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 15, 2024
Q1 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-237- 4.3% |
$19.1K - $22.1K
|
5.27K
$152K
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-238- 2.64% |
$19.2K - $22.2K
|
8.79K
$254K
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-243- 9.9% |
$19.6K - $22.7K
|
2.21K
$63.8K
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-249- 3.04% |
$20.1K - $23.2K
|
7.94K
$229K
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-255- 8.84% |
$20.6K - $23.8K
|
2.63K
$75.8K
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-258- 5.03% |
$20.8K - $24.1K
|
4.87K
$141K
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-259- 0.6% |
$20.9K - $24.2K
|
43.1K
$1.24M
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-259- 1.45% |
$20.9K - $24.2K
|
17.6K
$509K
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-264- 6.48% |
$21.3K - $24.6K
|
3.81K
$110K
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-264- 4.95% |
$21.3K - $24.6K
|
5.07K
$146K
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-265- 9.64% |
$21.4K - $24.7K
|
2.49K
$71.7K
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-270- 10.21% |
$21.8K - $25.2K
|
2.38K
$68.5K
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-278- 6.2% |
$22.4K - $25.9K
|
4.21K
$121K
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-282- 4.18% |
$22.7K - $26.3K
|
6.47K
$187K
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-283- 35.69% |
$22.8K - $26.4K
|
510
$14.7K
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-290- 2.3% |
$23.4K - $27.1K
|
12.3K
$355K
|
|
Apr 08, 2024
Q1 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-296- 1.7% |
$23.9K - $27.6K
|
17.1K
$495K
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-298- 1.47% |
$24K - $27.8K
|
20K
$576K
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-298- 5.22% |
$24K - $27.8K
|
5.41K
$156K
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-314- 5.53% |
$25.3K - $29.3K
|
5.37K
$155K
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-325- 8.26% |
$26.2K - $30.3K
|
3.61K
$104K
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-328- 0.39% |
$26.4K - $30.6K
|
83.4K
$2.41M
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-335- 1.4% |
$27K - $31.3K
|
23.6K
$680K
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-343- 7.81% |
$27.6K - $32K
|
4.05K
$117K
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-344- 3.03% |
$27.7K - $32.1K
|
11K
$318K
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-345- 6.69% |
$27.8K - $32.2K
|
4.81K
$139K
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-350- 1.98% |
$28.2K - $32.7K
|
17.3K
$500K
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-363- 3.27% |
$29.3K - $33.9K
|
10.7K
$310K
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-371- 6.48% |
$29.9K - $34.6K
|
5.36K
$155K
|
|
Apr 26, 2024
Q1 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-384- 8.85% |
$31K - $35.8K
|
3.96K
$114K
|
|
May 07, 2024
Q1 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-389- 3.89% |
$31.4K - $36.3K
|
9.62K
$278K
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-400- 7.03% |
$32.2K - $37.3K
|
5.29K
$153K
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-414- 7.76% |
$33.4K - $38.6K
|
4.92K
$142K
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-421- 10.51% |
$33.9K - $39.3K
|
3.58K
$103K
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
SELL
|
- |
-427- 4.7% |
$34.4K - $39.8K
|
8.66K
$250K
|
|
May 06, 2024
Q1 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-438- 0.86% |
$35.3K - $40.9K
|
50.3K
$1.45M
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-453- 88.3% |
$36.5K - $42.3K
|
60
$1.73K
|
|
Apr 30, 2024
Q1 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-458- 12.46% |
$36.9K - $42.7K
|
3.22K
$92.9K
|
|
May 03, 2024
Q1 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-474- 3.22% |
$38.2K - $44.2K
|
14.2K
$411K
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-475- 11.88% |
$38.3K - $44.3K
|
3.53K
$102K
|
|
May 14, 2024
Q1 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-475- 11.88% |
$38.3K - $44.3K
|
3.53K
$102K
|
|
Apr 23, 2024
Q1 2024
|
Mason & Associates Inc
|
SELL
|
- |
-484- 14.4% |
$39K - $45.2K
|
2.88K
$83K
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-485- 6.88% |
$39.1K - $45.3K
|
6.56K
$189K
|
|
Apr 05, 2024
Q1 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-496- 4.93% |
$40K - $46.3K
|
9.56K
$276K
|
|
May 06, 2024
Q1 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-498- 21.65% |
$40.1K - $46.5K
|
1.8K
$52K
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-498- 5.97% |
$40.1K - $46.5K
|
7.85K
$227K
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-499- 0.64% |
$40.2K - $46.6K
|
77K
$2.22M
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-501- 15.5% |
$40.4K - $46.8K
|
2.73K
$78.8K
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-504- 2.48% |
$40.6K - $47K
|
19.8K
$572K
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-508- 52.7% |
$40.9K - $47.4K
|
456
$13.2K
|