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 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.67M+ 307.98% |
$340M - $388M
|
4.86M
$138M
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
1.61M+ 14376.79% |
$149M - $170M
|
1.62M
$45.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
961K+ 9.63% |
$89M - $102M
|
10.9M
$310M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
866K+ 17788.68% |
$80.2M - $91.5M
|
871K
$24.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
761K+ 325.83% |
$70.5M - $80.4M
|
994K
$28.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
685K+ 7.54% |
$63.4M - $72.4M
|
9.76M
$276M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
642KNew |
$59.5M - $67.8M
|
642K
$18.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
638K+ 6.01% |
$59.1M - $67.5M
|
11.3M
$318M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
506K+ 76.11% |
$46.9M - $53.5M
|
1.17M
$33.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
484K+ 311.11% |
$44.8M - $51.2M
|
640K
$18.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
465K+ 12.16% |
$43.1M - $49.2M
|
4.29M
$122M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
453K+ 4.97% |
$41.9M - $47.9M
|
9.56M
$271M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
366K+ 24.6% |
$33.9M - $38.6M
|
1.85M
$52.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
343K+ 321.67% |
$31.8M - $36.2M
|
450K
$12.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
324K+ 11.7% |
$30M - $34.3M
|
3.09M
$87.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
320K+ 8.05% |
$29.6M - $33.8M
|
4.29M
$121M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
273K+ 249.22% |
$25.3M - $28.8M
|
382K
$10.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
251K+ 621.69% |
$23.3M - $26.6M
|
292K
$8.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
236KNew |
$21.9M - $25M
|
236K
$6.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
233K+ 98.32% |
$21.5M - $24.6M
|
469K
$13.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
199K+ 322.56% |
$18.4M - $21M
|
261K
$7.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
195K+ 290.87% |
$18.1M - $20.6M
|
262K
$7.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
179K+ 317.24% |
$16.6M - $18.9M
|
235K
$6.66M
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
BUY
|
- |
173K+ 207.98% |
$16M - $18.3M
|
257K
$7.26M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
146K+ 4448.77% |
$13.6M - $15.5M
|
150K
$4.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
144K+ 356.05% |
$13.4M - $15.2M
|
185K
$5.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
140K+ 804.0% |
$13M - $14.8M
|
157K
$4.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
135K+ 245.35% |
$12.5M - $14.3M
|
191K
$5.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
130K+ 9.25% |
$12.1M - $13.8M
|
1.54M
$43.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
124K+ 612.48% |
$11.4M - $13.1M
|
144K
$4.07M
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
113K+ 95.57% |
$10.5M - $12M
|
232K
$6.56M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
111KNew |
$10.2M - $11.7M
|
111K
$3.13M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
104K+ 234.55% |
$9.66M - $11M
|
149K
$4.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
104K+ 1882.16% |
$9.63M - $11M
|
109K
$3.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
101K+ 330.48% |
$9.33M - $10.6M
|
131K
$3.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
96.3K+ 5.58% |
$8.92M - $10.2M
|
1.82M
$51.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
95.8K+ 39.95% |
$8.88M - $10.1M
|
336K
$9.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
90.5KNew |
$8.39M - $9.57M
|
90.5K
$2.56M
|
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
88.8KNew |
$8.23M - $9.39M
|
88.8K
$2.51M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
86.9K+ 1490.05% |
$8.05M - $9.18M
|
92.7K
$2.62M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
83.8K+ 160.15% |
$7.76M - $8.86M
|
136K
$3.85M
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
83.6K+ 115.48% |
$7.74M - $8.83M
|
156K
$4.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
78.3K+ 10.23% |
$7.25M - $8.27M
|
844K
$23.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
77.3K+ 419.93% |
$7.16M - $8.17M
|
95.7K
$2.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
73.6K+ 86.1% |
$6.82M - $7.78M
|
159K
$4.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
68.2KNew |
$6.32M - $7.21M
|
68.2K
$1.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
67.9K+ 9.87% |
$6.29M - $7.17M
|
755K
$21.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
63.8KNew |
$5.91M - $6.74M
|
63.8K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
63.7KNew |
$5.9M - $6.74M
|
63.7K
$1.8M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
60.1K+ 5.86% |
$5.57M - $6.35M
|
1.09M
$30.7M
|