Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 0.14% |
$63.6 - $75
|
716
$20.3K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.22% |
$63.6 - $75
|
452
$12.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.18% |
$63.6 - $75
|
565
$16K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
1+ 0.0% |
$63.6 - $75
|
20.3K
$573K
|
|
|
Jul 14, 2023
Q2 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1+ 0.03% |
$63.6 - $75
|
3.13K
$88.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1+ 0.36% |
$63.6 - $75
|
276
$7.81K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1+ 0.12% |
$63.6 - $75
|
820
$23.2K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.41% |
$63.6 - $75
|
243
$6.88K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1New |
$63.6 - $75
|
1
$28.3
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.45% |
$63.6 - $75
|
222
$6.28K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 0.48% |
$63.6 - $75
|
211
$5.97K
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.03% |
$63.6 - $75
|
3.2K
$90.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.46% |
$63.6 - $75
|
218
$6.17K
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
BUY
|
- |
1+ 0.29% |
$63.6 - $75
|
349
$9.88K
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1+ 0.0% |
$63.6 - $75
|
32.6K
$922K
|
|
|
Jul 10, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-2- 0.81% |
$127 - $150
|
246
$6.96K
|
|
|
Jul 12, 2023
Q2 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-3- 0.06% |
$191 - $225
|
4.73K
$134K
|
|
|
Jul 13, 2023
Q2 2023
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-5- 0.02% |
$318 - $375
|
21.3K
$604K
|
|
|
Aug 03, 2023
Q2 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-7- 4.46% |
$445 - $525
|
150
$4.25K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-8- 1.9% |
$509 - $600
|
414
$11.7K
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-10- 2.29% |
$636 - $750
|
427
$12.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-12- 0.39% |
$763 - $899
|
3.1K
$87.7K
|
|
|
Jul 14, 2023
Q2 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-13- 0.17% |
$827 - $974
|
7.73K
$219K
|
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-14- 0.36% |
$890 - $1.05K
|
3.82K
$108K
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
SELL
|
- |
-15- 0.21% |
$954 - $1.12K
|
7.03K
$199K
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-21- 0.39% |
$1.34K - $1.57K
|
5.31K
$150K
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
SELL
|
- |
-24- 0.81% |
$1.53K - $1.8K
|
2.95K
$83.4K
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-24- 0.32% |
$1.53K - $1.8K
|
7.41K
$210K
|
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-27- 0.09% |
$1.72K - $2.02K
|
29.7K
$841K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-29- 0.04% |
$1.84K - $2.17K
|
66.4K
$1.88M
|
|
|
Aug 07, 2023
Q2 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-38- 0.69% |
$2.42K - $2.85K
|
5.5K
$156K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-42- 67.74% |
$2.67K - $3.15K
|
20
$566
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-52- 2.37% |
$3.31K - $3.9K
|
2.14K
$60.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-52- 8.32% |
$3.31K - $3.9K
|
573
$16.2K
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-55- 0.6% |
$3.5K - $4.12K
|
9.12K
$258K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-60- 0.71% |
$3.82K - $4.5K
|
8.44K
$239K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-60- 6.98% |
$3.82K - $4.5K
|
799
$22.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-61- 13.15% |
$3.88K - $4.57K
|
403
$11.4K
|
|
|
Jul 11, 2023
Q2 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-65- 1.49% |
$4.13K - $4.87K
|
4.29K
$121K
|
|
|
Jul 20, 2023
Q2 2023
|
Seneca House Advisors
|
SELL
|
- |
-66- 1.86% |
$4.2K - $4.95K
|
3.48K
$98.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-67- 0.14% |
$4.26K - $5.02K
|
47.6K
$1.35M
|
|
|
Jul 13, 2023
Q2 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-79- 1.13% |
$5.02K - $5.92K
|
6.91K
$196K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-81- 40.91% |
$5.15K - $6.07K
|
117
$3.31K
|
|
|
Jul 20, 2023
Q2 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-85- 0.14% |
$5.41K - $6.37K
|
61.6K
$1.75M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-91- 0.1% |
$5.79K - $6.82K
|
87.3K
$2.47M
|
|
|
Jul 24, 2023
Q2 2023
|
Moneywise, Inc.
|
SELL
|
- |
-94- 2.04% |
$5.98K - $7.05K
|
4.51K
$128K
|
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-100- 14.29% |
$6.36K - $7.5K
|
600
$17K
|
|
|
May 01, 2024
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-100- 14.29% |
$6.36K - $7.5K
|
600
$17K
|
|
|
Dec 19, 2024
Q2 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-101- 0.24% |
$6.42K - $7.57K
|
41.2K
$1.17M
|