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
|
Glassman Wealth Services
|
SELL
|
- |
-172- 4.15% |
$15.9K - $18.2K
|
3.97K
$107K
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-173- 0.99% |
$16K - $18.3K
|
17.2K
$462K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-175- 7.8% |
$16.2K - $18.5K
|
2.07K
$55.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-179- 0.7% |
$16.6K - $18.9K
|
25.5K
$684K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-180- 23.02% |
$16.7K - $19K
|
602
$16.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-184- 4.94% |
$17K - $19.4K
|
3.54K
$94.9K
|
|
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-188- 0.61% |
$17.4K - $19.9K
|
30.7K
$824K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-195- 4.41% |
$18.1K - $20.6K
|
4.23K
$113K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-197- 0.71% |
$18.2K - $20.8K
|
27.5K
$737K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-197- 39.17% |
$18.2K - $20.8K
|
306
$8.21K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-200- 0.71% |
$18.5K - $21.1K
|
27.9K
$748K
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-200- 0.5% |
$18.5K - $21.1K
|
39.6K
$1.06M
|
|
|
Nov 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-201- 1.46% |
$18.6K - $21.2K
|
13.6K
$364K
|
|
|
Oct 04, 2024
Q3 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-204- 1.49% |
$18.9K - $21.6K
|
13.5K
$362K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-210- 0.72% |
$19.5K - $22.2K
|
29.1K
$781K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-211- 9.6% |
$19.5K - $22.3K
|
1.99K
$53.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
SELL
|
- |
-213- 0.95% |
$19.7K - $22.5K
|
22.3K
$598K
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-219- 0.41% |
$20.3K - $23.1K
|
53.2K
$1.43M
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-222- 0.29% |
$20.6K - $23.5K
|
76.4K
$2.05M
|
|
|
Jan 08, 2025
Q3 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-222- 0.56% |
$20.6K - $23.5K
|
39.5K
$1.06M
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-223- 0.07% |
$20.7K - $23.6K
|
311K
$8.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-224- 1.24% |
$20.7K - $23.7K
|
17.8K
$477K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-227- 5.17% |
$21K - $24K
|
4.17K
$112K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-229- 1.62% |
$21.2K - $24.2K
|
13.9K
$373K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-232- 1.68% |
$21.5K - $24.5K
|
13.6K
$365K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-237- 11.44% |
$22K - $25K
|
1.84K
$49.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-239- 2.33% |
$22.1K - $25.3K
|
10K
$269K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-244- 54.46% |
$22.6K - $25.8K
|
204
$5.47K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-248- 21.79% |
$23K - $26.2K
|
890
$23.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-249- 3.43% |
$23.1K - $26.3K
|
7.01K
$188K
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-251- 11.29% |
$23.3K - $26.5K
|
1.97K
$52.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-251- 1.29% |
$23.3K - $26.5K
|
19.2K
$515K
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-254- 0.78% |
$23.5K - $26.8K
|
32.3K
$867K
|
|
|
Nov 13, 2024
Q3 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-258- 6.37% |
$23.9K - $27.3K
|
3.79K
$102K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-260- 10.61% |
$24.1K - $27.5K
|
2.19K
$58.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-262- 4.26% |
$24.3K - $27.7K
|
5.89K
$158K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-263- 0.91% |
$24.4K - $27.8K
|
28.6K
$766K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-269- 5.51% |
$24.9K - $28.4K
|
4.62K
$124K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-269- 1.43% |
$24.9K - $28.4K
|
18.5K
$496K
|
|
|
Oct 08, 2024
Q3 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-270- 10.61% |
$25K - $28.5K
|
2.27K
$61K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-273- 3.07% |
$25.3K - $28.9K
|
8.62K
$231K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-275- 0.91% |
$25.5K - $29.1K
|
29.9K
$801K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-278- 5.17% |
$25.8K - $29.4K
|
5.1K
$137K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-290- 0.83% |
$26.9K - $30.7K
|
34.5K
$926K
|
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-293- 1.23% |
$27.1K - $31K
|
23.6K
$633K
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-295- 3.41% |
$27.3K - $31.2K
|
8.35K
$224K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-298- 2.17% |
$27.6K - $31.5K
|
13.4K
$360K
|
|
|
Feb 13, 2025
Q3 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-298- 0.7% |
$27.6K - $31.5K
|
42K
$1.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-300- 4.66% |
$27.8K - $31.7K
|
6.14K
$165K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-300- 84.27% |
$27.8K - $31.7K
|
56
$1.5K
|