Purchases and Sales Made in Q2 2024 in Schwab Strategic Tr Us Large C (SCHG)

SCHG Quotes by TradingView

This table provides information about the institutional ownership of Schwab Strategic Tr Us Large C (SCHG) during Q2 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
Aug 13, 2024 Q2 2024
Oxford Financial Group LTD

Indianapolis, IN
BUY
 -
305
+ 2.42%
$26.5K - $31K
12.9K $323K
Jul 23, 2024 Q2 2024
Godsey & Gibb Associates

BUY
 -
305
+ 18.37%
$26.5K - $31K
1.97K $49.2K
Aug 08, 2024 Q2 2024
Wealthspire Advisors, LLC

New York, NY
BUY
 -
304
+ 4.1%
$26.5K - $30.9K
7.72K $193K
Jul 30, 2024 Q2 2024
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
293
+ 0.1%
$25.5K - $29.8K
287K $7.17M
Aug 14, 2024 Q2 2024
Kovitz Investment Group Partners, LLC

BUY
 -
293
+ 4.35%
$25.5K - $29.8K
7.03K $176K
Aug 07, 2024 Q2 2024
Mitchell Sinkler & Starr

BUY
 -
290
+ 9.2%
$25.2K - $29.5K
3.44K $86.1K
Jul 18, 2024 Q2 2024
Gsb Wealth Management, LLC

BUY
 -
282
+ 0.48%
$24.5K - $28.7K
58.5K $1.46M
Aug 14, 2024 Q2 2024
Scissortail Wealth Management, LLC

Tulsa, OK
BUY
 -
276
+ 0.81%
$24K - $28K
34.3K $859K
Jul 23, 2024 Q2 2024
Allworth Financial LP

BUY
 -
276
+ 1.01%
$24K - $28K
27.7K $693K
Jul 23, 2024 Q2 2024
Kiley Juergens Wealth Management, LLC

BUY
 -
275
+ 2.72%
$23.9K - $27.9K
10.4K $260K
Jul 22, 2024 Q2 2024
Grant

BUY
 -
273
+ 0.69%
$23.8K - $27.7K
39.8K $995K
Jul 30, 2024 Q2 2024
Integrity Financial Corp

BUY
 -
263
+ 3.76%
$22.9K - $26.7K
7.25K $181K
Aug 09, 2024 Q2 2024
Fairfield Financial Advisors, LTD

Wellesley, MA
BUY
 -
247
New
$21.5K - $25.1K
247 $6.18K
Jul 10, 2024 Q2 2024
Garrett Investment Advisors LLC

BUY
 -
246
+ 3.35%
$21.4K - $25K
7.59K $190K
Aug 13, 2024 Q2 2024
Edmond De Rothschild Holding S.A.

Chambesy, V8
BUY
 -
244
+ 119.61%
$21.2K - $24.8K
448 $11.2K
Aug 13, 2024 Q2 2024
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
240
+ 169.01%
$20.9K - $24.4K
382 $9.56K
Aug 06, 2024 Q2 2024
Diversified Investment Strategies, LLC

BUY
 -
227
+ 6.37%
$19.8K - $23.1K
3.79K $94.8K
Aug 12, 2024 Q2 2024
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
218
+ 39.56%
$19K - $22.2K
769 $19.2K
Jul 22, 2024 Q2 2024
Signal Point Asset Management, LLC

BUY
 -
214
+ 2.31%
$18.6K - $21.7K
9.48K $237K
Aug 06, 2024 Q2 2024
Hcr Wealth Advisors

Los Angeles, CA
BUY
 -
214
+ 0.52%
$18.6K - $21.7K
41.1K $1.03M
Aug 14, 2024 Q2 2024
Wescott Financial Advisory Group, LLC

BUY
 -
211
+ 3.15%
$18.4K - $21.4K
6.92K $173K
Jul 30, 2024 Q2 2024
Morton Brown Family Wealth, LLC

BUY
 -
209
+ 9.79%
$18.2K - $21.2K
2.34K $58.6K
Aug 14, 2024 Q2 2024
Missouri Trust & Investment CO

