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 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
294+ 0.18% |
$27.2K - $31.1K
|
163K
$3.85M
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
280+ 10.21% |
$25.9K - $29.6K
|
3.02K
$71.5K
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
277+ 5.78% |
$25.7K - $29.3K
|
5.07K
$120K
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
274+ 7.81% |
$25.4K - $29K
|
3.78K
$89.5K
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
272+ 372.6% |
$25.2K - $28.7K
|
345
$8.16K
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
263+ 1.51% |
$24.4K - $27.8K
|
17.7K
$419K
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
255New |
$23.6K - $27K
|
255
$6.03K
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
254New |
$23.5K - $26.8K
|
254
$6.01K
|
|
Oct 18, 2024
Q3 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
239+ 0.49% |
$22.1K - $25.3K
|
48.7K
$1.15M
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
238+ 11.91% |
$22K - $25.2K
|
2.24K
$52.9K
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
237+ 300.0% |
$22K - $25K
|
316
$7.48K
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
226New |
$20.9K - $23.9K
|
226
$5.35K
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
225+ 7.42% |
$20.8K - $23.8K
|
3.26K
$77.1K
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
218New |
$20.2K - $23K
|
218
$5.16K
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
213+ 1.88% |
$19.7K - $22.5K
|
11.6K
$274K
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
211+ 4.56% |
$19.5K - $22.3K
|
4.84K
$114K
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
206+ 0.81% |
$19.1K - $21.8K
|
25.6K
$605K
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
206+ 0.81% |
$19.1K - $21.8K
|
25.6K
$605K
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
200+ 4.22% |
$18.5K - $21.1K
|
4.94K
$117K
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
200+ 2.42% |
$18.5K - $21.1K
|
8.46K
$200K
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
199+ 0.5% |
$18.4K - $21K
|
40K
$946K
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
199+ 24.33% |
$18.4K - $21K
|
1.02K
$24.1K
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
195+ 7.39% |
$18.1K - $20.6K
|
2.83K
$67K
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
187+ 0.85% |
$17.3K - $19.8K
|
22.2K
$525K
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
BUY
|
- |
182+ 3.11% |
$16.9K - $19.2K
|
6.04K
$143K
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
181+ 2.81% |
$16.8K - $19.1K
|
6.63K
$157K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
179New |
$16.6K - $18.9K
|
179
$4.24K
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
178+ 5.5% |
$16.5K - $18.8K
|
3.42K
$80.8K
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
178+ 2.88% |
$16.5K - $18.8K
|
6.35K
$150K
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
177+ 8.82% |
$16.4K - $18.7K
|
2.18K
$51.6K
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
166+ 20.65% |
$15.4K - $17.5K
|
970
$23K
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
166+ 0.68% |
$15.4K - $17.5K
|
24.7K
$585K
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
163+ 4.11% |
$15.1K - $17.2K
|
4.13K
$97.6K
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
161+ 0.79% |
$14.9K - $17K
|
20.5K
$485K
|
|
Oct 23, 2024
Q3 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
160+ 3.42% |
$14.8K - $16.9K
|
4.83K
$114K
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
151+ 0.39% |
$14K - $16K
|
38.9K
$921K
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
150+ 1.59% |
$13.9K - $15.9K
|
9.58K
$227K
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
148+ 1.83% |
$13.7K - $15.6K
|
8.24K
$195K
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
147+ 7.32% |
$13.6K - $15.5K
|
2.15K
$51K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
147New |
$13.6K - $15.5K
|
147
$3.48K
|
|
Nov 12, 2024
Q3 2024
|
Athena Investment Management
|
BUY
|
- |
146+ 0.47% |
$13.5K - $15.4K
|
31.4K
$742K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
142New |
$13.2K - $15K
|
142
$3.36K
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
142+ 1.54% |
$13.2K - $15K
|
9.34K
$221K
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
140New |
$13K - $14.8K
|
140
$3.31K
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
136+ 3.28% |
$12.6K - $14.4K
|
4.28K
$101K
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
129+ 1.81% |
$11.9K - $13.6K
|
7.24K
$171K
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
127+ 0.21% |
$11.8K - $13.4K
|
60.1K
$1.42M
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
126+ 1.71% |
$11.7K - $13.3K
|
7.5K
$177K
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
124+ 1.76% |
$11.5K - $13.1K
|
7.16K
$169K
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
123+ 0.56% |
$11.4K - $13K
|
22.2K
$526K
|