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 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.28K+ 1.4% |
$112K - $130K
|
92.7K
$2.58M
|
|
|
Jul 29, 2024
Q2 2024
|
Members Trust CO
|
BUY
|
- |
1.28K+ 28.03% |
$112K - $130K
|
5.86K
$163K
|
|
|
Aug 15, 2024
Q2 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
1.25K+ 34.02% |
$109K - $127K
|
4.92K
$137K
|
|
|
Aug 09, 2024
Q2 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
1.25K+ 3.18% |
$109K - $127K
|
40.4K
$1.13M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.25KNew |
$108K - $127K
|
1.25K
$34.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.25K+ 1.34% |
$108K - $127K
|
94.5K
$2.63M
|
|
|
Jul 12, 2024
Q2 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1.23K+ 1.34% |
$107K - $125K
|
93K
$2.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
1.22K+ 2.98% |
$106K - $124K
|
42.2K
$1.18M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.2K+ 4.73% |
$105K - $122K
|
26.6K
$741K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.19K+ 54.42% |
$103K - $121K
|
3.37K
$93.8K
|
|
|
Jul 15, 2024
Q2 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
1.18K+ 10.99% |
$103K - $120K
|
11.9K
$332K
|
|
|
Jul 24, 2024
Q2 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.18K+ 2.13% |
$103K - $120K
|
56.7K
$1.58M
|
|
|
Aug 09, 2024
Q2 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
1.18K+ 0.38% |
$102K - $119K
|
307K
$8.55M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.17K+ 1.61% |
$101K - $118K
|
73.8K
$2.05M
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Square, LLC
|
BUY
|
- |
1.13K+ 14.04% |
$98.6K - $115K
|
9.2K
$256K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.11K+ 11.29% |
$97K - $113K
|
11K
$306K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.11K+ 4276.92% |
$96.8K - $113K
|
1.14K
$31.7K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.1K+ 1.29% |
$95.5K - $111K
|
86.3K
$2.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.08KNew |
$94.3K - $110K
|
1.08K
$30.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
1.08K+ 10.25% |
$94.3K - $110K
|
11.6K
$324K
|
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
1.07K+ 0.95% |
$93K - $109K
|
114K
$3.18M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.06K+ 0.58% |
$92.3K - $108K
|
184K
$5.13M
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.04K+ 2.4% |
$90.8K - $106K
|
44.5K
$1.24M
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.04K+ 0.29% |
$90.3K - $105K
|
364K
$10.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
1.03K+ 19.74% |
$89.4K - $104K
|
6.23K
$173K
|
|
|
Jul 22, 2024
Q2 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
1.02K+ 1.05% |
$88.5K - $103K
|
97.6K
$2.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
1.01K+ 2.25% |
$88.1K - $103K
|
45.9K
$1.28M
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
BUY
|
- |
1.01K+ 11.41% |
$87.6K - $102K
|
9.82K
$273K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.01KNew |
$87.5K - $102K
|
1.01K
$28K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
1K+ 84.06% |
$87.2K - $102K
|
2.19K
$61.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
996+ 24900.0% |
$86.7K - $101K
|
1K
$27.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
974+ 27.01% |
$84.8K - $99K
|
4.58K
$128K
|
|
|
Aug 13, 2024
Q2 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
907+ 0.29% |
$78.9K - $92.2K
|
310K
$8.62M
|
|
|
Aug 09, 2024
Q2 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
881+ 3.29% |
$76.7K - $89.5K
|
27.6K
$769K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
869+ 38.1% |
$75.6K - $88.3K
|
3.15K
$87.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
863+ 10.68% |
$75.1K - $87.7K
|
8.95K
$249K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
837+ 1.5% |
$72.9K - $85K
|
56.8K
$1.58M
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
823+ 11.07% |
$71.6K - $83.6K
|
8.26K
$230K
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
815+ 22.77% |
$70.9K - $82.8K
|
4.39K
$122K
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
808+ 2.76% |
$70.3K - $82.1K
|
30.1K
$839K
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
799+ 5.21% |
$69.5K - $81.2K
|
16.1K
$449K
|
|
|
Jul 16, 2024
Q2 2024
|
Rhs Financial, LLC
|
BUY
|
- |
784+ 4.72% |
$68.2K - $79.7K
|
17.4K
$484K
|
|
|
Aug 09, 2024
Q2 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
781+ 2.18% |
$68K - $79.4K
|
36.7K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
767+ 0.06% |
$66.8K - $77.9K
|
1.19M
$33.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
761+ 15.42% |
$66.2K - $77.3K
|
5.7K
$159K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
756+ 1.23% |
$65.8K - $76.8K
|
62.3K
$1.73M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
744+ 4.46% |
$64.8K - $75.6K
|
17.4K
$485K
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
725+ 69.44% |
$63.1K - $73.7K
|
1.77K
$49.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
721+ 3.36% |
$62.8K - $73.3K
|
22.2K
$618K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
704+ 1.57% |
$61.3K - $71.5K
|
45.7K
$1.27M
|