Purchases and Sales Made in Q2 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 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 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
119+ 2.96% |
$10.4K - $12.1K
|
4.15K
$110K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
112+ 4.22% |
$9.75K - $11.4K
|
2.76K
$73.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
108+ 2.2% |
$9.4K - $11K
|
5.02K
$133K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
BUY
|
- |
107+ 15.05% |
$9.31K - $10.9K
|
818
$21.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
106+ 0.13% |
$9.23K - $10.8K
|
78.8K
$2.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
105+ 0.61% |
$9.14K - $10.7K
|
17.4K
$460K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
105New |
$9.14K - $10.7K
|
105
$2.78K
|
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
100+ 1.44% |
$8.7K - $10.2K
|
7.05K
$187K
|
|
|
Aug 13, 2024
Q2 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
95+ 2.4% |
$8.27K - $9.65K
|
4.05K
$107K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
95+ 0.04% |
$8.27K - $9.65K
|
231K
$6.11M
|
|
|
Aug 07, 2024
Q2 2024
|
Athena Investment Management
|
BUY
|
- |
90+ 0.29% |
$7.83K - $9.14K
|
31.2K
$826K
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
87+ 0.87% |
$7.57K - $8.84K
|
10K
$265K
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
85+ 2.02% |
$7.4K - $8.64K
|
4.29K
$114K
|
|
|
Jul 30, 2024
Q2 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
85+ 0.88% |
$7.4K - $8.64K
|
9.7K
$257K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
79New |
$6.88K - $8.03K
|
79
$2.09K
|
|
|
Jul 30, 2024
Q2 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
78+ 0.4% |
$6.79K - $7.93K
|
19.5K
$515K
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
75+ 0.95% |
$6.53K - $7.62K
|
7.96K
$211K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
BUY
|
- |
75+ 1.97% |
$6.53K - $7.62K
|
3.89K
$103K
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
67+ 0.59% |
$5.83K - $6.81K
|
11.5K
$304K
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
64+ 1.9% |
$5.57K - $6.5K
|
3.43K
$90.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
58+ 0.2% |
$5.05K - $5.89K
|
29.4K
$778K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
57+ 5.7% |
$4.96K - $5.79K
|
1.06K
$28K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
56New |
$4.87K - $5.69K
|
56
$1.48K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
55+ 2.42% |
$4.79K - $5.59K
|
2.33K
$61.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
49+ 0.9% |
$4.26K - $4.98K
|
5.47K
$145K
|
|
|
Jul 12, 2024
Q2 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
47+ 0.88% |
$4.09K - $4.78K
|
5.41K
$143K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
45+ 9.83% |
$3.92K - $4.57K
|
503
$13.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
45+ 1.3% |
$3.92K - $4.57K
|
3.51K
$92.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
41+ 0.85% |
$3.57K - $4.17K
|
4.88K
$129K
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
39+ 0.54% |
$3.39K - $3.96K
|
7.31K
$193K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
38+ 0.68% |
$3.31K - $3.86K
|
5.6K
$148K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
38+ 0.82% |
$3.31K - $3.86K
|
4.7K
$124K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
36New |
$3.13K - $3.66K
|
36
$953
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
35New |
$3.05K - $3.56K
|
35
$926
|
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
35+ 0.97% |
$3.05K - $3.56K
|
3.65K
$96.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
30+ 0.55% |
$2.61K - $3.05K
|
5.52K
$146K
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
27+ 26.21% |
$2.35K - $2.74K
|
130
$3.44K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
24+ 24.0% |
$2.09K - $2.44K
|
124
$3.28K
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
24+ 0.41% |
$2.09K - $2.44K
|
5.83K
$154K
|
|
|
Dec 13, 2024
Q2 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
21+ 0.44% |
$1.83K - $2.13K
|
4.8K
$127K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
20+ 0.59% |
$1.74K - $2.03K
|
3.4K
$89.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
20New |
$1.74K - $2.03K
|
20
$529
|
|
|
Jul 12, 2024
Q2 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
18+ 0.08% |
$1.57K - $1.83K
|
22K
$582K
|
|
|
Aug 07, 2024
Q2 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
17+ 0.68% |
$1.48K - $1.73K
|
2.52K
$66.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
BUY
|
- |
15+ 0.52% |
$1.31K - $1.52K
|
2.89K
$76.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
13New |
$1.13K - $1.32K
|
13
$344
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
10+ 1.26% |
$870 - $1.02K
|
804
$21.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
10+ 15.87% |
$870 - $1.02K
|
73
$1.93K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
8+ 0.48% |
$696 - $813
|
1.66K
$43.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
6+ 0.11% |
$522 - $610
|
5.68K
$150K
|