Purchases and Sales Made in Q1 2024 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 2024. 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 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.23M+ 260.14% |
$98.7M - $114M
|
1.7M
$47.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.14MNew |
$91.7M - $106M
|
1.14M
$31.6M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
764K+ 9.63% |
$61.6M - $71.3M
|
8.7M
$242M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
732K+ 26.79% |
$59M - $68.3M
|
3.47M
$96.3M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
681KNew |
$54.9M - $63.5M
|
681K
$18.9M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
628K+ 106.79% |
$50.6M - $58.6M
|
1.22M
$33.8M
|
|
|
May 08, 2024
Q1 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
498K+ 21.09% |
$40.1M - $46.4M
|
2.86M
$79.4M
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
487K+ 8500.09% |
$39.3M - $45.5M
|
493K
$13.7M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
483K+ 25.45% |
$38.9M - $45.1M
|
2.38M
$66.1M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
483K+ 25.45% |
$38.9M - $45.1M
|
2.38M
$66.1M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
425K+ 643.71% |
$34.2M - $39.6M
|
491K
$13.6M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
423K+ 15.58% |
$34.1M - $39.5M
|
3.14M
$87.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
395KNew |
$31.8M - $36.9M
|
395K
$11M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
379K+ 11.76% |
$30.5M - $35.3M
|
3.6M
$100M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
300K+ 3177.39% |
$24.1M - $28M
|
309K
$8.59M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
294K+ 32.81% |
$23.7M - $27.4M
|
1.19M
$33.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
294KNew |
$23.7M - $27.4M
|
294K
$8.16M
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
272K+ 304.93% |
$21.9M - $25.4M
|
362K
$10M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
269K+ 19.49% |
$21.7M - $25.1M
|
1.65M
$45.9M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
264K+ 24.1% |
$21.3M - $24.7M
|
1.36M
$37.8M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
253K+ 67.69% |
$20.4M - $23.6M
|
626K
$17.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
251K+ 335205.34% |
$20.3M - $23.5M
|
251K
$6.99M
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
246KNew |
$19.8M - $23M
|
246K
$6.84M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
185K+ 35.06% |
$14.9M - $17.3M
|
712K
$19.8M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
170K+ 28.78% |
$13.7M - $15.9M
|
761K
$21.1M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
152K+ 9.81% |
$12.3M - $14.2M
|
1.71M
$47.4M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
152K+ 13.0% |
$12.2M - $14.2M
|
1.32M
$36.7M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
148K+ 4.02% |
$11.9M - $13.8M
|
3.82M
$106M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
139KNew |
$11.2M - $13M
|
139K
$3.87M
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
128KNew |
$10.3M - $12M
|
128K
$3.57M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
125K+ 10.85% |
$10.1M - $11.7M
|
1.28M
$35.6M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
121K+ 3819.71% |
$9.71M - $11.2M
|
124K
$3.44M
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
110KNew |
$8.83M - $10.2M
|
110K
$3.04M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
108K+ 28.68% |
$8.73M - $10.1M
|
486K
$13.5M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
107K+ 1832.7% |
$8.63M - $9.99M
|
113K
$3.14M
|
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
101K+ 602.64% |
$8.13M - $9.41M
|
118K
$3.27M
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
98.9K+ 175.31% |
$7.97M - $9.23M
|
155K
$4.32M
|
|
|
May 14, 2024
Q1 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
96K+ 27.96% |
$7.74M - $8.96M
|
440K
$12.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
93.1K+ 99.43% |
$7.51M - $8.69M
|
187K
$5.19M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
85.4K+ 0.95% |
$6.89M - $7.97M
|
9.09M
$253M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
78.7K+ 4.69% |
$6.35M - $7.35M
|
1.76M
$48.8M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
77.5K+ 87.13% |
$6.24M - $7.23M
|
166K
$4.62M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
75.4K+ 123.89% |
$6.08M - $7.04M
|
136K
$3.79M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
72.4K+ 15.51% |
$5.84M - $6.76M
|
539K
$15M
|
|
|
May 09, 2024
Q1 2024
|
Alpha Omega Group, Inc.
|
BUY
|
- |
70.6KNew |
$5.69M - $6.58M
|
70.6K
$1.96M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
67.4K+ 8.34% |
$5.43M - $6.29M
|
875K
$24.3M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
66.2K+ 204.31% |
$5.33M - $6.17M
|
98.5K
$2.74M
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
64.8K+ 32.79% |
$5.23M - $6.05M
|
263K
$7.3M
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
64.5K+ 20.38% |
$5.2M - $6.02M
|
381K
$10.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
61.5KNew |
$4.95M - $5.74M
|
61.5K
$1.71M
|