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 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
7.39KNew |
$643K - $751K
|
7.39K
$204K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
7.32KNew |
$637K - $743K
|
7.32K
$202K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
7.31KNew |
$636K - $743K
|
7.31K
$201K
|
|
|
Jul 23, 2024
Q2 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
7.3K+ 114.91% |
$635K - $742K
|
13.6K
$376K
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
7.25K+ 2.42% |
$631K - $737K
|
307K
$8.46M
|
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
7.25KNew |
$631K - $737K
|
7.25K
$200K
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
7.2K+ 3.99% |
$627K - $732K
|
188K
$5.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
7.16K+ 4.61% |
$623K - $727K
|
162K
$4.48M
|
|
|
Dec 19, 2024
Q2 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
7.11K+ 9.21% |
$619K - $722K
|
84.2K
$2.32M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
7.05K+ 4.05% |
$613K - $716K
|
181K
$4.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
7.02K+ 14.85% |
$611K - $714K
|
54.3K
$1.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
6.99KNew |
$608K - $710K
|
6.99K
$193K
|
|
|
Jul 31, 2024
Q2 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
6.91K+ 15.32% |
$602K - $703K
|
52K
$1.43M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
6.87KNew |
$598K - $698K
|
6.87K
$189K
|
|
|
Aug 02, 2024
Q2 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
6.82K+ 4.39% |
$594K - $693K
|
162K
$4.47M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
6.69K+ 223.67% |
$582K - $680K
|
9.68K
$267K
|
|
|
Aug 07, 2024
Q2 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
6.69K+ 3.7% |
$582K - $679K
|
187K
$5.16M
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
6.66KNew |
$580K - $677K
|
6.66K
$184K
|
|
|
Aug 21, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
6.48KNew |
$564K - $659K
|
6.48K
$179K
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
6.45K+ 95.22% |
$561K - $655K
|
13.2K
$364K
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
6.45KNew |
$561K - $655K
|
6.45K
$178K
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
6.4KNew |
$557K - $651K
|
6.4K
$176K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.36K+ 34.87% |
$553K - $646K
|
24.6K
$678K
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
6.34K+ 4.47% |
$552K - $644K
|
148K
$4.09M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
6.29K+ 127.99% |
$547K - $639K
|
11.2K
$309K
|
|
|
Jul 26, 2024
Q2 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
6.24K+ 4.78% |
$543K - $634K
|
137K
$3.77M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.2K+ 92.54% |
$540K - $630K
|
12.9K
$356K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.92K+ 12.76% |
$515K - $602K
|
52.3K
$1.44M
|
|
|
Feb 13, 2025
Q2 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
5.91K+ 13.49% |
$515K - $601K
|
49.7K
$1.37M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.84K+ 1.82% |
$508K - $593K
|
326K
$8.99M
|
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
5.67K+ 42.47% |
$494K - $576K
|
19K
$525K
|
|
|
Aug 07, 2024
Q2 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
5.65K+ 1.03% |
$492K - $574K
|
556K
$15.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.65K+ 7.97% |
$492K - $574K
|
76.5K
$2.11M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
5.59K+ 16.01% |
$486K - $568K
|
40.5K
$1.12M
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
5.5K+ 200.0% |
$479K - $559K
|
8.25K
$227K
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
5.5K+ 200.0% |
$479K - $559K
|
8.25K
$227K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.3K+ 15.07% |
$461K - $539K
|
40.5K
$1.12M
|
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
5.23K+ 4.23% |
$455K - $532K
|
129K
$3.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
5.2KNew |
$453K - $529K
|
5.2K
$143K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.18K+ 862.5% |
$450K - $526K
|
5.78K
$159K
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
5.12KNew |
$446K - $520K
|
5.12K
$141K
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
5.1K+ 2.03% |
$444K - $519K
|
257K
$7.07M
|
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.05K+ 7.65% |
$440K - $513K
|
71.1K
$1.96M
|
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
5K+ 22.15% |
$435K - $508K
|
27.6K
$761K
|
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.99K+ 1.54% |
$434K - $507K
|
329K
$9.07M
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
4.97K+ 207.08% |
$433K - $505K
|
7.38K
$203K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.96K+ 93.71% |
$432K - $504K
|
10.2K
$282K
|
|
|
Jul 29, 2024
Q2 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
4.89K+ 83.81% |
$425K - $497K
|
10.7K
$295K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
4.88K+ 2.19% |
$425K - $496K
|
228K
$6.27M
|
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
4.88K+ 2.21% |
$425K - $496K
|
225K
$6.21M
|