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 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.25K- 1.79% |
$101K - $117K
|
68.3K
$1.92M
|
|
|
May 13, 2024
Q1 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-1.25K- 16.6% |
$101K - $117K
|
6.29K
$177K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.25K- 17.1% |
$101K - $117K
|
6.08K
$171K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.3K- 0.64% |
$105K - $122K
|
201K
$5.65M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.31K- 14.2% |
$105K - $122K
|
7.9K
$223K
|
|
|
May 10, 2024
Q1 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-1.32K- 0.44% |
$107K - $123K
|
302K
$8.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-1.33K- 1.2% |
$107K - $124K
|
109K
$3.08M
|
|
|
Apr 16, 2024
Q1 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-1.34K- 6.58% |
$108K - $125K
|
19K
$536K
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.38K- 7.11% |
$111K - $129K
|
18K
$507K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.38K- 70.31% |
$111K - $129K
|
584
$16.4K
|
|
|
May 09, 2024
Q1 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-1.44K- 10.49% |
$116K - $135K
|
12.3K
$347K
|
|
|
Apr 30, 2024
Q1 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-1.45K- 3.31% |
$117K - $135K
|
42.3K
$1.19M
|
|
|
Apr 24, 2024
Q1 2024
|
Tenret CO LLC
|
SELL
|
- |
-1.46K- 6.9% |
$117K - $136K
|
19.7K
$553K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.46K- 7.41% |
$118K - $136K
|
18.2K
$513K
|
|
|
May 06, 2024
Q1 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-1.47K- 1.75% |
$118K - $137K
|
82.5K
$2.32M
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.5K- 14.99% |
$121K - $140K
|
8.5K
$239K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.53K- 6.68% |
$123K - $143K
|
21.4K
$603K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.55K- 2.03% |
$125K - $145K
|
75K
$2.11M
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.6K- 4.71% |
$129K - $149K
|
32.4K
$911K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.61K- 5.26% |
$130K - $150K
|
29K
$817K
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.64K- 9.78% |
$132K - $153K
|
15.1K
$425K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.65K- 12.13% |
$133K - $154K
|
11.9K
$336K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.69K- 0.96% |
$136K - $158K
|
174K
$4.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.72K- 2.37% |
$139K - $161K
|
70.9K
$2M
|
|
|
Apr 12, 2024
Q1 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-1.73K- 0.92% |
$139K - $161K
|
186K
$5.25M
|
|
|
Apr 17, 2024
Q1 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-1.82K- 11.25% |
$146K - $170K
|
14.3K
$404K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-1.86K- 0.46% |
$150K - $173K
|
398K
$11.2M
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-1.87K- 10.11% |
$151K - $175K
|
16.6K
$469K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.91K- 40.38% |
$154K - $178K
|
2.82K
$79.5K
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-1.92K- 0.83% |
$155K - $179K
|
229K
$6.45M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.94K- 29.61% |
$156K - $181K
|
4.61K
$130K
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-1.97K- 38.42% |
$159K - $184K
|
3.15K
$88.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.97K- 1.56% |
$159K - $184K
|
124K
$3.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-2.03K- 4.93% |
$164K - $190K
|
39.2K
$1.1M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
SELL
|
- |
-2.05K- 29.3% |
$165K - $191K
|
4.95K
$139K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-2.12K- 5.68% |
$171K - $198K
|
35.2K
$993K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.14K- 28.09% |
$172K - $200K
|
5.47K
$154K
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-2.31K- 4.06% |
$186K - $215K
|
54.5K
$1.53M
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-2.35K- 1.65% |
$190K - $219K
|
140K
$3.94M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.4K- 17.96% |
$193K - $224K
|
11K
$309K
|
|
|
May 13, 2024
Q1 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-2.47K- 4.85% |
$199K - $231K
|
48.5K
$1.37M
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-2.49K- 25.55% |
$201K - $233K
|
7.27K
$205K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-2.58K- 28.71% |
$208K - $241K
|
6.4K
$180K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-2.68K- 6.77% |
$216K - $250K
|
36.9K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.69K- 2.56% |
$217K - $251K
|
102K
$2.88M
|
|
|
May 14, 2024
Q1 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-2.78K- 2.21% |
$224K - $259K
|
123K
$3.46M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-2.9K- 2.37% |
$234K - $271K
|
120K
$3.37M
|
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-2.91K- 8.93% |
$235K - $272K
|
29.7K
$836K
|
|
|
May 10, 2024
Q1 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.93K- 18.6% |
$236K - $273K
|
12.8K
$361K
|
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-2.96K- 1.3% |
$239K - $276K
|
225K
$6.33M
|