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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-1.41K- 75.0% |
$123K - $143K
|
470
$11.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-1.42K- 1.19% |
$124K - $144K
|
118K
$2.95M
|
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-1.43K- 6.04% |
$124K - $145K
|
22.2K
$554K
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.47K- 5.25% |
$128K - $149K
|
26.5K
$663K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.53K- 3.05% |
$134K - $156K
|
48.8K
$1.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.55K- 0.66% |
$135K - $157K
|
233K
$5.84M
|
|
|
Jul 02, 2024
Q2 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-1.59K- 9.58% |
$139K - $162K
|
15K
$377K
|
|
|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-1.6K- 14.63% |
$139K - $163K
|
9.34K
$234K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.61K- 1.01% |
$140K - $164K
|
158K
$3.95M
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-1.61K- 2.63% |
$140K - $164K
|
59.9K
$1.5M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.69K- 12.74% |
$147K - $172K
|
11.6K
$290K
|
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-1.76K- 2.19% |
$154K - $179K
|
78.8K
$1.97M
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.93K- 1.36% |
$168K - $196K
|
140K
$3.51M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.95K- 4.45% |
$169K - $198K
|
41.8K
$1.04M
|
|
|
Jul 19, 2024
Q2 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-1.98K- 1.57% |
$172K - $201K
|
124K
$3.09M
|
|
|
Aug 12, 2024
Q2 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-2.06K- 1.46% |
$179K - $209K
|
139K
$3.47M
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-2.07K- 6.97% |
$180K - $210K
|
27.6K
$691K
|
|
|
Aug 07, 2024
Q2 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-2.1K- 3.64% |
$183K - $213K
|
55.6K
$1.39M
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-2.2K- 3.18% |
$191K - $223K
|
67K
$1.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.21K- 25.33% |
$192K - $224K
|
6.51K
$163K
|
|
|
Jul 31, 2024
Q2 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-2.26K- 7.85% |
$197K - $230K
|
26.6K
$665K
|
|
|
Jul 31, 2024
Q2 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-2.28K- 6.6% |
$199K - $232K
|
32.3K
$808K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.3K- 27.72% |
$200K - $233K
|
5.99K
$150K
|
|
|
Aug 12, 2024
Q2 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-2.31K- 1.84% |
$201K - $234K
|
123K
$3.07M
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-2.32K- 6.97% |
$202K - $235K
|
30.9K
$774K
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-2.39K- 49.2% |
$208K - $243K
|
2.47K
$61.8K
|
|
|
Jul 10, 2024
Q2 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-2.46K- 1.71% |
$214K - $250K
|
142K
$3.55M
|
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-2.48K- 1.63% |
$216K - $252K
|
150K
$3.75M
|
|
|
Jul 18, 2024
Q2 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-2.48K- 0.74% |
$216K - $252K
|
335K
$8.37M
|
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-2.51K- 3.17% |
$218K - $255K
|
76.6K
$1.92M
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-2.53K- 10.5% |
$220K - $257K
|
21.6K
$540K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.54K- 4.01% |
$221K - $258K
|
60.8K
$1.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-2.71K- 29.01% |
$236K - $276K
|
6.64K
$166K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.72K- 2.37% |
$237K - $276K
|
112K
$2.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-2.73K- 3.11% |
$238K - $277K
|
85K
$2.13M
|
|
|
Jul 18, 2024
Q2 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-2.75K- 1.75% |
$239K - $279K
|
154K
$3.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-2.75K- 34.2% |
$240K - $280K
|
5.3K
$132K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.78K- 13.12% |
$242K - $282K
|
18.4K
$460K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.78K- 1.0% |
$242K - $283K
|
277K
$6.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.79K- 1.17% |
$243K - $283K
|
237K
$5.92M
|
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-2.83K- 2.02% |
$246K - $287K
|
137K
$3.43M
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.87K- 8.18% |
$250K - $292K
|
32.2K
$806K
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-2.87K- 8.91% |
$250K - $292K
|
29.3K
$734K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.94K- 7.69% |
$256K - $299K
|
35.3K
$884K
|
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-3.07K- 4.52% |
$267K - $312K
|
64.8K
$1.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.08K- 5.79% |
$268K - $313K
|
50.1K
$1.25M
|
|
|
Aug 02, 2024
Q2 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-3.14K- 1.37% |
$273K - $319K
|
226K
$5.66M
|
|
|
Aug 06, 2024
Q2 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-3.14K- 3.15% |
$274K - $319K
|
96.7K
$2.42M
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-3.26K- 5.02% |
$283K - $331K
|
61.6K
$1.54M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-3.34K- 1.67% |
$291K - $340K
|
197K
$4.94M
|