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 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
4.67K+ 1.06% |
$406K - $474K
|
444K
$12.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
4.61K+ 13.41% |
$401K - $468K
|
39K
$1.11M
|
|
|
Aug 02, 2024
Q2 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
4.55K+ 5.39% |
$396K - $462K
|
88.9K
$2.53M
|
|
|
Jul 31, 2024
Q2 2024
|
Retireful, LLC
|
BUY
|
- |
4.46KNew |
$388K - $453K
|
4.46K
$127K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
4.39KNew |
$382K - $446K
|
4.39K
$125K
|
|
|
Aug 14, 2024
Q2 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
4.35KNew |
$378K - $441K
|
4.35K
$124K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.3K+ 111.83% |
$374K - $437K
|
8.15K
$232K
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.26KNew |
$371K - $433K
|
4.26K
$121K
|
|
|
Aug 01, 2024
Q2 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
4.25KNew |
$370K - $432K
|
4.25K
$121K
|
|
|
Jul 16, 2024
Q2 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
4.11K+ 7.65% |
$358K - $418K
|
57.9K
$1.65M
|
|
|
Jul 30, 2024
Q2 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
4.06K+ 4.64% |
$353K - $413K
|
91.5K
$2.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
4.01KNew |
$349K - $408K
|
4.01K
$114K
|
|
|
Jul 09, 2024
Q2 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
3.99KNew |
$347K - $406K
|
3.99K
$114K
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
3.95K+ 18.52% |
$344K - $401K
|
25.3K
$719K
|
|
|
Aug 07, 2024
Q2 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
3.91K+ 9.08% |
$341K - $397K
|
47K
$1.34M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.9K+ 9.31% |
$340K - $397K
|
45.8K
$1.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
3.89KNew |
$338K - $395K
|
3.89K
$111K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.87K+ 0.5% |
$337K - $393K
|
776K
$22.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
3.85KNew |
$335K - $392K
|
3.85K
$110K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.82K+ 45.74% |
$332K - $388K
|
12.2K
$346K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.77K+ 52.95% |
$328K - $383K
|
10.9K
$310K
|
|
|
Aug 01, 2024
Q2 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
3.75K+ 16.67% |
$326K - $381K
|
26.2K
$746K
|
|
|
Jul 05, 2024
Q2 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
3.72KNew |
$324K - $378K
|
3.72K
$106K
|
|
|
Jul 24, 2024
Q2 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
3.66K+ 5.95% |
$319K - $372K
|
65.2K
$1.86M
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.65K+ 66.83% |
$317K - $371K
|
9.1K
$259K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3.61K+ 0.72% |
$314K - $367K
|
508K
$14.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
3.59K+ 25.49% |
$312K - $364K
|
17.7K
$502K
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3.55K+ 55.63% |
$309K - $361K
|
9.93K
$283K
|
|
|
Aug 13, 2024
Q2 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
3.47KNew |
$302K - $353K
|
3.47K
$98.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.43K+ 5.89% |
$298K - $348K
|
61.7K
$1.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.43K+ 22.65% |
$298K - $348K
|
18.6K
$528K
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.41KNew |
$297K - $347K
|
3.41K
$97K
|
|
|
Aug 06, 2024
Q2 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
3.37K+ 0.84% |
$293K - $342K
|
403K
$11.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
3.31K+ 16.99% |
$288K - $337K
|
22.8K
$649K
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.31K+ 8.49% |
$288K - $336K
|
42.3K
$1.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.29KNew |
$287K - $335K
|
3.29K
$93.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.29K+ 40.86% |
$287K - $335K
|
11.4K
$323K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.29K+ 4.33% |
$286K - $334K
|
79.2K
$2.25M
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3.28K+ 6.25% |
$285K - $333K
|
55.7K
$1.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.19K+ 5.04% |
$277K - $324K
|
66.4K
$1.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.17K+ 686.36% |
$276K - $322K
|
3.63K
$103K
|
|
|
Jul 22, 2024
Q2 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
3.16K+ 16.59% |
$275K - $321K
|
22.2K
$632K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.16K+ 5.48% |
$275K - $321K
|
60.8K
$1.73M
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3.16K+ 1.82% |
$275K - $321K
|
177K
$5.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
3.15K+ 1.02% |
$274K - $320K
|
311K
$8.85M
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3.15KNew |
$274K - $320K
|
3.15K
$89.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
3.09K+ 0.31% |
$269K - $314K
|
998K
$28.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.07KNew |
$267K - $312K
|
3.07K
$87.4K
|
|
|
Jul 10, 2024
Q2 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
3.04KNew |
$264K - $309K
|
3.04K
$86.4K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
3K+ 13.88% |
$261K - $305K
|
24.6K
$701K
|