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 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.18K+ 9.57% |
$176K - $204K
|
25K
$681K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.15K+ 12.36% |
$173K - $200K
|
19.5K
$532K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
2.12K+ 8.84% |
$171K - $198K
|
26.1K
$713K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.11K+ 142.93% |
$170K - $197K
|
3.59K
$98K
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2.11K+ 6.79% |
$170K - $197K
|
33.2K
$907K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.09K+ 2.58% |
$169K - $195K
|
83.4K
$2.28M
|
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
2.09K+ 12.35% |
$168K - $195K
|
19K
$518K
|
|
|
May 02, 2024
Q1 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
2.08K+ 2.2% |
$167K - $194K
|
96.6K
$2.63M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
2.05K+ 0.43% |
$165K - $191K
|
477K
$13M
|
|
|
Apr 19, 2024
Q1 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
2.03K+ 3.4% |
$163K - $189K
|
61.6K
$1.68M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
2.02K+ 2888.57% |
$163K - $189K
|
2.09K
$57.1K
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.01K+ 94.94% |
$162K - $187K
|
4.12K
$112K
|
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.98K+ 21.07% |
$159K - $185K
|
11.4K
$310K
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
1.94K+ 4.96% |
$156K - $181K
|
41K
$1.12M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.93K+ 1.82% |
$156K - $180K
|
108K
$2.95M
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
1.91K+ 45.5% |
$154K - $178K
|
6.11K
$167K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
1.9KNew |
$153K - $177K
|
1.9K
$51.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.9K+ 3.4% |
$153K - $177K
|
57.7K
$1.57M
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.86KNew |
$150K - $174K
|
1.86K
$50.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
1.82K+ 4.34% |
$147K - $170K
|
43.8K
$1.19M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.82K+ 7.77% |
$147K - $170K
|
25.2K
$688K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.8K+ 8.62% |
$145K - $168K
|
22.7K
$620K
|
|
|
Apr 11, 2024
Q1 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
1.76K+ 6.09% |
$142K - $164K
|
30.6K
$836K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.65K+ 7.35% |
$133K - $154K
|
24K
$656K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.64K+ 51.12% |
$133K - $153K
|
4.86K
$133K
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.64K+ 3.05% |
$132K - $153K
|
55.5K
$1.51M
|
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
BUY
|
- |
1.62KNew |
$130K - $151K
|
1.62K
$44.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
1.58K+ 7.53% |
$128K - $148K
|
22.6K
$616K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.55K+ 9.12% |
$125K - $145K
|
18.6K
$507K
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
1.51K+ 19.19% |
$122K - $141K
|
9.39K
$256K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.51K+ 8.12% |
$122K - $141K
|
20.1K
$548K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1.5K+ 10.86% |
$121K - $140K
|
15.3K
$418K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.49K+ 8.59% |
$120K - $139K
|
18.9K
$515K
|
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
1.49K+ 4.32% |
$120K - $139K
|
35.9K
$979K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.47K+ 16.94% |
$119K - $137K
|
10.2K
$277K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.47K+ 6.13% |
$118K - $137K
|
25.4K
$694K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.47K+ 7.26% |
$118K - $137K
|
21.6K
$590K
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.45K+ 1.29% |
$117K - $135K
|
114K
$3.11M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.45K+ 3.15% |
$116K - $135K
|
47.3K
$1.29M
|
|
|
Apr 22, 2024
Q1 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
1.42K+ 15.35% |
$114K - $133K
|
10.7K
$291K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.41K+ 9.21% |
$113K - $131K
|
16.7K
$455K
|
|
|
Apr 26, 2024
Q1 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
1.36K+ 1.05% |
$109K - $127K
|
131K
$3.56M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.35K+ 62.69% |
$108K - $126K
|
3.49K
$95.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.33K+ 88.46% |
$107K - $124K
|
2.83K
$77.1K
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
1.31K+ 1.85% |
$106K - $123K
|
72.4K
$1.98M
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
BUY
|
- |
1.31K+ 8.57% |
$106K - $122K
|
16.6K
$453K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.3K+ 3.84% |
$105K - $121K
|
35.2K
$960K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.3K+ 18.59% |
$104K - $121K
|
8.27K
$225K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.29K+ 2.68% |
$104K - $121K
|
49.6K
$1.35M
|
|
|
Apr 24, 2024
Q1 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
1.28K+ 1.03% |
$103K - $119K
|
126K
$3.43M
|