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 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.85K- 16.23% |
$264K - $301K
|
14.7K
$458K
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
SELL
|
- |
-2.87K- 2.1% |
$266K - $303K
|
134K
$4.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-2.89K- 1.58% |
$268K - $305K
|
180K
$5.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-2.93K- 2.17% |
$271K - $310K
|
132K
$4.11M
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-2.98K- 1.32% |
$276K - $315K
|
223K
$6.94M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-3.06K- 15.68% |
$284K - $324K
|
16.5K
$512K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.08K- 4.5% |
$285K - $325K
|
65.3K
$2.03M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.08K- 8.46% |
$286K - $326K
|
33.4K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.11K- 6.8% |
$288K - $328K
|
42.6K
$1.32M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-3.11K- 1.67% |
$288K - $329K
|
183K
$5.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-3.12K- 9.0% |
$289K - $330K
|
31.6K
$982K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.18K- 5.23% |
$294K - $336K
|
57.5K
$1.79M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.2K- 1.22% |
$296K - $338K
|
259K
$8.05M
|
|
|
Nov 05, 2024
Q3 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-3.2K- 5.75% |
$296K - $338K
|
52.4K
$1.63M
|
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-3.22K- 10.36% |
$298K - $340K
|
27.8K
$865K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-3.34K- 7.66% |
$309K - $353K
|
40.2K
$1.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Northern Capital Management, Inc.
|
SELL
|
- |
-3.37K- 0.69% |
$312K - $356K
|
484K
$15M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-3.52K- 7.46% |
$326K - $372K
|
43.7K
$1.36M
|
|
|
Nov 08, 2024
Q3 2024
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-3.65K- 3.08% |
$338K - $386K
|
115K
$3.57M
|
|
|
Oct 21, 2024
Q3 2024
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-3.67K- 33.78% |
$340K - $388K
|
7.2K
$224K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-3.69K- 0.78% |
$342K - $390K
|
470K
$14.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.77K- 34.9% |
$349K - $398K
|
7.03K
$219K
|
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-3.79K- 18.76% |
$351K - $401K
|
16.4K
$511K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-3.82K- 0.22% |
$354K - $404K
|
1.73M
$53.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-3.97K- 6.99% |
$367K - $419K
|
52.8K
$1.64M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-3.97K- 10.71% |
$368K - $420K
|
33.1K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.98K- 0.9% |
$369K - $421K
|
439K
$13.7M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-3.99K- 43.84% |
$370K - $422K
|
5.11K
$159K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-4.02K- 0.81% |
$373K - $425K
|
493K
$15.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-4.05K- 1.8% |
$376K - $428K
|
221K
$6.88M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.17K- 1.03% |
$386K - $440K
|
399K
$12.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.19K- 72.55% |
$388K - $443K
|
1.59K
$49.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-4.33K- 5.67% |
$401K - $457K
|
71.9K
$2.24M
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-4.44K- 2.57% |
$411K - $469K
|
168K
$5.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-4.53K- 1.81% |
$419K - $478K
|
246K
$7.64M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.54K- 3.45% |
$420K - $480K
|
127K
$3.95M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-4.55K- 9.77% |
$422K - $481K
|
42K
$1.31M
|
|
|
Oct 22, 2024
Q3 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-4.57K- 5.46% |
$424K - $483K
|
79.1K
$2.46M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-4.66K- 0.88% |
$431K - $492K
|
526K
$16.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.84K- 9.92% |
$449K - $512K
|
44K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-4.89K- 2.96% |
$453K - $517K
|
161K
$4.99M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-4.93K- 25.04% |
$457K - $521K
|
14.8K
$459K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-5.34K- 2.66% |
$494K - $564K
|
195K
$6.07M
|
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-5.38K- 63.31% |
$498K - $569K
|
3.12K
$97K
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-5.42K- 2.2% |
$502K - $573K
|
241K
$7.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-5.71K- 1.89% |
$529K - $603K
|
297K
$9.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-5.83K- 6.51% |
$540K - $616K
|
83.6K
$2.6M
|
|
|
Oct 09, 2024
Q3 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-5.89K- 2.92% |
$545K - $622K
|
195K
$6.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-5.97K- 26.55% |
$553K - $631K
|
16.5K
$514K
|
|
|
Oct 09, 2024
Q3 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-6.2K- 4.02% |
$575K - $656K
|
148K
$4.6M
|