Purchases and Sales Made in Q2 2023 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 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
Xml Financial, LLC

BUY
 -
45.1K
+ 16.46%
$2.87M - $3.38M
319K $9.03M
Jul 20, 2023 Q2 2023
Blb&B Advisors, LLC

BUY
 -
44K
New
$2.8M - $3.3M
44K $1.25M
Sep 12, 2023 Q2 2023
Prosperity Wealth Management, Inc.

San Ramon, CA
BUY
 -
41K
+ 54.41%
$2.61M - $3.07M
116K $3.29M
Jul 17, 2023 Q2 2023
Rainey & Randall Investment Management Inc.

Celebration, FL
BUY
 -
40.7K
+ 8.91%
$2.59M - $3.05M
498K $14.1M
Jul 24, 2023 Q2 2023
Financial Services Advisory Inc

BUY
 -
39.2K
+ 84.62%
$2.5M - $2.94M
85.6K $2.42M
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

BUY
 -
38.1K
+ 148.96%
$2.43M - $2.86M
63.8K $1.8M
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
36K
+ 9.02%
$2.29M - $2.7M
435K $12.3M
Nov 13, 2023 Q2 2023
Townsquare Capital LLC

BUY
 -
35.6K
+ 476.22%
$2.27M - $2.67M
43.1K $1.22M
Aug 01, 2023 Q2 2023
Truist Financial Corp

BUY
 -
35.1K
+ 5.39%
$2.23M - $2.63M
687K $19.4M
Aug 08, 2023 Q2 2023
Brown Wealth Management, LLC

Naperville, IL
BUY
 -
34.9K
New
$2.22M - $2.61M
34.9K $988K
Jul 12, 2023 Q2 2023
Wbh Advisory Inc

BUY
 -
34.4K
+ 15.88%
$2.19M - $2.58M
251K $7.11M
Aug 14, 2023 Q2 2023
Tradition Wealth Management, LLC

BUY
 -
33K
+ 5.5%
$2.1M - $2.47M
632K $17.9M
Aug 14, 2023 Q2 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
30.1K
+ 13.15%
$1.92M - $2.26M
259K $7.34M
Jul 21, 2023 Q2 2023
Mba Advisors LLC

Hermitage, PA
BUY
 -
29.9K
+ 58.92%
$1.9M - $2.24M
80.8K $2.29M
Aug 11, 2023 Q2 2023
Assetmark, Inc

BUY
 -
29.3K
+ 3.23%
$1.87M - $2.2M
936K $26.5M
Aug 08, 2023 Q2 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
28.3K
+ 4.49%
$1.8M - $2.12M
659K $18.7M
Aug 10, 2023 Q2 2023
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
27.9K
+ 8.99%
$1.77M - $2.09M
338K $9.56M
Jul 31, 2023 Q2 2023
Dakota Wealth Management

BUY
 -
27.9K
+ 313.61%
$1.77M - $2.09M
36.7K $1.04M
Aug 09, 2023 Q2 2023
Forte Capital LLC

BUY
 -
25.9K
+ 5.55%
$1.65M - $1.94M
492K $13.9M
Aug 10, 2023 Q2 2023
Lowe Brockenbrough & CO Inc

BUY
 -
25.2K
+ 5.92%
$1.6M - $1.89M
452K $12.8M
Aug 07, 2023 Q2 2023
Kaizen Financial Strategies

BUY
 -
24.5K
+ 35.09%
$1.56M - $1.84M
94.3K $2.67M
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
24.4K
+ 9.44%
$1.55M - $1.83M
283K $8M
Jul 28, 2023 Q2 2023
Alaska Permanent Capital Management

BUY
 -
24.2K
New
$1.54M - $1.81M
24.2K $685K
Aug 10, 2023 Q2 2023
True North Advisors, LLC

BUY
 -
24.2K
New
$1.54M - $1.81M
24.2K $685K
Aug 08, 2023 Q2 2023
Rovin Capital

BUY
 -
24K
+ 25.59%
$1.53M - $1.8M
118K $3.34M
Jul 19, 2023 Q2 2023
Snider Financial Group

Bellevue, WA
BUY
 -
23.8K
New
$1.52M - $1.79M
23.8K $675K
Jul 31, 2023 Q2 2023
Curi Wealth Management, LLC

BUY
 -
22.2K
+ 45.48%
$1.41M - $1.66M
70.9K $2.01M
Jul 31, 2023 Q2 2023
Valley National Advisers Inc

BUY
 -
22K
+ 14.1%
$1.4M - $1.65M
178K $5.03M
Jul 24, 2023 Q2 2023
Migdal Insurance & Financial Holdings Ltd.

