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
|
Camden Capital, LLC
|
BUY
|
- |
7.02K+ 6.92% |
$650K - $742K
|
108K
$3.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Consulate, Inc
|
BUY
|
- |
7.01K+ 148.2% |
$649K - $741K
|
11.7K
$332K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
6.96K+ 108.64% |
$644K - $735K
|
13.4K
$378K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
6.81K+ 4.91% |
$631K - $720K
|
145K
$4.12M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
6.76K+ 6.42% |
$627K - $715K
|
112K
$3.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
BUY
|
- |
6.4K+ 2.23% |
$593K - $676K
|
294K
$8.31M
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.38K+ 8.98% |
$591K - $674K
|
77.5K
$2.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
6.38K+ 1.92% |
$591K - $674K
|
339K
$9.6M
|
|
|
Oct 29, 2024
Q3 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
6.34K+ 12.18% |
$587K - $670K
|
58.4K
$1.65M
|
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
6.27K+ 3.32% |
$581K - $663K
|
195K
$5.52M
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
6.26K+ 3.94% |
$580K - $662K
|
165K
$4.67M
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
6.15K+ 2.0% |
$570K - $650K
|
313K
$8.86M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
6.14KNew |
$569K - $649K
|
6.14K
$174K
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
6.04K+ 23.9% |
$560K - $639K
|
31.3K
$887K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.04K+ 3.96% |
$560K - $639K
|
159K
$4.49M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6.03K+ 22.63% |
$558K - $637K
|
32.7K
$924K
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
5.86K+ 12.1% |
$543K - $619K
|
54.3K
$1.54M
|
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
5.82K+ 15.3% |
$539K - $615K
|
43.8K
$1.24M
|
|
|
Nov 01, 2024
Q3 2024
|
Resolute Advisors LLC
|
BUY
|
- |
5.78KNew |
$536K - $611K
|
5.78K
$164K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.77K+ 254.39% |
$534K - $610K
|
8.03K
$227K
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
5.75K+ 20.85% |
$533K - $608K
|
33.3K
$944K
|
|
|
Nov 08, 2024
Q3 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
5.71KNew |
$529K - $603K
|
5.71K
$162K
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
5.61KNew |
$519K - $593K
|
5.61K
$159K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
5.48KNew |
$508K - $579K
|
5.48K
$155K
|
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
5.47K+ 3.37% |
$506K - $578K
|
168K
$4.75M
|
|
|
Oct 29, 2024
Q3 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
5.44K+ 2.13% |
$504K - $575K
|
261K
$7.4M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
5.44K+ 14.6% |
$504K - $575K
|
42.7K
$1.21M
|
|
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
5.3KNew |
$491K - $560K
|
5.3K
$150K
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
5.23K+ 72.56% |
$484K - $552K
|
12.4K
$352K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.13KNew |
$475K - $542K
|
5.13K
$145K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
5.12K+ 104.32% |
$474K - $541K
|
10K
$284K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
5.1K+ 16.49% |
$472K - $539K
|
36K
$1.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
5.05K+ 5.18% |
$468K - $534K
|
103K
$2.91M
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
5.03K+ 2.66% |
$466K - $532K
|
195K
$5.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
5.01K+ 3.81% |
$464K - $530K
|
137K
$3.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.97K+ 6.27% |
$460K - $525K
|
84.1K
$2.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4.86K+ 25.35% |
$450K - $513K
|
24K
$680K
|
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
4.74K+ 11.54% |
$439K - $501K
|
45.8K
$1.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.67K+ 19.0% |
$433K - $494K
|
29.3K
$828K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
4.61K+ 3.78% |
$427K - $487K
|
127K
$3.58M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
4.58KNew |
$425K - $484K
|
4.58K
$130K
|
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
4.56K+ 35.59% |
$423K - $482K
|
17.4K
$492K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.54K+ 27.49% |
$421K - $480K
|
21.1K
$596K
|
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.48KNew |
$415K - $474K
|
4.48K
$127K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.36K+ 2.41% |
$404K - $461K
|
185K
$5.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4.36K+ 38.91% |
$404K - $461K
|
15.6K
$440K
|
|
|
Nov 14, 2024
Q3 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
4.35KNew |
$403K - $460K
|
4.35K
$123K
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
4.34K+ 0.9% |
$402K - $459K
|
486K
$13.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
4.34K+ 4.59% |
$402K - $459K
|
98.8K
$2.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
4.29K+ 82.44% |
$397K - $453K
|
9.49K
$269K
|