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 07, 2024
Q3 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
15.6K+ 17.58% |
$1.45M - $1.65M
|
105K
$3.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
15K+ 31.37% |
$1.39M - $1.59M
|
62.9K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.8K+ 3.75% |
$1.37M - $1.56M
|
408K
$11.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
14.7K+ 0.8% |
$1.36M - $1.55M
|
1.85M
$53.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
14.4K+ 18.85% |
$1.34M - $1.52M
|
91K
$2.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
14.4K+ 185.94% |
$1.33M - $1.52M
|
22.1K
$640K
|
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
13.7K+ 5.85% |
$1.27M - $1.45M
|
248K
$7.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
13.7K+ 1.94% |
$1.27M - $1.45M
|
720K
$20.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
13.6K+ 7.7% |
$1.26M - $1.44M
|
191K
$5.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
13.5K+ 11.93% |
$1.25M - $1.43M
|
127K
$3.68M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
13.2K+ 15.54% |
$1.22M - $1.4M
|
98.1K
$2.84M
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
12.8K+ 11.52% |
$1.19M - $1.35M
|
124K
$3.59M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.6K+ 19.94% |
$1.17M - $1.33M
|
75.8K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.5K+ 14.06% |
$1.16M - $1.32M
|
102K
$2.94M
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
12.5K+ 20.23% |
$1.15M - $1.32M
|
74K
$2.14M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
12.4K+ 15.72% |
$1.15M - $1.31M
|
91.1K
$2.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
12.3KNew |
$1.14M - $1.3M
|
12.3K
$355K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
12.2KNew |
$1.13M - $1.29M
|
12.2K
$355K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
12.2KNew |
$1.13M - $1.29M
|
12.2K
$354K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
11.8K+ 139.22% |
$1.1M - $1.25M
|
20.3K
$589K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
11.7KNew |
$1.09M - $1.24M
|
11.7K
$339K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
11.7K+ 271.87% |
$1.08M - $1.23M
|
16K
$463K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
11.5KNew |
$1.07M - $1.22M
|
11.5K
$334K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
11.3K+ 163.51% |
$1.05M - $1.19M
|
18.2K
$527K
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
11.3K+ 300.0% |
$1.05M - $1.19M
|
15.1K
$436K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
11.1K+ 319.83% |
$1.03M - $1.17M
|
14.5K
$421K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11.1K+ 55280.0% |
$1.02M - $1.17M
|
11.1K
$321K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11K+ 9.78% |
$1.01M - $1.16M
|
123K
$3.56M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
10.9K+ 2.98% |
$1.01M - $1.15M
|
377K
$10.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
10.8K+ 254.3% |
$1M - $1.15M
|
15.1K
$438K
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
10.2K+ 48.72% |
$946K - $1.08M
|
31.2K
$903K
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
10.2KNew |
$941K - $1.07M
|
10.2K
$294K
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
10KNew |
$929K - $1.06M
|
10K
$290K
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
9.91K+ 14.59% |
$918K - $1.05M
|
77.8K
$2.25M
|
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
9.87K+ 3.17% |
$914K - $1.04M
|
321K
$9.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
9.22KNew |
$854K - $975K
|
9.22K
$267K
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
9.05K+ 7.37% |
$838K - $957K
|
132K
$3.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
8.9KNew |
$825K - $941K
|
8.9K
$258K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8.49K+ 1.79% |
$786K - $897K
|
482K
$14M
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
8.36K+ 5.85% |
$775K - $884K
|
151K
$4.38M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
8.36K+ 2.08% |
$774K - $883K
|
409K
$11.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
8.03K+ 87.47% |
$743K - $848K
|
17.2K
$498K
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
7.54K+ 11.96% |
$698K - $797K
|
70.6K
$2.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
7.5K+ 5.05% |
$694K - $792K
|
156K
$4.52M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
7.37K+ 242.61% |
$682K - $779K
|
10.4K
$301K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.35K+ 56.66% |
$681K - $777K
|
20.3K
$589K
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
7.25K+ 1.5% |
$672K - $766K
|
491K
$14.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
7.11K+ 6.81% |
$659K - $752K
|
112K
$3.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.08K+ 2.59% |
$656K - $749K
|
281K
$8.14M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
7.02K+ 33.31% |
$650K - $742K
|
28.1K
$814K
|