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 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
11+ 0.21% |
$1.02K - $1.16K
|
5.33K
$143K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
11+ 0.3% |
$1.02K - $1.16K
|
3.66K
$98.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
10+ 0.33% |
$926 - $1.06K
|
3.04K
$81.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
10+ 0.2% |
$926 - $1.06K
|
5.07K
$136K
|
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
9+ 0.21% |
$834 - $951
|
4.35K
$117K
|
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
8+ 0.22% |
$741 - $846
|
3.73K
$99.9K
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
8+ 0.09% |
$741 - $846
|
8.95K
$240K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
8+ 0.21% |
$741 - $846
|
3.76K
$101K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
8+ 0.74% |
$741 - $846
|
1.09K
$29.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
8+ 0.05% |
$741 - $846
|
15.9K
$427K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
7+ 0.11% |
$648 - $740
|
6.64K
$178K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7+ 0.2% |
$648 - $740
|
3.44K
$92.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
7+ 0.09% |
$648 - $740
|
7.97K
$214K
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
7+ 0.22% |
$648 - $740
|
3.13K
$83.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
7+ 0.12% |
$648 - $740
|
5.64K
$151K
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
7+ 0.21% |
$648 - $740
|
3.36K
$90.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
6+ 0.12% |
$556 - $634
|
5.17K
$139K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
6+ 0.2% |
$556 - $634
|
3.08K
$82.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
6+ 0.24% |
$556 - $634
|
2.52K
$67.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
6+ 0.2% |
$556 - $634
|
2.99K
$80.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
5+ 0.09% |
$463 - $528
|
5.41K
$145K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
5+ 0.19% |
$463 - $528
|
2.62K
$70.2K
|
|
|
Oct 28, 2024
Q3 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
5+ 0.24% |
$463 - $528
|
2.08K
$55.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5+ 0.12% |
$463 - $528
|
4.11K
$110K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
5+ 0.07% |
$463 - $528
|
7.45K
$200K
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
5+ 0.1% |
$463 - $528
|
5.15K
$138K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
5New |
$463 - $528
|
5
$134
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
4+ 0.2% |
$371 - $423
|
2.03K
$54.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
4+ 0.05% |
$371 - $423
|
8.76K
$235K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 0.25% |
$278 - $317
|
1.22K
$32.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$278 - $317
|
18.7K
$502K
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
3+ 0.04% |
$278 - $317
|
7.62K
$204K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2+ 0.08% |
$185 - $211
|
2.36K
$63.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 0.86% |
$185 - $211
|
234
$6.28K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
2+ 0.08% |
$185 - $211
|
2.43K
$65.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
2+ 0.03% |
$185 - $211
|
7.28K
$195K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
2+ 0.05% |
$185 - $211
|
4.02K
$108K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
2+ 0.08% |
$185 - $211
|
2.64K
$70.8K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.26% |
$92.6 - $106
|
383
$10.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
1+ 0.29% |
$92.6 - $106
|
351
$9.41K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
1+ 0.04% |
$92.6 - $106
|
2.66K
$71.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
1+ 0.02% |
$92.6 - $106
|
4.78K
$128K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
1+ 0.03% |
$92.6 - $106
|
3.42K
$91.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
1+ 0.04% |
$92.6 - $106
|
2.36K
$63.4K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.2% |
$92.6 - $106
|
511
$13.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 0.47% |
$92.6 - $106
|
212
$5.69K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1+ 0.01% |
$92.6 - $106
|
9.76K
$262K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 1.67% |
$92.6 - $106
|
61
$1.64K
|
|
|
Oct 28, 2024
Q3 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1+ 0.4% |
$92.6 - $106
|
248
$6.65K
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
BUY
|
- |
1+ 0.0% |
$92.6 - $106
|
22.2K
$594K
|