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 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
230+ 0.42% |
$18.5K - $21.5K
|
55.4K
$1.76M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
220+ 7.13% |
$17.7K - $20.5K
|
3.3K
$105K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
212New |
$17.1K - $19.8K
|
212
$6.73K
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
202+ 3.11% |
$16.3K - $18.9K
|
6.71K
$213K
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
201+ 1.93% |
$16.2K - $18.8K
|
10.6K
$337K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
193+ 0.32% |
$15.6K - $18K
|
60.2K
$1.91M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
190+ 4.69% |
$15.3K - $17.7K
|
4.24K
$135K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
184+ 17.73% |
$14.8K - $17.2K
|
1.22K
$38.8K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
180+ 1.55% |
$14.5K - $16.8K
|
11.8K
$375K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
168+ 1.81% |
$13.5K - $15.7K
|
9.46K
$300K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
165New |
$13.3K - $15.4K
|
165
$5.24K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
136+ 2.18% |
$11K - $12.7K
|
6.38K
$203K
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
135+ 1.99% |
$10.9K - $12.6K
|
6.92K
$220K
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
133+ 3.68% |
$10.7K - $12.4K
|
3.75K
$119K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
130+ 14.22% |
$10.5K - $12.1K
|
1.04K
$33.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
130+ 2.3% |
$10.5K - $12.1K
|
5.78K
$183K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
129+ 0.42% |
$10.4K - $12K
|
30.8K
$977K
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
126+ 0.88% |
$10.2K - $11.8K
|
14.5K
$460K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
126+ 32.23% |
$10.2K - $11.8K
|
517
$16.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
125+ 0.07% |
$10.1K - $11.7K
|
181K
$5.75M
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
125+ 0.31% |
$10.1K - $11.7K
|
40.9K
$1.3M
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
121+ 45.66% |
$9.75K - $11.3K
|
386
$12.3K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
119+ 0.43% |
$9.59K - $11.1K
|
28K
$889K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
114+ 1.77% |
$9.19K - $10.6K
|
6.55K
$208K
|
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
113+ 1.81% |
$9.11K - $10.5K
|
6.35K
$202K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
112New |
$9.03K - $10.5K
|
112
$3.55K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
109+ 30.88% |
$8.79K - $10.2K
|
462
$14.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
105+ 1.97% |
$8.46K - $9.8K
|
5.43K
$172K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
102+ 16.75% |
$8.22K - $9.52K
|
711
$22.6K
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
94+ 3.45% |
$7.58K - $8.77K
|
2.82K
$89.6K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
91+ 1.56% |
$7.33K - $8.49K
|
5.94K
$189K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
88New |
$7.09K - $8.21K
|
88
$2.79K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
83+ 0.07% |
$6.69K - $7.75K
|
115K
$3.64M
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
83+ 0.58% |
$6.69K - $7.75K
|
14.5K
$460K
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
80+ 0.15% |
$6.45K - $7.47K
|
52.4K
$1.66M
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
78+ 0.23% |
$6.29K - $7.28K
|
34.4K
$1.09M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
77+ 2.99% |
$6.21K - $7.19K
|
2.65K
$84.2K
|
|
|
May 09, 2024
Q1 2024
|
Gs Investments, Inc.
|
BUY
|
- |
75+ 0.81% |
$6.05K - $7K
|
9.37K
$297K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
73+ 1460.0% |
$5.88K - $6.81K
|
78
$2.48K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
72+ 67.92% |
$5.8K - $6.72K
|
178
$5.65K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
71+ 0.89% |
$5.72K - $6.63K
|
8.08K
$256K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
63New |
$5.08K - $5.88K
|
63
$2K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
62+ 0.86% |
$5K - $5.79K
|
7.25K
$230K
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
61+ 1.06% |
$4.92K - $5.69K
|
5.81K
$184K
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
55+ 19.93% |
$4.43K - $5.13K
|
331
$10.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
53+ 2.06% |
$4.27K - $4.95K
|
2.63K
$83.3K
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
52+ 1.07% |
$4.19K - $4.85K
|
4.92K
$156K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
48+ 0.32% |
$3.87K - $4.48K
|
14.9K
$472K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
48+ 0.05% |
$3.87K - $4.48K
|
102K
$3.24M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
42+ 0.37% |
$3.39K - $3.92K
|
11.5K
$364K
|