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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
3+ 0.02% |
$242 - $280
|
14.8K
$470K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3New |
$242 - $280
|
3
$95.2
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
3+ 0.12% |
$242 - $280
|
2.52K
$80K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3+ 0.13% |
$242 - $280
|
2.25K
$71.4K
|
|
|
May 07, 2025
Q1 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
2+ 0.2% |
$161 - $187
|
1K
$31.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$161 - $187
|
4.25K
$135K
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1+ 0.0% |
$80.6 - $93.3
|
32.8K
$1.04M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.06% |
$80.6 - $93.3
|
1.61K
$51.1K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.18% |
$80.6 - $93.3
|
567
$18K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
1+ 0.01% |
$80.6 - $93.3
|
11.4K
$363K
|
|
|
Apr 23, 2024
Q1 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
1+ 0.02% |
$80.6 - $93.3
|
4.71K
$150K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.46% |
$80.6 - $93.3
|
219
$6.95K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.16% |
$80.6 - $93.3
|
644
$20.4K
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1+ 0.04% |
$80.6 - $93.3
|
2.64K
$83.7K
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
1+ 0.0% |
$80.6 - $93.3
|
26K
$826K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.08% |
$80.6 - $93.3
|
1.22K
$38.7K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$80.6 - $93.3
|
10.9K
$345K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-1- 0.09% |
$80.6 - $93.3
|
1.16K
$36.9K
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-1- 0.01% |
$80.6 - $93.3
|
18.2K
$576K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-4- 0.08% |
$322 - $373
|
4.79K
$152K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-5- 0.15% |
$403 - $467
|
3.38K
$107K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
SELL
|
- |
-5- 0.06% |
$403 - $467
|
8.51K
$270K
|
|
|
Apr 09, 2024
Q1 2024
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-7- 0.14% |
$564 - $653
|
4.97K
$158K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-7- 0.16% |
$564 - $653
|
4.27K
$136K
|
|
|
May 09, 2024
Q1 2024
|
Athena Investment Management
|
SELL
|
- |
-13- 0.04% |
$1.05K - $1.21K
|
31.1K
$989K
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-14- 0.17% |
$1.13K - $1.31K
|
8.17K
$259K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-14- 0.1% |
$1.13K - $1.31K
|
13.7K
$435K
|
|
|
Apr 23, 2024
Q1 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-14- 0.4% |
$1.13K - $1.31K
|
3.5K
$111K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-17- 0.14% |
$1.37K - $1.59K
|
12.4K
$395K
|
|
|
Jan 28, 2025
Q1 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-17- 0.34% |
$1.37K - $1.59K
|
5.02K
$159K
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-20- 0.47% |
$1.61K - $1.87K
|
4.2K
$133K
|
|
|
May 10, 2024
Q1 2024
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-20- 0.4% |
$1.61K - $1.87K
|
5K
$159K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-22- 31.88% |
$1.77K - $2.05K
|
47
$1.49K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-22- 0.48% |
$1.77K - $2.05K
|
4.56K
$145K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-27- 20.77% |
$2.18K - $2.52K
|
103
$3.27K
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-30- 0.72% |
$2.42K - $2.8K
|
4.15K
$132K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-30- 1.09% |
$2.42K - $2.8K
|
2.71K
$86K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-33- 0.46% |
$2.66K - $3.08K
|
7.22K
$229K
|
|
|
May 02, 2024
Q1 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-34- 0.02% |
$2.74K - $3.17K
|
197K
$6.25M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-35- 7.37% |
$2.82K - $3.27K
|
440
$14K
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-39- 1.17% |
$3.14K - $3.64K
|
3.31K
$105K
|
|
|
Apr 23, 2024
Q1 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-44- 0.22% |
$3.55K - $4.11K
|
19.5K
$619K
|
|
|
May 15, 2024
Q1 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-44- 0.79% |
$3.55K - $4.11K
|
5.5K
$175K
|
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-46- 1.2% |
$3.71K - $4.29K
|
3.78K
$120K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-47- 0.83% |
$3.79K - $4.39K
|
5.63K
$179K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-50- 2.02% |
$4.03K - $4.67K
|
2.42K
$76.9K
|
|
|
Dec 13, 2024
Q1 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-55- 1.14% |
$4.43K - $5.13K
|
4.78K
$152K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-55- 27.78% |
$4.43K - $5.13K
|
143
$4.54K
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-58- 0.57% |
$4.67K - $5.41K
|
10K
$318K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-59- 2.83% |
$4.76K - $5.51K
|
2.02K
$64.2K
|