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 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
$242K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
35+ 17.5% |
$1.9K - $2.28K
|
235
$6.48K
|
|
|
Apr 07, 2023
Q1 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
33+ 0.71% |
$1.79K - $2.15K
|
4.71K
$130K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
33+ 0.73% |
$1.79K - $2.15K
|
4.53K
$125K
|
|
|
Apr 19, 2023
Q1 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
31+ 0.17% |
$1.68K - $2.02K
|
17.8K
$491K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
30New |
$1.63K - $1.96K
|
30
$827
|
|
|
May 09, 2023
Q1 2023
|
Gs Investments, Inc.
|
BUY
|
- |
30+ 20.0% |
$1.63K - $1.96K
|
180
$4.96K
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
BUY
|
- |
30+ 0.5% |
$1.63K - $1.96K
|
5.98K
$165K
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
29+ 0.11% |
$1.57K - $1.89K
|
27K
$744K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
25New |
$1.35K - $1.63K
|
25
$689
|
|
|
Apr 13, 2023
Q1 2023
|
Eagle Capital Management, LLC
|
BUY
|
- |
22+ 0.09% |
$1.19K - $1.43K
|
24K
$660K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
20+ 2.38% |
$1.08K - $1.3K
|
859
$23.7K
|
|
|
May 09, 2023
Q1 2023
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
19+ 0.13% |
$1.03K - $1.24K
|
14.2K
$392K
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
16+ 76.19% |
$867 - $1.04K
|
37
$1.02K
|
|
|
May 03, 2023
Q1 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
15+ 0.23% |
$813 - $978
|
6.62K
$183K
|
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
13+ 0.14% |
$704 - $847
|
9.56K
$263K
|
|
|
May 09, 2023
Q1 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
12+ 0.11% |
$650 - $782
|
11K
$302K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
10New |
$542 - $652
|
10
$276
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
8+ 0.13% |
$434 - $521
|
6.22K
$171K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
8+ 0.14% |
$434 - $521
|
5.53K
$152K
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
7+ 0.08% |
$379 - $456
|
8.3K
$229K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
7+ 0.13% |
$379 - $456
|
5.34K
$147K
|
|
|
May 15, 2023
Q1 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
7+ 4.67% |
$379 - $456
|
157
$4.33K
|
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
5+ 0.11% |
$271 - $326
|
4.62K
$127K
|
|
|
Apr 04, 2023
Q1 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
5+ 0.13% |
$271 - $326
|
3.73K
$103K
|
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
BUY
|
- |
4+ 0.1% |
$217 - $261
|
3.99K
$110K
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
4+ 0.08% |
$217 - $261
|
4.8K
$132K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3+ 0.04% |
$163 - $196
|
7.71K
$212K
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
3+ 0.04% |
$163 - $196
|
7.21K
$199K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3+ 0.13% |
$163 - $196
|
2.24K
$61.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Mason & Associates Inc
|
BUY
|
- |
3+ 0.06% |
$163 - $196
|
5.16K
$142K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 3.57% |
$108 - $130
|
58
$1.6K
|
|
|
May 07, 2025
Q1 2023
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
2+ 0.2% |
$108 - $130
|
995
$27.4K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.08% |
$108 - $130
|
2.36K
$65K
|
|
|
May 12, 2023
Q1 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$108 - $130
|
20.5K
$566K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.1% |
$54.2 - $65.2
|
982
$27.1K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.05% |
$54.2 - $65.2
|
1.9K
$52.4K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.03% |
$54.2 - $65.2
|
3.62K
$99.8K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.13% |
$54.2 - $65.2
|
744
$20.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Gratus Capital LLC
|
BUY
|
- |
1+ 0.02% |
$54.2 - $65.2
|
5.26K
$145K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
1+ 0.01% |
$54.2 - $65.2
|
6.68K
$184K
|
|
|
May 01, 2023
Q1 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
1+ 0.01% |
$54.2 - $65.2
|
7.29K
$201K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1- 0.02% |
$54.2 - $65.2
|
4.9K
$135K
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-1- 0.03% |
$54.2 - $65.2
|
3.78K
$104K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-3Closed |
$163 - $196
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-8- 0.22% |
$434 - $521
|
3.66K
$101K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-12- 0.77% |
$650 - $782
|
1.56K
$42.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Moneywise, Inc.
|
SELL
|
- |
-15- 0.32% |
$813 - $978
|
4.6K
$127K
|