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 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-13.7K- 4.23% |
$1.19M - $1.39M
|
311K
$8.65M
|
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
SELL
|
- |
-14.1K- 9.23% |
$1.23M - $1.43M
|
139K
$3.86M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-14.1K- 6.58% |
$1.23M - $1.44M
|
201K
$5.58M
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-14.6K- 81.11% |
$1.27M - $1.48M
|
3.4K
$94.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-14.6K- 4.47% |
$1.27M - $1.49M
|
313K
$8.71M
|
|
|
Jul 25, 2024
Q2 2024
|
Systelligence, LLC
|
SELL
|
- |
-14.7K- 10.19% |
$1.28M - $1.49M
|
129K
$3.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-14.9K- 8.23% |
$1.3M - $1.52M
|
166K
$4.63M
|
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-15.4K- 49.56% |
$1.34M - $1.56M
|
15.7K
$436K
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-15.4K- 11.31% |
$1.34M - $1.57M
|
121K
$3.37M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-15.7K- 2.31% |
$1.37M - $1.6M
|
665K
$18.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-15.8K- 12.41% |
$1.37M - $1.6M
|
111K
$3.09M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-16K- 2.61% |
$1.39M - $1.63M
|
597K
$16.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Schaeffer Financial LLC
|
SELL
|
- |
-16.2K- 12.14% |
$1.41M - $1.65M
|
117K
$3.27M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-16.7K- 8.36% |
$1.45M - $1.7M
|
183K
$5.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16.8K- 16.45% |
$1.47M - $1.71M
|
85.5K
$2.38M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-16.9K- 3.44% |
$1.47M - $1.71M
|
474K
$13.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-17.5K- 14.0% |
$1.52M - $1.78M
|
108K
$2.99M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-17.7K- 1.96% |
$1.54M - $1.8M
|
884K
$24.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-17.8K- 3.55% |
$1.55M - $1.81M
|
484K
$13.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-17.8K- 4.96% |
$1.55M - $1.81M
|
342K
$9.51M
|
|
|
Aug 08, 2024
Q2 2024
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-17.9K- 88.96% |
$1.56M - $1.82M
|
2.22K
$61.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-18.1K- 90.01% |
$1.57M - $1.84M
|
2.01K
$55.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-20.1K- 24.91% |
$1.75M - $2.05M
|
60.7K
$1.69M
|
|
|
Aug 05, 2024
Q2 2024
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-21.6K- 66.5% |
$1.88M - $2.19M
|
10.9K
$302K
|
|
|
Jul 26, 2024
Q2 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-22.2K- 1.51% |
$1.93M - $2.26M
|
1.44M
$40.2M
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-22.2K- 8.28% |
$1.93M - $2.26M
|
246K
$6.85M
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-22.6K- 2.6% |
$1.97M - $2.3M
|
848K
$23.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-25.2K- 78.15% |
$2.19M - $2.56M
|
7.04K
$196K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-27.4K- 68.13% |
$2.38M - $2.78M
|
12.8K
$356K
|
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
SELL
|
- |
-27.5K- 8.75% |
$2.4M - $2.8M
|
287K
$8M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-28.4K- 21.04% |
$2.47M - $2.89M
|
107K
$2.97M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-29.6K- 10.46% |
$2.58M - $3.01M
|
253K
$7.05M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-30.8K- 91.94% |
$2.69M - $3.13M
|
2.7K
$75.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-31.7K- 7.97% |
$2.76M - $3.22M
|
366K
$10.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-32.7K- 88.76% |
$2.84M - $3.32M
|
4.14K
$115K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-34.2K- 7.16% |
$2.98M - $3.47M
|
443K
$12.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-34.3K- 13.06% |
$2.98M - $3.48M
|
228K
$6.36M
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-34.8K- 4.37% |
$3.03M - $3.53M
|
761K
$21.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-36.1K- 20.69% |
$3.15M - $3.67M
|
139K
$3.86M
|
|
|
Aug 09, 2024
Q2 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-38.1K- 45.11% |
$3.32M - $3.87M
|
46.4K
$1.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
SELL
|
- |
-41.1K- 8.13% |
$3.58M - $4.18M
|
465K
$12.9M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-51K- 14.32% |
$4.44M - $5.18M
|
305K
$8.49M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-59.7K- 25.23% |
$5.19M - $6.06M
|
177K
$4.92M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-60.5K- 89.26% |
$5.27M - $6.15M
|
7.28K
$203K
|
|
|
Aug 13, 2024
Q2 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-67.1K- 22.23% |
$5.84M - $6.82M
|
235K
$6.53M
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-85.9K- 27.81% |
$7.48M - $8.73M
|
223K
$6.21M
|
|
|
Aug 06, 2024
Q2 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-86.5K- 3.03% |
$7.53M - $8.79M
|
2.77M
$77.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-99.3K- 47.56% |
$8.65M - $10.1M
|
109K
$3.05M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-115K- 18.13% |
$9.99M - $11.7M
|
518K
$14.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-147K- 87.96% |
$12.8M - $15M
|
20.2K
$562K
|