K
$15.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
440K+ 319.12% |
$11.4M - $46.3M
|
578K
$15.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
436K+ 319.28% |
$11.3M - $45.9M
|
573K
$15.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
432KNew |
$11.2M - $45.5M
|
432K
$11.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
427K+ 288.5% |
$11.1M - $44.9M
|
575K
$15.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
423K+ 321.19% |
$11M - $44.6M
|
555K
$14.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
422K+ 282.97% |
$10.9M - $44.5M
|
571K
$15.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
421K+ 402.54% |
$10.9M - $44.3M
|
525K
$14.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
419K+ 266.41% |
$10.9M - $44.1M
|
577K
$15.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
417K+ 294.29% |
$10.8M - $44M
|
559K
$15M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
417K+ 288.26% |
$10.8M - $43.9M
|
561K
$15.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
BUY
|
- |
416K+ 300.0% |
$10.8M - $43.8M
|
555K
$14.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
414K+ 371.4% |
$10.7M - $43.6M
|
526K
$14.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
413K+ 261.16% |
$10.7M - $43.5M
|
571K
$15.3M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
408KNew |
$10.6M - $42.9M
|
408K
$10.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
407K+ 712.85% |
$10.6M - $42.9M
|
465K
$12.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Alpha Omega Group, Inc.
|
BUY
|
- |
404K+ 13270.3% |
$10.5M - $42.6M
|
407K
$10.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
404K+ 339.5% |
$10.5M - $42.6M
|
523K
$14M
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
404KNew |
$10.5M - $42.5M
|
404K
$10.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Systelligence, LLC
|
BUY
|
- |
402K+ 308.6% |
$10.4M - $42.3M
|
532K
$14.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
400K+ 295.31% |
$10.4M - $42.2M
|
536K
$14.4M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
400K+ 393.94% |
$10.4M - $42.1M
|
502K
$13.5M
|