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 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-145- 2.0% |
$12.6K - $14.7K
|
7.11K
$178K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-146- 2.34% |
$12.7K - $14.8K
|
6.09K
$152K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-148- 0.84% |
$12.9K - $15K
|
17.5K
$437K
|
|
|
Jan 08, 2025
Q2 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-151- 0.38% |
$13.1K - $15.3K
|
39.7K
$993K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-154- 39.9% |
$13.4K - $15.6K
|
232
$5.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-154- 2.22% |
$13.4K - $15.6K
|
6.78K
$170K
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-161- 2.03% |
$14K - $16.4K
|
7.78K
$195K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-166- 0.75% |
$14.4K - $16.9K
|
22.1K
$553K
|
|
|
Aug 08, 2024
Q2 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-168- 4.24% |
$14.6K - $17.1K
|
3.79K
$94.9K
|
|
|
Jul 11, 2024
Q2 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-172- 0.24% |
$15K - $17.5K
|
70.6K
$1.77M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-172- 5.21% |
$15K - $17.5K
|
3.13K
$78.4K
|
|
|
Aug 15, 2024
Q2 2024
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-172- 1.35% |
$15K - $17.5K
|
12.6K
$314K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-172- 1.53% |
$15K - $17.5K
|
11K
$276K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-175- 7.34% |
$15.2K - $17.8K
|
2.21K
$55.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-182- 8.31% |
$15.8K - $18.5K
|
2.01K
$50.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-185- 1.07% |
$16.1K - $18.8K
|
17.1K
$427K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-190- 1.02% |
$16.5K - $19.3K
|
18.4K
$461K
|
|
|
Dec 09, 2024
Q2 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-193- 0.47% |
$16.8K - $19.6K
|
40.5K
$1.01M
|
|
|
Aug 07, 2024
Q2 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-197- 4.6% |
$17.1K - $20K
|
4.09K
$102K
|
|
|
Jul 24, 2024
Q2 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-200- 6.49% |
$17.4K - $20.3K
|
2.88K
$72.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-212- 21.97% |
$18.5K - $21.5K
|
753
$18.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-212- 1.07% |
$18.5K - $21.5K
|
19.6K
$491K
|
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-213- 7.47% |
$18.5K - $21.6K
|
2.64K
$66K
|
|
|
Aug 09, 2024
Q2 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-215- 0.63% |
$18.7K - $21.8K
|
33.7K
$843K
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-223- 2.56% |
$19.4K - $22.7K
|
8.5K
$213K
|
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-224- 4.17% |
$19.5K - $22.8K
|
5.14K
$129K
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-228- 20.58% |
$19.8K - $23.2K
|
880
$22K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-234- 7.01% |
$20.4K - $23.8K
|
3.1K
$77.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-234- 0.64% |
$20.4K - $23.8K
|
36.5K
$912K
|
|
|
Aug 05, 2024
Q2 2024
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-244- 5.0% |
$21.2K - $24.8K
|
4.64K
$116K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-245- 17.63% |
$21.3K - $24.9K
|
1.15K
$28.6K
|
|
|
Aug 01, 2024
Q2 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-247- 6.25% |
$21.5K - $25.1K
|
3.71K
$92.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-256- 0.89% |
$22.3K - $26K
|
28.4K
$710K
|
|
|
Aug 14, 2024
Q2 2024
|
Jentner Corp
|
SELL
|
- |
-264- 2.41% |
$23K - $26.8K
|
10.7K
$267K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-264- 2.53% |
$23K - $26.8K
|
10.2K
$255K
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-266- 3.37% |
$23.2K - $27K
|
7.62K
$191K
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-267- 1.28% |
$23.2K - $27.1K
|
20.5K
$514K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-274- 2.55% |
$23.8K - $27.8K
|
10.5K
$262K
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-274- 5.56% |
$23.8K - $27.8K
|
4.66K
$117K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-287- 11.38% |
$25K - $29.2K
|
2.24K
$55.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-288- 3.39% |
$25.1K - $29.3K
|
8.21K
$205K
|
|
|
Jul 23, 2024
Q2 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-288- 0.52% |
$25.1K - $29.3K
|
55.2K
$1.38M
|
|
|
Jul 03, 2024
Q2 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-295- 3.09% |
$25.7K - $30K
|
9.27K
$232K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-298- 0.47% |
$25.9K - $30.3K
|
62.6K
$1.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-306- 2.8% |
$26.6K - $31.1K
|
10.6K
$265K
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-307- 12.93% |
$26.7K - $31.2K
|
2.07K
$51.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-310- 4.86% |
$27K - $31.5K
|
6.07K
$152K
|
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-316- 9.24% |
$27.5K - $32.1K
|
3.1K
$77.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-317- 1.54% |
$27.6K - $32.2K
|
20.2K
$506K
|
|
|
Jul 10, 2024
Q2 2024
|
Madden Securities Corp
|
SELL
|
- |
-319- 0.45% |
$27.8K - $32.4K
|
71.2K
$1.78M
|