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 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.15K- 0.5% |
$107K - $122K
|
230K
$7.14M
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.18K- 3.84% |
$110K - $125K
|
29.7K
$922K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-1.19K- 0.87% |
$110K - $126K
|
136K
$4.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.23K- 2.12% |
$114K - $130K
|
56.9K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-1.24K- 14.52% |
$115K - $131K
|
7.31K
$227K
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-1.25K- 9.88% |
$116K - $132K
|
11.4K
$355K
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-1.32K- 18.97% |
$123K - $140K
|
5.65K
$176K
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-1.34K- 1.23% |
$124K - $141K
|
107K
$3.34M
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-1.38K- 9.18% |
$128K - $146K
|
13.7K
$425K
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1.41K- 4.39% |
$130K - $148K
|
30.6K
$951K
|
|
|
Nov 04, 2024
Q3 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.43K- 1.49% |
$133K - $151K
|
94.5K
$2.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-1.45K- 1.71% |
$134K - $153K
|
83.6K
$2.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.47K- 4.36% |
$136K - $155K
|
32.3K
$1M
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-1.48K- 25.47% |
$137K - $156K
|
4.32K
$134K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.52K- 20.06% |
$141K - $161K
|
6.06K
$189K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.53K- 4.52% |
$142K - $162K
|
32.4K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-1.56K- 5.51% |
$144K - $165K
|
26.7K
$830K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.62K- 41.95% |
$150K - $172K
|
2.25K
$69.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.63K- 8.98% |
$151K - $172K
|
16.5K
$513K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-1.67K- 2.12% |
$154K - $176K
|
77.1K
$2.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.68K- 2.37% |
$156K - $178K
|
69.3K
$2.15M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.69K- 16.38% |
$157K - $179K
|
8.64K
$269K
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-1.7K- 6.35% |
$157K - $179K
|
25K
$778K
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.7K- 0.43% |
$157K - $179K
|
389K
$12.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.74K- 8.25% |
$161K - $183K
|
19.3K
$601K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.78K- 5.32% |
$165K - $188K
|
31.6K
$984K
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.79K- 2.24% |
$166K - $190K
|
78.3K
$2.43M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.84K- 28.25% |
$171K - $195K
|
4.68K
$146K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.88K- 46.45% |
$174K - $198K
|
2.17K
$67.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.91K- 1.53% |
$177K - $202K
|
123K
$3.83M
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-1.91K- 1.48% |
$177K - $202K
|
127K
$3.95M
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.97K- 7.14% |
$183K - $208K
|
25.7K
$798K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.98K- 16.72% |
$183K - $209K
|
9.84K
$306K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-1.99K- 20.32% |
$184K - $210K
|
7.8K
$242K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2K- 55.0% |
$185K - $211K
|
1.64K
$50.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.01K- 48.71% |
$186K - $212K
|
2.12K
$65.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.11K- 3.53% |
$195K - $223K
|
57.5K
$1.79M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-2.11K- 33.87% |
$196K - $223K
|
4.12K
$128K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.17K- 2.33% |
$201K - $229K
|
90.6K
$2.82M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.23K- 5.6% |
$207K - $236K
|
37.6K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-2.24K- 9.93% |
$208K - $237K
|
20.3K
$633K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-2.24K- 4.07% |
$208K - $237K
|
52.9K
$1.64M
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
SELL
|
- |
-2.24K- 15.82% |
$208K - $237K
|
11.9K
$371K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-2.47K- 16.67% |
$229K - $261K
|
12.4K
$384K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.55K- 16.09% |
$236K - $270K
|
13.3K
$414K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.57K- 22.39% |
$238K - $271K
|
8.9K
$277K
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-2.73K- 2.99% |
$253K - $288K
|
88.7K
$2.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.76K- 7.81% |
$256K - $292K
|
32.6K
$1.01M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.77K- 3.43% |
$256K - $293K
|
77.9K
$2.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.84K- 2.87% |
$263K - $300K
|
96K
$2.98M
|