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
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-265K- 83.68% |
$21.4M - $24.7M
|
51.7K
$1.46M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-330K- 45.12% |
$26.6M - $30.8M
|
402K
$11.3M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-355K- 96.1% |
$28.6M - $33.1M
|
14.4K
$406K
|
|
|
Apr 11, 2024
Q1 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-502K- 25.52% |
$40.5M - $46.9M
|
1.47M
$41.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-629K- 98.85% |
$50.7M - $58.7M
|
7.35K
$207K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-768K- 6.33% |
$61.9M - $71.7M
|
11.4M
$320M
|
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-1.03M- 57.02% |
$82.9M - $96M
|
775K
$21.8M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.34M- 21.36% |
$108M - $125M
|
4.93M
$139M
|