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
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-90- 0.88% |
$7.25K - $8.4K
|
10.1K
$285K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-90- 1.65% |
$7.25K - $8.4K
|
5.38K
$151K
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-90- 22.33% |
$7.25K - $8.4K
|
313
$8.81K
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-91- 0.33% |
$7.33K - $8.49K
|
27.4K
$771K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-92- 2.03% |
$7.42K - $8.59K
|
4.43K
$125K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-100- 1.67% |
$8.06K - $9.33K
|
5.9K
$166K
|
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-100- 0.07% |
$8.06K - $9.33K
|
144K
$4.07M
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-104- 2.82% |
$8.38K - $9.71K
|
3.59K
$101K
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-105- 1.04% |
$8.46K - $9.8K
|
9.95K
$280K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
SELL
|
- |
-105- 2.55% |
$8.46K - $9.8K
|
4.01K
$113K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-106- 1.11% |
$8.54K - $9.89K
|
9.48K
$267K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-109- 0.38% |
$8.79K - $10.2K
|
28.5K
$802K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-110- 0.36% |
$8.87K - $10.3K
|
30.3K
$853K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-115- 2.41% |
$9.27K - $10.7K
|
4.66K
$131K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-120- 0.79% |
$9.67K - $11.2K
|
15.1K
$426K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-121- 3.04% |
$9.75K - $11.3K
|
3.87K
$109K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-127- 3.88% |
$10.2K - $11.9K
|
3.15K
$88.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-130- 3.43% |
$10.5K - $12.1K
|
3.66K
$103K
|
|
|
May 03, 2024
Q1 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-136- 10.93% |
$11K - $12.7K
|
1.11K
$31.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-141- 0.09% |
$11.4K - $13.2K
|
153K
$4.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-141- 0.65% |
$11.4K - $13.2K
|
21.4K
$604K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-142- 5.62% |
$11.4K - $13.3K
|
2.38K
$67.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Seneca House Advisors
|
SELL
|
- |
-142- 4.03% |
$11.4K - $13.3K
|
3.38K
$95.2K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-146- 2.51% |
$11.8K - $13.6K
|
5.68K
$160K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-148- 6.35% |
$11.9K - $13.8K
|
2.18K
$61.5K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-149- 28.06% |
$12K - $13.9K
|
382
$10.8K
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-149- 4.9% |
$12K - $13.9K
|
2.89K
$81.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-150- 0.37% |
$12.1K - $14K
|
40.5K
$1.14M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-150- 29.76% |
$12.1K - $14K
|
354
$9.97K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-151- 1.6% |
$12.2K - $14.1K
|
9.27K
$261K
|
|
|
May 13, 2024
Q1 2024
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-158- 3.14% |
$12.7K - $14.7K
|
4.88K
$137K
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-160- 2.31% |
$12.9K - $14.9K
|
6.77K
$191K
|
|
|
May 03, 2024
Q1 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-163- 5.98% |
$13.1K - $15.2K
|
2.56K
$72.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-164- 3.27% |
$13.2K - $15.3K
|
4.84K
$136K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-165- 2.06% |
$13.3K - $15.4K
|
7.84K
$221K
|
|
|
Apr 19, 2024
Q1 2024
|
Veery Capital, LLC
|
SELL
|
- |
-169- 0.24% |
$13.6K - $15.8K
|
70.3K
$1.98M
|
|
|
Apr 19, 2024
Q1 2024
|
Brickley Wealth Management
|
SELL
|
- |
-172- 6.42% |
$13.9K - $16.1K
|
2.51K
$70.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-175- 9.54% |
$14.1K - $16.3K
|
1.66K
$46.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-178- 2.33% |
$14.3K - $16.6K
|
7.45K
$210K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-179- 4.96% |
$14.4K - $16.7K
|
3.43K
$96.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-182- 0.59% |
$14.7K - $17K
|
30.7K
$864K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-195- 78.0% |
$15.7K - $18.2K
|
55
$1.55K
|
|
|
May 13, 2024
Q1 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-201- 0.71% |
$16.2K - $18.8K
|
28.3K
$796K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-201- 3.76% |
$16.2K - $18.8K
|
5.15K
$145K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-206- 9.54% |
$16.6K - $19.2K
|
1.95K
$55K
|
|
|
Apr 15, 2024
Q1 2024
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-212- 5.62% |
$17.1K - $19.8K
|
3.56K
$100K
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-220- 51.89% |
$17.7K - $20.5K
|
204
$5.74K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-223- 1.24% |
$18K - $20.8K
|
17.8K
$500K
|
|
|
Apr 22, 2024
Q1 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-224- 3.82% |
$18.1K - $20.9K
|
5.65K
$159K
|
|
|
May 15, 2024
Q1 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-237- 4.3% |
$19.1K - $22.1K
|
5.27K
$149K
|