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 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.19K+ 2.93% |
$110K - $125K
|
41.7K
$1.19M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.18K+ 14.91% |
$109K - $125K
|
9.11K
$260K
|
|
|
Oct 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
1.15K+ 11.1% |
$107K - $122K
|
11.5K
$329K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.15K+ 18.46% |
$107K - $122K
|
7.39K
$211K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.15K+ 10.83% |
$106K - $121K
|
11.7K
$334K
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.12K+ 18.38% |
$104K - $118K
|
7.21K
$206K
|
|
|
Nov 04, 2024
Q3 2024
|
Systelligence, LLC
|
BUY
|
- |
1.11K+ 0.86% |
$103K - $117K
|
130K
$3.71M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.1K+ 0.48% |
$102K - $116K
|
229K
$6.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
1.08KNew |
$99.6K - $114K
|
1.08K
$30.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.07K+ 3.84% |
$99.3K - $113K
|
29K
$826K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.06K+ 15.23% |
$98.6K - $112K
|
8.05K
$230K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.04K+ 2.49% |
$96.3K - $110K
|
42.8K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.01KNew |
$93.6K - $107K
|
1.01K
$28.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1.01K+ 1.74% |
$93.2K - $106K
|
58.9K
$1.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
993+ 0.24% |
$92K - $105K
|
418K
$11.9M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
982+ 8.47% |
$91K - $104K
|
12.6K
$359K
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
951+ 15.05% |
$88.1K - $101K
|
7.27K
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
944+ 61.26% |
$87.4K - $99.8K
|
2.49K
$70.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
927+ 0.81% |
$85.9K - $98K
|
115K
$3.27M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
920+ 1.25% |
$85.2K - $97.2K
|
74.7K
$2.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
901+ 35.77% |
$83.5K - $95.2K
|
3.42K
$97.5K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
885+ 39.6% |
$82K - $93.5K
|
3.12K
$89K
|
|
|
Feb 04, 2025
Q3 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
879+ 0.56% |
$81.4K - $92.9K
|
159K
$4.53M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
871+ 25.36% |
$80.7K - $92.1K
|
4.31K
$123K
|
|
|
Oct 18, 2024
Q3 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
863+ 2.56% |
$79.9K - $91.2K
|
34.5K
$985K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
860+ 34.83% |
$79.7K - $90.9K
|
3.33K
$94.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
848+ 3.25% |
$78.6K - $89.6K
|
27K
$769K
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
847+ 11.68% |
$78.5K - $89.5K
|
8.1K
$231K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
843+ 2.09% |
$78.1K - $89.1K
|
41.2K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
830+ 16.55% |
$76.9K - $87.7K
|
5.85K
$167K
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
820+ 0.22% |
$76K - $86.7K
|
377K
$10.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
815+ 38.5% |
$75.5K - $86.1K
|
2.93K
$83.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
805+ 178.1% |
$74.6K - $85.1K
|
1.26K
$35.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
784+ 1.67% |
$72.6K - $82.9K
|
47.8K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
748+ 9.18% |
$69.3K - $79.1K
|
8.89K
$254K
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
743+ 0.26% |
$68.8K - $78.5K
|
290K
$8.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
739+ 1.43% |
$68.5K - $78.1K
|
52.5K
$1.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
728+ 1.64% |
$67.4K - $76.9K
|
45.1K
$1.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
717+ 2.73% |
$66.4K - $75.8K
|
27K
$769K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
714+ 0.83% |
$66.1K - $75.5K
|
87K
$2.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
714+ 0.5% |
$66.1K - $75.5K
|
145K
$4.13M
|
|
|
Nov 07, 2024
Q3 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
699+ 18.12% |
$64.7K - $73.9K
|
4.56K
$130K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
672+ 0.29% |
$62.2K - $71K
|
229K
$6.53M
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
652+ 7.43% |
$60.4K - $68.9K
|
9.43K
$269K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
645+ 106.97% |
$59.7K - $68.2K
|
1.25K
$35.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
633+ 6.14% |
$58.6K - $66.9K
|
10.9K
$312K
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
596+ 6.37% |
$55.2K - $63K
|
9.95K
$284K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
587+ 5.91% |
$54.4K - $62K
|
10.5K
$300K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
579+ 7.48% |
$53.6K - $61.2K
|
8.32K
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
579+ 8.9% |
$53.6K - $61.2K
|
7.09K
$202K
|