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
|
Mission Wealth Management, LP
|
BUY
|
- |
61.1K+ 904.27% |
$4.92M - $5.7M
|
67.8K
$1.96M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
60K+ 70.13% |
$4.84M - $5.6M
|
146K
$4.2M
|
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
58.5K+ 26.77% |
$4.72M - $5.46M
|
277K
$8M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
58.4K+ 10.56% |
$4.71M - $5.45M
|
611K
$17.6M
|
|
|
May 10, 2024
Q1 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
54.9K+ 238.81% |
$4.42M - $5.12M
|
77.9K
$2.25M
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
BUY
|
- |
51K+ 50.12% |
$4.11M - $4.76M
|
153K
$4.41M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
50.9K+ 43.6% |
$4.1M - $4.75M
|
168K
$4.84M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
50.7KNew |
$4.09M - $4.73M
|
50.7K
$1.46M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
47.1K+ 353.41% |
$3.79M - $4.39M
|
60.4K
$1.74M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
46.4KNew |
$3.74M - $4.33M
|
46.4K
$1.34M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
44.1K+ 7.49% |
$3.56M - $4.12M
|
633K
$18.3M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
42.5K+ 397.32% |
$3.42M - $3.96M
|
53.2K
$1.53M
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
41.3K+ 136.33% |
$3.33M - $3.85M
|
71.6K
$2.07M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
40.7K+ 5.57% |
$3.28M - $3.8M
|
772K
$22.3M
|
|
|
May 09, 2024
Q1 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
38.5K+ 83.8% |
$3.1M - $3.59M
|
84.4K
$2.44M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
37.4K+ 11.59% |
$3.01M - $3.49M
|
360K
$10.4M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
37.3K+ 285.22% |
$3M - $3.48M
|
50.3K
$1.45M
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
36.2K+ 12.45% |
$2.92M - $3.38M
|
327K
$9.45M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
35.9K+ 393.77% |
$2.89M - $3.35M
|
45K
$1.3M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
35.7K+ 17.85% |
$2.88M - $3.33M
|
236K
$6.81M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
35.7K+ 575.84% |
$2.88M - $3.33M
|
41.9K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
35.6K+ 45.32% |
$2.87M - $3.32M
|
114K
$3.29M
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
35.1K+ 39.91% |
$2.83M - $3.28M
|
123K
$3.55M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
35.1K+ 13.95% |
$2.83M - $3.27M
|
286K
$8.26M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
34.9K+ 4.27% |
$2.82M - $3.26M
|
853K
$24.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
34.6K+ 7.33% |
$2.79M - $3.23M
|
507K
$14.6M
|
|
|
May 15, 2024
Q1 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
34KNew |
$2.74M - $3.18M
|
34K
$982K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
33.6KNew |
$2.7M - $3.13M
|
33.6K
$968K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
32.7K+ 693.96% |
$2.64M - $3.05M
|
37.4K
$1.08M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
29.3KNew |
$2.36M - $2.74M
|
29.3K
$846K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
29.2K+ 10.03% |
$2.35M - $2.72M
|
320K
$9.24M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
29K+ 909.24% |
$2.34M - $2.71M
|
32.2K
$930K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
27.6K+ 28.8% |
$2.23M - $2.58M
|
124K
$3.57M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
27.6K+ 675.61% |
$2.23M - $2.58M
|
31.7K
$915K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
27.6K+ 255.88% |
$2.23M - $2.58M
|
38.4K
$1.11M
|
|
|
May 14, 2024
Q1 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
26.8KNew |
$2.16M - $2.5M
|
26.8K
$772K
|
|
|
May 10, 2024
Q1 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
26.7K+ 33.18% |
$2.15M - $2.49M
|
107K
$3.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26.7K+ 3.18% |
$2.15M - $2.49M
|
866K
$25M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
26.7K+ 4.19% |
$2.15M - $2.49M
|
663K
$19.1M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
26K+ 204.11% |
$2.1M - $2.43M
|
38.7K
$1.12M
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
25.7K+ 1032.48% |
$2.07M - $2.4M
|
28.2K
$814K
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
25.4KNew |
$2.04M - $2.37M
|
25.4K
$732K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
25.3K+ 60.46% |
$2.04M - $2.36M
|
67.1K
$1.94M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
25.2K+ 56.69% |
$2.03M - $2.36M
|
69.8K
$2.01M
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
22.8K+ 25.88% |
$1.84M - $2.13M
|
111K
$3.2M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
22.6KNew |
$1.82M - $2.11M
|
22.6K
$652K
|
|
|
May 14, 2024
Q1 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
21.5K+ 14.77% |
$1.73M - $2.01M
|
167K
$4.82M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
21K+ 251.42% |
$1.69M - $1.96M
|
29.3K
$846K
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
20.5K+ 6.1% |
$1.65M - $1.91M
|
356K
$10.3M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
20.4KNew |
$1.64M - $1.9M
|
20.4K
$588K
|