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
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
58.5K+ 3.28% |
$5.42M - $6.18M
|
1.84M
$53.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
58KNew |
$5.38M - $6.13M
|
58K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
56.5K+ 408.89% |
$5.23M - $5.97M
|
70.3K
$2.04M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
52.1K+ 13.2% |
$4.83M - $5.51M
|
447K
$13M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
48.1K+ 8.27% |
$4.46M - $5.09M
|
630K
$18.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
46.2K+ 6.86% |
$4.28M - $4.88M
|
720K
$20.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
46.1K+ 18.83% |
$4.27M - $4.87M
|
291K
$8.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
45.8K+ 5.06% |
$4.24M - $4.84M
|
951K
$27.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
42.5K+ 25.08% |
$3.93M - $4.49M
|
212K
$6.14M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
41.8K+ 13.36% |
$3.87M - $4.42M
|
355K
$10.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
40.7KNew |
$3.77M - $4.3M
|
40.7K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
39.3K+ 85.98% |
$3.64M - $4.15M
|
84.9K
$2.46M
|
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
38.1K+ 82.18% |
$3.53M - $4.03M
|
84.5K
$2.45M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
38.1K+ 83.14% |
$3.53M - $4.03M
|
83.9K
$2.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
37.3K+ 22.98% |
$3.46M - $3.94M
|
200K
$5.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
37.1K+ 305.62% |
$3.44M - $3.93M
|
49.3K
$1.43M
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
36.5K+ 2.53% |
$3.38M - $3.86M
|
1.48M
$42.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
34.4K+ 49.25% |
$3.19M - $3.64M
|
104K
$3.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
34.3K+ 7.37% |
$3.18M - $3.63M
|
500K
$14.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
33.6K+ 30.3% |
$3.11M - $3.55M
|
145K
$4.19M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
33.3K+ 9.03% |
$3.09M - $3.52M
|
403K
$11.7M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
31.5K+ 458.88% |
$2.92M - $3.33M
|
38.4K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
30.3K+ 35.54% |
$2.8M - $3.2M
|
115K
$3.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
29.9KNew |
$2.77M - $3.16M
|
29.9K
$865K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
29.2KNew |
$2.7M - $3.08M
|
29.2K
$845K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
28.2K+ 8.71% |
$2.62M - $2.99M
|
352K
$10.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
27.5K+ 8.43% |
$2.55M - $2.91M
|
354K
$10.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
25.8KNew |
$2.39M - $2.73M
|
25.8K
$747K
|
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
25.7KNew |
$2.38M - $2.72M
|
25.7K
$744K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
25.5K+ 22.92% |
$2.36M - $2.7M
|
137K
$3.96M
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
25.4K+ 198.52% |
$2.35M - $2.69M
|
38.2K
$1.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
25.2K+ 217.34% |
$2.33M - $2.66M
|
36.8K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
24.9K+ 3.21% |
$2.3M - $2.63M
|
801K
$23.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
24.8KNew |
$2.3M - $2.62M
|
24.8K
$719K
|
|
|
Oct 29, 2024
Q3 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
24.5KNew |
$2.27M - $2.59M
|
24.5K
$711K
|
|
|
Oct 22, 2024
Q3 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
23.8K+ 4.28% |
$2.2M - $2.51M
|
579K
$16.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
23.3K+ 276.33% |
$2.16M - $2.46M
|
31.7K
$919K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
22.1K+ 16.07% |
$2.04M - $2.33M
|
159K
$4.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
21.6K+ 210.45% |
$2M - $2.28M
|
31.8K
$922K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
21.5K+ 306.01% |
$2M - $2.28M
|
28.6K
$828K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
20.1K+ 19.33% |
$1.86M - $2.13M
|
124K
$3.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
20K+ 139.1% |
$1.85M - $2.11M
|
34.4K
$996K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
18.5K+ 80.93% |
$1.71M - $1.95M
|
41.3K
$1.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
17.9K+ 11.49% |
$1.66M - $1.9M
|
174K
$5.04M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
16.8K+ 32.58% |
$1.56M - $1.78M
|
68.4K
$1.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
16.5KNew |
$1.53M - $1.75M
|
16.5K
$479K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
16.3K+ 1.29% |
$1.51M - $1.72M
|
1.28M
$37.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
16K+ 9.2% |
$1.48M - $1.69M
|
190K
$5.51M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
16K+ 62.67% |
$1.48M - $1.69M
|
41.4K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
15.9K+ 82.52% |
$1.47M - $1.68M
|
35.1K
$1.02M
|