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 |
|---|---|---|---|---|---|---|---|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-7.26K- 8.62% |
$673K - $768K
|
77K
$1.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-7.27K- 52.42% |
$673K - $768K
|
6.59K
$165K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.28K- 65.89% |
$675K - $770K
|
3.77K
$94.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-7.36K- 34.11% |
$682K - $778K
|
14.2K
$356K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.46K- 8.63% |
$691K - $788K
|
78.9K
$1.97M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.49K- 4.12% |
$694K - $792K
|
174K
$4.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-7.59K- 98.7% |
$703K - $802K
|
100
$2.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-7.87K- 1.2% |
$729K - $832K
|
647K
$16.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-7.94K- 5.54% |
$736K - $839K
|
136K
$3.39M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-7.99K- 6.04% |
$740K - $844K
|
124K
$3.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-8.15K- 12.58% |
$755K - $861K
|
56.6K
$1.42M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-8.22K- 13.19% |
$761K - $869K
|
54.1K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-8.36K- 7.13% |
$774K - $884K
|
109K
$2.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-8.43K- 8.72% |
$781K - $891K
|
88.3K
$2.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-8.53K- 5.41% |
$790K - $901K
|
149K
$3.73M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-8.8K- 13.84% |
$815K - $930K
|
54.8K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-8.81K- 13.9% |
$816K - $931K
|
54.6K
$1.37M
|
|
|
Mar 04, 2025
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-9.14K- 75.02% |
$847K - $966K
|
3.04K
$76.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-9.22K- 7.63% |
$854K - $975K
|
112K
$2.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-10.7K- 19.72% |
$992K - $1.13M
|
43.6K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.7K- 1.6% |
$993K - $1.13M
|
657K
$16.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-10.8K- 3.17% |
$1M - $1.14M
|
331K
$8.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-10.9K- 3.55% |
$1.01M - $1.15M
|
296K
$7.41M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12.2K- 2.57% |
$1.13M - $1.29M
|
461K
$11.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-12.3K- 5.62% |
$1.14M - $1.3M
|
207K
$5.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-12.3K- 5.6% |
$1.14M - $1.3M
|
208K
$5.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-12.5K- 3.11% |
$1.16M - $1.32M
|
390K
$9.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-13.4K- 65.01% |
$1.24M - $1.42M
|
7.23K
$181K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-14.3K- 3.59% |
$1.33M - $1.51M
|
384K
$9.61M
|
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-14.5K- 7.74% |
$1.34M - $1.53M
|
173K
$4.32M
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
SELL
|
- |
-14.6K- 7.78% |
$1.35M - $1.54M
|
173K
$4.33M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-14.8K- 10.09% |
$1.37M - $1.56M
|
132K
$3.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-16.9K- 3.66% |
$1.57M - $1.79M
|
446K
$11.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-17.1K- 1.72% |
$1.59M - $1.81M
|
981K
$24.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-18.8K- 10.62% |
$1.74M - $1.99M
|
158K
$3.95M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-18.9K- 3.26% |
$1.75M - $1.99M
|
560K
$14M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-18.9K- 7.46% |
$1.75M - $2M
|
234K
$5.87M
|
|
|
Oct 16, 2024
Q3 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-19.7K- 2.33% |
$1.83M - $2.09M
|
828K
$20.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-19.8K- 10.86% |
$1.83M - $2.09M
|
162K
$4.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-20.3K- 13.5% |
$1.88M - $2.14M
|
130K
$3.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-20.4K- 67.33% |
$1.89M - $2.16M
|
9.89K
$247K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-21K- 8.13% |
$1.95M - $2.22M
|
238K
$5.95M
|
|
|
Oct 24, 2024
Q3 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-21.7K- 15.65% |
$2.01M - $2.3M
|
117K
$2.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-23.1K- 2.6% |
$2.14M - $2.44M
|
867K
$21.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Q3 Asset Management
|
SELL
|
- |
-23.2K- 14.08% |
$2.15M - $2.45M
|
142K
$3.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-24.3K- 3.19% |
$2.25M - $2.57M
|
737K
$18.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-25.1K- 4.84% |
$2.32M - $2.65M
|
493K
$12.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-25.1K- 2.84% |
$2.33M - $2.66M
|
859K
$21.5M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-26.9K- 4.51% |
$2.49M - $2.84M
|
570K
$14.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-27.9K- 46.59% |
$2.58M - $2.95M
|
32K
$800K
|