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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-644- 4.49% |
$56.1K - $65.4K
|
13.7K
$389K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-646- 0.22% |
$56.2K - $65.6K
|
293K
$8.33M
|
|
|
Aug 05, 2024
Q2 2024
|
ETF Store, Inc.
|
SELL
|
- |
-647- 20.29% |
$56.3K - $65.7K
|
2.54K
$72.2K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-650- 0.22% |
$56.6K - $66K
|
293K
$8.33M
|
|
|
Dec 05, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-699- 15.34% |
$60.8K - $71K
|
3.86K
$110K
|
|
|
Jul 25, 2024
Q2 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-706- 0.92% |
$61.5K - $71.7K
|
76.3K
$2.17M
|
|
|
Jul 31, 2024
Q2 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-744- 7.94% |
$64.8K - $75.6K
|
8.63K
$245K
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-760- 5.04% |
$66.2K - $77.2K
|
14.3K
$407K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-768- 0.77% |
$66.8K - $78K
|
98.8K
$2.81M
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
SELL
|
- |
-772- 15.59% |
$67.2K - $78.4K
|
4.18K
$119K
|
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
SELL
|
- |
-790- 22.04% |
$68.8K - $80.3K
|
2.79K
$79.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-814- 0.1% |
$70.9K - $82.7K
|
793K
$22.5M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-815- 14.34% |
$70.9K - $82.8K
|
4.87K
$138K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-833- 31.49% |
$72.5K - $84.6K
|
1.81K
$51.5K
|
|
|
Jul 11, 2024
Q2 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-842- 14.99% |
$73.3K - $85.6K
|
4.78K
$136K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-853- 10.87% |
$74.2K - $86.7K
|
6.99K
$199K
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-862- 2.45% |
$75K - $87.6K
|
34.3K
$976K
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-877- 8.25% |
$76.3K - $89.1K
|
9.76K
$277K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-878- 2.21% |
$76.4K - $89.2K
|
38.8K
$1.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-895- 5.04% |
$77.9K - $90.9K
|
16.9K
$479K
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-905- 1.89% |
$78.8K - $92K
|
46.9K
$1.33M
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-970- 1.55% |
$84.4K - $98.6K
|
61.6K
$1.75M
|
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-975- 32.71% |
$84.9K - $99.1K
|
2.01K
$57K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-993- 1.32% |
$86.4K - $101K
|
74K
$2.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-995- 20.9% |
$86.6K - $101K
|
3.77K
$107K
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.01K- 1.85% |
$87.6K - $102K
|
53.5K
$1.52M
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.02K- 16.05% |
$88.6K - $103K
|
5.33K
$151K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.03K- 11.68% |
$89.3K - $104K
|
7.76K
$221K
|
|
|
Oct 09, 2024
Q2 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-1.03K- 0.71% |
$89.3K - $104K
|
144K
$4.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.12K- 3.77% |
$97.5K - $114K
|
28.6K
$813K
|
|
|
Jul 25, 2024
Q2 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-1.13K- 0.47% |
$97.9K - $114K
|
240K
$6.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.14K- 49.59% |
$98.9K - $115K
|
1.16K
$32.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.15K- 16.25% |
$99.8K - $117K
|
5.91K
$168K
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1.16K- 10.14% |
$101K - $118K
|
10.3K
$293K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.17K- 8.52% |
$102K - $119K
|
12.5K
$356K
|
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-1.26K- 4.33% |
$110K - $128K
|
27.9K
$793K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.28K- 23.7% |
$112K - $130K
|
4.13K
$117K
|
|
|
Dec 19, 2024
Q2 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-1.31K- 3.19% |
$114K - $133K
|
39.7K
$1.13M
|
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-1.31K- 13.1% |
$114K - $134K
|
8.72K
$248K
|
|
|
Aug 12, 2024
Q2 2024
|
Acas, LLC
|
SELL
|
- |
-1.33K- 5.0% |
$115K - $135K
|
25.2K
$716K
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-1.35K- 3.65% |
$117K - $137K
|
35.6K
$1.01M
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1.38K- 13.88% |
$120K - $140K
|
8.57K
$243K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.38K- 8.45% |
$120K - $140K
|
15K
$425K
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.38K- 11.76% |
$120K - $140K
|
10.4K
$295K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.39K- 0.2% |
$121K - $141K
|
711K
$20.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.4K- 6.87% |
$122K - $142K
|
19K
$539K
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-1.41K- 75.0% |
$123K - $143K
|
470
$13.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-1.42K- 1.19% |
$124K - $144K
|
118K
$3.35M
|
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-1.43K- 6.04% |
$124K - $145K
|
22.2K
$630K
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.47K- 5.25% |
$128K - $149K
|
26.5K
$753K
|