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 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
2.65K+ 4.23% |
$245K - $280K
|
65.2K
$1.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
2.53K+ 43.11% |
$234K - $267K
|
8.39K
$243K
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.51KNew |
$232K - $265K
|
2.51K
$72.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.5KNew |
$232K - $264K
|
2.5K
$72.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.5K+ 0.69% |
$231K - $264K
|
366K
$10.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
2.46K+ 1.34% |
$228K - $260K
|
187K
$5.41M
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
2.43KNew |
$225K - $257K
|
2.43K
$70.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.42K+ 3.93% |
$225K - $256K
|
64.1K
$1.86M
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
2.42K+ 6.12% |
$224K - $255K
|
41.9K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Cypress Capital, LLC
|
BUY
|
- |
2.4KNew |
$222K - $253K
|
2.4K
$69.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.39K+ 2.42% |
$222K - $253K
|
101K
$2.93M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
2.39KNew |
$221K - $252K
|
2.39K
$69.2K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.35KNew |
$218K - $249K
|
2.35K
$68.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
2.35KNew |
$218K - $248K
|
2.35K
$68.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
2.34KNew |
$217K - $248K
|
2.34K
$67.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
2.3KNew |
$213K - $243K
|
2.3K
$66.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.3K+ 48.94% |
$213K - $243K
|
7K
$203K
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
2.3KNew |
$213K - $243K
|
2.3K
$66.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
2.3KNew |
$213K - $243K
|
2.3K
$66.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
2.29K+ 5.01% |
$212K - $242K
|
48K
$1.39M
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
2.26KNew |
$210K - $239K
|
2.26K
$65.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.26KNew |
$209K - $238K
|
2.26K
$65.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.25KNew |
$209K - $238K
|
2.25K
$65.3K
|
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
2.23K+ 18.67% |
$206K - $235K
|
14.2K
$410K
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
2.22KNew |
$206K - $235K
|
2.22K
$64.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
2.21KNew |
$205K - $233K
|
2.21K
$64K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.2K+ 3.62% |
$204K - $232K
|
62.9K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.19KNew |
$203K - $231K
|
2.19K
$63.4K
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.18KNew |
$202K - $230K
|
2.18K
$63.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
2.17K+ 2.39% |
$201K - $229K
|
92.8K
$2.69M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.16K+ 296.03% |
$200K - $228K
|
2.89K
$83.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
2.16K+ 20.13% |
$200K - $228K
|
12.9K
$373K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.15KNew |
$199K - $227K
|
2.15K
$62.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2.13K+ 18.39% |
$197K - $225K
|
13.7K
$397K
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
2.12K+ 3.75% |
$197K - $224K
|
58.8K
$1.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
2.11KNew |
$196K - $223K
|
2.11K
$61.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.11K+ 6.54% |
$195K - $223K
|
34.3K
$995K
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
2.1KNew |
$195K - $222K
|
2.1K
$60.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
2.1KNew |
$195K - $222K
|
2.1K
$60.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.09KNew |
$194K - $221K
|
2.09K
$60.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2.09K+ 9.05% |
$193K - $220K
|
25.1K
$728K
|
|
|
Oct 29, 2024
Q3 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
2.08K+ 2.27% |
$192K - $220K
|
93.6K
$2.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
2.07KNew |
$191K - $218K
|
2.07K
$59.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
2.06K+ 20.23% |
$191K - $218K
|
12.3K
$355K
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
2.04KNew |
$189K - $216K
|
2.04K
$59.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2K+ 6.58% |
$186K - $212K
|
32.4K
$940K
|
|
|
Oct 30, 2024
Q3 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
1.99K+ 18.67% |
$185K - $211K
|
12.7K
$367K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
1.99K+ 5.79% |
$184K - $210K
|
36.3K
$1.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.98K+ 21.03% |
$184K - $210K
|
11.4K
$331K
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.98KNew |
$183K - $209K
|
1.98K
$57.4K
|