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
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.68K- 2.37% |
$156K - $178K
|
69.3K
$2.01M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.69K- 16.38% |
$157K - $179K
|
8.64K
$250K
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-1.7K- 6.35% |
$157K - $179K
|
25K
$725K
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.7K- 0.43% |
$157K - $179K
|
389K
$11.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.74K- 8.25% |
$161K - $183K
|
19.3K
$559K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.78K- 5.32% |
$165K - $188K
|
31.6K
$916K
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.79K- 2.24% |
$166K - $190K
|
78.3K
$2.27M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.84K- 28.25% |
$171K - $195K
|
4.68K
$136K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.88K- 46.45% |
$174K - $198K
|
2.17K
$62.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.91K- 1.53% |
$177K - $202K
|
123K
$3.57M
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-1.91K- 1.48% |
$177K - $202K
|
127K
$3.68M
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.97K- 7.14% |
$183K - $208K
|
25.7K
$743K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.98K- 16.72% |
$183K - $209K
|
9.84K
$285K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-1.99K- 20.32% |
$184K - $210K
|
7.8K
$226K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2K- 55.0% |
$185K - $211K
|
1.64K
$47.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.01K- 48.71% |
$186K - $212K
|
2.12K
$61.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.11K- 3.53% |
$195K - $223K
|
57.5K
$1.67M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-2.11K- 33.87% |
$196K - $223K
|
4.12K
$119K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.17K- 2.33% |
$201K - $229K
|
90.6K
$2.62M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.23K- 5.6% |
$207K - $236K
|
37.6K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-2.24K- 9.93% |
$208K - $237K
|
20.3K
$589K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-2.24K- 4.07% |
$208K - $237K
|
52.9K
$1.53M
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
SELL
|
- |
-2.24K- 15.82% |
$208K - $237K
|
11.9K
$346K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-2.47K- 16.67% |
$229K - $261K
|
12.4K
$358K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.55K- 16.09% |
$236K - $270K
|
13.3K
$386K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.57K- 22.39% |
$238K - $271K
|
8.9K
$258K
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-2.73K- 2.99% |
$253K - $288K
|
88.7K
$2.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.76K- 7.81% |
$256K - $292K
|
32.6K
$944K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.77K- 3.43% |
$256K - $293K
|
77.9K
$2.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.84K- 2.87% |
$263K - $300K
|
96K
$2.78M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.85K- 16.23% |
$264K - $301K
|
14.7K
$426K
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
SELL
|
- |
-2.87K- 2.1% |
$266K - $303K
|
134K
$3.88M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-2.89K- 1.58% |
$268K - $305K
|
180K
$5.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-2.93K- 2.17% |
$271K - $310K
|
132K
$3.83M
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-2.98K- 1.32% |
$276K - $315K
|
223K
$6.46M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-3.06K- 15.68% |
$284K - $324K
|
16.5K
$477K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.08K- 4.5% |
$285K - $325K
|
65.3K
$1.89M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.08K- 8.46% |
$286K - $326K
|
33.4K
$967K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.11K- 6.8% |
$288K - $328K
|
42.6K
$1.23M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-3.11K- 1.67% |
$288K - $329K
|
183K
$5.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-3.12K- 9.0% |
$289K - $330K
|
31.6K
$915K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.18K- 5.23% |
$294K - $336K
|
57.5K
$1.67M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.2K- 1.22% |
$296K - $338K
|
259K
$7.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-3.2K- 5.75% |
$296K - $338K
|
52.4K
$1.52M
|
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-3.22K- 10.36% |
$298K - $340K
|
27.8K
$806K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-3.34K- 7.66% |
$309K - $353K
|
40.2K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Northern Capital Management, Inc.
|
SELL
|
- |
-3.37K- 0.69% |
$312K - $356K
|
484K
$14M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-3.52K- 7.46% |
$326K - $372K
|
43.7K
$1.27M
|
|
|
Nov 08, 2024
Q3 2024
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-3.65K- 3.08% |
$338K - $386K
|
115K
$3.32M
|
|
|
Oct 21, 2024
Q3 2024
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-3.67K- 33.78% |
$340K - $388K
|
7.2K
$208K
|