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 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-36- 0.6% |
$3.33K - $3.8K
|
5.95K
$173K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-36- 0.21% |
$3.33K - $3.8K
|
17.1K
$496K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-42- 1.0% |
$3.89K - $4.44K
|
4.14K
$120K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-45- 9.43% |
$4.17K - $4.76K
|
432
$12.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-45- 0.04% |
$4.17K - $4.76K
|
104K
$3.01M
|
|
|
Nov 05, 2024
Q3 2024
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-50- 1.32% |
$4.63K - $5.28K
|
3.74K
$109K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-53- 1.28% |
$4.91K - $5.6K
|
4.08K
$119K
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-53- 0.56% |
$4.91K - $5.6K
|
9.43K
$274K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-53- 0.43% |
$4.91K - $5.6K
|
12.2K
$355K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-54- 0.89% |
$5K - $5.71K
|
6.05K
$176K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-55- 0.25% |
$5.09K - $5.81K
|
21.7K
$632K
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-55- 0.19% |
$5.09K - $5.81K
|
28.3K
$824K
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-58- 2.78% |
$5.37K - $6.13K
|
2.03K
$59K
|
|
|
Nov 05, 2024
Q3 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-58- 5.8% |
$5.37K - $6.13K
|
942
$27.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-59- 1.38% |
$5.47K - $6.24K
|
4.22K
$123K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-63- 0.83% |
$5.84K - $6.66K
|
7.53K
$219K
|
|
|
Nov 12, 2024
Q3 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-65- 0.54% |
$6.02K - $6.87K
|
12K
$350K
|
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-65- 0.9% |
$6.02K - $6.87K
|
7.14K
$208K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-65- 0.57% |
$6.02K - $6.87K
|
11.4K
$332K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-70- 25.64% |
$6.48K - $7.4K
|
203
$5.91K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-70- 3.86% |
$6.48K - $7.4K
|
1.74K
$50.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-70- 3.15% |
$6.48K - $7.4K
|
2.15K
$62.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-75- 0.18% |
$6.95K - $7.93K
|
41K
$1.19M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-75- 1.36% |
$6.95K - $7.93K
|
5.44K
$158K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-75- 1.93% |
$6.95K - $7.93K
|
3.81K
$111K
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
SELL
|
- |
-80- 2.77% |
$7.41K - $8.46K
|
2.81K
$81.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-81- 0.54% |
$7.5K - $8.56K
|
14.9K
$433K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-81- 0.05% |
$7.5K - $8.56K
|
166K
$4.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-85- 6.68% |
$7.87K - $8.98K
|
1.19K
$34.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-88- 3.34% |
$8.15K - $9.3K
|
2.55K
$74.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-94- 0.27% |
$8.71K - $9.93K
|
34.6K
$1.01M
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
SELL
|
- |
-100- 39.68% |
$9.26K - $10.6K
|
152
$4.42K
|
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-100- 79.37% |
$9.26K - $10.6K
|
26
$756
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-100- 1.42% |
$9.26K - $10.6K
|
6.95K
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-102- 0.92% |
$9.45K - $10.8K
|
10.9K
$318K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-103- 1.69% |
$9.54K - $10.9K
|
5.98K
$174K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-110- 1.0% |
$10.2K - $11.6K
|
10.9K
$316K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-110- 2.94% |
$10.2K - $11.6K
|
3.63K
$106K
|
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-112- 3.2% |
$10.4K - $11.8K
|
3.39K
$98.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-117- 33.14% |
$10.8K - $12.4K
|
236
$6.87K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-122- 1.48% |
$11.3K - $12.9K
|
8.14K
$237K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-123- 27.39% |
$11.4K - $13K
|
326
$9.48K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-125- 1.26% |
$11.6K - $13.2K
|
9.77K
$284K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-126- 2.12% |
$11.7K - $13.3K
|
5.82K
$169K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-129- 0.58% |
$11.9K - $13.6K
|
22.1K
$643K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-136- 2.24% |
$12.6K - $14.4K
|
5.94K
$173K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-138- 0.17% |
$12.8K - $14.6K
|
82.9K
$2.41M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-142- 0.85% |
$13.2K - $15K
|
16.6K
$484K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-143- 1.11% |
$13.2K - $15.1K
|
12.8K
$371K
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-145- 0.1% |
$13.4K - $15.3K
|
142K
$4.13M
|