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
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
4.91KNew |
$396K - $458K
|
4.91K
$142K
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
4.79K+ 3.56% |
$386K - $447K
|
140K
$4.03M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.79K+ 14.96% |
$386K - $447K
|
36.8K
$1.06M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.68K+ 19.85% |
$377K - $436K
|
28.2K
$815K
|
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
4.67K+ 3.97% |
$376K - $436K
|
122K
$3.53M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4.64K+ 7.45% |
$374K - $433K
|
67K
$1.93M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
4.45K+ 15.63% |
$358K - $415K
|
32.9K
$949K
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
4.28KNew |
$345K - $400K
|
4.28K
$124K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
4.23K+ 7.47% |
$341K - $394K
|
60.8K
$1.75M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4.12KNew |
$332K - $385K
|
4.12K
$119K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.08K+ 3.2% |
$329K - $381K
|
131K
$3.79M
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
4K+ 3.67% |
$322K - $373K
|
113K
$3.26M
|
|
|
May 13, 2024
Q1 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
3.97K+ 0.78% |
$320K - $370K
|
512K
$14.8M
|
|
|
Aug 02, 2024
Q1 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
3.96KNew |
$319K - $370K
|
3.96K
$114K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
3.94K+ 10.46% |
$317K - $367K
|
41.5K
$1.2M
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.92K+ 53.07% |
$316K - $366K
|
11.3K
$326K
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Planning LLC
|
BUY
|
- |
3.87K+ 1.36% |
$312K - $361K
|
289K
$8.34M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.81K+ 20.88% |
$307K - $356K
|
22.1K
$637K
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
3.8K+ 4.37% |
$306K - $355K
|
90.8K
$2.62M
|
|
|
Apr 12, 2024
Q1 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
3.79K+ 7.33% |
$305K - $353K
|
55.5K
$1.6M
|
|
|
May 06, 2024
Q1 2024
|
Penobscot Wealth Management
|
BUY
|
- |
3.79KNew |
$305K - $353K
|
3.79K
$109K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.76K+ 78.52% |
$303K - $350K
|
8.54K
$246K
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
3.75KNew |
$302K - $350K
|
3.75K
$108K
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.68K+ 1.15% |
$297K - $344K
|
324K
$9.36M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
3.61KNew |
$291K - $337K
|
3.61K
$104K
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
3.58KNew |
$288K - $334K
|
3.58K
$103K
|
|
|
Sep 16, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
3.58KNew |
$288K - $334K
|
3.58K
$103K
|
|
|
Nov 07, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
3.58KNew |
$288K - $334K
|
3.58K
$103K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.56K+ 42.77% |
$287K - $332K
|
11.9K
$343K
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
BUY
|
- |
3.5K+ 1.13% |
$282K - $327K
|
315K
$9.08M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.46KNew |
$279K - $323K
|
3.46K
$99.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
3.37K+ 112.98% |
$272K - $314K
|
6.35K
$183K
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
3.34KNew |
$269K - $312K
|
3.34K
$96.3K
|
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
3.28K+ 8.25% |
$264K - $306K
|
43K
$1.24M
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
3.25K+ 17.47% |
$262K - $303K
|
21.9K
$631K
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
3.25K+ 2.34% |
$262K - $303K
|
142K
$4.1M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.24K+ 11.75% |
$261K - $303K
|
30.9K
$891K
|
|
|
May 01, 2024
Q1 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
3.21K+ 18.61% |
$259K - $300K
|
20.5K
$591K
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
3.19KNew |
$257K - $298K
|
3.19K
$92K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.17K+ 74.4% |
$255K - $296K
|
7.43K
$214K
|
|
|
Apr 23, 2024
Q1 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
3.14K+ 3.49% |
$253K - $293K
|
93.2K
$2.69M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.14K+ 5.67% |
$253K - $293K
|
58.5K
$1.69M
|
|
|
Apr 19, 2024
Q1 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
3.13K+ 15.55% |
$252K - $292K
|
23.2K
$671K
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
3.1K+ 26.83% |
$250K - $290K
|
14.7K
$424K
|
|
|
Apr 15, 2024
Q1 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
2.93K+ 6.93% |
$236K - $273K
|
45.1K
$1.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
2.9K+ 10.29% |
$234K - $271K
|
31.1K
$898K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
2.9KNew |
$234K - $270K
|
2.9K
$83.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
2.89K+ 57.87% |
$233K - $270K
|
7.88K
$228K
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.85KNew |
$230K - $266K
|
2.85K
$82.3K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.83K+ 2.93% |
$228K - $264K
|
99.6K
$2.87M
|