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 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-55- 0.19% |
$5.09K - $5.81K
|
28.3K
$802K
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-58- 2.78% |
$5.37K - $6.13K
|
2.03K
$57.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-58- 5.8% |
$5.37K - $6.13K
|
942
$26.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-59- 1.38% |
$5.47K - $6.24K
|
4.22K
$119K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-63- 0.83% |
$5.84K - $6.66K
|
7.53K
$213K
|
|
|
Nov 12, 2024
Q3 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-65- 0.54% |
$6.02K - $6.87K
|
12K
$341K
|
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-65- 0.9% |
$6.02K - $6.87K
|
7.14K
$202K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-65- 0.57% |
$6.02K - $6.87K
|
11.4K
$324K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-70- 25.64% |
$6.48K - $7.4K
|
203
$5.75K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-70- 3.86% |
$6.48K - $7.4K
|
1.74K
$49.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-70- 3.15% |
$6.48K - $7.4K
|
2.15K
$60.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-75- 0.18% |
$6.95K - $7.93K
|
41K
$1.16M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-75- 1.36% |
$6.95K - $7.93K
|
5.44K
$154K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-75- 1.93% |
$6.95K - $7.93K
|
3.81K
$108K
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
SELL
|
- |
-80- 2.77% |
$7.41K - $8.46K
|
2.81K
$79.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-81- 0.54% |
$7.5K - $8.56K
|
14.9K
$421K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-81- 0.05% |
$7.5K - $8.56K
|
166K
$4.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-85- 6.68% |
$7.87K - $8.98K
|
1.19K
$33.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-88- 3.34% |
$8.15K - $9.3K
|
2.55K
$72.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-94- 0.27% |
$8.71K - $9.93K
|
34.6K
$980K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
SELL
|
- |
-100- 39.68% |
$9.26K - $10.6K
|
152
$4.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-100- 79.37% |
$9.26K - $10.6K
|
26
$736
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-100- 1.42% |
$9.26K - $10.6K
|
6.95K
$197K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-102- 0.92% |
$9.45K - $10.8K
|
10.9K
$310K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-103- 1.69% |
$9.54K - $10.9K
|
5.98K
$169K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-110- 1.0% |
$10.2K - $11.6K
|
10.9K
$308K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-110- 2.94% |
$10.2K - $11.6K
|
3.63K
$103K
|
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-112- 3.2% |
$10.4K - $11.8K
|
3.39K
$96K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-117- 33.14% |
$10.8K - $12.4K
|
236
$6.68K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-122- 1.48% |
$11.3K - $12.9K
|
8.14K
$230K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-123- 27.39% |
$11.4K - $13K
|
326
$9.23K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-125- 1.26% |
$11.6K - $13.2K
|
9.77K
$277K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-126- 2.12% |
$11.7K - $13.3K
|
5.82K
$165K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-129- 0.58% |
$11.9K - $13.6K
|
22.1K
$626K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-136- 2.24% |
$12.6K - $14.4K
|
5.94K
$168K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-138- 0.17% |
$12.8K - $14.6K
|
82.9K
$2.35M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-142- 0.85% |
$13.2K - $15K
|
16.6K
$471K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-143- 1.11% |
$13.2K - $15.1K
|
12.8K
$361K
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-145- 0.1% |
$13.4K - $15.3K
|
142K
$4.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Riverstone Advisors, LLC
|
SELL
|
- |
-150- 5.91% |
$13.9K - $15.9K
|
2.39K
$67.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-159- 3.44% |
$14.7K - $16.8K
|
4.46K
$126K
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
SELL
|
- |
-162- 6.37% |
$15K - $17.1K
|
2.38K
$67.4K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-169- 2.91% |
$15.7K - $17.9K
|
5.63K
$159K
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
SELL
|
- |
-172- 4.15% |
$15.9K - $18.2K
|
3.97K
$112K
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-173- 0.99% |
$16K - $18.3K
|
17.2K
$487K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-175- 7.8% |
$16.2K - $18.5K
|
2.07K
$58.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-179- 0.7% |
$16.6K - $18.9K
|
25.5K
$722K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-180- 23.02% |
$16.7K - $19K
|
602
$17K
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-184- 4.94% |
$17K - $19.4K
|
3.54K
$100K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-195- 4.41% |
$18.1K - $20.6K
|
4.23K
$120K
|