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 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.1KNew |
$183K - $214K
|
2.1K
$55.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
2.1K+ 0.7% |
$183K - $213K
|
302K
$8M
|
|
|
Jul 12, 2024
Q2 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
2.09KNew |
$182K - $213K
|
2.09K
$55.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
2.09KNew |
$181K - $212K
|
2.09K
$55.2K
|
|
|
Aug 07, 2024
Q2 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
2.08KNew |
$181K - $211K
|
2.08K
$54.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
2.04K+ 70.26% |
$177K - $207K
|
4.93K
$131K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.03KNew |
$177K - $206K
|
2.03K
$53.7K
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2.03KNew |
$176K - $206K
|
2.03K
$53.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
2.02K+ 39.04% |
$176K - $205K
|
7.2K
$191K
|
|
|
Jul 16, 2024
Q2 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
2.02K+ 10.62% |
$176K - $205K
|
21K
$557K
|
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
2KNew |
$174K - $203K
|
2K
$53K
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2KNew |
$174K - $203K
|
2K
$52.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
2KNew |
$174K - $203K
|
2K
$52.9K
|
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
2KNew |
$174K - $203K
|
2K
$52.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
2KNew |
$174K - $203K
|
2K
$52.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.99K+ 2.97% |
$173K - $202K
|
69K
$1.83M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.96K+ 6.89% |
$171K - $199K
|
30.4K
$805K
|
|
|
Aug 14, 2024
Q2 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
1.95K+ 10.26% |
$170K - $198K
|
20.9K
$554K
|
|
|
Jul 15, 2024
Q2 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
1.94KNew |
$169K - $197K
|
1.94K
$51.3K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
1.94K+ 42.22% |
$169K - $197K
|
6.53K
$173K
|
|
|
Jul 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
1.93K+ 4.27% |
$168K - $196K
|
47.2K
$1.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.92K+ 12.91% |
$167K - $195K
|
16.8K
$444K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.92K+ 9.53% |
$167K - $195K
|
22K
$582K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.87KNew |
$162K - $190K
|
1.87K
$49.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.86K+ 0.21% |
$162K - $189K
|
890K
$23.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.85K+ 8.15% |
$161K - $188K
|
24.6K
$650K
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
1.84KNew |
$160K - $187K
|
1.84K
$48.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
1.8K+ 33.33% |
$157K - $183K
|
7.21K
$191K
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
1.79K+ 5.4% |
$156K - $182K
|
35K
$925K
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
1.69K+ 5.55% |
$147K - $172K
|
32.2K
$851K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
1.63K+ 370.91% |
$142K - $166K
|
2.07K
$54.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.63K+ 35.36% |
$142K - $166K
|
6.24K
$165K
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
1.62K+ 72.26% |
$141K - $165K
|
3.87K
$102K
|
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
1.6K+ 6.48% |
$139K - $162K
|
26.3K
$695K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.58K+ 6.33% |
$137K - $160K
|
26.5K
$702K
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.58K+ 2.88% |
$137K - $160K
|
56.4K
$1.49M
|
|
|
Jul 16, 2024
Q2 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
1.54K+ 19.73% |
$134K - $157K
|
9.35K
$247K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.5K+ 27.78% |
$131K - $153K
|
6.91K
$183K
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
1.47K+ 20.12% |
$128K - $149K
|
8.78K
$232K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.46K+ 19.71% |
$127K - $149K
|
8.89K
$235K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.46K+ 37.11% |
$127K - $148K
|
5.39K
$143K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.46K+ 10.12% |
$127K - $148K
|
15.9K
$420K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.44K+ 1.41% |
$126K - $147K
|
104K
$2.74M
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.43K+ 9.77% |
$125K - $146K
|
16.1K
$426K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
1.42K+ 22.16% |
$124K - $144K
|
7.82K
$207K
|
|
|
Jul 22, 2024
Q2 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
1.41K+ 6.08% |
$123K - $144K
|
24.7K
$652K
|
|
|
Aug 01, 2024
Q2 2024
|
Everett Harris & CO
|
BUY
|
- |
1.38K+ 27.82% |
$120K - $140K
|
6.33K
$167K
|
|
|
Jul 17, 2024
Q2 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
1.37K+ 4.46% |
$119K - $139K
|
32K
$847K
|
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1.33K+ 2.01% |
$116K - $135K
|
67.2K
$1.78M
|
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.31K+ 3.05% |
$114K - $133K
|
44.3K
$1.17M
|