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 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
1.13K+ 5.29% |
$90.9K - $105K
|
22.5K
$648K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
1.1K+ 41.6% |
$88.7K - $103K
|
3.74K
$108K
|
|
|
Apr 22, 2024
Q1 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
1.07K+ 5.5% |
$86.3K - $99.9K
|
20.5K
$593K
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
1.05K+ 7.32% |
$84.3K - $97.6K
|
15.3K
$442K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.04K+ 25.35% |
$83.7K - $96.9K
|
5.13K
$148K
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.04K+ 6.37% |
$83.4K - $96.6K
|
17.3K
$499K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.01K+ 9.71% |
$81.2K - $94K
|
11.4K
$328K
|
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
1.01K+ 37.74% |
$81K - $93.8K
|
3.67K
$106K
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
989+ 3.07% |
$79.7K - $92.3K
|
33.2K
$958K
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
984+ 13.51% |
$79.3K - $91.8K
|
8.27K
$239K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
975+ 9.29% |
$78.6K - $91K
|
11.5K
$331K
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
966+ 33.85% |
$77.9K - $90.1K
|
3.82K
$110K
|
|
|
Apr 29, 2024
Q1 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
959+ 5.86% |
$77.3K - $89.5K
|
17.3K
$500K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
952+ 13.4% |
$76.7K - $88.8K
|
8.06K
$233K
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
948+ 2.75% |
$76.4K - $88.5K
|
35.4K
$1.02M
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
939New |
$75.7K - $87.6K
|
939
$27.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
901+ 0.39% |
$72.6K - $84.1K
|
234K
$6.75M
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
890+ 18.02% |
$71.7K - $83.1K
|
5.83K
$168K
|
|
|
May 13, 2024
Q1 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
877+ 5.7% |
$70.7K - $81.8K
|
16.3K
$470K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
810+ 17.58% |
$65.3K - $75.6K
|
5.42K
$156K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
800+ 12.22% |
$64.5K - $74.7K
|
7.34K
$212K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
777New |
$62.6K - $72.5K
|
777
$22.4K
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
777+ 6.19% |
$62.6K - $72.5K
|
13.3K
$384K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
772+ 7.4% |
$62.2K - $72K
|
11.2K
$323K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
770+ 7.06% |
$62.1K - $71.9K
|
11.7K
$337K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
762+ 0.92% |
$61.4K - $71.1K
|
83.8K
$2.42M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
742+ 3.7% |
$59.8K - $69.2K
|
20.8K
$601K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
739+ 2.53% |
$59.6K - $69K
|
30K
$865K
|
|
|
Apr 17, 2024
Q1 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
729+ 1.04% |
$58.8K - $68K
|
70.8K
$2.04M
|
|
|
Apr 19, 2024
Q1 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
727+ 1.02% |
$58.6K - $67.8K
|
72.1K
$2.08M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
715+ 45.95% |
$57.6K - $66.7K
|
2.27K
$65.5K
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
697+ 11.45% |
$56.2K - $65K
|
6.78K
$196K
|
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
695+ 9.14% |
$56K - $64.9K
|
8.3K
$239K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
687+ 8.45% |
$55.4K - $64.1K
|
8.81K
$254K
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
684New |
$55.1K - $63.8K
|
684
$19.7K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
678+ 45.2% |
$54.6K - $63.3K
|
2.18K
$62.9K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
671+ 32.38% |
$54.1K - $62.6K
|
2.74K
$79.2K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
666+ 12.45% |
$53.7K - $62.2K
|
6.02K
$174K
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
664+ 0.05% |
$53.5K - $62K
|
1.24M
$35.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
659+ 12.19% |
$53.1K - $61.5K
|
6.07K
$175K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
654+ 1.53% |
$52.7K - $61K
|
43.4K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
651+ 2.6% |
$52.5K - $60.8K
|
25.7K
$741K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
617+ 0.52% |
$49.7K - $57.6K
|
119K
$3.43M
|
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
BUY
|
- |
615+ 14.19% |
$49.6K - $57.4K
|
4.95K
$143K
|
|
|
Apr 24, 2024
Q1 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
612+ 2.17% |
$49.3K - $57.1K
|
28.8K
$832K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
600New |
$48.4K - $56K
|
600
$17.3K
|
|
|
May 08, 2024
Q1 2024
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
598+ 0.73% |
$48.2K - $55.8K
|
82.1K
$2.37M
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
595+ 7.29% |
$48K - $55.5K
|
8.76K
$253K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
583New |
$47K - $54.4K
|
583
$16.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
581+ 1.37% |
$46.8K - $54.2K
|
43.1K
$1.24M
|