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 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-51K- 14.32% |
$4.44M - $5.18M
|
305K
$7.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-59.7K- 25.23% |
$5.19M - $6.06M
|
177K
$4.42M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-60.5K- 89.26% |
$5.27M - $6.15M
|
7.28K
$182K
|
|
|
Aug 13, 2024
Q2 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-67.1K- 22.23% |
$5.84M - $6.82M
|
235K
$5.87M
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-85.9K- 27.81% |
$7.48M - $8.73M
|
223K
$5.58M
|
|
|
Aug 06, 2024
Q2 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-86.5K- 3.03% |
$7.53M - $8.79M
|
2.77M
$69.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-99.3K- 47.56% |
$8.65M - $10.1M
|
109K
$2.74M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-115K- 18.13% |
$9.99M - $11.7M
|
518K
$13M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-147K- 87.96% |
$12.8M - $15M
|
20.2K
$505K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-212K- 74.07% |
$18.5M - $21.6M
|
74.4K
$1.86M
|
|
|
Aug 09, 2024
Q2 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-221K- 28.52% |
$19.2M - $22.5M
|
554K
$13.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-232K- 37.09% |
$20.2M - $23.6M
|
394K
$9.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-289K- 80.01% |
$25.2M - $29.4M
|
72.3K
$1.81M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-291K- 8.09% |
$25.4M - $29.6M
|
3.31M
$82.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-302K- 6.3% |
$26.3M - $30.7M
|
4.49M
$112M
|
|
|
Jul 30, 2024
Q2 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-391K- 98.92% |
$34M - $39.7M
|
4.26K
$106K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-633K- 12.85% |
$55.1M - $64.3M
|
4.29M
$107M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-751K- 6.61% |
$65.3M - $76.3M
|
10.6M
$266M
|