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 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
296K+ 288.0% |
$7.67M - $31.1M
|
398K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
295K+ 1186.78% |
$7.64M - $31M
|
319K
$8.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
286K+ 305.53% |
$7.42M - $30.1M
|
380K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
284K+ 28.57% |
$7.36M - $29.9M
|
1.28M
$34.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
282K+ 336.53% |
$7.32M - $29.7M
|
366K
$9.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
280K+ 301.82% |
$7.25M - $29.4M
|
372K
$9.99M
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
278K+ 299.7% |
$7.21M - $29.3M
|
371K
$9.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
277K+ 302.17% |
$7.18M - $29.1M
|
368K
$9.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
273KNew |
$7.09M - $28.8M
|
273K
$7.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
271K+ 302.21% |
$7.03M - $28.5M
|
361K
$9.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
271K+ 947.95% |
$7.03M - $28.5M
|
300K
$8.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
269K+ 240.95% |
$6.98M - $28.3M
|
381K
$10.2M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
268K+ 353.9% |
$6.96M - $28.3M
|
344K
$9.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
268K+ 296.41% |
$6.96M - $28.3M
|
359K
$9.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
268K+ 296.23% |
$6.96M - $28.2M
|
359K
$9.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
267K+ 276.79% |
$6.92M - $28.1M
|
364K
$9.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
266K+ 758.56% |
$6.9M - $28M
|
301K
$8.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
263K+ 339.19% |
$6.81M - $27.7M
|
340K
$9.13M
|
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
260KNew |
$6.75M - $27.4M
|
260K
$6.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
259K+ 297.78% |
$6.72M - $27.3M
|
346K
$9.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
259K+ 274.09% |
$6.71M - $27.3M
|
353K
$9.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
259K+ 489.68% |
$6.7M - $27.2M
|
311K
$8.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
257K+ 375.27% |
$6.66M - $27M
|
325K
$8.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
254K+ 922.67% |
$6.58M - $26.7M
|
281K
$7.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
254K+ 285.47% |
$6.58M - $26.7M
|
342K
$9.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
252K+ 881.25% |
$6.54M - $26.6M
|
281K
$7.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
252K+ 283.7% |
$6.52M - $26.5M
|
340K
$9.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
247K+ 311.62% |
$6.39M - $26M
|
326K
$8.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
246K+ 297.2% |
$6.37M - $25.9M
|
328K
$8.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
245K+ 295.16% |
$6.34M - $25.8M
|
328K
$8.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
242K+ 289.52% |
$6.27M - $25.5M
|
326K
$8.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
235K+ 298.86% |
$6.1M - $24.8M
|
314K
$8.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
235K+ 300.17% |
$6.09M - $24.7M
|
313K
$8.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
234K+ 306.25% |
$6.07M - $24.6M
|
310K
$8.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
232K+ 313.08% |
$6.01M - $24.4M
|
306K
$8.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
232K+ 169.3% |
$6M - $24.4M
|
368K
$9.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
231K+ 365.15% |
$6M - $24.4M
|
295K
$7.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
230K+ 326.6% |
$5.98M - $24.3M
|
301K
$8.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
224K+ 312.73% |
$5.81M - $23.6M
|
296K
$7.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
221K+ 280.46% |
$5.74M - $23.3M
|
300K
$8.05M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
221KNew |
$5.74M - $23.3M
|
221K
$5.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
219K+ 334.04% |
$5.68M - $23.1M
|
285K
$7.63M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
218K+ 320.24% |
$5.66M - $23M
|
287K
$7.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
218K+ 675.48% |
$5.65M - $22.9M
|
250K
$6.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
216KNew |
$5.6M - $22.7M
|
216K
$5.79M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
215K+ 298.69% |
$5.58M - $22.7M
|
287K
$7.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
215K+ 196.49% |
$5.58M - $22.6M
|
325K
$8.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
213K+ 296.43% |
$5.53M - $22.5M
|
285K
$7.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
213K+ 360.96% |
$5.52M - $22.4M
|
272K
$7.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
211K+ 1110.68% |
$5.48M - $22.3M
|
230K
$6.18M
|