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 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-10.7K- 7.54% |
$933K - $1.09M
|
131K
$3.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-10.9K- 16.01% |
$952K - $1.11M
|
57.4K
$1.58M
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-11.7K- 17.85% |
$1.02M - $1.19M
|
53.7K
$1.48M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-11.9K- 88.55% |
$1.04M - $1.21M
|
1.54K
$42.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-12.1K- 11.2% |
$1.05M - $1.23M
|
95.9K
$2.64M
|
|
|
Aug 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-12.6K- 3.23% |
$1.09M - $1.28M
|
376K
$10.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-12.7K- 10.27% |
$1.11M - $1.29M
|
111K
$3.07M
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-12.8K- 11.18% |
$1.11M - $1.3M
|
101K
$2.79M
|
|
|
Aug 12, 2024
Q2 2024
|
Northern Capital Management, Inc.
|
SELL
|
- |
-12.9K- 2.58% |
$1.12M - $1.31M
|
487K
$13.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-13.4K- 6.63% |
$1.17M - $1.36M
|
189K
$5.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-13.6K- 5.8% |
$1.18M - $1.38M
|
220K
$6.07M
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-13.7K- 4.23% |
$1.19M - $1.39M
|
311K
$8.57M
|
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
SELL
|
- |
-14.1K- 9.23% |
$1.23M - $1.43M
|
139K
$3.82M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-14.1K- 6.58% |
$1.23M - $1.44M
|
201K
$5.53M
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-14.6K- 81.11% |
$1.27M - $1.48M
|
3.4K
$93.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-14.6K- 4.47% |
$1.27M - $1.49M
|
313K
$8.62M
|
|
|
Jul 25, 2024
Q2 2024
|
Systelligence, LLC
|
SELL
|
- |
-14.7K- 10.19% |
$1.28M - $1.49M
|
129K
$3.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-14.9K- 8.23% |
$1.3M - $1.52M
|
166K
$4.58M
|
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-15.4K- 49.56% |
$1.34M - $1.56M
|
15.7K
$431K
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-15.4K- 11.31% |
$1.34M - $1.57M
|
121K
$3.33M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-15.7K- 2.31% |
$1.37M - $1.6M
|
665K
$18.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-15.8K- 12.41% |
$1.37M - $1.6M
|
111K
$3.06M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-16K- 2.61% |
$1.39M - $1.63M
|
597K
$16.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Schaeffer Financial LLC
|
SELL
|
- |
-16.2K- 12.14% |
$1.41M - $1.65M
|
117K
$3.24M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-16.7K- 8.36% |
$1.45M - $1.7M
|
183K
$5.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16.8K- 16.45% |
$1.47M - $1.71M
|
85.5K
$2.36M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-16.9K- 3.44% |
$1.47M - $1.71M
|
474K
$13.1M
|
|
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-17.3K- 75.75% |
$1.51M - $1.76M
|
5.55K
$153K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-17.5K- 14.0% |
$1.52M - $1.78M
|
108K
$2.96M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-17.7K- 1.96% |
$1.54M - $1.8M
|
884K
$24.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-17.8K- 3.55% |
$1.55M - $1.81M
|
484K
$13.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-17.8K- 4.96% |
$1.55M - $1.81M
|
342K
$9.42M
|
|
|
Aug 08, 2024
Q2 2024
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-17.9K- 88.96% |
$1.56M - $1.82M
|
2.22K
$61.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-18.1K- 90.01% |
$1.57M - $1.84M
|
2.01K
$55.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-20.1K- 24.91% |
$1.75M - $2.05M
|
60.7K
$1.67M
|
|
|
Aug 05, 2024
Q2 2024
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-21.6K- 66.5% |
$1.88M - $2.19M
|
10.9K
$299K
|
|
|
Jul 26, 2024
Q2 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-22.2K- 1.51% |
$1.93M - $2.26M
|
1.44M
$39.8M
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-22.2K- 8.28% |
$1.93M - $2.26M
|
246K
$6.78M
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-22.6K- 2.6% |
$1.97M - $2.3M
|
848K
$23.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-25.2K- 78.15% |
$2.19M - $2.56M
|
7.04K
$194K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-27.4K- 68.13% |
$2.38M - $2.78M
|
12.8K
$353K
|
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
SELL
|
- |
-27.5K- 8.75% |
$2.4M - $2.8M
|
287K
$7.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-28.4K- 21.04% |
$2.47M - $2.89M
|
107K
$2.94M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-29.6K- 10.46% |
$2.58M - $3.01M
|
253K
$6.98M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-30.8K- 91.94% |
$2.69M - $3.13M
|
2.7K
$74.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-31.7K- 7.97% |
$2.76M - $3.22M
|
366K
$10.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-32.7K- 88.76% |
$2.84M - $3.32M
|
4.14K
$114K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-34.2K- 7.16% |
$2.98M - $3.47M
|
443K
$12.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-34.3K- 13.06% |
$2.98M - $3.48M
|
228K
$6.29M
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-34.8K- 4.37% |
$3.03M - $3.53M
|
761K
$21M
|