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 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-11K- 11.23% |
$888K - $1.03M
|
87.1K
$2.76M
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-11.3K- 52.88% |
$907K - $1.05M
|
10K
$318K
|
|
|
Apr 09, 2024
Q1 2024
|
Madden Securities Corp
|
SELL
|
- |
-11.4K- 13.76% |
$921K - $1.07M
|
71.6K
$2.27M
|
|
|
Apr 23, 2024
Q1 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-12.2K- 7.96% |
$982K - $1.14M
|
141K
$4.47M
|
|
|
Oct 09, 2024
Q1 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-12.3K- 7.84% |
$991K - $1.15M
|
145K
$4.59M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-12.9K- 65.82% |
$1.04M - $1.2M
|
6.7K
$213K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-13.1K- 10.17% |
$1.06M - $1.22M
|
116K
$3.67M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-13.5K- 17.56% |
$1.09M - $1.26M
|
63.4K
$2.01M
|
|
|
May 08, 2024
Q1 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-13.5K- 4.23% |
$1.09M - $1.26M
|
306K
$9.71M
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-13.8K- 32.87% |
$1.11M - $1.29M
|
28.1K
$893K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-13.9K- 79.99% |
$1.12M - $1.3M
|
3.48K
$110K
|
|
|
May 13, 2024
Q1 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-13.9K- 6.44% |
$1.12M - $1.3M
|
202K
$6.42M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-14K- 14.76% |
$1.13M - $1.31M
|
80.8K
$2.56M
|
|
|
Apr 15, 2024
Q1 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-14.7K- 10.37% |
$1.18M - $1.37M
|
127K
$4.03M
|
|
|
Apr 12, 2024
Q1 2024
|
Systelligence, LLC
|
SELL
|
- |
-15.1K- 9.52% |
$1.22M - $1.41M
|
144K
$4.56M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-15.4K- 2.58% |
$1.24M - $1.44M
|
582K
$18.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-15.6K- 12.59% |
$1.25M - $1.45M
|
108K
$3.43M
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-15.6K- 13.29% |
$1.25M - $1.45M
|
102K
$3.22M
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-15.7K- 3.22% |
$1.26M - $1.46M
|
471K
$15M
|
|
|
Apr 08, 2025
Q1 2024
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-16.1K- 11.81% |
$1.3M - $1.5M
|
120K
$3.81M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-16.4K- 1.78% |
$1.32M - $1.53M
|
902K
$28.6M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-16.6K- 15.33% |
$1.33M - $1.54M
|
91.4K
$2.9M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-16.9K- 7.29% |
$1.36M - $1.58M
|
215K
$6.81M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-17K- 12.04% |
$1.37M - $1.58M
|
124K
$3.94M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-17.2K- 2.73% |
$1.39M - $1.6M
|
613K
$19.5M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-17.4K- 7.25% |
$1.4M - $1.62M
|
222K
$7.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-17.5K- 21.07% |
$1.41M - $1.63M
|
65.4K
$2.08M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-17.5K- 6.16% |
$1.41M - $1.63M
|
267K
$8.46M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-17.6K- 8.78% |
$1.42M - $1.65M
|
183K
$5.81M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-17.7K- 10.0% |
$1.43M - $1.65M
|
159K
$5.06M
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-18.1K- 69.44% |
$1.45M - $1.68M
|
7.94K
$252K
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-18.2K- 3.74% |
$1.46M - $1.7M
|
468K
$14.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-18.4K- 33.27% |
$1.49M - $1.72M
|
37K
$1.17M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-18.7K- 29.97% |
$1.51M - $1.75M
|
43.7K
$1.39M
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-18.8K- 11.59% |
$1.52M - $1.76M
|
144K
$4.56M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-19.8K- 89.32% |
$1.6M - $1.85M
|
2.37K
$75.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-20.3K- 11.54% |
$1.63M - $1.89M
|
155K
$4.93M
|
|
|
May 09, 2024
Q1 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-21.6K- 38.94% |
$1.74M - $2.02M
|
33.9K
$1.08M
|
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-22.1K- 86.83% |
$1.78M - $2.06M
|
3.35K
$106K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-22.1K- 37.63% |
$1.78M - $2.07M
|
36.7K
$1.16M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-22.5K- 24.75% |
$1.81M - $2.1M
|
68.3K
$2.17M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-23.1K- 14.61% |
$1.86M - $2.16M
|
135K
$4.28M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-23.2K- 2.83% |
$1.87M - $2.17M
|
796K
$25.3M
|
|
|
Oct 06, 2025
Q1 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-25K- 72.72% |
$2.02M - $2.33M
|
9.38K
$298K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-25K- 14.05% |
$2.02M - $2.34M
|
153K
$4.86M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-28.9K- 18.76% |
$2.33M - $2.69M
|
125K
$3.97M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-29.6K- 12.93% |
$2.39M - $2.77M
|
200K
$6.34M
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-31.7K- 15.34% |
$2.55M - $2.95M
|
175K
$5.55M
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-31.9K- 32.98% |
$2.57M - $2.98M
|
64.8K
$2.06M
|
|
|
May 03, 2024
Q1 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-33.3K- 3.69% |
$2.69M - $3.11M
|
871K
$27.6M
|