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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-588- 0.87% |
$54.5K - $62.1K
|
66.6K
$2.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-592- 45.47% |
$54.8K - $62.6K
|
710
$22.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-600- 12.51% |
$55.6K - $63.4K
|
4.2K
$130K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-624- 0.59% |
$57.8K - $66K
|
105K
$3.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-624- 2.15% |
$57.8K - $66K
|
28.4K
$882K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-658- 3.68% |
$61K - $69.5K
|
17.2K
$536K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-664- 9.09% |
$61.5K - $70.2K
|
6.64K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-675- 1.84% |
$62.5K - $71.3K
|
36K
$1.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-678- 2.55% |
$62.8K - $71.7K
|
25.9K
$805K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-687- 3.53% |
$63.6K - $72.6K
|
18.8K
$584K
|
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-708- 4.41% |
$65.6K - $74.8K
|
15.4K
$478K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-732- 5.84% |
$67.8K - $77.4K
|
11.8K
$367K
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
SELL
|
- |
-734- 11.25% |
$68K - $77.6K
|
5.79K
$180K
|
|
|
Nov 12, 2024
Q3 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-740- 8.58% |
$68.5K - $78.2K
|
7.89K
$245K
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
SELL
|
- |
-743- 2.95% |
$68.8K - $78.5K
|
24.5K
$761K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-751- 9.65% |
$69.6K - $79.4K
|
7.03K
$219K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-754- 3.76% |
$69.8K - $79.7K
|
19.3K
$600K
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-761- 2.87% |
$70.5K - $80.4K
|
25.7K
$800K
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-766- 1.63% |
$71K - $81K
|
46.1K
$1.43M
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-767- 0.85% |
$71K - $81.1K
|
89.7K
$2.79M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-782- 8.89% |
$72.4K - $82.6K
|
8.01K
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Jentner Corp
|
SELL
|
- |
-787- 7.37% |
$72.9K - $83.2K
|
9.89K
$307K
|
|
|
Nov 06, 2024
Q3 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-807- 3.64% |
$74.8K - $85.3K
|
21.4K
$665K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-816- 0.1% |
$75.6K - $86.2K
|
843K
$26.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-816- 0.25% |
$75.6K - $86.2K
|
328K
$10.2M
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-820- 0.58% |
$76K - $86.7K
|
140K
$4.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-820- 11.85% |
$76K - $86.7K
|
6.1K
$190K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-858- 1.29% |
$79.5K - $90.7K
|
65.6K
$2.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-863- 14.64% |
$79.9K - $91.2K
|
5.03K
$156K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-876- 19.21% |
$81.1K - $92.6K
|
3.68K
$115K
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-888- 2.1% |
$82.3K - $93.9K
|
41.4K
$1.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-889- 9.51% |
$82.3K - $94K
|
8.46K
$263K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-898- 4.37% |
$83.2K - $94.9K
|
19.6K
$611K
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-919- 11.19% |
$85.1K - $97.1K
|
7.29K
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Tenret CO LLC
|
SELL
|
- |
-920- 4.68% |
$85.2K - $97.2K
|
18.7K
$583K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-928- 16.56% |
$86K - $98.1K
|
4.68K
$145K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-936- 0.82% |
$86.7K - $98.9K
|
113K
$3.52M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-949- 2.67% |
$87.9K - $100K
|
34.6K
$1.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-967- 23.67% |
$89.6K - $102K
|
3.12K
$97K
|
|
|
Oct 15, 2024
Q3 2024
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-995- 6.51% |
$92.2K - $105K
|
14.3K
$444K
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
SELL
|
- |
-1K- 45.67% |
$92.8K - $106K
|
1.19K
$37.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.02K- 1.6% |
$94.2K - $107K
|
62.7K
$1.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1.04K- 35.02% |
$96.1K - $110K
|
1.92K
$59.8K
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1.04K- 3.21% |
$96.1K - $110K
|
31.3K
$972K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.08K- 4.36% |
$99.8K - $114K
|
23.6K
$734K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-1.09K- 6.43% |
$101K - $115K
|
15.8K
$491K
|
|
|
Oct 24, 2024
Q3 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-1.1K- 15.57% |
$102K - $116K
|
5.96K
$185K
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
SELL
|
- |
-1.1K- 9.04% |
$102K - $116K
|
11.1K
$344K
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-1.11K- 12.47% |
$102K - $117K
|
7.77K
$242K
|
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-1.11K- 12.02% |
$103K - $118K
|
8.15K
$253K
|