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 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
652+ 7.43% |
$60.4K - $68.9K
|
9.43K
$291K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
645+ 106.97% |
$59.7K - $68.2K
|
1.25K
$38.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
633+ 6.14% |
$58.6K - $66.9K
|
10.9K
$337K
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
596+ 6.37% |
$55.2K - $63K
|
9.95K
$306K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
587+ 5.91% |
$54.4K - $62K
|
10.5K
$324K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
579+ 7.48% |
$53.6K - $61.2K
|
8.32K
$256K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
579+ 8.9% |
$53.6K - $61.2K
|
7.09K
$218K
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
570+ 3.72% |
$52.8K - $60.2K
|
15.9K
$490K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
569+ 3.07% |
$52.7K - $60.1K
|
19.1K
$589K
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
565+ 1.6% |
$52.3K - $59.7K
|
36K
$1.11M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
550+ 0.11% |
$50.9K - $58.1K
|
519K
$16M
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
547+ 5.77% |
$50.7K - $57.8K
|
10K
$309K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
541New |
$50.1K - $57.2K
|
541
$16.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
540+ 15.68% |
$50K - $57.1K
|
3.98K
$123K
|
|
|
Oct 28, 2024
Q3 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
534+ 11.52% |
$49.5K - $56.4K
|
5.17K
$159K
|
|
|
Oct 30, 2024
Q3 2024
|
Schaeffer Financial LLC
|
BUY
|
- |
530+ 0.45% |
$49.1K - $56K
|
118K
$3.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
527+ 1.56% |
$48.8K - $55.7K
|
34.2K
$1.05M
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
504+ 14.59% |
$46.7K - $53.3K
|
3.96K
$122K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
488+ 8.39% |
$45.2K - $51.6K
|
6.31K
$194K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
480+ 9.04% |
$44.5K - $50.7K
|
5.79K
$178K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
473+ 2.37% |
$43.8K - $50K
|
20.4K
$629K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
466+ 1.92% |
$43.2K - $49.3K
|
24.7K
$762K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
457New |
$42.3K - $48.3K
|
457
$14.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
447+ 1.06% |
$41.4K - $47.2K
|
42.7K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
446+ 1.61% |
$41.3K - $47.1K
|
28.1K
$865K
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
442+ 0.79% |
$40.9K - $46.7K
|
56.1K
$1.73M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
439+ 5.01% |
$40.7K - $46.4K
|
9.2K
$283K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
437+ 1.51% |
$40.5K - $46.2K
|
29.4K
$906K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
429+ 195.0% |
$39.7K - $45.3K
|
649
$20K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
425+ 9.39% |
$39.4K - $44.9K
|
4.95K
$152K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
415+ 23.46% |
$38.4K - $43.9K
|
2.18K
$67.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
410+ 0.43% |
$38K - $43.3K
|
96.5K
$2.97M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
409+ 9.24% |
$37.9K - $43.2K
|
4.84K
$149K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
407+ 1.96% |
$37.7K - $43K
|
21.1K
$650K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
400+ 119.76% |
$37.1K - $42.3K
|
734
$22.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
398+ 3.42% |
$36.9K - $42.1K
|
12K
$371K
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
388+ 14.11% |
$35.9K - $41K
|
3.14K
$96.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
388+ 7.21% |
$35.9K - $41K
|
5.77K
$178K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
380+ 2.63% |
$35.2K - $40.2K
|
14.9K
$458K
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
376+ 0.6% |
$34.8K - $39.7K
|
63.4K
$1.95M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
368+ 4.63% |
$34.1K - $38.9K
|
8.32K
$256K
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
356+ 0.63% |
$33K - $37.6K
|
57.1K
$1.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
352+ 3.46% |
$32.6K - $37.2K
|
10.5K
$324K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
348+ 0.99% |
$32.2K - $36.8K
|
35.3K
$1.09M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
342New |
$31.7K - $36.1K
|
342
$10.5K
|
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
342+ 6.96% |
$31.7K - $36.1K
|
5.26K
$162K
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
340+ 47.82% |
$31.5K - $35.9K
|
1.05K
$32.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
338+ 20.44% |
$31.3K - $35.7K
|
1.99K
$61.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
336+ 300.0% |
$31.1K - $35.5K
|
448
$13.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
320+ 5.67% |
$29.6K - $33.8K
|
5.97K
$184K
|