Purchases and Sales Made in Q3 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 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-129- 0.58% |
$11.9K - $13.6K
|
22.1K
$702K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-136- 2.24% |
$12.6K - $14.4K
|
5.94K
$188K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-138- 0.17% |
$12.8K - $14.6K
|
82.9K
$2.63M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-142- 0.85% |
$13.2K - $15K
|
16.6K
$528K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-143- 1.11% |
$13.2K - $15.1K
|
12.8K
$405K
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-145- 0.1% |
$13.4K - $15.3K
|
142K
$4.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Riverstone Advisors, LLC
|
SELL
|
- |
-150- 5.91% |
$13.9K - $15.9K
|
2.39K
$75.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-159- 3.44% |
$14.7K - $16.8K
|
4.46K
$142K
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
SELL
|
- |
-162- 6.37% |
$15K - $17.1K
|
2.38K
$75.5K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-169- 2.91% |
$15.7K - $17.9K
|
5.63K
$179K
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
SELL
|
- |
-172- 4.15% |
$15.9K - $18.2K
|
3.97K
$126K
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-173- 0.99% |
$16K - $18.3K
|
17.2K
$546K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-175- 7.8% |
$16.2K - $18.5K
|
2.07K
$65.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-179- 0.7% |
$16.6K - $18.9K
|
25.5K
$810K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-180- 23.02% |
$16.7K - $19K
|
602
$19.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-184- 4.94% |
$17K - $19.4K
|
3.54K
$112K
|
|
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-188- 0.61% |
$17.4K - $19.9K
|
30.7K
$975K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-195- 4.41% |
$18.1K - $20.6K
|
4.23K
$134K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-197- 0.71% |
$18.2K - $20.8K
|
27.5K
$872K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-197- 39.17% |
$18.2K - $20.8K
|
306
$9.71K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-200- 0.71% |
$18.5K - $21.1K
|
27.9K
$885K
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-200- 0.5% |
$18.5K - $21.1K
|
39.6K
$1.26M
|
|
|
Nov 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-201- 1.46% |
$18.6K - $21.2K
|
13.6K
$430K
|
|
|
Oct 04, 2024
Q3 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-204- 1.49% |
$18.9K - $21.6K
|
13.5K
$428K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-210- 0.72% |
$19.5K - $22.2K
|
29.1K
$925K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-211- 9.6% |
$19.5K - $22.3K
|
1.99K
$63.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
SELL
|
- |
-213- 0.95% |
$19.7K - $22.5K
|
22.3K
$707K
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-219- 0.41% |
$20.3K - $23.1K
|
53.2K
$1.69M
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-222- 0.29% |
$20.6K - $23.5K
|
76.4K
$2.43M
|
|
|
Jan 08, 2025
Q3 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-222- 0.56% |
$20.6K - $23.5K
|
39.5K
$1.25M
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-223- 0.07% |
$20.7K - $23.6K
|
311K
$9.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-224- 1.24% |
$20.7K - $23.7K
|
17.8K
$564K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-227- 5.17% |
$21K - $24K
|
4.17K
$132K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-229- 1.62% |
$21.2K - $24.2K
|
13.9K
$442K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-232- 1.68% |
$21.5K - $24.5K
|
13.6K
$432K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-237- 11.44% |
$22K - $25K
|
1.84K
$58.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-239- 2.33% |
$22.1K - $25.3K
|
10K
$319K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-244- 54.46% |
$22.6K - $25.8K
|
204
$6.47K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-248- 21.79% |
$23K - $26.2K
|
890
$28.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-249- 3.43% |
$23.1K - $26.3K
|
7.01K
$222K
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-251- 11.29% |
$23.3K - $26.5K
|
1.97K
$62.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-251- 1.29% |
$23.3K - $26.5K
|
19.2K
$609K
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-254- 0.78% |
$23.5K - $26.8K
|
32.3K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-258- 6.37% |
$23.9K - $27.3K
|
3.79K
$120K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-260- 10.61% |
$24.1K - $27.5K
|
2.19K
$69.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-262- 4.26% |
$24.3K - $27.7K
|
5.89K
$187K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-263- 0.91% |
$24.4K - $27.8K
|
28.6K
$907K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-269- 5.51% |
$24.9K - $28.4K
|
4.62K
$146K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-269- 1.43% |
$24.9K - $28.4K
|
18.5K
$587K
|
|
|
Oct 08, 2024
Q3 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-270- 10.61% |
$25K - $28.5K
|
2.27K
$72.2K
|