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 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-19.6K- 14.21% |
$1.24M - $1.47M
|
118K
$3.34M
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-19.8K- 13.62% |
$1.26M - $1.48M
|
125K
$3.55M
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-20.9K- 6.58% |
$1.33M - $1.56M
|
296K
$8.38M
|
|
|
Jul 13, 2023
Q2 2023
|
Systelligence, LLC
|
SELL
|
- |
-23.8K- 10.31% |
$1.51M - $1.78M
|
207K
$5.85M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-25.8K- 2.99% |
$1.64M - $1.94M
|
839K
$23.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-26.5K- 21.6% |
$1.68M - $1.99M
|
96.2K
$2.72M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-28.1K- 55.62% |
$1.79M - $2.1M
|
22.4K
$634K
|
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-30.9K- 29.42% |
$1.97M - $2.32M
|
74.2K
$2.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-33.8K- 19.31% |
$2.15M - $2.53M
|
141K
$3.99M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-34K- 5.93% |
$2.17M - $2.55M
|
540K
$15.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-36.6K- 18.84% |
$2.33M - $2.75M
|
158K
$4.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-45K- 8.71% |
$2.86M - $3.37M
|
472K
$13.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-50.2K- 59.3% |
$3.19M - $3.76M
|
34.5K
$976K
|
|
|
Aug 03, 2023
Q2 2023
|
Appleton Group, LLC
|
SELL
|
- |
-51.6K- 15.86% |
$3.28M - $3.87M
|
274K
$7.75M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-51.8K- 13.6% |
$3.3M - $3.89M
|
329K
$9.32M
|
|
|
Oct 09, 2024
Q2 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-52.4K- 24.27% |
$3.33M - $3.93M
|
163K
$4.63M
|
|
|
Jul 13, 2023
Q2 2023
|
Win Advisors, Inc
|
SELL
|
- |
-53.8K- 61.08% |
$3.42M - $4.03M
|
34.3K
$970K
|
|
|
Aug 07, 2023
Q2 2023
|
Reston Wealth Management LLC
|
SELL
|
- |
-53.9K- 73.74% |
$3.42M - $4.04M
|
19.2K
$543K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-59.2K- 33.03% |
$3.76M - $4.43M
|
120K
$3.4M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-65.5K- 8.27% |
$4.17M - $4.91M
|
726K
$20.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-66.7K- 59.79% |
$4.24M - $5M
|
44.9K
$1.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-78.8K- 2.19% |
$5.01M - $5.9M
|
3.51M
$99.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-81.9K- 94.85% |
$5.21M - $6.14M
|
4.45K
$126K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-85.9K- 11.19% |
$5.46M - $6.44M
|
682K
$19.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-94.9K- 19.48% |
$6.04M - $7.11M
|
392K
$11.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-108K- 19.93% |
$6.87M - $8.1M
|
434K
$12.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-109K- 46.33% |
$6.96M - $8.2M
|
127K
$3.59M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-117K- 64.84% |
$7.42M - $8.75M
|
63.3K
$1.79M
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-117K- 8.41% |
$7.42M - $8.75M
|
1.27M
$36M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-130K- 97.64% |
$8.27M - $9.75M
|
3.15K
$89K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-204K- 18.32% |
$13M - $15.3M
|
911K
$25.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-205K- 18.88% |
$13M - $15.4M
|
880K
$24.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-241K- 30.31% |
$15.3M - $18.1M
|
554K
$15.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-357K- 6.34% |
$22.7M - $26.8M
|
5.27M
$149M
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-362K- 4.05% |
$23.1M - $27.2M
|
8.59M
$243M
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-410K- 17.06% |
$26.1M - $30.8M
|
2M
$56.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-639K- 20.93% |
$40.6M - $47.9M
|
2.41M
$68.3M
|
|
|
Aug 17, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-1.08M- 98.66% |
$68.4M - $80.6M
|
14.6K
$412K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.63M- 10.15% |
$104M - $122M
|
14.5M
$409M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.53M- 27.82% |
$161M - $189M
|
6.56M
$186M
|