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 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
42.7K+ 32.46% |
$3.71M - $4.34M
|
174K
$4.95M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
42.3K+ 7.85% |
$3.68M - $4.3M
|
582K
$16.5M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
42.3K+ 110.11% |
$3.68M - $4.3M
|
80.7K
$2.29M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
41.1K+ 39.06% |
$3.58M - $4.18M
|
146K
$4.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
40.8KNew |
$3.55M - $4.14M
|
40.8K
$1.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
40.3KNew |
$3.51M - $4.1M
|
40.3K
$1.15M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
39.7K+ 4.58% |
$3.46M - $4.03M
|
906K
$25.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
37.8K+ 13.2% |
$3.29M - $3.84M
|
324K
$9.21M
|
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
37.3KNew |
$3.24M - $3.79M
|
37.3K
$1.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
32.8K+ 61.14% |
$2.85M - $3.33M
|
86.4K
$2.46M
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
32.5K+ 26.27% |
$2.82M - $3.3M
|
156K
$4.43M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
30.5K+ 171.33% |
$2.65M - $3.09M
|
48.2K
$1.37M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
30.1K+ 1.76% |
$2.62M - $3.06M
|
1.74M
$49.3M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
29.9K+ 3.0% |
$2.6M - $3.03M
|
1.03M
$29.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
27.5K+ 18.41% |
$2.4M - $2.8M
|
177K
$5.04M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
25.7K+ 40.5% |
$2.23M - $2.61M
|
89.1K
$2.53M
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
24.1K+ 1.94% |
$2.1M - $2.45M
|
1.26M
$35.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
23.6K+ 10.14% |
$2.05M - $2.39M
|
256K
$7.28M
|
|
|
Jul 31, 2024
Q2 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
23.1KNew |
$2.01M - $2.34M
|
23.1K
$655K
|
|
|
Jul 10, 2024
Q2 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
22.9K+ 3.39% |
$1.99M - $2.33M
|
699K
$19.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
22.7K+ 9.62% |
$1.98M - $2.31M
|
259K
$7.35M
|
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
22.5KNew |
$1.96M - $2.29M
|
22.5K
$639K
|
|
|
Aug 09, 2024
Q2 2024
|
Renasant Bank
|
BUY
|
- |
22.4KNew |
$1.95M - $2.27M
|
22.4K
$636K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
22K+ 26.36% |
$1.91M - $2.23M
|
105K
$2.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
21.4K+ 533.11% |
$1.87M - $2.18M
|
25.5K
$724K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
21.1K+ 74.6% |
$1.83M - $2.14M
|
49.3K
$1.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
20.7KNew |
$1.8M - $2.1M
|
20.7K
$589K
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
19.8KNew |
$1.73M - $2.02M
|
19.8K
$564K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
19.5KNew |
$1.7M - $1.98M
|
19.5K
$555K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
18.5KNew |
$1.61M - $1.88M
|
18.5K
$526K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
18.5K+ 88.15% |
$1.61M - $1.88M
|
39.5K
$1.12M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
18.2K+ 43.83% |
$1.58M - $1.85M
|
59.6K
$1.69M
|
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
18.1KNew |
$1.58M - $1.84M
|
18.1K
$515K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
17.7K+ 27.15% |
$1.54M - $1.8M
|
83K
$2.36M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
17.4KNew |
$1.52M - $1.77M
|
17.4K
$496K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
16.9KNew |
$1.47M - $1.71M
|
16.9K
$479K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
16.7K+ 3.33% |
$1.45M - $1.7M
|
518K
$14.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
16.1KNew |
$1.4M - $1.63M
|
16.1K
$457K
|
|
|
Oct 03, 2024
Q2 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
15.8K+ 11.06% |
$1.38M - $1.61M
|
159K
$4.51M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
15.6K+ 433.04% |
$1.35M - $1.58M
|
19.2K
$544K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15.5K+ 5.99% |
$1.35M - $1.57M
|
274K
$7.78M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
15.5K+ 3.85% |
$1.35M - $1.57M
|
417K
$11.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
15.3K+ 6.9% |
$1.33M - $1.55M
|
237K
$6.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
15K+ 8.96% |
$1.3M - $1.52M
|
182K
$5.17M
|
|
|
Jul 18, 2024
Q2 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
14.8K+ 7.95% |
$1.29M - $1.51M
|
201K
$5.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
14.4K+ 0.16% |
$1.25M - $1.46M
|
9.1M
$259M
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
14.3K+ 8.35% |
$1.25M - $1.46M
|
186K
$5.29M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
14K+ 13.0% |
$1.22M - $1.43M
|
122K
$3.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
13.9K+ 16.96% |
$1.21M - $1.42M
|
96.1K
$2.73M
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
13.9KNew |
$1.21M - $1.41M
|
13.9K
$394K
|