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
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-60.2K- 8.05% |
$5.58M - $6.36M
|
688K
$19.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-65K- 36.1% |
$6.02M - $6.87M
|
115K
$3.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-69.7K- 29.67% |
$6.46M - $7.37M
|
165K
$4.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-70.5K- 97.14% |
$6.53M - $7.45M
|
2.08K
$58.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-78.4K- 10.41% |
$7.26M - $8.28M
|
675K
$19.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-82.6K- 34.89% |
$7.65M - $8.73M
|
154K
$4.36M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-102K- 94.87% |
$9.45M - $10.8M
|
5.52K
$156K
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-106K- 20.96% |
$9.81M - $11.2M
|
399K
$11.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-107K- 38.61% |
$9.9M - $11.3M
|
170K
$4.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-113K- 97.37% |
$10.5M - $11.9M
|
3.05K
$86.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-128K- 3.86% |
$11.8M - $13.5M
|
3.18M
$90.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-135K- 3.89% |
$12.5M - $14.3M
|
3.34M
$94.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-201K- 84.62% |
$18.7M - $21.3M
|
36.6K
$1.04M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-291K- 99.27% |
$26.9M - $30.7M
|
2.14K
$60.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-292K- 6.79% |
$27M - $30.8M
|
4M
$113M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-309K- 75.61% |
$28.6M - $32.6M
|
99.6K
$2.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-515K- 19.89% |
$47.7M - $54.4M
|
2.07M
$58.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-572K- 98.95% |
$52.9M - $60.4M
|
6.04K
$171K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-589K- 13.12% |
$54.6M - $62.3M
|
3.9M
$110M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-1.61M- 99.29% |
$149M - $170M
|
11.5K
$325K
|