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 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
400K+ 286.51% |
$10.4M - $42.1M
|
540K
$14.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
398K+ 273.46% |
$10.3M - $41.9M
|
543K
$14.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
396K+ 299.45% |
$10.3M - $41.7M
|
528K
$14.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
393K+ 340.88% |
$10.2M - $41.4M
|
509K
$13.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
385K+ 308.09% |
$9.99M - $40.6M
|
510K
$13.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
384K+ 922.83% |
$9.97M - $40.5M
|
426K
$11.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
382K+ 263.69% |
$9.9M - $40.2M
|
527K
$14.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
380K+ 238.34% |
$9.85M - $40M
|
539K
$14.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
379K+ 298.72% |
$9.83M - $39.9M
|
506K
$13.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
379K+ 278.54% |
$9.82M - $39.9M
|
515K
$13.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
375K+ 301.1% |
$9.73M - $39.5M
|
500K
$13.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
373K+ 341.48% |
$9.67M - $39.3M
|
482K
$12.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
370KNew |
$9.6M - $39M
|
370K
$9.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
369K+ 299.67% |
$9.57M - $38.9M
|
492K
$13.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
367KNew |
$9.52M - $38.7M
|
367K
$9.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
367K+ 318.81% |
$9.51M - $38.6M
|
482K
$12.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
367K+ 288.9% |
$9.51M - $38.6M
|
494K
$13.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
365K+ 296.8% |
$9.48M - $38.5M
|
489K
$13.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
363K+ 370.31% |
$9.42M - $38.3M
|
462K
$12.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
363KNew |
$9.42M - $38.3M
|
363K
$9.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
359K+ 294.77% |
$9.32M - $37.8M
|
481K
$12.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
358K+ 282.66% |
$9.28M - $37.7M
|
485K
$13M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
355K+ 316.3% |
$9.2M - $37.4M
|
467K
$12.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Schaeffer Financial LLC
|
BUY
|
- |
354K+ 299.99% |
$9.17M - $37.3M
|
472K
$12.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
352K+ 283.42% |
$9.14M - $37.1M
|
477K
$12.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
349K+ 291.32% |
$9.04M - $36.7M
|
468K
$12.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
347K+ 302.53% |
$9M - $36.6M
|
462K
$12.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
346K+ 301.15% |
$8.96M - $36.4M
|
461K
$12.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
342KNew |
$8.88M - $36.1M
|
342K
$9.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
341K+ 313.38% |
$8.85M - $35.9M
|
450K
$12.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
336K+ 297.08% |
$8.71M - $35.4M
|
449K
$12M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
334K+ 366.52% |
$8.66M - $35.2M
|
425K
$11.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
331K+ 363.57% |
$8.57M - $34.8M
|
422K
$11.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
330K+ 326.53% |
$8.56M - $34.8M
|
431K
$11.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
330K+ 286.45% |
$8.55M - $34.7M
|
445K
$11.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
327K+ 265.67% |
$8.47M - $34.4M
|
450K
$12.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
324K+ 385.42% |
$8.41M - $34.1M
|
408K
$11M
|
|
|
Feb 12, 2025
Q4 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
315K+ 269.22% |
$8.17M - $33.2M
|
432K
$11.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
BUY
|
- |
315K+ 222.32% |
$8.16M - $33.1M
|
456K
$12.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
313KNew |
$8.12M - $33M
|
313K
$8.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
311K+ 300.05% |
$8.06M - $32.7M
|
415K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
307K+ 293.67% |
$7.97M - $32.4M
|
412K
$11.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
306K+ 739.71% |
$7.95M - $32.3M
|
348K
$9.33M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
306K+ 319.37% |
$7.95M - $32.3M
|
402K
$10.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
306K+ 336.77% |
$7.93M - $32.2M
|
396K
$10.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
304K+ 289.46% |
$7.89M - $32M
|
409K
$11M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
303K+ 244.77% |
$7.87M - $31.9M
|
427K
$11.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
300K+ 188.9% |
$7.77M - $31.5M
|
458K
$12.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
299K+ 383.79% |
$7.75M - $31.5M
|
377K
$10.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
297K+ 300.5% |
$7.7M - $31.3M
|
396K
$10.6M
|