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 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.91K- 7.22% |
$476K - $551K
|
75.9K
$1.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-5.95K- 17.83% |
$479K - $555K
|
27.4K
$686K
|
|
|
May 09, 2024
Q1 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-6K- 23.64% |
$484K - $560K
|
19.4K
$485K
|
|
|
May 09, 2024
Q1 2024
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-6.23K- 28.95% |
$502K - $581K
|
15.3K
$382K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-6.35K- 61.04% |
$511K - $592K
|
4.05K
$101K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.35K- 93.01% |
$512K - $592K
|
477
$11.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-6.36K- 1.53% |
$513K - $593K
|
410K
$10.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-6.46K- 18.77% |
$521K - $603K
|
27.9K
$699K
|
|
|
Apr 18, 2024
Q1 2024
|
Alaska Permanent Capital Management
|
SELL
|
- |
-7K- 56.46% |
$564K - $653K
|
5.4K
$135K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7.07K- 6.88% |
$570K - $660K
|
95.7K
$2.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-7.11K- 8.91% |
$573K - $663K
|
72.6K
$1.82M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-7.3K- 9.96% |
$588K - $681K
|
65.9K
$1.65M
|
|
|
May 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-7.31K- 23.26% |
$589K - $682K
|
24.1K
$603K
|
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-7.52K- 30.49% |
$606K - $701K
|
17.1K
$429K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.57K- 3.5% |
$610K - $706K
|
209K
$5.22M
|
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-7.67K- 9.16% |
$619K - $716K
|
76.1K
$1.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.32K- 4.17% |
$670K - $776K
|
191K
$4.78M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-8.37K- 1.04% |
$675K - $781K
|
794K
$19.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-8.42K- 9.61% |
$678K - $785K
|
79.1K
$1.98M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-8.44K- 2.18% |
$680K - $788K
|
378K
$9.46M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.48K- 3.42% |
$684K - $791K
|
239K
$5.99M
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
SELL
|
- |
-8.53K- 6.21% |
$687K - $796K
|
129K
$3.22M
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-8.54K- 0.85% |
$689K - $797K
|
995K
$24.9M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-8.9K- 3.05% |
$717K - $830K
|
283K
$7.08M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-9.1K- 12.58% |
$733K - $849K
|
63.2K
$1.58M
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-9.12K- 7.47% |
$735K - $851K
|
113K
$2.82M
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-9.53K- 16.57% |
$768K - $889K
|
48K
$1.2M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.6K- 3.92% |
$774K - $896K
|
235K
$5.88M
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
SELL
|
- |
-9.61K- 5.06% |
$774K - $896K
|
180K
$4.51M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-9.61K- 32.35% |
$775K - $897K
|
20.1K
$503K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-9.78K- 3.44% |
$788K - $912K
|
274K
$6.86M
|
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-9.79KClosed |
$789K - $913K
|
0
$0
|
|
|
Apr 17, 2024
Q1 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-9.81K- 8.95% |
$791K - $916K
|
99.8K
$2.5M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-9.85K- 6.3% |
$794K - $919K
|
146K
$3.66M
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-10.3K- 5.18% |
$829K - $960K
|
188K
$4.71M
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-10.4K- 22.82% |
$836K - $968K
|
35.1K
$878K
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-10.7K- 33.34% |
$860K - $995K
|
21.3K
$534K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.8K- 1.08% |
$873K - $1.01M
|
996K
$24.9M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-10.9K- 3.58% |
$880K - $1.02M
|
294K
$7.35M
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-10.9K- 3.91% |
$880K - $1.02M
|
268K
$6.71M
|
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-11K- 11.23% |
$888K - $1.03M
|
87.1K
$2.18M
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-11.3K- 52.88% |
$907K - $1.05M
|
10K
$251K
|
|
|
Apr 09, 2024
Q1 2024
|
Madden Securities Corp
|
SELL
|
- |
-11.4K- 13.76% |
$921K - $1.07M
|
71.6K
$1.79M
|
|
|
Apr 23, 2024
Q1 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-12.2K- 7.96% |
$982K - $1.14M
|
141K
$3.52M
|
|
|
Oct 09, 2024
Q1 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-12.3K- 7.84% |
$991K - $1.15M
|
145K
$3.62M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-12.9K- 65.82% |
$1.04M - $1.2M
|
6.7K
$168K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-13.1K- 10.17% |
$1.06M - $1.22M
|
116K
$2.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-13.5K- 17.56% |
$1.09M - $1.26M
|
63.4K
$1.59M
|
|
|
May 08, 2024
Q1 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-13.5K- 4.23% |
$1.09M - $1.26M
|
306K
$7.65M
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-13.8K- 32.87% |
$1.11M - $1.29M
|
28.1K
$704K
|