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
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-8.36K- 7.13% |
$774K - $884K
|
109K
$3.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-8.43K- 8.72% |
$781K - $891K
|
88.3K
$2.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-8.53K- 5.41% |
$790K - $901K
|
149K
$4.22M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-8.8K- 13.84% |
$815K - $930K
|
54.8K
$1.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-8.81K- 13.9% |
$816K - $931K
|
54.6K
$1.55M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-9.22K- 7.63% |
$854K - $975K
|
112K
$3.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-10.7K- 19.72% |
$992K - $1.13M
|
43.6K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.7K- 1.6% |
$993K - $1.13M
|
657K
$18.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-10.8K- 3.17% |
$1M - $1.14M
|
331K
$9.37M
|
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-10.9K- 3.55% |
$1.01M - $1.15M
|
296K
$8.38M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12.2K- 2.57% |
$1.13M - $1.29M
|
461K
$13.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-12.3K- 5.62% |
$1.14M - $1.3M
|
207K
$5.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-12.3K- 5.6% |
$1.14M - $1.3M
|
208K
$5.89M
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-12.5K- 3.11% |
$1.16M - $1.32M
|
390K
$11M
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-13.4K- 65.01% |
$1.24M - $1.42M
|
7.23K
$205K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-14.3K- 3.59% |
$1.33M - $1.51M
|
384K
$10.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-14.5K- 7.74% |
$1.34M - $1.53M
|
173K
$4.89M
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
SELL
|
- |
-14.6K- 7.78% |
$1.35M - $1.54M
|
173K
$4.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-14.8K- 10.09% |
$1.37M - $1.56M
|
132K
$3.73M
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-16.9K- 3.66% |
$1.57M - $1.79M
|
446K
$12.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-17.1K- 1.72% |
$1.59M - $1.81M
|
981K
$27.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-18.8K- 10.62% |
$1.74M - $1.99M
|
158K
$4.47M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-18.9K- 3.26% |
$1.75M - $1.99M
|
560K
$15.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-18.9K- 7.46% |
$1.75M - $2M
|
234K
$6.64M
|
|
|
Oct 16, 2024
Q3 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-19.7K- 2.33% |
$1.83M - $2.09M
|
828K
$23.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-19.8K- 10.86% |
$1.83M - $2.09M
|
162K
$4.59M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-20.3K- 13.5% |
$1.88M - $2.14M
|
130K
$3.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-20.4K- 67.33% |
$1.89M - $2.16M
|
9.89K
$280K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-21K- 8.13% |
$1.95M - $2.22M
|
238K
$6.73M
|
|
|
Oct 24, 2024
Q3 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-21.7K- 15.65% |
$2.01M - $2.3M
|
117K
$3.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-23.1K- 2.6% |
$2.14M - $2.44M
|
867K
$24.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Q3 Asset Management
|
SELL
|
- |
-23.2K- 14.08% |
$2.15M - $2.45M
|
142K
$4.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-24.3K- 3.19% |
$2.25M - $2.57M
|
737K
$20.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-25.1K- 4.84% |
$2.32M - $2.65M
|
493K
$14M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-25.1K- 2.84% |
$2.33M - $2.66M
|
859K
$24.3M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-26.9K- 4.51% |
$2.49M - $2.84M
|
570K
$16.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-27.9K- 46.59% |
$2.58M - $2.95M
|
32K
$905K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-28.9K- 9.84% |
$2.67M - $3.05M
|
264K
$7.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-29.2K- 4.1% |
$2.7M - $3.08M
|
682K
$19.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-34.2K- 99.55% |
$3.16M - $3.61M
|
154
$4.36K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-34.5K- 1.57% |
$3.19M - $3.64M
|
2.16M
$61.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-35K- 47.1% |
$3.24M - $3.7M
|
39.3K
$1.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-35.9K- 5.13% |
$3.32M - $3.79M
|
663K
$18.8M
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-35.9K- 10.73% |
$3.32M - $3.79M
|
299K
$8.45M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-43.9K- 19.7% |
$4.07M - $4.64M
|
179K
$5.07M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-44.9K- 14.73% |
$4.16M - $4.75M
|
260K
$7.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-47.5K- 58.49% |
$4.4M - $5.02M
|
33.7K
$955K
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-52.9K- 73.2% |
$4.9M - $5.59M
|
19.4K
$548K
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-53.1K- 10.29% |
$4.91M - $5.61M
|
463K
$13.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-54.8K- 10.8% |
$5.08M - $5.79M
|
453K
$12.8M
|