Purchases and Sales Made in Q3 2024 in Schwab Strategic Tr Us Large C (SCHG)

SCHG Quotes by TradingView

This table provides information about the institutional ownership of Schwab Strategic Tr Us Large C (SCHG) during Q3 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
Oct 07, 2024 Q3 2024
Evanson Asset Management, LLC

BUY
 -
280
+ 10.21%
$25.9K - $29.6K
3.02K $81.1K
Dec 13, 2024 Q3 2024
Smart Wealth LLC

Omaha, NE
BUY
 -
277
+ 5.78%
$25.7K - $29.3K
5.07K $136K
Oct 15, 2024 Q3 2024
Independent Wealth Network Inc.

BUY
 -
274
+ 7.81%
$25.4K - $29K
3.78K $101K
Nov 13, 2024 Q3 2024
Gen Wealth Partners Inc

Zeeland, MI
BUY
 -
272
+ 372.6%
$25.2K - $28.7K
345 $9.25K
Oct 30, 2024 Q3 2024
Avidian Wealth Solutions, LLC

BUY
 -
263
+ 1.51%
$24.4K - $27.8K
17.7K $475K
Nov 18, 2024 Q3 2024
Hobbs Group Advisors, LLC

Columbia, SC
BUY
 -
255
New
$23.6K - $27K
255 $6.84K
Oct 07, 2024 Q3 2024
Versant Capital Management, Inc

BUY
 -
254
New
$23.5K - $26.8K
254 $6.81K
Oct 18, 2024 Q3 2024
Eagle Capital Management, LLC

BUY
 -
239
+ 0.49%
$22.1K - $25.3K
48.7K $1.31M
Nov 13, 2024 Q3 2024
Pgim Custom Harvest LLC

Newark, NJ
BUY
 -
238
+ 11.91%
$22K - $25.2K
2.24K $60K
Nov 14, 2024 Q3 2024
Semmax Financial Advisors Inc.

Winston Salem, NC
BUY
 -
237
+ 300.0%
$22K - $25K
316 $8.48K
Oct 21, 2024 Q3 2024
Wealth Effects LLC

BUY
 -
225
+ 7.42%
$20.8K - $23.8K
3.26K $87.4K
Nov 05, 2024 Q3 2024
Y.D. More Investments LTD

Ramat Gan, L3
BUY
 -
218
New
$20.2K - $23K
218 $5.85K
Nov 08, 2024 Q3 2024
Thoroughbred Financial Services, LLC

BUY
 -
213
+ 1.88%
$19.7K - $22.5K
11.6K $310K
Oct 29, 2024 Q3 2024
Pure Financial Advisors, LLC

BUY
 -
211
+ 4.56%
$19.5K - $22.3K
4.84K $130K
Nov 12, 2024 Q3 2024
Towercrest Capital Management

Newtown, PA
BUY
 -
206
+ 0.81%
$19.1K - $21.8K
25.6K $685K
Nov 13, 2024 Q3 2024
Alliance Wealth Management Group

Flemington, NJ
BUY
 -
206
+ 0.81%
$19.1K - $21.8K
25.6K $685K
Oct 31, 2024 Q3 2024
Wmg Financial Advisors, LLC

BUY
 -
200
+ 4.22%
$18.5K - $21.1K
4.94K $133K
Oct 31, 2024 Q3 2024
Financial Sense Advisors, Inc.

BUY
 -
200
+ 2.42%
$18.5K - $21.1K
8.46K $227K
Oct 15, 2024 Q3 2024
Grant

BUY
 -
199
+ 0.5%
$18.4K - $21K
40K $1.07M
Oct 30, 2024 Q3 2024
Jnba Financial Advisors

BUY
 -
199
+ 24.33%
$18.4K - $21K
1.02K $27.3K
Oct 24, 2024 Q3 2024
Traynor Capital Management, Inc.

BUY
 -
195
+ 7.39%
$18.1K - $20.6K
2.83K $76K
Oct 24, 2024 Q3 2024
Bay Colony Advisory Group, Inc D

BUY
 -
187
+ 0.85%
$17.3K - $19.8K
22.2K $595K
Oct 15, 2024 Q3 2024
Members Trust CO

BUY
 -
182
+ 3.11%
$16.9K - $19.2K
6.04K $162K
Nov 21, 2024 Q3 2024
Fulcrum Equity Management

BUY
 -
181
+ 2.81%
$16.8K - $19.1K
6.63K $178K
Oct 08, 2024 Q3 2024
Planned Solutions, Inc.

