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 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
1+ 0.05% |
$92.6 - $106
|
2.15K
$57.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1+ 0.51% |
$92.6 - $106
|
196
$5.26K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 1.39% |
$92.6 - $106
|
73
$1.96K
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.03% |
$92.6 - $106
|
3.65K
$97.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1+ 0.05% |
$92.6 - $106
|
2.18K
$58.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1+ 0.01% |
$92.6 - $106
|
18.2K
$487K
|
|
|
Jan 15, 2025
Q3 2024
|
Pflug Koory, LLC
|
BUY
|
- |
1+ 0.07% |
$92.6 - $106
|
1.37K
$36.7K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
SELL
|
- |
-1- 0.03% |
$92.6 - $106
|
3.05K
$81.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-2- 0.04% |
$185 - $211
|
5.14K
$138K
|
|
|
Oct 31, 2024
Q3 2024
|
Hanseatic Management Services Inc
|
SELL
|
- |
-2- 0.46% |
$185 - $211
|
436
$11.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-3- 8.33% |
$278 - $317
|
33
$885
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-4- 0.14% |
$371 - $423
|
2.79K
$74.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-4- 0.07% |
$371 - $423
|
5.44K
$146K
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Life Advisors
|
SELL
|
- |
-5- 0.06% |
$463 - $528
|
8.5K
$228K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-5- 0.3% |
$463 - $528
|
1.65K
$44.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-6- 0.03% |
$556 - $634
|
19.6K
$526K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-6- 0.13% |
$556 - $634
|
4.65K
$125K
|
|
|
Oct 30, 2024
Q3 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-10- 0.14% |
$926 - $1.06K
|
7.39K
$198K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-12- 0.55% |
$1.11K - $1.27K
|
2.16K
$57.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-12- 0.65% |
$1.11K - $1.27K
|
1.83K
$49.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
SELL
|
- |
-12- 0.28% |
$1.11K - $1.27K
|
4.29K
$115K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-15- 0.44% |
$1.39K - $1.59K
|
3.38K
$90.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-15- 0.48% |
$1.39K - $1.59K
|
3.14K
$84.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-15- 0.26% |
$1.39K - $1.59K
|
5.65K
$152K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-16- 5.11% |
$1.48K - $1.69K
|
297
$7.97K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-16- 11.19% |
$1.48K - $1.69K
|
127
$3.41K
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
SELL
|
- |
-18- 0.85% |
$1.67K - $1.9K
|
2.1K
$56.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-19- 0.15% |
$1.76K - $2.01K
|
12.5K
$336K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-20- 2.56% |
$1.85K - $2.11K
|
761
$20.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-20- 0.68% |
$1.85K - $2.11K
|
2.93K
$78.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-20- 0.59% |
$1.85K - $2.11K
|
3.37K
$90.3K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-22- 0.2% |
$2.04K - $2.33K
|
10.8K
$290K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-22- 18.64% |
$2.04K - $2.33K
|
96
$2.57K
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-23- 0.72% |
$2.13K - $2.43K
|
3.18K
$85.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-24- 0.88% |
$2.22K - $2.54K
|
2.7K
$72.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-24- 0.14% |
$2.22K - $2.54K
|
17.6K
$473K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-24- 0.32% |
$2.22K - $2.54K
|
7.43K
$199K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-25- 0.15% |
$2.32K - $2.64K
|
16.9K
$453K
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-25- 0.08% |
$2.32K - $2.64K
|
32.8K
$880K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-29- 1.8% |
$2.69K - $3.07K
|
1.58K
$42.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-30- 0.48% |
$2.78K - $3.17K
|
6.2K
$166K
|
|
|
Oct 28, 2024
Q3 2024
|
Omc Financial Services LTD
Dewitt, NY |
SELL
|
- |
-30- 0.42% |
$2.78K - $3.17K
|
7.18K
$193K
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-34- 0.98% |
$3.15K - $3.59K
|
3.44K
$92.2K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-34- 2.97% |
$3.15K - $3.59K
|
1.11K
$29.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-36- 0.62% |
$3.33K - $3.8K
|
5.73K
$154K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-36- 0.6% |
$3.33K - $3.8K
|
5.95K
$160K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-36- 0.21% |
$3.33K - $3.8K
|
17.1K
$458K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-42- 1.0% |
$3.89K - $4.44K
|
4.14K
$111K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-45- 9.43% |
$4.17K - $4.76K
|
432
$11.6K
|