Purchases and Sales Made in Q1 2023 in Schwab Strategic Tr Us Large C (SCHG)

SCHG Quotes by TradingView

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 12, 2023 Q1 2023
Koesten, Hirschmann & Crabtree, Inc.

Overland Park, KS
BUY
 -
275
New
$14.9K - $17.9K
275 $7.54K
May 04, 2023 Q1 2023
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
274
+ 57.68%
$14.8K - $17.9K
749 $20.5K
Apr 28, 2023 Q1 2023
Soa Wealth Advisors, Llc.

BUY
 -
269
+ 8.55%
$14.6K - $17.5K
3.41K $93.5K
Apr 14, 2023 Q1 2023
Capital Advisors Wealth Management, LLC

BUY
 -
250
+ 4.67%
$13.5K - $16.3K
5.61K $154K
Apr 20, 2023 Q1 2023
Pfg Advisors

BUY
 -
249
+ 0.89%
$13.5K - $16.2K
28.1K $770K
May 11, 2023 Q1 2023
Investors Research Corp

BUY
 -
247
+ 2.71%
$13.4K - $16.1K
9.36K $256K
Apr 19, 2023 Q1 2023
Waterfront Wealth Inc.

BUY
 -
244
+ 7.05%
$13.2K - $15.9K
3.7K $101K
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
242
New
$13.1K - $15.8K
242 $6.63K
May 15, 2023 Q1 2023
Hanseatic Management Services Inc

BUY
 -
239
New
$13K - $15.6K
239 $6.55K
Jan 24, 2024 Q1 2023
Cedrus LLC

Littleton, CO
BUY
 -
220
+ 4.2%
$11.9K - $14.3K
5.45K $149K
Apr 14, 2023 Q1 2023
Aprio Wealth Management, LLC

BUY
 -
203
+ 2.23%
$11K - $13.2K
9.29K $255K
May 01, 2023 Q1 2023
Jnba Financial Advisors

BUY
 -
194
+ 65.54%
$10.5K - $12.6K
490 $13.4K
Apr 25, 2023 Q1 2023
Atlas Financial Advisors, Inc.

BUY
 -
189
+ 3.79%
$10.2K - $12.3K
5.18K $142K
Apr 27, 2023 Q1 2023
Capital Insight Partners, LLC

BUY
 -
183
+ 2.52%
$9.92K - $11.9K
7.44K $204K
May 11, 2023 Q1 2023
Avant Capital LLC

Lafayette, LA
BUY
 -
170
+ 0.6%
$9.21K - $11.1K
28.3K $776K
May 09, 2023 Q1 2023
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
164
+ 4.55%
$8.89K - $10.7K
3.77K $103K
May 15, 2023 Q1 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
153
+ 2.08%
$8.29K - $9.97K
7.49K $205K
May 09, 2023 Q1 2023
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
152
+ 2.93%
$8.24K - $9.91K
5.34K $146K
Apr 17, 2023 Q1 2023
Valeo Financial Advisors, LLC

BUY
 -
131
+ 1.22%
$7.1K - $8.54K
10.9K $299K
May 10, 2023 Q1 2023
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
130
New
$7.04K - $8.47K
130 $3.56K
Apr 12, 2023 Q1 2023
Private Trust CO Na

BUY
 -
128
New
$6.94K - $8.34K
128 $3.51K
May 15, 2023 Q1 2023
Wealthsource Partners, LLC

BUY
 -
121
+ 2.25%
$6.56K - $7.89K
5.49K $150K
Apr 11, 2023 Q1 2023
Liberty Capital Management, Inc.

BUY
 -
115
+ 0.38%
$6.23K - $7.49K
30.5K $836K
May 03, 2023 Q1 2023
Ascension Capital Advisors, Inc.

