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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.87K- 3.05% |
$637K - $727K
|
218K
$6.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-6.97K- 2.63% |
$646K - $737K
|
258K
$7.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-7.09K- 2.83% |
$656K - $749K
|
244K
$6.72M
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-7.26K- 8.62% |
$673K - $768K
|
77K
$2.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-7.27K- 52.42% |
$673K - $768K
|
6.59K
$182K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.28K- 65.89% |
$675K - $770K
|
3.77K
$104K
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-7.36K- 34.11% |
$682K - $778K
|
14.2K
$392K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.46K- 8.63% |
$691K - $788K
|
78.9K
$2.18M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.49K- 4.12% |
$694K - $792K
|
174K
$4.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-7.59K- 98.7% |
$703K - $802K
|
100
$2.76K
|
|
|
Apr 08, 2025
Q3 2024
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-7.61K- 6.91% |
$705K - $805K
|
103K
$2.83M
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-7.87K- 1.2% |
$729K - $832K
|
647K
$17.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-7.94K- 5.54% |
$736K - $839K
|
136K
$3.74M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-7.99K- 6.04% |
$740K - $844K
|
124K
$3.43M
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-8.15K- 12.58% |
$755K - $861K
|
56.6K
$1.56M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-8.22K- 13.19% |
$761K - $869K
|
54.1K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-8.36K- 7.13% |
$774K - $884K
|
109K
$3M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-8.43K- 8.72% |
$781K - $891K
|
88.3K
$2.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-8.53K- 5.41% |
$790K - $901K
|
149K
$4.11M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-8.8K- 13.84% |
$815K - $930K
|
54.8K
$1.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-8.81K- 13.9% |
$816K - $931K
|
54.6K
$1.5M
|
|
|
Mar 04, 2025
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-9.14K- 75.02% |
$847K - $966K
|
3.04K
$83.9K
|
|
|
May 28, 2025
Q3 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-9.18K- 51.61% |
$850K - $970K
|
8.61K
$237K
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-9.22K- 7.63% |
$854K - $975K
|
112K
$3.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-10.7K- 19.72% |
$992K - $1.13M
|
43.6K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.7K- 1.6% |
$993K - $1.13M
|
657K
$18.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-10.8K- 3.17% |
$1M - $1.14M
|
331K
$9.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-10.9K- 3.55% |
$1.01M - $1.15M
|
296K
$8.16M
|
|
|
Apr 28, 2025
Q3 2024
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-11.5K- 78.89% |
$1.07M - $1.22M
|
3.09K
$85.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12.2K- 2.57% |
$1.13M - $1.29M
|
461K
$12.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-12.3K- 5.62% |
$1.14M - $1.3M
|
207K
$5.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-12.3K- 5.6% |
$1.14M - $1.3M
|
208K
$5.73M
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-12.5K- 3.11% |
$1.16M - $1.32M
|
390K
$10.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-13.4K- 65.01% |
$1.24M - $1.42M
|
7.23K
$199K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-14.3K- 3.59% |
$1.33M - $1.51M
|
384K
$10.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-14.5K- 7.74% |
$1.34M - $1.53M
|
173K
$4.76M
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
SELL
|
- |
-14.6K- 7.78% |
$1.35M - $1.54M
|
173K
$4.77M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-14.8K- 10.09% |
$1.37M - $1.56M
|
132K
$3.63M
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-16.9K- 3.66% |
$1.57M - $1.79M
|
446K
$12.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-17.1K- 1.72% |
$1.59M - $1.81M
|
981K
$27M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-18.8K- 10.62% |
$1.74M - $1.99M
|
158K
$4.36M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-18.9K- 3.26% |
$1.75M - $1.99M
|
560K
$15.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-18.9K- 7.46% |
$1.75M - $2M
|
234K
$6.46M
|
|
|
Oct 16, 2024
Q3 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-19.7K- 2.33% |
$1.83M - $2.09M
|
828K
$22.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-19.8K- 10.86% |
$1.83M - $2.09M
|
162K
$4.47M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-20.3K- 13.5% |
$1.88M - $2.14M
|
130K
$3.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-20.4K- 67.33% |
$1.89M - $2.16M
|
9.89K
$273K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-21K- 8.13% |
$1.95M - $2.22M
|
238K
$6.55M
|
|
|
Oct 24, 2024
Q3 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-21.7K- 15.65% |
$2.01M - $2.3M
|
117K
$3.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-23.1K- 2.6% |
$2.14M - $2.44M
|
867K
$23.9M
|