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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-50- 0.46% |
$4.35K - $5.08K
|
10.8K
$271K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-52- 1.65% |
$4.53K - $5.28K
|
3.09K
$77.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-56- 1.02% |
$4.87K - $5.69K
|
5.44K
$136K
|
|
|
Jul 12, 2024
Q2 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-56- 1.48% |
$4.87K - $5.69K
|
3.72K
$93.1K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-56- 1.61% |
$4.87K - $5.69K
|
3.42K
$85.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-58- 0.8% |
$5.05K - $5.89K
|
7.16K
$179K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-61- 12.25% |
$5.31K - $6.2K
|
437
$10.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-62- 2.69% |
$5.4K - $6.3K
|
2.24K
$56.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
SELL
|
- |
-64- 0.45% |
$5.57K - $6.5K
|
14.2K
$355K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-65- 0.56% |
$5.66K - $6.6K
|
11.6K
$290K
|
|
|
Aug 08, 2024
Q2 2024
|
Stolper CO
|
SELL
|
- |
-68- 2.71% |
$5.92K - $6.91K
|
2.44K
$61.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-70- 0.14% |
$6.09K - $7.11K
|
49.6K
$1.24M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-70- 0.89% |
$6.09K - $7.11K
|
7.83K
$196K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-70- 0.32% |
$6.09K - $7.11K
|
21.5K
$538K
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-70- 0.48% |
$6.09K - $7.11K
|
14.4K
$360K
|
|
|
Aug 12, 2024
Q2 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-75- 0.34% |
$6.53K - $7.62K
|
21.8K
$545K
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-75- 2.46% |
$6.53K - $7.62K
|
2.97K
$74.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-77- 0.11% |
$6.7K - $7.82K
|
72.4K
$1.81M
|
|
|
Jul 15, 2024
Q2 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-80- 0.65% |
$6.96K - $8.13K
|
12.2K
$306K
|
|
|
Feb 13, 2025
Q2 2024
|
Cornerstone Enterprises, LLC
Appleton, WI |
SELL
|
- |
-80- 0.15% |
$6.96K - $8.13K
|
52.4K
$1.31M
|
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-81- 2.87% |
$7.05K - $8.23K
|
2.74K
$68.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-83- 2.0% |
$7.22K - $8.43K
|
4.06K
$102K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-86- 0.48% |
$7.49K - $8.74K
|
18K
$450K
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-94- 0.99% |
$8.18K - $9.55K
|
9.36K
$234K
|
|
|
Aug 12, 2024
Q2 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-98- 1.19% |
$8.53K - $9.96K
|
8.15K
$204K
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-100- 1.69% |
$8.7K - $10.2K
|
5.8K
$145K
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-100- 21.93% |
$8.7K - $10.2K
|
356
$8.91K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-103- 4.35% |
$8.97K - $10.5K
|
2.27K
$56.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-104- 2.57% |
$9.05K - $10.6K
|
3.95K
$98.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-106- 1.35% |
$9.23K - $10.8K
|
7.74K
$194K
|
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-108- 1.95% |
$9.4K - $11K
|
5.44K
$136K
|
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-110- 46.22% |
$9.57K - $11.2K
|
128
$3.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-110- 1.72% |
$9.57K - $11.2K
|
6.27K
$157K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-112- 0.59% |
$9.75K - $11.4K
|
18.8K
$470K
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-114- 1.04% |
$9.92K - $11.6K
|
10.9K
$273K
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-119- 0.42% |
$10.4K - $12.1K
|
27.9K
$698K
|
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-120- 2.48% |
$10.4K - $12.2K
|
4.72K
$118K
|
|
|
Jul 24, 2024
Q2 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-121- 0.35% |
$10.5K - $12.3K
|
34.7K
$868K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-121- 0.59% |
$10.5K - $12.3K
|
20.3K
$507K
|
|
|
Jul 24, 2024
Q2 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-123- 1.87% |
$10.7K - $12.5K
|
6.44K
$161K
|
|
|
Aug 02, 2024
Q2 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-126- 1.75% |
$11K - $12.8K
|
7.05K
$176K
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-127- 0.11% |
$11.1K - $12.9K
|
114K
$2.85M
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
SELL
|
- |
-128- 12.32% |
$11.1K - $13K
|
911
$22.8K
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-130- 0.2% |
$11.3K - $13.2K
|
63.7K
$1.59M
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-133- 0.47% |
$11.6K - $13.5K
|
28.1K
$702K
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-135- 1.95% |
$11.8K - $13.7K
|
6.79K
$170K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-135- 1.35% |
$11.8K - $13.7K
|
9.9K
$248K
|
|
|
Aug 27, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-142- 0.43% |
$12.4K - $14.4K
|
32.6K
$815K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-144- 3.4% |
$12.5K - $14.6K
|
4.1K
$102K
|
|
|
Aug 01, 2024
Q2 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-144- 1.12% |
$12.5K - $14.6K
|
12.7K
$317K
|