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 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.8KNew |
$1.2M - $1.4M
|
13.8K
$346K
|
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
13.6K+ 18.94% |
$1.18M - $1.38M
|
85.2K
$2.13M
|
|
|
Jul 25, 2024
Q2 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
13.3K+ 2.59% |
$1.15M - $1.35M
|
525K
$13.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
13.1K+ 3.37% |
$1.14M - $1.33M
|
401K
$10M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
13K+ 3.38% |
$1.14M - $1.32M
|
398K
$9.97M
|
|
|
Jul 18, 2024
Q2 2024
|
Veery Capital, LLC
|
BUY
|
- |
13K+ 18.47% |
$1.13M - $1.32M
|
83.3K
$2.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13KNew |
$1.13M - $1.32M
|
13K
$325K
|
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
12.5K+ 34.76% |
$1.09M - $1.27M
|
48.4K
$1.21M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
12.4K+ 242.38% |
$1.08M - $1.26M
|
17.6K
$440K
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
12.3K+ 2.49% |
$1.07M - $1.25M
|
505K
$12.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
12.2K+ 97.77% |
$1.06M - $1.24M
|
24.6K
$616K
|
|
|
Jul 11, 2024
Q2 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
12K+ 6.45% |
$1.05M - $1.22M
|
199K
$4.97M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12K+ 9.56% |
$1.04M - $1.22M
|
137K
$3.43M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
11.8K+ 7.86% |
$1.03M - $1.2M
|
163K
$4.07M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
11.8K+ 27.26% |
$1.03M - $1.2M
|
55.1K
$1.38M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.6KNew |
$1.01M - $1.18M
|
11.6K
$290K
|
|
|
Jul 16, 2024
Q2 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
11.6K+ 16.03% |
$1.01M - $1.17M
|
83.7K
$2.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
11.1K+ 233.99% |
$970K - $1.13M
|
15.9K
$398K
|
|
|
Aug 13, 2024
Q2 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
11.1K+ 10.36% |
$968K - $1.13M
|
118K
$2.96M
|
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
10.9KNew |
$949K - $1.11M
|
10.9K
$273K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.8K+ 127.08% |
$937K - $1.09M
|
19.2K
$481K
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
10.6K+ 6.84% |
$924K - $1.08M
|
166K
$4.15M
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
10.2KNew |
$887K - $1.04M
|
10.2K
$255K
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
10.2K+ 14.8% |
$884K - $1.03M
|
78.8K
$1.97M
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
9.64K+ 20.43% |
$839K - $979K
|
56.8K
$1.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
9.61K+ 2.52% |
$837K - $977K
|
390K
$9.77M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.53K+ 2.05% |
$829K - $968K
|
473K
$11.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
9.51K+ 28.93% |
$828K - $967K
|
42.4K
$1.06M
|
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
9.41K+ 9.27% |
$819K - $956K
|
111K
$2.78M
|
|
|
Jul 22, 2024
Q2 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
9.4K+ 1.99% |
$819K - $956K
|
481K
$12M
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
9.37K+ 17.35% |
$816K - $952K
|
63.4K
$1.59M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.23K+ 6.31% |
$803K - $938K
|
156K
$3.89M
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
9.12K+ 8.08% |
$794K - $927K
|
122K
$3.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
9.06K+ 11.64% |
$789K - $921K
|
86.9K
$2.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Winslow Capital Management, LLC
Minneapolis, MN |
BUY
|
- |
8.8KNew |
$766K - $894K
|
8.8K
$220K
|
|
|
Aug 08, 2024
Q2 2024
|
Planning Center, Inc.
|
BUY
|
- |
8.75KNew |
$762K - $889K
|
8.75K
$219K
|
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
8.5KNew |
$740K - $863K
|
8.5K
$213K
|
|
|
Aug 12, 2024
Q2 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
8.47K+ 6.88% |
$737K - $861K
|
132K
$3.29M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.3K+ 19.17% |
$723K - $843K
|
51.6K
$1.29M
|
|
|
Jul 29, 2024
Q2 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
8.29K+ 1.63% |
$722K - $842K
|
516K
$12.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
8.28K+ 6.45% |
$721K - $842K
|
137K
$3.42M
|
|
|
Jul 10, 2024
Q2 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
8.17K+ 24.87% |
$711K - $830K
|
41K
$1.03M
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advisors LLC
|
BUY
|
- |
8.01K+ 361.23% |
$697K - $814K
|
10.2K
$256K
|
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
BUY
|
- |
7.97K+ 6.19% |
$694K - $810K
|
137K
$3.42M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
7.93KNew |
$690K - $805K
|
7.93K
$198K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
7.69KNew |
$669K - $781K
|
7.69K
$192K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.63K+ 7.8% |
$664K - $775K
|
105K
$2.64M
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
7.58KNew |
$660K - $771K
|
7.58K
$190K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.56K+ 216.43% |
$658K - $768K
|
11.1K
$277K
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
7.53K+ 4.77% |
$655K - $765K
|
165K
$4.14M
|