BUY
 -
179
New
$16.6K - $18.9K
179 $4.8K
Oct 28, 2024 Q3 2024
Stephens Inc

BUY
 -
178
+ 5.5%
$16.5K - $18.8K
3.42K $91.6K
Nov 08, 2024 Q3 2024
Ogorek Anthony Joseph

BUY
 -
178
+ 2.88%
$16.5K - $18.8K
6.35K $170K
Nov 05, 2024 Q3 2024
Obermeyer Wood Investment Counsel, Lllp

Aspen, CO
BUY
 -
177
+ 8.82%
$16.4K - $18.7K
2.18K $58.5K
Nov 05, 2024 Q3 2024
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
166
+ 20.65%
$15.4K - $17.5K
970 $26K
Nov 15, 2024 Q3 2024
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
166
+ 0.68%
$15.4K - $17.5K
24.7K $663K
Nov 14, 2024 Q3 2024
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
163
+ 4.11%
$15.1K - $17.2K
4.13K $111K
Nov 12, 2024 Q3 2024
Allen Capital Group, LLC

BUY
 -
161
+ 0.79%
$14.9K - $17K
20.5K $550K
Oct 23, 2024 Q3 2024
Valicenti Advisory Services Inc

BUY
 -
160
+ 3.42%
$14.8K - $16.9K
4.83K $130K
Oct 28, 2024 Q3 2024
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
151
+ 0.39%
$14K - $16K
38.9K $1.04M
Oct 31, 2024 Q3 2024
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
150
+ 1.59%
$13.9K - $15.9K
9.58K $257K
Nov 04, 2024 Q3 2024
Abound Wealth Management

Franklin, TN
BUY
 -
148
+ 1.83%
$13.7K - $15.6K
8.24K $221K
Oct 18, 2024 Q3 2024
Columbus Macro, LLC

BUY
 -
147
+ 7.32%
$13.6K - $15.5K
2.15K $57.8K
Oct 21, 2024 Q3 2024
Northwest Investment Counselors, LLC

BUY
 -
147
New
$13.6K - $15.5K
147 $3.94K
Nov 12, 2024 Q3 2024
Athena Investment Management

BUY
 -
146
+ 0.47%
$13.5K - $15.4K
31.4K $842K
Oct 10, 2024 Q3 2024
Sound Income Strategies, LLC

BUY
 -
142
New
$13.2K - $15K
142 $3.81K
Nov 13, 2024 Q3 2024
Capital Square, LLC

BUY
 -
142
+ 1.54%
$13.2K - $15K
9.34K $251K
Nov 14, 2024 Q3 2024
Morse Asset Management, Inc

Darien, CT
BUY
 -
140
New
$13K - $14.8K
140 $3.75K
Oct 25, 2024 Q3 2024
American Financial Advisors, LLC

BUY
 -
136
+ 3.28%
$12.6K - $14.4K
4.28K $115K
Nov 13, 2024 Q3 2024
Parallel Advisors, LLC

BUY
 -
129
+ 1.81%
$11.9K - $13.6K
7.24K $194K
Oct 15, 2024 Q3 2024
Gleason Group, Inc.

BUY
 -
127
+ 0.21%
$11.8K - $13.4K
60.1K $1.61M
Oct 18, 2024 Q3 2024
Cedrus LLC

Littleton, CO
BUY
 -
126
+ 1.71%
$11.7K - $13.3K
7.5K $201K
Nov 14, 2024 Q3 2024
Kovitz Investment Group Partners, LLC

BUY
 -
124
+ 1.76%
$11.5K - $13.1K
7.16K $192K
Oct 22, 2024 Q3 2024
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
123
+ 0.56%
$11.4K - $13K
22.2K $596K
Oct 11, 2024 Q3 2024
Fin Trust Capital Advisors, LLC

BUY
 -
113
+ 3.65%
$10.5K - $11.9K
3.21K $86K

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