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
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
1.99K+ 5.79% |
$184K - $210K
|
36.3K
$1.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.98K+ 21.03% |
$184K - $210K
|
11.4K
$325K
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.98KNew |
$183K - $209K
|
1.98K
$56.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
1.97KNew |
$183K - $209K
|
1.97K
$56.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
1.97K+ 64.99% |
$183K - $209K
|
5.01K
$143K
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
1.97KNew |
$182K - $208K
|
1.97K
$56.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
1.96KNew |
$181K - $207K
|
1.96K
$55.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.95KNew |
$181K - $206K
|
1.95K
$55.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
1.94K+ 6.03% |
$180K - $205K
|
34.1K
$973K
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1.93K+ 17.71% |
$179K - $204K
|
12.8K
$366K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.93KNew |
$179K - $204K
|
1.93K
$55K
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
1.92KNew |
$178K - $203K
|
1.92K
$54.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Advocate Group LLC
|
BUY
|
- |
1.92KNew |
$178K - $203K
|
1.92K
$54.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.9K+ 31.48% |
$176K - $201K
|
7.95K
$227K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.9K+ 10.84% |
$176K - $200K
|
19.4K
$553K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.89K+ 1.6% |
$175K - $200K
|
120K
$3.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
1.83K+ 0.35% |
$170K - $194K
|
527K
$15M
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.83K+ 10.53% |
$170K - $193K
|
19.2K
$548K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
1.79K+ 3.33% |
$166K - $189K
|
55.5K
$1.58M
|
|
|
Oct 23, 2024
Q3 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
1.76K+ 7.15% |
$163K - $186K
|
26.4K
$754K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.73K+ 32.41% |
$160K - $182K
|
7.05K
$201K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1.7K+ 300.35% |
$158K - $180K
|
2.27K
$64.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
1.68K+ 18.91% |
$155K - $177K
|
10.5K
$301K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.68K+ 10.48% |
$155K - $177K
|
17.7K
$504K
|
|
|
Nov 04, 2024
Q3 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
1.68K+ 8.95% |
$155K - $177K
|
20.4K
$582K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.67K+ 4.28% |
$155K - $176K
|
40.6K
$1.16M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.63K+ 10.1% |
$151K - $172K
|
17.8K
$507K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.62K+ 80.58% |
$150K - $171K
|
3.63K
$103K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.61K+ 28.28% |
$149K - $170K
|
7.29K
$208K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.6K+ 0.14% |
$148K - $169K
|
1.14M
$32.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
1.59K+ 3.46% |
$147K - $168K
|
47.5K
$1.35M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.55K+ 66.64% |
$144K - $164K
|
3.88K
$111K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.54KNew |
$143K - $163K
|
1.54K
$43.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
1.52K+ 7.24% |
$140K - $160K
|
22.5K
$640K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.47K+ 7.74% |
$136K - $155K
|
20.4K
$583K
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
1.46K+ 0.88% |
$135K - $154K
|
167K
$4.77M
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1.45K+ 2.05% |
$134K - $153K
|
72K
$2.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.41K+ 300.0% |
$131K - $149K
|
1.88K
$53.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.39K+ 2.88% |
$129K - $147K
|
49.6K
$1.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
1.34K+ 31.81% |
$124K - $142K
|
5.55K
$158K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.32K+ 24.47% |
$122K - $140K
|
6.71K
$191K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.31K+ 16.07% |
$121K - $138K
|
9.45K
$270K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
1.29K+ 26.12% |
$119K - $136K
|
6.22K
$177K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.29K+ 17.42% |
$119K - $136K
|
8.67K
$247K
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
1.25K+ 33.76% |
$116K - $132K
|
4.96K
$141K
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
1.25K+ 24.38% |
$116K - $132K
|
6.38K
$182K
|
|
|
Nov 14, 2024
Q3 2024
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
1.25K+ 3.05% |
$115K - $132K
|
42K
$1.2M
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1.22K+ 659.46% |
$113K - $129K
|
1.41K
$40.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
1.21K+ 21.31% |
$112K - $128K
|
6.91K
$197K
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.2K+ 0.88% |
$111K - $127K
|
138K
$3.93M
|