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 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-782- 8.89% |
$72.4K - $82.6K
|
8.01K
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Jentner Corp
|
SELL
|
- |
-787- 7.37% |
$72.9K - $83.2K
|
9.89K
$280K
|
|
|
Nov 06, 2024
Q3 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-807- 3.64% |
$74.8K - $85.3K
|
21.4K
$605K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-816- 0.1% |
$75.6K - $86.2K
|
843K
$23.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-816- 0.25% |
$75.6K - $86.2K
|
328K
$9.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-820- 0.58% |
$76K - $86.7K
|
140K
$3.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-820- 11.85% |
$76K - $86.7K
|
6.1K
$173K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-858- 1.29% |
$79.5K - $90.7K
|
65.6K
$1.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-863- 14.64% |
$79.9K - $91.2K
|
5.03K
$142K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-876- 19.21% |
$81.1K - $92.6K
|
3.68K
$104K
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-888- 2.1% |
$82.3K - $93.9K
|
41.4K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-889- 9.51% |
$82.3K - $94K
|
8.46K
$239K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-898- 4.37% |
$83.2K - $94.9K
|
19.6K
$556K
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-919- 11.19% |
$85.1K - $97.1K
|
7.29K
$206K
|
|
|
Nov 14, 2024
Q3 2024
|
Tenret CO LLC
|
SELL
|
- |
-920- 4.68% |
$85.2K - $97.2K
|
18.7K
$530K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-928- 16.56% |
$86K - $98.1K
|
4.68K
$132K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-936- 0.82% |
$86.7K - $98.9K
|
113K
$3.2M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-949- 2.67% |
$87.9K - $100K
|
34.6K
$980K
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-967- 23.67% |
$89.6K - $102K
|
3.12K
$88.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-995- 6.51% |
$92.2K - $105K
|
14.3K
$404K
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
SELL
|
- |
-1K- 45.67% |
$92.8K - $106K
|
1.19K
$33.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.02K- 1.6% |
$94.2K - $107K
|
62.7K
$1.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1.04K- 35.02% |
$96.1K - $110K
|
1.92K
$54.5K
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1.04K- 3.21% |
$96.1K - $110K
|
31.3K
$885K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.08K- 4.36% |
$99.8K - $114K
|
23.6K
$668K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-1.09K- 6.43% |
$101K - $115K
|
15.8K
$447K
|
|
|
Oct 24, 2024
Q3 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-1.1K- 15.57% |
$102K - $116K
|
5.96K
$169K
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
SELL
|
- |
-1.1K- 9.04% |
$102K - $116K
|
11.1K
$313K
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-1.11K- 12.47% |
$102K - $117K
|
7.77K
$220K
|
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-1.11K- 12.02% |
$103K - $118K
|
8.15K
$231K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.15K- 0.5% |
$107K - $122K
|
230K
$6.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.18K- 3.84% |
$110K - $125K
|
29.7K
$839K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-1.19K- 0.87% |
$110K - $126K
|
136K
$3.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.23K- 2.12% |
$114K - $130K
|
56.9K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-1.24K- 14.52% |
$115K - $131K
|
7.31K
$207K
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-1.25K- 9.88% |
$116K - $132K
|
11.4K
$323K
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-1.32K- 18.97% |
$123K - $140K
|
5.65K
$160K
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-1.34K- 1.23% |
$124K - $141K
|
107K
$3.04M
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-1.38K- 9.18% |
$128K - $146K
|
13.7K
$387K
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1.41K- 4.39% |
$130K - $148K
|
30.6K
$866K
|
|
|
Nov 04, 2024
Q3 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.43K- 1.49% |
$133K - $151K
|
94.5K
$2.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-1.45K- 1.71% |
$134K - $153K
|
83.6K
$2.37M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.47K- 4.36% |
$136K - $155K
|
32.3K
$913K
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-1.48K- 25.47% |
$137K - $156K
|
4.32K
$122K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.52K- 20.06% |
$141K - $161K
|
6.06K
$172K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.53K- 4.52% |
$142K - $162K
|
32.4K
$916K
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-1.56K- 5.51% |
$144K - $165K
|
26.7K
$756K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.62K- 41.95% |
$150K - $172K
|
2.25K
$63.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.63K- 8.98% |
$151K - $172K
|
16.5K
$467K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-1.67K- 2.12% |
$154K - $176K
|
77.1K
$2.18M
|