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 12, 2024
Q2 2024
|
Seneca House Advisors
|
SELL
|
- |
-335- 9.91% |
$29.2K - $34K
|
3.05K
$78.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-342- 0.38% |
$29.8K - $34.8K
|
90.5K
$2.34M
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-348- 1.63% |
$30.3K - $35.4K
|
21K
$544K
|
|
|
Aug 07, 2024
Q2 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-355- 0.83% |
$30.9K - $36.1K
|
42.3K
$1.09M
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Consulate, Inc
|
SELL
|
- |
-360- 7.08% |
$31.3K - $36.6K
|
4.73K
$122K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-364- 8.99% |
$31.7K - $37K
|
3.69K
$95.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-384- 11.91% |
$33.4K - $39K
|
2.84K
$73.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-387- 5.99% |
$33.7K - $39.3K
|
6.08K
$157K
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-387- 10.33% |
$33.7K - $39.3K
|
3.36K
$86.8K
|
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-391- 75.63% |
$34K - $39.7K
|
126
$3.26K
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-393- 0.27% |
$34.2K - $39.9K
|
143K
$3.69M
|
|
|
Jul 23, 2024
Q2 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-401- 6.37% |
$34.9K - $40.7K
|
5.89K
$152K
|
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-401- 7.25% |
$34.9K - $40.7K
|
5.13K
$133K
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-407- 0.49% |
$35.4K - $41.4K
|
83K
$2.15M
|
|
|
Jul 31, 2024
Q2 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-411- 3.91% |
$35.8K - $41.8K
|
10.1K
$261K
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
SELL
|
- |
-413- 2.79% |
$35.9K - $42K
|
14.4K
$372K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-414- 4.07% |
$36K - $42.1K
|
9.75K
$252K
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-420- 2.42% |
$36.6K - $42.7K
|
16.9K
$437K
|
|
|
Jul 03, 2024
Q2 2024
|
Hoese & CO LLP
|
SELL
|
- |
-440- 3.49% |
$38.3K - $44.7K
|
12.2K
$314K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-441- 1.25% |
$38.4K - $44.8K
|
34.8K
$899K
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
SELL
|
- |
-446- 7.3% |
$38.8K - $45.3K
|
5.67K
$146K
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-450- 9.24% |
$39.2K - $45.7K
|
4.42K
$114K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-455- 17.34% |
$39.6K - $46.2K
|
2.17K
$56K
|
|
|
Aug 01, 2024
Q2 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-458- 2.28% |
$39.9K - $46.5K
|
19.6K
$507K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-462- 4.28% |
$40.2K - $46.9K
|
10.3K
$267K
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-465- 11.07% |
$40.5K - $47.2K
|
3.74K
$96.6K
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-466- 8.07% |
$40.6K - $47.4K
|
5.31K
$137K
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-468- 1.48% |
$40.7K - $47.6K
|
31.2K
$807K
|
|
|
Jul 30, 2024
Q2 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-475- 0.43% |
$41.3K - $48.3K
|
109K
$2.81M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-481- 8.52% |
$41.9K - $48.9K
|
5.17K
$133K
|
|
|
Aug 01, 2024
Q2 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-484- 3.4% |
$42.1K - $49.2K
|
13.8K
$356K
|
|
|
Jul 12, 2024
Q2 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-495- 15.38% |
$43.1K - $50.3K
|
2.72K
$70.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-503- 5.74% |
$43.8K - $51.1K
|
8.26K
$213K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-510- 3.33% |
$44.4K - $51.8K
|
14.8K
$383K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-512- 0.33% |
$44.6K - $52K
|
153K
$3.94M
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-518- 2.6% |
$45.1K - $52.6K
|
19.4K
$502K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-523- 0.82% |
$45.5K - $53.1K
|
63.2K
$1.63M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-526- 10.22% |
$45.8K - $53.4K
|
4.62K
$119K
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-526- 5.1% |
$45.8K - $53.4K
|
9.79K
$253K
|
|
|
Jul 17, 2024
Q2 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-540- 14.75% |
$47K - $54.9K
|
3.12K
$80.6K
|
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
SELL
|
- |
-553- 2.4% |
$48.1K - $56.2K
|
22.5K
$581K
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-559- 10.54% |
$48.7K - $56.8K
|
4.74K
$123K
|
|
|
Aug 06, 2024
Q2 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-562- 4.44% |
$48.9K - $57.1K
|
12.1K
$313K
|
|
|
Feb 04, 2025
Q2 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-564- 0.36% |
$49.1K - $57.3K
|
158K
$4.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-566Closed |
$49.3K - $57.5K
|
0
$0
|
|
|
Jul 08, 2024
Q2 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-587- 3.42% |
$51.1K - $59.6K
|
16.6K
$428K
|
|
|
Jul 17, 2024
Q2 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-588- 21.32% |
$51.2K - $59.7K
|
2.17K
$56.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-599- 3.07% |
$52.1K - $60.9K
|
18.9K
$489K
|
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-618- 1.96% |
$53.8K - $62.8K
|
30.8K
$797K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-620- 12.88% |
$54K - $63K
|
4.19K
$108K
|