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 25, 2024
Q1 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-182- 0.59% |
$14.7K - $17K
|
30.7K
$974K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-195- 78.0% |
$15.7K - $18.2K
|
55
$1.75K
|
|
|
May 13, 2024
Q1 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-201- 0.71% |
$16.2K - $18.8K
|
28.3K
$897K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-201- 3.76% |
$16.2K - $18.8K
|
5.15K
$163K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-206- 9.54% |
$16.6K - $19.2K
|
1.95K
$62K
|
|
|
Apr 15, 2024
Q1 2024
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-212- 5.62% |
$17.1K - $19.8K
|
3.56K
$113K
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-220- 51.89% |
$17.7K - $20.5K
|
204
$6.47K
|
|
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-223- 1.24% |
$18K - $20.8K
|
17.8K
$564K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-223- 1.24% |
$18K - $20.8K
|
17.8K
$564K
|
|
|
Apr 22, 2024
Q1 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-224- 3.82% |
$18.1K - $20.9K
|
5.65K
$179K
|
|
|
May 15, 2024
Q1 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-237- 4.3% |
$19.1K - $22.1K
|
5.27K
$167K
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-238- 2.64% |
$19.2K - $22.2K
|
8.79K
$279K
|
|
|
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
$70.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-249- 3.04% |
$20.1K - $23.2K
|
7.94K
$252K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-255- 8.84% |
$20.6K - $23.8K
|
2.63K
$83.4K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-258- 5.03% |
$20.8K - $24.1K
|
4.87K
$155K
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-259- 0.6% |
$20.9K - $24.2K
|
43.1K
$1.37M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-259- 1.45% |
$20.9K - $24.2K
|
17.6K
$560K
|
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-264- 4.95% |
$21.3K - $24.6K
|
5.07K
$161K
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-264- 6.48% |
$21.3K - $24.6K
|
3.81K
$121K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-265- 9.64% |
$21.4K - $24.7K
|
2.49K
$78.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-270- 10.21% |
$21.8K - $25.2K
|
2.38K
$75.4K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-278- 6.2% |
$22.4K - $25.9K
|
4.21K
$134K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-282- 4.18% |
$22.7K - $26.3K
|
6.47K
$205K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-283- 35.69% |
$22.8K - $26.4K
|
510
$16.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-290- 2.3% |
$23.4K - $27.1K
|
12.3K
$390K
|
|
|
Apr 08, 2024
Q1 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-296- 1.7% |
$23.9K - $27.6K
|
17.1K
$544K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-298- 5.22% |
$24K - $27.8K
|
5.41K
$172K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-298- 1.47% |
$24K - $27.8K
|
20K
$633K
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-314- 5.53% |
$25.3K - $29.3K
|
5.37K
$170K
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-325- 8.26% |
$26.2K - $30.3K
|
3.61K
$115K
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-328- 0.39% |
$26.4K - $30.6K
|
83.4K
$2.65M
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-335- 1.4% |
$27K - $31.3K
|
23.6K
$748K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-343- 7.81% |
$27.6K - $32K
|
4.05K
$129K
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-344- 3.03% |
$27.7K - $32.1K
|
11K
$350K
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-345- 6.69% |
$27.8K - $32.2K
|
4.81K
$153K
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-350- 1.98% |
$28.2K - $32.7K
|
17.3K
$550K
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-363- 3.27% |
$29.3K - $33.9K
|
10.7K
$341K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-371- 6.48% |
$29.9K - $34.6K
|
5.36K
$170K
|
|
|
Apr 26, 2024
Q1 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-384- 8.85% |
$31K - $35.8K
|
3.96K
$126K
|
|
|
May 07, 2024
Q1 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-389- 3.89% |
$31.4K - $36.3K
|
9.62K
$305K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-400- 7.03% |
$32.2K - $37.3K
|
5.29K
$168K
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-414- 7.76% |
$33.4K - $38.6K
|
4.92K
$156K
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-421- 10.51% |
$33.9K - $39.3K
|
3.58K
$114K
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
SELL
|
- |
-427- 4.7% |
$34.4K - $39.8K
|
8.66K
$275K
|
|
|
May 06, 2024
Q1 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-438- 0.86% |
$35.3K - $40.9K
|
50.3K
$1.6M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-453- 88.3% |
$36.5K - $42.3K
|
60
$1.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-458- 12.46% |
$36.9K - $42.7K
|
3.22K
$102K
|
|
|
May 03, 2024
Q1 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-474- 3.22% |
$38.2K - $44.2K
|
14.2K
$452K
|
|
|
May 14, 2024
Q1 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-475- 11.88% |
$38.3K - $44.3K
|
3.53K
$112K
|