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
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-34.6K- 94.1% |
$2.79M - $3.23M
|
2.17K
$68.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-35K- 66.32% |
$2.82M - $3.27M
|
17.8K
$564K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-35.1K- 93.24% |
$2.83M - $3.28M
|
2.54K
$80.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-35.9K- 10.17% |
$2.9M - $3.35M
|
317K
$10.1M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-38.9K- 14.12% |
$3.13M - $3.63M
|
237K
$7.51M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-39.6K- 7.86% |
$3.19M - $3.69M
|
464K
$14.7M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-39.7K- 0.44% |
$3.2M - $3.71M
|
8.98M
$285M
|
|
|
Feb 13, 2025
Q1 2024
|
Cornerstone Enterprises, LLC
Appleton, WI |
SELL
|
- |
-42.4K- 44.68% |
$3.42M - $3.95M
|
52.5K
$1.67M
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-47.3K- 85.45% |
$3.81M - $4.41M
|
8.05K
$255K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-47.8K- 5.11% |
$3.86M - $4.46M
|
888K
$28.2M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-48.3K- 10.15% |
$3.89M - $4.5M
|
427K
$13.6M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-48.5K- 8.81% |
$3.91M - $4.53M
|
503K
$16M
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-51.5K- 28.82% |
$4.15M - $4.81M
|
127K
$4.04M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-56.4K- 8.45% |
$4.55M - $5.26M
|
611K
$19.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-56.4K- 34.88% |
$4.55M - $5.26M
|
105K
$3.34M
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-61.1K- 8.46% |
$4.93M - $5.71M
|
661K
$21M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-86.6K- 18.34% |
$6.98M - $8.08M
|
385K
$12.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-89.2K- 49.29% |
$7.19M - $8.33M
|
91.8K
$2.91M
|
|
|
Apr 25, 2024
Q1 2024
|
Q3 Asset Management
|
SELL
|
- |
-104K- 89.59% |
$8.38M - $9.7M
|
12.1K
$383K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-120K- 8.34% |
$9.68M - $11.2M
|
1.32M
$41.9M
|
|
|
Jan 14, 2025
Q1 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-122K- 75.13% |
$9.83M - $11.4M
|
40.4K
$1.28M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-138K- 2.79% |
$11.1M - $12.8M
|
4.79M
$152M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-143K- 33.35% |
$11.6M - $13.4M
|
287K
$9.1M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-167K- 99.63% |
$13.5M - $15.6M
|
614
$19.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-177K- 42.37% |
$14.3M - $16.5M
|
241K
$7.65M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-179K- 76.97% |
$14.4M - $16.7M
|
53.6K
$1.7M
|
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-181K- 82.26% |
$14.6M - $16.9M
|
39K
$1.24M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-207K- 8.01% |
$16.7M - $19.3M
|
2.38M
$75.6M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-265K- 83.68% |
$21.4M - $24.7M
|
51.7K
$1.64M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-330K- 45.12% |
$26.6M - $30.8M
|
402K
$12.8M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-355K- 96.1% |
$28.6M - $33.1M
|
14.4K
$457K
|
|
|
Apr 11, 2024
Q1 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-502K- 25.52% |
$40.5M - $46.9M
|
1.47M
$46.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-629K- 98.85% |
$50.7M - $58.7M
|
7.35K
$233K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-768K- 6.33% |
$61.9M - $71.7M
|
11.4M
$361M
|
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-1.03M- 57.02% |
$82.9M - $96M
|
775K
$24.6M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.34M- 21.36% |
$108M - $125M
|
4.93M
$156M
|