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
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.97K+ 3.1% |
$259K - $302K
|
98.7K
$2.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
2.97K+ 2.93% |
$258K - $302K
|
104K
$2.91M
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2.96KNew |
$258K - $301K
|
2.96K
$82.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.95K+ 104.36% |
$256K - $299K
|
5.77K
$161K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.92K+ 1.31% |
$254K - $297K
|
225K
$6.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2.86K+ 2.34% |
$249K - $290K
|
125K
$3.48M
|
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
2.86K+ 4.74% |
$248K - $290K
|
63K
$1.75M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.84K+ 7.68% |
$247K - $289K
|
39.8K
$1.11M
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
BUY
|
- |
2.84K+ 13.23% |
$247K - $288K
|
24.3K
$676K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.83K+ 34.26% |
$246K - $288K
|
11.1K
$309K
|
|
|
Jul 12, 2024
Q2 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
2.81K+ 6.43% |
$245K - $286K
|
46.6K
$1.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.74KNew |
$239K - $279K
|
2.74K
$76.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.72K+ 4.92% |
$237K - $277K
|
58.1K
$1.62M
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.64KNew |
$230K - $268K
|
2.64K
$73.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.64K+ 8.57% |
$229K - $268K
|
33.4K
$930K
|
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
2.63K+ 81.16% |
$229K - $267K
|
5.86K
$163K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
2.59K+ 8.32% |
$225K - $263K
|
33.7K
$939K
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2.59K+ 28.78% |
$225K - $263K
|
11.6K
$322K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.56KNew |
$223K - $260K
|
2.56K
$71.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.56K+ 19.02% |
$222K - $260K
|
16K
$445K
|
|
|
Sep 10, 2024
Q2 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
2.54KNew |
$221K - $258K
|
2.54K
$70.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
2.5K+ 2.16% |
$218K - $254K
|
118K
$3.3M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2.49K+ 13.41% |
$217K - $253K
|
21.1K
$587K
|
|
|
Jul 25, 2024
Q2 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
2.48K+ 2.78% |
$216K - $252K
|
91.4K
$2.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
2.44K+ 15.01% |
$213K - $248K
|
18.7K
$521K
|
|
|
Sep 10, 2024
Q2 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.42KNew |
$211K - $246K
|
2.42K
$67.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
BUY
|
- |
2.41K+ 8.85% |
$209K - $244K
|
29.6K
$824K
|
|
|
Jul 31, 2024
Q2 2024
|
Strategic Equity Management
|
BUY
|
- |
2.4KNew |
$209K - $244K
|
2.4K
$66.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.38K+ 0.21% |
$207K - $242K
|
1.14M
$31.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.36KNew |
$206K - $240K
|
2.36K
$65.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
2.33K+ 12.92% |
$203K - $236K
|
20.3K
$566K
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
2.33K+ 69.51% |
$202K - $236K
|
5.67K
$158K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.24K+ 2.67% |
$195K - $227K
|
86K
$2.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Dagco, Inc.
|
BUY
|
- |
2.24K+ 2.04% |
$195K - $227K
|
112K
$3.11M
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.22KNew |
$193K - $226K
|
2.22K
$61.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
2.22K+ 5.9% |
$193K - $225K
|
39.8K
$1.11M
|
|
|
Aug 09, 2024
Q2 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
2.21KNew |
$193K - $225K
|
2.21K
$61.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.17K+ 0.46% |
$189K - $220K
|
473K
$13.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.16K+ 3.69% |
$188K - $219K
|
60.7K
$1.69M
|
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2.15KNew |
$187K - $219K
|
2.15K
$59.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
2.15KNew |
$187K - $218K
|
2.15K
$59.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
BUY
|
- |
2.14KNew |
$186K - $218K
|
2.14K
$59.6K
|
|
|
Oct 22, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.12K+ 39.78% |
$185K - $216K
|
7.46K
$208K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
2.12K+ 101.34% |
$185K - $215K
|
4.21K
$117K
|
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
BUY
|
- |
2.12KNew |
$184K - $215K
|
2.12K
$59K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.12KNew |
$184K - $215K
|
2.12K
$58.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
2.12K+ 10.34% |
$184K - $215K
|
22.6K
$629K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
2.11KNew |
$184K - $215K
|
2.11K
$58.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.11KNew |
$183K - $214K
|
2.11K
$58.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.1KNew |
$183K - $214K
|
2.1K
$58.5K
|