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 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
569+ 3.07% |
$52.7K - $60.1K
|
19.1K
$553K
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
565+ 1.6% |
$52.3K - $59.7K
|
36K
$1.04M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
550+ 0.11% |
$50.9K - $58.1K
|
519K
$15M
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
547+ 5.77% |
$50.7K - $57.8K
|
10K
$290K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
541New |
$50.1K - $57.2K
|
541
$15.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
540+ 15.68% |
$50K - $57.1K
|
3.98K
$115K
|
|
|
Oct 28, 2024
Q3 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
534+ 11.52% |
$49.5K - $56.4K
|
5.17K
$149K
|
|
|
Oct 30, 2024
Q3 2024
|
Schaeffer Financial LLC
|
BUY
|
- |
530+ 0.45% |
$49.1K - $56K
|
118K
$3.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
527+ 1.56% |
$48.8K - $55.7K
|
34.2K
$990K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
504+ 14.59% |
$46.7K - $53.3K
|
3.96K
$114K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
488+ 8.39% |
$45.2K - $51.6K
|
6.31K
$182K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
480+ 9.04% |
$44.5K - $50.7K
|
5.79K
$167K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
473+ 2.37% |
$43.8K - $50K
|
20.4K
$590K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
466+ 1.92% |
$43.2K - $49.3K
|
24.7K
$715K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
457New |
$42.3K - $48.3K
|
457
$13.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
447+ 1.06% |
$41.4K - $47.2K
|
42.7K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
446+ 1.61% |
$41.3K - $47.1K
|
28.1K
$811K
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
442+ 0.79% |
$40.9K - $46.7K
|
56.1K
$1.62M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
439+ 5.01% |
$40.7K - $46.4K
|
9.2K
$266K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
437+ 1.51% |
$40.5K - $46.2K
|
29.4K
$850K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
429+ 195.0% |
$39.7K - $45.3K
|
649
$18.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
425+ 9.39% |
$39.4K - $44.9K
|
4.95K
$143K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
415+ 23.46% |
$38.4K - $43.9K
|
2.18K
$63.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
410+ 0.43% |
$38K - $43.3K
|
96.5K
$2.79M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
409+ 9.24% |
$37.9K - $43.2K
|
4.84K
$140K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
407+ 1.96% |
$37.7K - $43K
|
21.1K
$610K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
400+ 119.76% |
$37.1K - $42.3K
|
734
$21.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
398+ 3.42% |
$36.9K - $42.1K
|
12K
$348K
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
388+ 14.11% |
$35.9K - $41K
|
3.14K
$90.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
388+ 7.21% |
$35.9K - $41K
|
5.77K
$167K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
380+ 2.63% |
$35.2K - $40.2K
|
14.9K
$429K
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
376+ 0.6% |
$34.8K - $39.7K
|
63.4K
$1.83M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
368+ 4.63% |
$34.1K - $38.9K
|
8.32K
$241K
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
356+ 0.63% |
$33K - $37.6K
|
57.1K
$1.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
352+ 3.46% |
$32.6K - $37.2K
|
10.5K
$304K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
348+ 0.99% |
$32.2K - $36.8K
|
35.3K
$1.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
342New |
$31.7K - $36.1K
|
342
$9.88K
|
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
342+ 6.96% |
$31.7K - $36.1K
|
5.26K
$152K
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
340+ 47.82% |
$31.5K - $35.9K
|
1.05K
$30.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
338+ 20.44% |
$31.3K - $35.7K
|
1.99K
$57.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
336+ 300.0% |
$31.1K - $35.5K
|
448
$12.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
320+ 5.67% |
$29.6K - $33.8K
|
5.97K
$172K
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
318+ 3.54% |
$29.5K - $33.6K
|
9.29K
$269K
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
317+ 7.56% |
$29.4K - $33.5K
|
4.51K
$130K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
315+ 2.57% |
$29.2K - $33.3K
|
12.6K
$363K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
306+ 9.77% |
$28.3K - $32.3K
|
3.44K
$99.4K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
294+ 0.18% |
$27.2K - $31.1K
|
163K
$4.71M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
280+ 10.21% |
$25.9K - $29.6K
|
3.02K
$87.4K
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
277+ 5.78% |
$25.7K - $29.3K
|
5.07K
$147K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
274+ 7.81% |
$25.4K - $29K
|
3.78K
$109K
|