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 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-3.56K- 12.78% |
$193K - $232K
|
24.3K
$666K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.57K- 3.02% |
$193K - $232K
|
115K
$3.14M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.57K- 12.65% |
$193K - $233K
|
24.6K
$675K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.57K- 12.65% |
$193K - $233K
|
24.6K
$675K
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-3.85K- 5.29% |
$209K - $251K
|
69K
$1.89M
|
|
|
May 09, 2023
Q1 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-4.04K- 17.15% |
$219K - $263K
|
19.5K
$534K
|
|
|
Feb 02, 2024
Q1 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-4.14KClosed |
$224K - $269K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-4.15K- 25.31% |
$225K - $271K
|
12.3K
$336K
|
|
|
Apr 24, 2023
Q1 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-4.15K- 7.63% |
$225K - $271K
|
50.3K
$1.38M
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-4.3K- 7.22% |
$233K - $280K
|
55.3K
$1.51M
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
SELL
|
- |
-4.62K- 8.76% |
$250K - $301K
|
48.1K
$1.32M
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-4.72K- 24.84% |
$256K - $308K
|
14.3K
$391K
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-4.87K- 13.01% |
$264K - $317K
|
32.6K
$892K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.88K- 16.39% |
$264K - $318K
|
24.9K
$681K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-4.89K- 92.25% |
$265K - $319K
|
411
$11.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-5.01K- 1.01% |
$272K - $327K
|
490K
$13.4M
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-5.08K- 19.24% |
$275K - $331K
|
21.3K
$584K
|
|
|
Apr 20, 2023
Q1 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-5.1K- 49.94% |
$276K - $332K
|
5.11K
$140K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-5.3K- 70.87% |
$287K - $346K
|
2.18K
$59.7K
|
|
|
May 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-5.61K- 13.42% |
$304K - $366K
|
36.2K
$992K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.73K- 8.36% |
$310K - $373K
|
62.8K
$1.72M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.79K- 67.83% |
$314K - $377K
|
2.75K
$75.2K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-5.93K- 4.27% |
$321K - $386K
|
133K
$3.64M
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-6.13K- 13.65% |
$332K - $399K
|
38.8K
$1.06M
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-6.34K- 16.88% |
$343K - $413K
|
31.2K
$855K
|
|
|
May 05, 2023
Q1 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-6.56K- 5.4% |
$356K - $428K
|
115K
$3.15M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-6.68K- 5.63% |
$362K - $435K
|
112K
$3.07M
|
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-6.69K- 1.78% |
$363K - $436K
|
369K
$10.1M
|
|
|
Apr 06, 2023
Q1 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-6.94K- 29.42% |
$376K - $452K
|
16.7K
$456K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-7.41K- 2.63% |
$401K - $483K
|
274K
$7.5M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.81K- 4.16% |
$423K - $509K
|
180K
$4.93M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.03K- 99.23% |
$435K - $523K
|
62
$1.7K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-8.13K- 9.33% |
$441K - $530K
|
79.1K
$2.17M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-8.44K- 66.45% |
$457K - $550K
|
4.26K
$117K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-8.57K- 14.41% |
$464K - $559K
|
50.9K
$1.4M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-8.71K- 66.88% |
$472K - $567K
|
4.31K
$118K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-8.82K- 6.94% |
$478K - $575K
|
118K
$3.24M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-8.92K- 36.87% |
$483K - $581K
|
15.3K
$418K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-9.62K- 0.88% |
$521K - $627K
|
1.09M
$29.7M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-9.81K- 16.39% |
$532K - $639K
|
50K
$1.37M
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-10.5K- 34.64% |
$571K - $687K
|
19.9K
$545K
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-10.6K- 18.88% |
$575K - $692K
|
45.6K
$1.25M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-10.9K- 49.17% |
$588K - $707K
|
11.2K
$307K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-11.2K- 4.41% |
$606K - $728K
|
242K
$6.63M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-11.5K- 38.05% |
$623K - $750K
|
18.7K
$513K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-11.5K- 2.43% |
$624K - $750K
|
462K
$12.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-11.7K- 6.79% |
$633K - $761K
|
160K
$4.4M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-11.9K- 3.8% |
$643K - $774K
|
300K
$8.23M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-12.3K- 3.72% |
$666K - $802K
|
318K
$8.73M
|
|
|
May 15, 2023
Q1 2023
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-12.3K- 21.3% |
$668K - $803K
|
45.5K
$1.25M
|