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
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
4.34K+ 4.59% |
$402K - $459K
|
98.8K
$2.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
4.29K+ 82.44% |
$397K - $453K
|
9.49K
$274K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.14KNew |
$384K - $438K
|
4.14K
$120K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
4.13K+ 39.5% |
$383K - $436K
|
14.6K
$422K
|
|
|
Oct 16, 2024
Q3 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
4.11K+ 1.31% |
$381K - $434K
|
318K
$9.19M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.08K+ 0.28% |
$378K - $431K
|
1.44M
$41.6M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.08K+ 0.28% |
$378K - $431K
|
1.44M
$41.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.98KNew |
$368K - $420K
|
3.98K
$115K
|
|
|
Oct 23, 2024
Q3 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
3.87K+ 4.45% |
$358K - $408K
|
90.8K
$2.62M
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
3.85K+ 5.91% |
$357K - $407K
|
69.1K
$2M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
3.8KNew |
$352K - $401K
|
3.8K
$110K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.72K+ 3.53% |
$345K - $394K
|
109K
$3.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
3.72K+ 2.72% |
$345K - $393K
|
141K
$4.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
3.69KNew |
$342K - $390K
|
3.69K
$107K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.65K+ 45.54% |
$338K - $385K
|
11.7K
$337K
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
3.6K+ 1.4% |
$333K - $380K
|
260K
$7.52M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
3.53KNew |
$327K - $373K
|
3.53K
$102K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.52K+ 7.14% |
$326K - $372K
|
52.8K
$1.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
3.49K+ 58.97% |
$323K - $368K
|
9.4K
$272K
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
3.43K+ 11.6% |
$318K - $363K
|
33K
$954K
|
|
|
Oct 10, 2024
Q3 2024
|
Asio Capital, LLC
|
BUY
|
- |
3.43KNew |
$318K - $362K
|
3.43K
$99.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
BUY
|
- |
3.43K+ 0.74% |
$318K - $362K
|
468K
$13.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.41K+ 1.85% |
$316K - $360K
|
188K
$5.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.39K+ 0.43% |
$314K - $358K
|
796K
$23M
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
3.37KNew |
$312K - $356K
|
3.37K
$97.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
3.29K+ 7.77% |
$305K - $348K
|
45.7K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
BUY
|
- |
3.29K+ 2.95% |
$305K - $348K
|
115K
$3.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.27K+ 155.24% |
$303K - $346K
|
5.38K
$155K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.25K+ 1.93% |
$301K - $344K
|
172K
$4.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
3.17K+ 1.02% |
$294K - $335K
|
313K
$9.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
3.15K+ 19.58% |
$292K - $333K
|
19.3K
$557K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.14KNew |
$291K - $332K
|
3.14K
$90.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.08KNew |
$285K - $325K
|
3.08K
$88.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
3.04KNew |
$282K - $322K
|
3.04K
$88K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.04KNew |
$282K - $322K
|
3.04K
$87.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
3.04KNew |
$281K - $321K
|
3.04K
$87.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.96K+ 2.49% |
$274K - $313K
|
122K
$3.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.95KNew |
$274K - $312K
|
2.95K
$85.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.94K+ 2.4% |
$272K - $310K
|
125K
$3.61M
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
2.89KNew |
$268K - $305K
|
2.89K
$83.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.89K+ 122.27% |
$268K - $305K
|
5.25K
$152K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.88K+ 15.66% |
$267K - $304K
|
21.3K
$615K
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
BUY
|
- |
2.86K+ 27.93% |
$265K - $302K
|
13.1K
$378K
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2.85K+ 1.61% |
$264K - $301K
|
180K
$5.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
2.8KNew |
$259K - $296K
|
2.8K
$80.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
2.78K+ 16.31% |
$258K - $294K
|
19.9K
$574K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.7K+ 2.32% |
$250K - $285K
|
119K
$3.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.69K+ 10.91% |
$249K - $284K
|
27.3K
$790K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.69K+ 5.48% |
$249K - $284K
|
51.7K
$1.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
2.68K+ 10.21% |
$248K - $283K
|
28.9K
$835K
|