Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.27M+ 14.64% |
$111M - $130M
|
9.98M
$284M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
977K+ 80.32% |
$85M - $99.3M
|
2.19M
$62.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
571K+ 7976.93% |
$49.7M - $58M
|
578K
$16.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
362K+ 10.46% |
$31.5M - $36.8M
|
3.83M
$109M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
336K+ 10.7% |
$29.2M - $34.1M
|
3.47M
$98.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
279K+ 57.48% |
$24.3M - $28.4M
|
765K
$21.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
246K+ 57.64% |
$21.4M - $25M
|
673K
$19.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
233K+ 45.35% |
$20.3M - $23.7M
|
748K
$21.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
220K+ 712.82% |
$19.1M - $22.4M
|
251K
$7.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
207K+ 8.71% |
$18M - $21.1M
|
2.59M
$73.6M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
207K+ 8.71% |
$18M - $21.1M
|
2.59M
$73.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
156K+ 188.58% |
$13.5M - $15.8M
|
238K
$6.77M
|
|
|
Jul 30, 2024
Q2 2024
|
Q3 Asset Management
|
BUY
|
- |
153K+ 1264.41% |
$13.3M - $15.5M
|
165K
$4.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
150K+ 3.93% |
$13.1M - $15.2M
|
3.97M
$113M
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
149K+ 60.53% |
$13M - $15.1M
|
395K
$11.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
132KNew |
$11.5M - $13.4M
|
132K
$3.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
130K+ 10.19% |
$11.4M - $13.3M
|
1.41M
$40.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
126K+ 9.23% |
$10.9M - $12.8M
|
1.49M
$42.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
121K+ 21.33% |
$10.5M - $12.3M
|
688K
$19.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
116K+ 8.79% |
$10.1M - $11.8M
|
1.44M
$40.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
99.3K+ 68.21% |
$8.64M - $10.1M
|
245K
$6.97M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
95.6K+ 1.06% |
$8.32M - $9.72M
|
9.08M
$258M
|
|
|
Oct 29, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
90.6KNew |
$7.88M - $9.2M
|
90.6K
$2.58M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
89.2K+ 5.26% |
$7.76M - $9.06M
|
1.79M
$50.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
87.4K+ 23.1% |
$7.6M - $8.88M
|
466K
$13.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
86.7K+ 3113.11% |
$7.54M - $8.81M
|
89.5K
$2.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
84.9KNew |
$7.39M - $8.63M
|
84.9K
$2.42M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
81.8K+ 83.22% |
$7.12M - $8.31M
|
180K
$5.12M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
81.2KNew |
$7.07M - $8.25M
|
81.2K
$2.31M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
76.8K+ 4.37% |
$6.68M - $7.8M
|
1.83M
$52.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
76.6K+ 4.64% |
$6.67M - $7.79M
|
1.73M
$49.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
70.8K+ 71.9% |
$6.17M - $7.2M
|
169K
$4.82M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
65.6K+ 2391.94% |
$5.71M - $6.67M
|
68.4K
$1.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
64.6K+ 814.74% |
$5.62M - $6.57M
|
72.6K
$2.06M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
63.1KNew |
$5.49M - $6.41M
|
63.1K
$1.79M
|
|
|
Jul 25, 2024
Q2 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
62.4K+ 36.15% |
$5.43M - $6.34M
|
235K
$6.68M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
61.7K+ 20.08% |
$5.37M - $6.27M
|
369K
$10.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
60.9K+ 17.52% |
$5.3M - $6.18M
|
408K
$11.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
58.9KNew |
$5.13M - $5.98M
|
58.9K
$1.68M
|
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
56.6K+ 497.59% |
$4.92M - $5.75M
|
67.9K
$1.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
56.4K+ 9.23% |
$4.91M - $5.73M
|
668K
$19M
|
|
|
Aug 09, 2024
Q2 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
55.5K+ 20.04% |
$4.83M - $5.64M
|
333K
$9.46M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
51.6K+ 432.88% |
$4.5M - $5.25M
|
63.6K
$1.81M
|
|
|
Aug 02, 2024
Q2 2024
|
Win Advisors, Inc
|
BUY
|
- |
46.6K+ 39.62% |
$4.05M - $4.73M
|
164K
$4.67M
|
|
|
Jul 19, 2024
Q2 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
45.7KNew |
$3.98M - $4.65M
|
45.7K
$1.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Alpha Omega Group, Inc.
|
BUY
|
- |
45.4K+ 64.28% |
$3.95M - $4.61M
|
116K
$3.3M
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
45.1K+ 35.44% |
$3.92M - $4.58M
|
172K
$4.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
44.8K+ 36.22% |
$3.9M - $4.55M
|
168K
$4.79M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
43.7K+ 72.47% |
$3.81M - $4.45M
|
104K
$2.96M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
43.7K+ 6.59% |
$3.8M - $4.44M
|
707K
$20.1M
|