Purchases and Sales Made in Q1 2023 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 Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
1.52MNew |
$82.3M - $98.9M
|
1.52M
$43M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
849K+ 131.48% |
$46M - $55.4M
|
1.5M
$42.3M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
618K+ 6.94% |
$33.5M - $40.3M
|
9.53M
$270M
|
|
|
May 15, 2023
Q1 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
581K+ 4700.91% |
$31.5M - $37.9M
|
593K
$16.8M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
492K+ 9.99% |
$26.7M - $32.1M
|
5.41M
$153M
|
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
BUY
|
- |
462K+ 9716.88% |
$25M - $30.1M
|
466K
$13.2M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
460K+ 7.19% |
$25M - $30M
|
6.87M
$194M
|
|
|
May 09, 2023
Q1 2023
|
Appleton Group, LLC
|
BUY
|
- |
311K+ 2176.74% |
$16.9M - $20.3M
|
325K
$9.21M
|
|
|
May 11, 2023
Q1 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
292KNew |
$15.8M - $19M
|
292K
$8.27M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
270K+ 2212.58% |
$14.6M - $17.6M
|
282K
$7.98M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
236K+ 26.81% |
$12.8M - $15.4M
|
1.11M
$31.6M
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
199K+ 658.18% |
$10.8M - $13M
|
229K
$6.49M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
198K+ 2.26% |
$10.7M - $12.9M
|
8.95M
$253M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
175K+ 10.75% |
$9.46M - $11.4M
|
1.8M
$50.9M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
159K+ 25.06% |
$8.63M - $10.4M
|
795K
$22.5M
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
157K+ 16.65% |
$8.51M - $10.2M
|
1.1M
$31.1M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
149K+ 16.88% |
$8.07M - $9.7M
|
1.03M
$29.2M
|
|
|
May 10, 2023
Q1 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
146K+ 29.11% |
$7.89M - $9.49M
|
646K
$18.3M
|
|
|
May 03, 2023
Q1 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
134KNew |
$7.25M - $8.72M
|
134K
$3.79M
|
|
|
May 11, 2023
Q1 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
130KNew |
$7.03M - $8.45M
|
130K
$3.67M
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
119KNew |
$6.45M - $7.76M
|
119K
$3.37M
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
118KNew |
$6.39M - $7.69M
|
118K
$3.34M
|
|
|
May 16, 2023
Q1 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
109K+ 4.73% |
$5.89M - $7.08M
|
2.41M
$68.1M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
100K+ 2.87% |
$5.43M - $6.53M
|
3.59M
$102M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
99.8K+ 3.37% |
$5.41M - $6.5M
|
3.06M
$86.6M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
97.5K+ 692.44% |
$5.28M - $6.35M
|
112K
$3.16M
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
91.8K+ 73.1% |
$4.98M - $5.98M
|
217K
$6.16M
|
|
|
Apr 28, 2023
Q1 2023
|
Win Advisors, Inc
|
BUY
|
- |
87.9K+ 46495.24% |
$4.76M - $5.73M
|
88.1K
$2.49M
|
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
84.9K+ 452.08% |
$4.6M - $5.54M
|
104K
$2.94M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
82.9KNew |
$4.49M - $5.4M
|
82.9K
$2.35M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
82K+ 12.81% |
$4.44M - $5.35M
|
722K
$20.4M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
74K+ 19.77% |
$4.01M - $4.82M
|
448K
$12.7M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
70.3K+ 12.1% |
$3.81M - $4.58M
|
651K
$18.4M
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
67.9K+ 18.94% |
$3.68M - $4.42M
|
426K
$12.1M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
65.5K+ 9.02% |
$3.55M - $4.27M
|
792K
$22.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
64.7K+ 39.28% |
$3.51M - $4.22M
|
229K
$6.49M
|
|
|
Apr 20, 2023
Q1 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
63.7K+ 140.54% |
$3.45M - $4.15M
|
109K
$3.09M
|
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
62.2K+ 4.69% |
$3.37M - $4.05M
|
1.39M
$39.3M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
61K+ 5.35% |
$3.31M - $3.98M
|
1.2M
$34M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
60.6K+ 17.92% |
$3.29M - $3.95M
|
399K
$11.3M
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
55.3KNew |
$3M - $3.6M
|
55.3K
$1.56M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
53.1K+ 66.25% |
$2.88M - $3.46M
|
133K
$3.77M
|
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
52.8K+ 37.83% |
$2.86M - $3.44M
|
192K
$5.45M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
51.6K+ 22.91% |
$2.8M - $3.36M
|
277K
$7.84M
|
|
|
Apr 18, 2023
Q1 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
51.3K+ 489.41% |
$2.78M - $3.34M
|
61.7K
$1.75M
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
48.7K+ 942.2% |
$2.64M - $3.17M
|
53.8K
$1.52M
|
|
|
May 04, 2023
Q1 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
48.3K+ 5.37% |
$2.61M - $3.14M
|
947K
$26.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
46.4KNew |
$2.51M - $3.02M
|
46.4K
$1.31M
|
|
|
May 10, 2023
Q1 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
43.2KNew |
$2.34M - $2.81M
|
43.2K
$1.22M
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
41.8K+ 28.17% |
$2.26M - $2.72M
|
190K
$5.38M
|