Purchases and Sales Made in Q1 2024 in Schwab Strategic Tr Us Large C (SCHG)

SCHG Quotes by TradingView

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
Qube Research & Technologies LTD

London, X0
BUY
 -
600
New
$48.4K - $56K
600 $19K
May 08, 2024 Q1 2024
Mc Carthy Asset Management, Inc.

BUY
 -
598
+ 0.73%
$48.2K - $55.8K
82.1K $2.61M
Aug 14, 2024 Q1 2024
Headinvest, LLC

Portland, ME
BUY
 -
595
+ 7.29%
$48K - $55.5K
8.76K $278K
Apr 26, 2024 Q1 2024
Horizon Financial Services, LLC

BUY
 -
583
New
$47K - $54.4K
583 $18.5K
Apr 22, 2024 Q1 2024
Westbourne Investment Advisors, Inc.

BUY
 -
581
+ 1.37%
$46.8K - $54.2K
43.1K $1.37M
Jul 31, 2024 Q1 2024
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
575
New
$46.3K - $53.7K
575 $18.3K
May 10, 2024 Q1 2024
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
567
+ 6.96%
$45.7K - $52.9K
8.72K $277K
Apr 30, 2024 Q1 2024
J.W. Cole Advisors, Inc.

BUY
 -
557
+ 0.88%
$44.9K - $52K
63.8K $2.02M
May 13, 2024 Q1 2024
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
551
New
$44.4K - $51.4K
551 $17.5K
Apr 11, 2024 Q1 2024
Midwest Financial Group LLC

Overland Park, KS
BUY
 -
537
+ 7.38%
$43.3K - $50.1K
7.81K $248K
Apr 15, 2024 Q1 2024
Janiczek Wealth Management, LLC

BUY
 -
506
+ 3.14%
$40.8K - $47.2K
16.6K $527K
Apr 30, 2024 Q1 2024
Mogy Joel R Investment Counsel Inc

Beverly Hills, CA
BUY
 -
500
New
$40.3K - $46.7K
500 $15.9K
May 10, 2024 Q1 2024
Indie Asset Partners, LLC

Carmel, IN
BUY
 -
500
+ 4.18%
$40.3K - $46.7K
12.5K $396K
May 10, 2024 Q1 2024
Mc Ilrath & Eck, LLC

BUY
 -
498
New
$40.1K - $46.5K
498 $15.8K
Dec 05, 2024 Q1 2024
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
493
+ 16.59%
$39.7K - $46K
3.46K $110K
May 13, 2024 Q1 2024
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
493
+ 16.59%
$39.7K - $46K
3.46K $110K
Apr 30, 2024 Q1 2024
Sequoia Financial Advisors, LLC

BUY
 -
484
+ 0.34%
$39K - $45.2K
142K $4.51M
Apr 12, 2024 Q1 2024
Retirement Planning Group

BUY
 -
472
+ 1.49%
$38K - $44K
32.2K $1.02M
May 06, 2024 Q1 2024
Investors Research Corp

BUY
 -
472
+ 4.68%
$38K - $44K
10.6K $335K
Apr 25, 2024 Q1 2024
Simplex Trading, LLC

BUY
 -
469
New
$37.8K - $43.8K
469 $14.9K
Apr 22, 2024 Q1 2024
Zimmermann Investment Management & Planning LLC

BUY
 -
458
+ 1.89%
$36.9K - $42.7K
24.7K $783K
May 15, 2024 Q1 2024
Prosperity Wealth Management, Inc.

San Ramon, CA
BUY
 -
447
+ 0.44%
$36K - $41.7K
102K $3.22M
May 02, 2024 Q1 2024
Integrity Financial Corp

BUY
 -
435
+ 6.64%
$35.1K - $40.6K
6.99K $222K
May 02, 2024 Q1 2024
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
BUY
 -
414
+ 5.54%
$33.4K - $38.6K
7.88K $250K
May 01, 2024 Q1 2024
Stone X Group Inc.

