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
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
8.91K+ 3.06% |
$718K - $831K
|
300K
$8.66M
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
8.87K+ 32.74% |
$715K - $827K
|
35.9K
$1.04M
|
|
|
Apr 11, 2024
Q1 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
8.85K+ 19.69% |
$713K - $826K
|
53.8K
$1.55M
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
8.85K+ 366.94% |
$713K - $826K
|
11.3K
$325K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8.84K+ 17.89% |
$713K - $825K
|
58.3K
$1.68M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.48K+ 2.84% |
$683K - $791K
|
308K
$8.87M
|
|
|
May 01, 2024
Q1 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
8.46K+ 10.33% |
$682K - $790K
|
90.4K
$2.61M
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
8.18K+ 16.35% |
$659K - $763K
|
58.2K
$1.68M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
8.13KNew |
$655K - $758K
|
8.13K
$234K
|
|
|
Apr 15, 2024
Q1 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
8.08KNew |
$651K - $754K
|
8.08K
$233K
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
8.07KNew |
$650K - $753K
|
8.07K
$233K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.93KNew |
$639K - $740K
|
7.93K
$229K
|
|
|
Apr 10, 2024
Q1 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
7.8K+ 31.13% |
$629K - $728K
|
32.9K
$948K
|
|
|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
7.59K+ 2.52% |
$612K - $708K
|
309K
$8.91M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
7.56K+ 1.53% |
$609K - $705K
|
502K
$14.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
7.52K+ 18.36% |
$606K - $702K
|
48.5K
$1.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
7.15KNew |
$576K - $667K
|
7.15K
$206K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
7.13K+ 49.35% |
$575K - $665K
|
21.6K
$623K
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.12KNew |
$574K - $664K
|
7.12K
$205K
|
|
|
May 01, 2024
Q1 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
7.01KNew |
$565K - $654K
|
7.01K
$202K
|
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
6.97K+ 4.21% |
$562K - $651K
|
173K
$4.98M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
6.89K+ 3.21% |
$555K - $643K
|
221K
$6.39M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.41K+ 17.38% |
$517K - $598K
|
43.3K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
6.32KNew |
$509K - $590K
|
6.32K
$182K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
6.28K+ 2.52% |
$506K - $586K
|
256K
$7.38M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6.23K+ 9.37% |
$502K - $581K
|
72.7K
$2.1M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
6.15K+ 11.1% |
$496K - $574K
|
61.6K
$1.78M
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
6.04K+ 81.58% |
$487K - $563K
|
13.4K
$388K
|
|
|
Apr 08, 2024
Q1 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
5.99KNew |
$483K - $559K
|
5.99K
$173K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
5.97K+ 6.47% |
$481K - $557K
|
98.3K
$2.84M
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
5.95K+ 14.45% |
$480K - $556K
|
47.2K
$1.36M
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5.9KNew |
$476K - $551K
|
5.9K
$170K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.89K+ 227.92% |
$474K - $549K
|
8.47K
$244K
|
|
|
Apr 19, 2024
Q1 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
5.88K+ 7.21% |
$474K - $549K
|
87.5K
$2.52M
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
5.87K+ 165.25% |
$473K - $548K
|
9.43K
$272K
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
5.67K+ 1.22% |
$457K - $529K
|
472K
$13.6M
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
5.46KNew |
$440K - $509K
|
5.46K
$157K
|
|
|
Jun 11, 2024
Q1 2024
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
5.41KNew |
$436K - $505K
|
5.41K
$156K
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
5.41KNew |
$436K - $504K
|
5.41K
$156K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
5.32KNew |
$429K - $496K
|
5.32K
$153K
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
5.3KNew |
$427K - $495K
|
5.3K
$153K
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.29KNew |
$426K - $494K
|
5.29K
$153K
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
5.25K+ 64.98% |
$423K - $490K
|
13.3K
$385K
|
|
|
Apr 29, 2024
Q1 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
5.2KNew |
$419K - $485K
|
5.2K
$150K
|
|
|
May 10, 2024
Q1 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
5.18KNew |
$417K - $483K
|
5.18K
$149K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.15K+ 1.88% |
$415K - $481K
|
279K
$8.07M
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
5.12KNew |
$413K - $478K
|
5.12K
$148K
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
5.1K+ 8.83% |
$411K - $476K
|
62.9K
$1.81M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.05K+ 3.47% |
$407K - $471K
|
151K
$4.35M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4.95K+ 9.94% |
$399K - $462K
|
54.8K
$1.58M
|