Springfield, MO
BUY
 -
200
+ 2.31%
$17.4K - $20.3K
8.87K $222K
Aug 09, 2024 Q2 2024
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
195
+ 0.98%
$17K - $19.8K
20.1K $502K
Aug 09, 2024 Q2 2024
True Vision Mn LLC

Woodbury, MN
BUY
 -
193
+ 0.81%
$16.8K - $19.6K
23.9K $598K
Aug 12, 2024 Q2 2024
Econ Financial Services Corp

BUY
 -
193
+ 3.66%
$16.8K - $19.6K
5.47K $137K
Jul 26, 2024 Q2 2024
Avion Wealth

The Woodlands, TX
BUY
 -
189
+ 16.98%
$16.5K - $19.2K
1.3K $32.6K
Aug 12, 2024 Q2 2024
Blair William & CO

Chicago, IL
BUY
 -
189
+ 0.39%
$16.5K - $19.2K
49K $1.23M
Jul 11, 2024 Q2 2024
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
187
+ 27.91%
$16.3K - $19K
857 $21.4K
Aug 14, 2024 Q2 2024
Smith, Moore & Co.

Clayton, MO
BUY
 -
187
+ 0.85%
$16.3K - $19K
22.2K $557K
Jul 02, 2024 Q2 2024
Davis Capital Management

Jacksonville, FL
BUY
 -
185
New
$16.1K - $18.8K
185 $4.63K
Aug 06, 2024 Q2 2024
Stephens Inc

BUY
 -
180
+ 5.89%
$15.7K - $18.3K
3.24K $81K
Jul 25, 2024 Q2 2024
Tempus Wealth Planning, LLC

BUY
 -
175
+ 0.61%
$15.2K - $17.8K
28.8K $722K
Aug 09, 2024 Q2 2024
Seven Bridge Financial Group, LLC

BUY
 -
161
+ 1.95%
$14K - $16.4K
8.43K $211K
Aug 08, 2024 Q2 2024
Russell Investments Group, Ltd.

BUY
 -
160
+ 2.69%
$13.9K - $16.3K
6.1K $153K
Jul 17, 2024 Q2 2024
Annapolis Financial Services, LLC

BUY
 -
156
New
$13.6K - $15.9K
156 $3.9K
Aug 08, 2024 Q2 2024
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
156
+ 1.09%
$13.6K - $15.9K
14.5K $362K
Jul 31, 2024 Q2 2024
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
155
+ 26.96%
$13.5K - $15.7K
730 $18.3K
Jul 22, 2024 Q2 2024
Fifth Third Bancorp

BUY
 -
150
+ 8.8%
$13.1K - $15.2K
1.86K $46.4K
Aug 13, 2024 Q2 2024
Dana Investment Advisors, Inc.

Brookfield, WI
BUY
 -
150
+ 0.46%
$13.1K - $15.2K
32.7K $819K
Aug 14, 2024 Q2 2024
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
148
+ 0.21%
$12.9K - $15K
69.9K $1.75M
Aug 09, 2024 Q2 2024
Abound Wealth Management

Franklin, TN
BUY
 -
138
+ 1.73%
$12K - $14K
8.1K $203K
Jul 16, 2024 Q2 2024
Gps Wealth Strategies Group, LLC

BUY
 -
137
+ 21.27%
$11.9K - $13.9K
781 $19.5K
Jul 18, 2024 Q2 2024
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
130
+ 1.4%
$11.3K - $13.2K
9.43K $236K
Jul 17, 2024 Q2 2024
Patrick M Sweeney & Associates, Inc

Libertyville, IL
BUY
 -
130
+ 4.96%
$11.3K - $13.2K
2.75K $68.8K
Aug 14, 2024 Q2 2024
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
126
+ 3.28%
$11K - $12.8K
3.96K $99.2K
Jul 31, 2024 Q2 2024
Moisand Fitzgerald Tamayo, LLC

BUY
 -
123
+ 37.73%
$10.7K - $12.5K
449 $11.2K
Jul 23, 2024 Q2 2024
Warner Financial, Inc

Bethesda, MD
BUY
 -
121
+ 0.19%
$10.5K - $12.3K
63K $1.58M
Aug 14, 2024 Q2 2024
Quadcap Wealth Management, LLC

Frisco, TX
BUY
 -
121
+ 4.03%
$10.5K - $12.3K
3.12K $78.1K

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