Houston, TX
BUY
 -
111
+ 2.81%
$6.02K - $7.23K
4.06K $111K
May 01, 2023 Q1 2023
Rkl Wealth Management LLC

BUY
 -
107
+ 0.05%
$5.8K - $6.97K
208K $5.7M
May 09, 2023 Q1 2023
Archer Investment Corp

BUY
 -
106
New
$5.74K - $6.91K
106 $2.9K
May 01, 2024 Q1 2023
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
100
+ 16.67%
$5.42K - $6.52K
700 $19.2K
Sep 21, 2023 Q1 2023
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
100
+ 4.0%
$5.42K - $6.52K
2.6K $71.2K
May 01, 2023 Q1 2023
Headlands Technologies LLC

Chicago, IL
BUY
 -
100
New
$5.42K - $6.52K
100 $2.74K
Aug 30, 2023 Q1 2023
Western Wealth Management, LLC

BUY
 -
99
+ 0.39%
$5.36K - $6.45K
25.4K $697K
Apr 25, 2023 Q1 2023
Creative Financial Designs Inc

BUY
 -
94
+ 0.37%
$5.09K - $6.13K
25.6K $702K
Apr 20, 2023 Q1 2023
Private Ocean, LLC

BUY
 -
92
+ 57.14%
$4.99K - $6K
253 $6.93K
Apr 19, 2023 Q1 2023
Patriot Investment Management Inc.

BUY
 -
83
+ 0.91%
$4.5K - $5.41K
9.2K $252K
May 10, 2023 Q1 2023
Wescott Financial Advisory Group, LLC

BUY
 -
81
+ 1.19%
$4.39K - $5.28K
6.9K $189K
May 08, 2023 Q1 2023
Reston Wealth Management LLC

BUY
 -
80
+ 0.11%
$4.34K - $5.21K
73K $2M
Apr 20, 2023 Q1 2023
Granite Bay Wealth Management, LLC

BUY
 -
76
+ 0.79%
$4.12K - $4.95K
9.66K $265K
May 15, 2023 Q1 2023
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
73
+ 2.56%
$3.96K - $4.76K
2.93K $80.3K
Apr 20, 2023 Q1 2023
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
72
+ 0.71%
$3.9K - $4.69K
10.3K $282K
May 11, 2023 Q1 2023
Ever Source Wealth Advisors, LLC

BUY
 -
72
+ 98.63%
$3.9K - $4.69K
145 $3.97K
May 08, 2023 Q1 2023
Barden Capital Management, Inc.

BUY
 -
68
+ 0.11%
$3.68K - $4.43K
61.3K $1.68M
Apr 24, 2023 Q1 2023
Toth Financial Advisory Corp

BUY
 -
67
+ 34.01%
$3.63K - $4.37K
264 $7.23K
May 08, 2023 Q1 2023
Sunburst Financial Group, LLC

BUY
 -
62
+ 0.57%
$3.36K - $4.04K
11K $302K
May 11, 2023 Q1 2023
Bristlecone Advisors, LLC

BUY
 -
62
+ 0.3%
$3.36K - $4.04K
20.6K $565K
May 15, 2023 Q1 2023
Stephens Inc

BUY
 -
55
+ 1.35%
$2.98K - $3.58K
4.12K $113K
Apr 10, 2023 Q1 2023
Royal Fund Management, LLC

BUY
 -
55
+ 0.08%
$2.98K - $3.58K
73.3K $2.01M
May 31, 2023 Q1 2023
Fc Advisory LLC

BUY
 -
50
+ 0.22%
$2.71K - $3.26K
22.7K $621K
Apr 12, 2023 Q1 2023
Scott Capital Advisors, LLC

BUY
 -
47
+ 0.24%
$2.55K - $3.06K
19.4K $531K
May 05, 2023 Q1 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
39
+ 10.18%
$2.11K - $2.54K
422 $11.6K
Apr 20, 2023 Q1 2023
Kovack Advisors, Inc.

BUY
 -
38
+ 0.43%
$2.06K - $2.48K
8.78K $241K

Track Institutional and Insider Activities on SCHG

Follow SCHWAB STRATEGIC TR US LARGE-C and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SCHG shares.

Notify only if

Insider Trading

Get notified when an Schwab Strategic Tr Us Large C insider buys or sells SCHG shares.

Notify only if

News

Receive news related to SCHWAB STRATEGIC TR US LARGE-C

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SCHG