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 07, 2023
Q2 2023
|
Bfsg, LLC
|
SELL
|
- |
-801- 3.45% |
$50.9K - $60K
|
22.4K
$561K
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-808- 3.85% |
$51.4K - $60.6K
|
20.2K
$504K
|
|
|
Jul 05, 2023
Q2 2023
|
Marotta Asset Management
|
SELL
|
- |
-810- 4.88% |
$51.5K - $60.7K
|
15.8K
$395K
|
|
|
Jul 19, 2023
Q2 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-833- 2.04% |
$53K - $62.4K
|
39.9K
$999K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-854- 14.47% |
$54.3K - $64K
|
5.05K
$126K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-856- 2.42% |
$54.4K - $64.2K
|
34.5K
$862K
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-868- 21.65% |
$55.2K - $65.1K
|
3.14K
$78.6K
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-870- 1.67% |
$55.3K - $65.2K
|
51.3K
$1.28M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-873- 24.18% |
$55.5K - $65.4K
|
2.74K
$68.5K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-898- 3.94% |
$57.1K - $67.3K
|
21.9K
$548K
|
|
|
Aug 04, 2023
Q2 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-918- 20.37% |
$58.4K - $68.8K
|
3.59K
$89.8K
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
SELL
|
- |
-928- 25.12% |
$59K - $69.6K
|
2.77K
$69.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-934- 1.17% |
$59.4K - $70K
|
78.6K
$1.97M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-973- 13.31% |
$61.9K - $72.9K
|
6.34K
$159K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-978- 3.67% |
$62.2K - $73.3K
|
25.6K
$641K
|
|
|
Jul 21, 2023
Q2 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-984- 14.71% |
$62.6K - $73.8K
|
5.71K
$143K
|
|
|
Aug 07, 2023
Q2 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-1.07K- 8.46% |
$68.1K - $80.2K
|
11.6K
$290K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.08K- 5.74% |
$68.4K - $80.6K
|
17.7K
$442K
|
|
|
Aug 14, 2023
Q2 2023
|
Jentner Corp
|
SELL
|
- |
-1.11K- 8.69% |
$70.5K - $83K
|
11.6K
$291K
|
|
|
Aug 04, 2023
Q2 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-1.15K- 13.42% |
$72.8K - $85.8K
|
7.39K
$185K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.16K- 38.89% |
$73.5K - $86.6K
|
1.82K
$45.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
SELL
|
- |
-1.16K- 29.96% |
$73.8K - $87K
|
2.71K
$67.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-1.18K- 1.02% |
$74.9K - $88.3K
|
114K
$2.85M
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.18K- 8.76% |
$75.1K - $88.5K
|
12.3K
$308K
|
|
|
Jul 26, 2023
Q2 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-1.19K- 10.35% |
$75.9K - $89.4K
|
10.3K
$259K
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1.24K- 11.01% |
$78.9K - $92.9K
|
10K
$251K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-1.28K- 1.49% |
$81.6K - $96.2K
|
84.7K
$2.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.34K- 0.64% |
$85.2K - $100K
|
208K
$5.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.37K- 1.06% |
$87.2K - $103K
|
128K
$3.21M
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-1.4K- 2.33% |
$88.9K - $105K
|
58.7K
$1.47M
|
|
|
Jul 07, 2023
Q2 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.4K- 6.01% |
$89K - $105K
|
21.9K
$548K
|
|
|
Jul 14, 2023
Q2 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.4K- 8.56% |
$89.2K - $105K
|
15K
$375K
|
|
|
Jul 13, 2023
Q2 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-1.42K- 5.0% |
$90.2K - $106K
|
26.9K
$674K
|
|
|
Jul 31, 2023
Q2 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-1.42K- 1.54% |
$90.2K - $106K
|
90.5K
$2.26M
|
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
SELL
|
- |
-1.43K- 2.97% |
$90.9K - $107K
|
46.7K
$1.17M
|
|
|
Jul 18, 2023
Q2 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-1.44K- 7.37% |
$91.4K - $108K
|
18.1K
$452K
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.48K- 2.52% |
$93.9K - $111K
|
57.1K
$1.43M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.49K- 6.99% |
$94.8K - $112K
|
19.8K
$496K
|
|
|
Jul 05, 2023
Q2 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-1.53K- 7.4% |
$97.3K - $115K
|
19.1K
$479K
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.54K- 2.1% |
$97.9K - $115K
|
71.8K
$1.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-1.54K- 0.6% |
$98.1K - $116K
|
258K
$6.44M
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
SELL
|
- |
-1.6K- 25.66% |
$102K - $120K
|
4.64K
$116K
|
|
|
Jul 20, 2023
Q2 2023
|
Mason & Associates Inc
|
SELL
|
- |
-1.62K- 31.48% |
$103K - $122K
|
3.53K
$88.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.63K- 29.62% |
$103K - $122K
|
3.86K
$96.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.63K- 1.98% |
$104K - $122K
|
80.7K
$2.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.67K- 3.68% |
$106K - $125K
|
43.7K
$1.09M
|
|
|
Aug 09, 2023
Q2 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.73K- 16.05% |
$110K - $130K
|
9.06K
$227K
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.75K- 12.79% |
$111K - $131K
|
11.9K
$299K
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
SELL
|
- |
-1.79K- 6.66% |
$114K - $134K
|
25.1K
$627K
|
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.84K- 5.09% |
$117K - $138K
|
34.4K
$860K
|