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 02, 2024
Q2 2024
|
Wealth Effects LLC
|
BUY
|
- |
679+ 28.86% |
$59.1K - $69K
|
3.03K
$84.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
678+ 8.17% |
$59K - $68.9K
|
8.97K
$250K
|
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
672+ 13.11% |
$58.5K - $68.3K
|
5.8K
$161K
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
BUY
|
- |
659+ 6.26% |
$57.4K - $67K
|
11.2K
$311K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
654New |
$56.9K - $66.5K
|
654
$18.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
641+ 2.67% |
$55.8K - $65.1K
|
24.7K
$687K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
639+ 7.49% |
$55.6K - $64.9K
|
9.18K
$255K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
633+ 811.54% |
$55.1K - $64.3K
|
711
$19.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
631+ 7.77% |
$54.9K - $64.1K
|
8.76K
$244K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
629+ 22.27% |
$54.7K - $63.9K
|
3.45K
$96.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
617+ 0.5% |
$53.7K - $62.7K
|
125K
$3.48M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
615+ 17.94% |
$53.5K - $62.5K
|
4.04K
$113K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
603New |
$52.5K - $61.3K
|
603
$16.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
591New |
$51.4K - $60.1K
|
591
$16.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
579+ 35.85% |
$50.4K - $58.8K
|
2.19K
$61.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
574+ 3.32% |
$50K - $58.3K
|
17.9K
$498K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
556+ 0.48% |
$48.4K - $56.5K
|
116K
$3.24M
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Planning LLC
|
BUY
|
- |
528+ 0.18% |
$46K - $53.7K
|
290K
$8.06M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
502+ 1.68% |
$43.7K - $51K
|
30.5K
$848K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
498+ 0.44% |
$43.3K - $50.6K
|
113K
$3.16M
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
495+ 17.12% |
$43.1K - $50.3K
|
3.39K
$94.3K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
478New |
$41.6K - $48.6K
|
478
$13.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
477+ 1.89% |
$41.5K - $48.5K
|
25.7K
$715K
|
|
|
Jul 19, 2024
Q2 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
474+ 10.46% |
$41.3K - $48.2K
|
5K
$139K
|
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
466+ 18.48% |
$40.6K - $47.4K
|
2.99K
$83.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
461+ 8.4% |
$40.1K - $46.8K
|
5.95K
$166K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
452New |
$39.3K - $45.9K
|
452
$12.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
443+ 1.32% |
$38.6K - $45K
|
33.9K
$944K
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
439+ 0.4% |
$38.2K - $44.6K
|
111K
$3.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
422+ 16.16% |
$36.7K - $42.9K
|
3.03K
$84.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
418+ 0.46% |
$36.4K - $42.5K
|
91.6K
$2.55M
|
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
418+ 3.14% |
$36.4K - $42.5K
|
13.7K
$382K
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
414+ 8.41% |
$36K - $42.1K
|
5.33K
$148K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
406+ 20.79% |
$35.3K - $41.3K
|
2.36K
$65.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
BUY
|
- |
403+ 12.19% |
$35.1K - $40.9K
|
3.71K
$103K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
394+ 11.37% |
$34.3K - $40K
|
3.86K
$107K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
387+ 41.21% |
$33.7K - $39.3K
|
1.33K
$36.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
385+ 5.49% |
$33.5K - $39.1K
|
7.4K
$206K
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
375+ 2.24% |
$32.6K - $38.1K
|
17.1K
$476K
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
374+ 8.79% |
$32.6K - $38K
|
4.63K
$129K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
372+ 3.13% |
$32.4K - $37.8K
|
12.2K
$341K
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
BUY
|
- |
356New |
$31K - $36.2K
|
356
$9.91K
|
|
|
Aug 05, 2024
Q2 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
350+ 2.81% |
$30.5K - $35.6K
|
12.8K
$357K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
345+ 6.3% |
$30K - $35.1K
|
5.82K
$162K
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
325+ 8.51% |
$28.3K - $33K
|
4.15K
$115K
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
323+ 2.42% |
$28.1K - $32.8K
|
13.7K
$380K
|
|
|
Aug 14, 2024
Q2 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
316+ 0.22% |
$27.5K - $32.1K
|
144K
$4.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
305+ 2.42% |
$26.5K - $31K
|
12.9K
$359K
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
305+ 18.37% |
$26.5K - $31K
|
1.97K
$54.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
304+ 4.1% |
$26.5K - $30.9K
|
7.72K
$215K
|