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
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
2.79K+ 1.57% |
$225K - $260K
|
181K
$5.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
2.77KNew |
$223K - $258K
|
2.77K
$79.8K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.76K+ 3.35% |
$222K - $257K
|
85.2K
$2.46M
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
2.74K+ 60.06% |
$221K - $256K
|
7.31K
$211K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
2.73K+ 57.99% |
$220K - $255K
|
7.43K
$214K
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
2.73K+ 112.83% |
$220K - $254K
|
5.14K
$148K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
2.72KNew |
$220K - $254K
|
2.72K
$78.6K
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
BUY
|
- |
2.7K+ 11.04% |
$218K - $252K
|
27.2K
$784K
|
|
|
May 13, 2024
Q1 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
2.69KNew |
$216K - $251K
|
2.69K
$77.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2.65K+ 41.83% |
$214K - $247K
|
8.99K
$259K
|
|
|
May 09, 2024
Q1 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
2.65K+ 2.94% |
$213K - $247K
|
92.7K
$2.68M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
2.64KNew |
$212K - $246K
|
2.64K
$76.1K
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2.62K+ 25.73% |
$211K - $245K
|
12.8K
$370K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.54K+ 46.1% |
$204K - $237K
|
8.04K
$232K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.53K+ 6.94% |
$204K - $236K
|
39K
$1.12M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
2.52K+ 7.18% |
$203K - $235K
|
37.6K
$1.08M
|
|
|
Apr 29, 2024
Q1 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
2.5KNew |
$202K - $233K
|
2.5K
$72.2K
|
|
|
May 02, 2024
Q1 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
2.47KNew |
$199K - $230K
|
2.47K
$71.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
2.47K+ 6.04% |
$199K - $230K
|
43.3K
$1.25M
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
2.43KNew |
$196K - $227K
|
2.43K
$70.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
2.41K+ 8.58% |
$194K - $225K
|
30.5K
$880K
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2.4KNew |
$194K - $224K
|
2.4K
$69.3K
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.4K+ 37.96% |
$193K - $224K
|
8.72K
$252K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
2.37KNew |
$191K - $221K
|
2.37K
$68.4K
|
|
|
May 03, 2024
Q1 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
2.36KNew |
$190K - $221K
|
2.36K
$68.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
BUY
|
- |
2.35KNew |
$190K - $220K
|
2.35K
$67.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
2.33KNew |
$188K - $217K
|
2.33K
$67.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.33K+ 0.65% |
$188K - $217K
|
363K
$10.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
2.32KNew |
$187K - $217K
|
2.32K
$67K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.32KNew |
$187K - $216K
|
2.32K
$66.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
2.31KNew |
$186K - $215K
|
2.31K
$66.6K
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
2.28KNew |
$184K - $213K
|
2.28K
$65.9K
|
|
|
Apr 25, 2024
Q1 2024
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
2.28KNew |
$184K - $213K
|
2.28K
$65.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.28KNew |
$184K - $213K
|
2.28K
$65.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.28KNew |
$183K - $212K
|
2.28K
$65.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
BUY
|
- |
2.27K+ 6.09% |
$183K - $211K
|
39.5K
$1.14M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.26KNew |
$182K - $211K
|
2.26K
$65.2K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2.26K+ 0.7% |
$182K - $211K
|
325K
$9.37M
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
2.25KNew |
$181K - $210K
|
2.25K
$64.8K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2.24K+ 131.82% |
$180K - $209K
|
3.93K
$114K
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
2.24KNew |
$180K - $209K
|
2.24K
$64.5K
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.22KNew |
$179K - $207K
|
2.22K
$64.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
BUY
|
- |
2.22KNew |
$179K - $207K
|
2.22K
$64K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.21K+ 11.67% |
$178K - $207K
|
21.2K
$611K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
2.21KNew |
$178K - $206K
|
2.21K
$63.8K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.2K+ 2.3% |
$178K - $206K
|
97.8K
$2.82M
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
2.19KNew |
$176K - $204K
|
2.19K
$63.2K
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
2.19KNew |
$176K - $204K
|
2.19K
$63.1K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.18K+ 9.57% |
$176K - $204K
|
25K
$720K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.15K+ 12.36% |
$173K - $200K
|
19.5K
$563K
|