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 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-278- 5.17% |
$25.8K - $29.4K
|
5.1K
$157K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-290- 0.83% |
$26.9K - $30.7K
|
34.5K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-293- 1.23% |
$27.1K - $31K
|
23.6K
$727K
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-295- 3.41% |
$27.3K - $31.2K
|
8.35K
$257K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-298- 2.17% |
$27.6K - $31.5K
|
13.4K
$414K
|
|
|
Feb 13, 2025
Q3 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-298- 0.7% |
$27.6K - $31.5K
|
42K
$1.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-300- 4.66% |
$27.8K - $31.7K
|
6.14K
$189K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-300- 84.27% |
$27.8K - $31.7K
|
56
$1.72K
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-303- 1.11% |
$28.1K - $32K
|
27.1K
$833K
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-303- 1.77% |
$28.1K - $32K
|
16.8K
$518K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-304- 4.35% |
$28.2K - $32.1K
|
6.69K
$206K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-318- 9.47% |
$29.5K - $33.6K
|
3.04K
$93.6K
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-323- 8.52% |
$29.9K - $34.1K
|
3.47K
$107K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-346- 4.42% |
$32K - $36.6K
|
7.48K
$230K
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-365- 0.52% |
$33.8K - $38.6K
|
69.4K
$2.14M
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-365- 0.39% |
$33.8K - $38.6K
|
92.7K
$2.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-365- 0.73% |
$33.8K - $38.6K
|
49.7K
$1.53M
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-370- 0.45% |
$34.3K - $39.1K
|
82.7K
$2.55M
|
|
|
Nov 15, 2024
Q3 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-371- 3.82% |
$34.4K - $39.2K
|
9.33K
$287K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-384- 1.23% |
$35.6K - $40.6K
|
30.9K
$950K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-389- 0.92% |
$36K - $41.1K
|
41.9K
$1.29M
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-399- 2.11% |
$37K - $42.2K
|
18.5K
$570K
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-409- 10.07% |
$37.9K - $43.2K
|
3.65K
$113K
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-417- 13.25% |
$38.6K - $44.1K
|
2.73K
$84.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-420- 5.14% |
$38.9K - $44.4K
|
7.75K
$239K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-424- 3.1% |
$39.3K - $44.8K
|
13.2K
$408K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-437- 0.75% |
$40.5K - $46.2K
|
58.1K
$1.79M
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-446- 0.36% |
$41.3K - $47.1K
|
125K
$3.84M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-464- 0.76% |
$43K - $49K
|
60.4K
$1.86M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-468- 9.14% |
$43.4K - $49.5K
|
4.65K
$143K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-472- 1.78% |
$43.7K - $49.9K
|
26.1K
$803K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-484- 7.29% |
$44.8K - $51.2K
|
6.16K
$190K
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-492- 0.86% |
$45.6K - $52K
|
56.9K
$1.75M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-501- 4.51% |
$46.4K - $53K
|
10.6K
$326K
|
|
|
Jan 06, 2025
Q3 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-502- 0.41% |
$46.5K - $53.1K
|
123K
$3.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-510- 2.52% |
$47.2K - $53.9K
|
19.7K
$608K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-511- 27.55% |
$47.3K - $54K
|
1.34K
$41.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-525- 11.46% |
$48.6K - $55.5K
|
4.06K
$125K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-535- 81.8% |
$49.6K - $56.5K
|
119
$3.67K
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-536- 4.38% |
$49.6K - $56.6K
|
11.7K
$361K
|
|
|
Oct 24, 2024
Q3 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-537- 0.12% |
$49.7K - $56.8K
|
441K
$13.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-542- 3.27% |
$50.2K - $57.3K
|
16K
$493K
|
|
|
Oct 09, 2024
Q3 2024
|
Madden Securities Corp
|
SELL
|
- |
-547- 0.77% |
$50.7K - $57.8K
|
70.7K
$2.18M
|
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-549- 8.24% |
$50.9K - $58K
|
6.11K
$188K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-560- 24.88% |
$51.9K - $59.2K
|
1.69K
$52.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-568- 3.94% |
$52.6K - $60K
|
13.8K
$426K
|
|
|
Sep 09, 2025
Q3 2024
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-568- 0.79% |
$52.6K - $60K
|
71.8K
$2.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-582- 0.79% |
$53.9K - $61.5K
|
73.4K
$2.26M
|
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-585- 2.78% |
$54.2K - $61.8K
|
20.5K
$630K
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-587- 3.75% |
$54.4K - $62K
|
15.1K
$464K
|