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
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
41.7KNew |
$2.26M - $2.72M
|
41.7K
$1.14M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
41.6K+ 7.44% |
$2.26M - $2.71M
|
601K
$16.5M
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
40.7K+ 117.16% |
$2.2M - $2.65M
|
75.4K
$2.06M
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
38.8K+ 38.04% |
$2.1M - $2.53M
|
141K
$3.86M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
37.7K+ 7.48% |
$2.04M - $2.46M
|
542K
$14.9M
|
|
|
May 10, 2023
Q1 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
37.5K+ 380.54% |
$2.03M - $2.45M
|
47.4K
$1.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
37.4K+ 45.25% |
$2.02M - $2.43M
|
120K
$3.29M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
37.1K+ 24.42% |
$2.01M - $2.41M
|
189K
$5.17M
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
35.8KNew |
$1.94M - $2.33M
|
35.8K
$980K
|
|
|
May 05, 2023
Q1 2023
|
Dagco, Inc.
|
BUY
|
- |
34.2K+ 80.12% |
$1.85M - $2.23M
|
76.8K
$2.11M
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
31.3KNew |
$1.7M - $2.04M
|
31.3K
$858K
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
30.7K+ 7.26% |
$1.66M - $2M
|
453K
$12.4M
|
|
|
May 08, 2023
Q1 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
28.7K+ 8.75% |
$1.55M - $1.87M
|
356K
$9.76M
|
|
|
Aug 18, 2023
Q1 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
28.5K+ 22.72% |
$1.55M - $1.86M
|
154K
$4.22M
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
27.2K+ 21.21% |
$1.48M - $1.77M
|
156K
$4.26M
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
26.6K+ 8.1% |
$1.44M - $1.73M
|
355K
$9.73M
|
|
|
May 04, 2023
Q1 2023
|
Brio Consultants, LLC
|
BUY
|
- |
26.6K+ 4.66% |
$1.44M - $1.73M
|
596K
$16.3M
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
BUY
|
- |
26.5K+ 122.62% |
$1.44M - $1.73M
|
48.1K
$1.32M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
26.2K+ 2.44% |
$1.42M - $1.7M
|
1.1M
$30.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
25.8K+ 17.55% |
$1.4M - $1.68M
|
173K
$4.73M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
25.6K+ 60.42% |
$1.39M - $1.67M
|
68K
$1.86M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.5K+ 1.13% |
$1.33M - $1.6M
|
2.19M
$59.9M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
23.9K+ 5.81% |
$1.3M - $1.56M
|
436K
$11.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
23.9K+ 94.0% |
$1.3M - $1.56M
|
49.3K
$1.35M
|
|
|
May 09, 2023
Q1 2023
|
Souders Financial Advisors
|
BUY
|
- |
23.6K+ 14.06% |
$1.28M - $1.54M
|
191K
$5.24M
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
23.5K+ 313.05% |
$1.27M - $1.53M
|
31K
$849K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
23.3K+ 22.8% |
$1.26M - $1.52M
|
126K
$3.44M
|
|
|
Apr 28, 2023
Q1 2023
|
Capital Planning LLC
|
BUY
|
- |
23.1K+ 8.78% |
$1.25M - $1.5M
|
286K
$7.83M
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
23K+ 19.92% |
$1.24M - $1.5M
|
138K
$3.79M
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
22.3K+ 6.22% |
$1.21M - $1.46M
|
381K
$10.4M
|
|
|
May 02, 2023
Q1 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
22.1K+ 169.47% |
$1.2M - $1.44M
|
35.2K
$964K
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
21.6K+ 7.5% |
$1.17M - $1.41M
|
310K
$8.49M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
21.5K+ 22.22% |
$1.16M - $1.4M
|
118K
$3.24M
|
|
|
Apr 12, 2023
Q1 2023
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
21.5K+ 6.11% |
$1.16M - $1.4M
|
373K
$10.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
21.4KNew |
$1.16M - $1.39M
|
21.4K
$585K
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.7K+ 91.45% |
$1.12M - $1.35M
|
43.3K
$1.19M
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
19.6K+ 10.1% |
$1.06M - $1.27M
|
213K
$5.84M
|
|
|
May 12, 2023
Q1 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
19K+ 43.07% |
$1.03M - $1.24M
|
63.3K
$1.73M
|
|
|
Apr 20, 2023
Q1 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
18.9K+ 5.85% |
$1.03M - $1.23M
|
342K
$9.38M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.9K+ 13.17% |
$1.03M - $1.23M
|
163K
$4.45M
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
18.8K+ 5.82% |
$1.02M - $1.22M
|
341K
$9.35M
|
|
|
Apr 24, 2023
Q1 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
18.1K+ 4.13% |
$981K - $1.18M
|
457K
$12.5M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
17.4K+ 14.43% |
$941K - $1.13M
|
138K
$3.77M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.3K+ 101.99% |
$935K - $1.12M
|
34.2K
$936K
|
|
|
Oct 09, 2024
Q1 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
17.1K+ 8.61% |
$928K - $1.12M
|
216K
$5.91M
|
|
|
May 11, 2023
Q1 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
16.7K+ 16.35% |
$906K - $1.09M
|
119K
$3.26M
|
|
|
Apr 26, 2023
Q1 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
16.6K+ 11.74% |
$901K - $1.08M
|
158K
$4.34M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
16.5K+ 137.86% |
$894K - $1.08M
|
28.5K
$780K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
16.4K+ 14.86% |
$886K - $1.07M
|
126K
$3.46M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
16.3K+ 2427.23% |
$884K - $1.06M
|
17K
$465K
|