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 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-3.38K- 10.45% |
$294K - $344K
|
29K
$725K
|
|
|
Jul 25, 2024
Q2 2024
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-3.45K- 1.09% |
$300K - $350K
|
314K
$7.86M
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
SELL
|
- |
-3.51K- 34.97% |
$305K - $356K
|
6.52K
$163K
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.54K- 0.61% |
$308K - $359K
|
579K
$14.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-3.64K- 5.98% |
$316K - $369K
|
57.1K
$1.43M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.71K- 9.91% |
$323K - $377K
|
33.7K
$844K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-3.71K- 46.32% |
$323K - $377K
|
4.3K
$108K
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-3.83K- 31.12% |
$333K - $389K
|
8.47K
$212K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.86K- 92.14% |
$336K - $392K
|
329
$8.23K
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-3.92K- 34.67% |
$341K - $398K
|
7.39K
$185K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-4.06K- 2.16% |
$353K - $412K
|
184K
$4.61M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.08K- 0.28% |
$355K - $414K
|
1.44M
$35.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-4.09K- 9.45% |
$356K - $416K
|
39.2K
$980K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-4.21K- 25.39% |
$367K - $428K
|
12.4K
$310K
|
|
|
Aug 12, 2024
Q2 2024
|
True North Advisors, LLC
|
SELL
|
- |
-4.24K- 23.08% |
$369K - $431K
|
14.1K
$354K
|
|
|
Jul 31, 2024
Q2 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-4.29K- 10.14% |
$373K - $436K
|
38K
$951K
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-4.39K- 9.15% |
$382K - $446K
|
43.6K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-4.44K- 3.18% |
$386K - $451K
|
135K
$3.38M
|
|
|
Jul 17, 2024
Q2 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-4.48K- 7.96% |
$390K - $455K
|
51.8K
$1.29M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.49K- 1.68% |
$391K - $456K
|
262K
$6.56M
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-4.5K- 0.96% |
$392K - $457K
|
463K
$11.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-4.54K- 3.8% |
$396K - $462K
|
115K
$2.88M
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-5.02K- 50.57% |
$437K - $510K
|
4.91K
$123K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-5.32K- 1.06% |
$463K - $541K
|
497K
$12.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-5.34K- 2.09% |
$465K - $543K
|
250K
$6.26M
|
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-5.51K- 2.45% |
$479K - $560K
|
219K
$5.49M
|
|
|
Aug 12, 2024
Q2 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-5.7K- 4.64% |
$496K - $580K
|
117K
$2.93M
|
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-5.76K- 8.42% |
$501K - $585K
|
62.6K
$1.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-5.83K- 14.39% |
$508K - $593K
|
34.7K
$868K
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-6.01K- 13.93% |
$523K - $610K
|
37.1K
$928K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.02K- 11.64% |
$524K - $611K
|
45.7K
$1.14M
|
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-6.27K- 8.24% |
$545K - $637K
|
69.8K
$1.75M
|
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-6.36K- 0.96% |
$553K - $646K
|
655K
$16.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-6.36K- 1.42% |
$553K - $646K
|
442K
$11.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-6.52K- 1.59% |
$568K - $663K
|
403K
$10.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-6.61K- 50.0% |
$575K - $672K
|
6.61K
$165K
|
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-7K- 8.04% |
$609K - $711K
|
80.1K
$2M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-7.02K- 1.31% |
$611K - $714K
|
531K
$13.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-7.32K- 3.72% |
$637K - $744K
|
190K
$4.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-7.39K- 0.97% |
$643K - $751K
|
753K
$18.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-7.45K- 66.17% |
$648K - $757K
|
3.81K
$95.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-7.82K- 30.44% |
$681K - $795K
|
17.9K
$447K
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-7.93K- 20.35% |
$690K - $806K
|
31K
$776K
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-8.42K- 29.95% |
$733K - $856K
|
19.7K
$493K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-8.94K- 3.26% |
$778K - $909K
|
265K
$6.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-8.96K- 1.05% |
$780K - $910K
|
844K
$21.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-8.99K- 13.05% |
$783K - $914K
|
59.9K
$1.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.31K- 4.87% |
$810K - $946K
|
182K
$4.55M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-10.7K- 7.54% |
$933K - $1.09M
|
131K
$3.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-10.9K- 16.01% |
$952K - $1.11M
|
57.4K
$1.44M
|