BUY
 -
21.6K
+ 19.95%
$1.37M - $1.62M
130K $3.68M
Jul 25, 2023 Q2 2023
Jmg Financial Group, Ltd.

BUY
 -
21.6K
+ 48.34%
$1.37M - $1.62M
66.2K $1.87M
Aug 11, 2023 Q2 2023
Ally Invest Advisors Inc.

Charlotte, NC
BUY
 -
21.4K
+ 33.8%
$1.36M - $1.6M
84.7K $2.4M
Jul 24, 2023 Q2 2023
Werba Rubin Papier Wealth Management

San Jose, CA
BUY
 -
21K
+ 176.48%
$1.34M - $1.58M
33K $933K
Aug 11, 2023 Q2 2023
Flc Capital Advisors

BUY
 -
20.7K
+ 6.74%
$1.32M - $1.55M
328K $9.29M
Jul 14, 2023 Q2 2023
Park Avenue Securities LLC

BUY
 -
20.6K
+ 8.51%
$1.31M - $1.55M
263K $7.44M
Jul 28, 2023 Q2 2023
Legacy Financial Strategies, LLC

Leawood, KS
BUY
 -
20.6K
+ 3.19%
$1.31M - $1.54M
666K $18.9M
Aug 14, 2023 Q2 2023
Marshall Wace, LLP

London, X0
BUY
 -
20.3K
New
$1.29M - $1.52M
20.3K $575K
Jul 27, 2023 Q2 2023
Family Asset Management, LLC

Charleston, SC
BUY
 -
20.3K
+ 10.69%
$1.29M - $1.52M
210K $5.95M
Jul 20, 2023 Q2 2023
Sky Oak Wealth, LLC

BUY
 -
18.2K
+ 13.15%
$1.16M - $1.36M
156K $4.43M
Jul 31, 2023 Q2 2023
Dagco, Inc.

BUY
 -
17.8K
+ 23.1%
$1.13M - $1.33M
94.6K $2.68M
Aug 04, 2023 Q2 2023
Main Street Financial Solutions, LLC

BUY
 -
17.2K
+ 4.77%
$1.09M - $1.29M
378K $10.7M
Aug 10, 2023 Q2 2023
Triton Wealth Management, Pllc

BUY
 -
17.1K
+ 5.44%
$1.09M - $1.28M
331K $9.38M
Aug 11, 2023 Q2 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
16.9K
+ 54.16%
$1.08M - $1.27M
48.1K $1.36M
Aug 11, 2023 Q2 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
16.9K
+ 132.48%
$1.07M - $1.27M
29.6K $839K
Aug 14, 2023 Q2 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
16.7K
+ 19474.42%
$1.07M - $1.26M
16.8K $477K
Aug 11, 2023 Q2 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
15.9K
New
$1.01M - $1.19M
15.9K $450K
Jul 21, 2023 Q2 2023
Unique Wealth, LLC

Tampa, FL
BUY
 -
15.7K
+ 4.58%
$998K - $1.18M
358K $10.1M
Aug 09, 2023 Q2 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
15.6K
+ 103.9%
$992K - $1.17M
30.6K $867K
Jul 13, 2023 Q2 2023
Zimmermann Investment Management & Planning LLC

BUY
 -
14.7K
+ 113.0%
$935K - $1.1M
27.7K $784K
Aug 14, 2023 Q2 2023
Aspen Grove Capital, LLC

Avon, CO
BUY
 -
14.4K
New
$913K - $1.08M
14.4K $406K

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