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
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-498- 5.97% |
$40.1K - $46.5K
|
7.85K
$196K
|
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-499- 0.64% |
$40.2K - $46.6K
|
77K
$1.93M
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-501- 15.5% |
$40.4K - $46.8K
|
2.73K
$68.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-504- 2.48% |
$40.6K - $47K
|
19.8K
$496K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-508- 52.7% |
$40.9K - $47.4K
|
456
$11.4K
|
|
|
May 01, 2024
Q1 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-512- 8.07% |
$41.3K - $47.8K
|
5.83K
$146K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-519- 4.54% |
$41.8K - $48.4K
|
10.9K
$273K
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-525- 0.18% |
$42.3K - $49K
|
286K
$7.17M
|
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
SELL
|
- |
-552- 2.34% |
$44.5K - $51.5K
|
23K
$577K
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-565- 2.74% |
$45.5K - $52.7K
|
20.1K
$502K
|
|
|
Apr 30, 2024
Q1 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-568- 1.77% |
$45.8K - $53K
|
31.5K
$787K
|
|
|
Apr 11, 2024
Q1 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-574- 15.19% |
$46.3K - $53.6K
|
3.21K
$80.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-574- 97.62% |
$46.3K - $53.6K
|
14
$350
|
|
|
Apr 30, 2024
Q1 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-576- 2.37% |
$46.4K - $53.8K
|
23.7K
$593K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-578- 6.77% |
$46.6K - $53.9K
|
7.96K
$199K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-592- 8.67% |
$47.7K - $55.2K
|
6.24K
$156K
|
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-600- 14.93% |
$48.4K - $56K
|
3.42K
$85.5K
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-607- 0.78% |
$48.9K - $56.6K
|
77.1K
$1.93M
|
|
|
Apr 02, 2024
Q1 2024
|
Marotta Asset Management
|
SELL
|
- |
-607- 4.09% |
$48.9K - $56.6K
|
14.2K
$356K
|
|
|
May 03, 2024
Q1 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-614- 0.76% |
$49.5K - $57.3K
|
80.5K
$2.02M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-621- 1.73% |
$50.1K - $58K
|
35.2K
$880K
|
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-629- 25.21% |
$50.7K - $58.7K
|
1.87K
$46.7K
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-642- 0.92% |
$51.7K - $59.9K
|
69.2K
$1.73M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-654- 16.25% |
$52.7K - $61K
|
3.37K
$84.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-660- 8.42% |
$53.2K - $61.6K
|
7.18K
$180K
|
|
|
Apr 30, 2024
Q1 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-668- 3.02% |
$53.8K - $62.3K
|
21.5K
$537K
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
SELL
|
- |
-682- 9.86% |
$55K - $63.6K
|
6.24K
$156K
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-699- 12.41% |
$56.3K - $65.2K
|
4.93K
$123K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-746- 1.81% |
$60.1K - $69.6K
|
40.5K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-752- 11.96% |
$60.6K - $70.2K
|
5.53K
$138K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-777- 10.08% |
$62.6K - $72.5K
|
6.93K
$173K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-800- 31.94% |
$64.5K - $74.7K
|
1.71K
$42.7K
|
|
|
May 09, 2024
Q1 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-803- 19.36% |
$64.7K - $74.9K
|
3.35K
$83.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-805- 1.26% |
$64.9K - $75.1K
|
62.9K
$1.57M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-820- 85.24% |
$66.1K - $76.5K
|
142
$3.55K
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-836- 5.17% |
$67.4K - $78K
|
15.3K
$384K
|
|
|
May 14, 2024
Q1 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-836- 0.98% |
$67.4K - $78K
|
84.5K
$2.11M
|
|
|
May 10, 2024
Q1 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-848- 4.34% |
$68.3K - $79.1K
|
18.7K
$468K
|
|
|
May 15, 2024
Q1 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-878- 6.48% |
$70.8K - $81.9K
|
12.7K
$317K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-898- 10.08% |
$72.4K - $83.8K
|
8.01K
$200K
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-920- 8.19% |
$74.2K - $85.9K
|
10.3K
$258K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-936- 0.2% |
$75.4K - $87.3K
|
471K
$11.8M
|
|
|
May 14, 2024
Q1 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-1K- 8.38% |
$80.6K - $93.3K
|
10.9K
$274K
|
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
SELL
|
- |
-1.02K- 3.7% |
$82.1K - $95.1K
|
26.5K
$664K
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-1.07K- 0.89% |
$86.1K - $99.7K
|
119K
$2.98M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-1.07K- 5.28% |
$86.5K - $100K
|
19.3K
$482K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.1K- 2.7% |
$88.6K - $103K
|
39.6K
$992K
|
|
|
May 13, 2024
Q1 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-1.13K- 1.97% |
$91.1K - $105K
|
56.2K
$1.41M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.15K- 33.42% |
$92.7K - $107K
|
2.29K
$57.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.15K- 15.39% |
$92.9K - $108K
|
6.33K
$158K
|