BUY
 -
406
+ 3.93%
$32.7K - $37.9K
10.7K $341K
Aug 13, 2025 Q1 2024
Stone X Group Inc.

BUY
 -
406
+ 3.93%
$32.7K - $37.9K
10.7K $341K
May 10, 2024 Q1 2024
Quadcap Wealth Management, LLC

Frisco, TX
BUY
 -
375
+ 14.28%
$30.2K - $35K
3K $95.3K
Apr 18, 2024 Q1 2024
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
362
+ 4.05%
$29.2K - $33.8K
9.3K $295K
Apr 16, 2024 Q1 2024
Cambridge Advisors Inc.

BUY
 -
359
+ 0.57%
$28.9K - $33.5K
63.8K $2.03M
Apr 30, 2024 Q1 2024
Pinnacle Financial Partners Inc

BUY
 -
359
+ 6.52%
$28.9K - $33.5K
5.87K $186K
May 10, 2024 Q1 2024
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
353
+ 1.61%
$28.5K - $32.9K
22.3K $707K
Apr 22, 2024 Q1 2024
Financial Consulate, Inc

BUY
 -
349
+ 7.36%
$28.1K - $32.6K
5.09K $161K
Apr 25, 2024 Q1 2024
Mtm Investment Management, LLC

Spartanburg, SC
BUY
 -
343
New
$27.6K - $32K
343 $10.9K
Apr 16, 2024 Q1 2024
Total Investment Management Inc

Scottsdale, AZ
BUY
 -
342
+ 5.66%
$27.6K - $31.9K
6.38K $203K
May 02, 2024 Q1 2024
First Command Advisory Services, Inc.

BUY
 -
333
+ 14.4%
$26.8K - $31.1K
2.65K $84K
Apr 24, 2024 Q1 2024
Spire Wealth Management

BUY
 -
328
+ 4.87%
$26.4K - $30.6K
7.06K $224K
May 07, 2024 Q1 2024
Stonebrook Private Inc.

Northville, MI
BUY
 -
310
+ 6.7%
$25K - $28.9K
4.94K $157K
Apr 30, 2024 Q1 2024
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
304
+ 0.92%
$24.5K - $28.4K
33.4K $1.06M
Aug 08, 2024 Q1 2024
Abound Wealth Management

Franklin, TN
BUY
 -
303
+ 3.96%
$24.4K - $28.3K
7.96K $253K
May 15, 2024 Q1 2024
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
292
+ 8.23%
$23.5K - $27.2K
3.84K $122K
Apr 15, 2024 Q1 2024
Wealth Care Investment Partners, LLC

BUY
 -
291
+ 6.39%
$23.5K - $27.2K
4.84K $154K
May 09, 2024 Q1 2024
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
278
+ 1.98%
$22.4K - $25.9K
14.3K $454K
Apr 24, 2024 Q1 2024
Raymond James Trust N.A.

BUY
 -
258
+ 2.5%
$20.8K - $24.1K
10.6K $336K
Apr 17, 2024 Q1 2024
Scott Capital Advisors, LLC

BUY
 -
246
+ 1.13%
$19.8K - $23K
22K $697K
Apr 24, 2024 Q1 2024
Brown Advisory Inc

BUY
 -
246
+ 2.41%
$19.8K - $23K
10.4K $332K
May 02, 2024 Q1 2024
Madden Advisory Services, Inc.

BUY
 -
242
+ 0.57%
$19.5K - $22.6K
42.7K $1.35M
Apr 24, 2024 Q1 2024
Smith Anglin Financial, LLC

BUY
 -
241
+ 0.51%
$19.4K - $22.5K
47.8K $1.52M
Apr 12, 2024 Q1 2024
Capital Advisors Wealth Management, LLC

BUY
 -
240
+ 3.91%
$19.3K - $22.4K
6.38K $203K
May 15, 2024 Q1 2024
Fort Sheridan Advisors LLC

Highland Park, IL
BUY
 -
237
+ 7.9%
$19.1K - $22.1K
3.24K $103K

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