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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
97New |
$8.99K - $10.3K
|
97
$2.73K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
90+ 3.54% |
$8.34K - $9.51K
|
2.63K
$74K
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
87+ 0.03% |
$8.06K - $9.2K
|
287K
$8.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
87New |
$8.06K - $9.2K
|
87
$2.45K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
86+ 4.24% |
$7.97K - $9.09K
|
2.12K
$59.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
82+ 2.08% |
$7.6K - $8.67K
|
4.03K
$113K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
75New |
$6.95K - $7.93K
|
75
$2.11K
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
BUY
|
- |
70+ 1.11% |
$6.48K - $7.4K
|
6.4K
$180K
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
67+ 1.99% |
$6.21K - $7.08K
|
3.44K
$96.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
66+ 0.77% |
$6.11K - $6.98K
|
8.63K
$243K
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
63+ 0.21% |
$5.84K - $6.66K
|
30.8K
$864K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
63New |
$5.84K - $6.66K
|
63
$1.77K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
60+ 0.52% |
$5.56K - $6.34K
|
11.7K
$328K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
58+ 0.12% |
$5.37K - $6.13K
|
49.6K
$1.4M
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
55+ 0.56% |
$5.09K - $5.81K
|
9.87K
$278K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
53+ 0.22% |
$4.91K - $5.6K
|
24.7K
$693K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
52New |
$4.82K - $5.5K
|
52
$1.46K
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
50+ 5.68% |
$4.63K - $5.28K
|
930
$26.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
50+ 0.08% |
$4.63K - $5.28K
|
62.6K
$1.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
48+ 5.6% |
$4.45K - $5.07K
|
905
$25.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
45+ 4.94% |
$4.17K - $4.76K
|
956
$26.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
41+ 1.86% |
$3.8K - $4.33K
|
2.25K
$63.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
41+ 31.54% |
$3.8K - $4.33K
|
171
$4.81K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
38+ 0.88% |
$3.52K - $4.02K
|
4.34K
$122K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
31+ 9.37% |
$2.87K - $3.28K
|
362
$10.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
30+ 1.35% |
$2.78K - $3.17K
|
2.25K
$63.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
28+ 0.02% |
$2.59K - $2.96K
|
115K
$3.24M
|
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
27+ 0.21% |
$2.5K - $2.85K
|
12.8K
$361K
|
|
|
Nov 14, 2024
Q3 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
27+ 0.5% |
$2.5K - $2.85K
|
5.47K
$154K
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
26+ 0.08% |
$2.41K - $2.75K
|
32.3K
$907K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
24+ 23.76% |
$2.22K - $2.54K
|
125
$3.51K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
24+ 1.16% |
$2.22K - $2.54K
|
2.09K
$58.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
BUY
|
- |
24+ 0.95% |
$2.22K - $2.54K
|
2.54K
$71.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
23New |
$2.13K - $2.43K
|
23
$647
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
22+ 0.32% |
$2.04K - $2.33K
|
6.8K
$191K
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
21+ 0.21% |
$1.95K - $2.22K
|
10.1K
$284K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
21+ 0.22% |
$1.95K - $2.22K
|
9.63K
$271K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
20+ 0.19% |
$1.85K - $2.11K
|
10.6K
$299K
|
|
|
Oct 09, 2024
Q3 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
19+ 0.09% |
$1.76K - $2.01K
|
22K
$618K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
16+ 8.99% |
$1.48K - $1.69K
|
194
$5.45K
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
15+ 0.21% |
$1.39K - $1.59K
|
7.24K
$204K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
14+ 46.67% |
$1.3K - $1.48K
|
44
$1.24K
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
12+ 0.44% |
$1.11K - $1.27K
|
2.75K
$77.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
12+ 0.15% |
$1.11K - $1.27K
|
8.26K
$232K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
12+ 1.59% |
$1.11K - $1.27K
|
765
$21.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
12+ 0.19% |
$1.11K - $1.27K
|
6.34K
$178K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
11+ 0.21% |
$1.02K - $1.16K
|
5.33K
$150K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
11+ 0.3% |
$1.02K - $1.16K
|
3.66K
$103K
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
10+ 0.33% |
$926 - $1.06K
|
3.04K
$85.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
10+ 0.2% |
$926 - $1.06K
|
5.07K
$143K
|