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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.1K+ 7.47% |
$897K - $1.06M
|
203K
$5.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
14K+ 36.84% |
$891K - $1.05M
|
52K
$1.47M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
13.1KNew |
$832K - $980K
|
13.1K
$370K
|
|
|
Aug 09, 2023
Q2 2023
|
Souders Financial Advisors
|
BUY
|
- |
13.1K+ 6.83% |
$832K - $980K
|
204K
$5.79M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.1K+ 70.89% |
$831K - $980K
|
31.5K
$892K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
12.9K+ 34.66% |
$823K - $970K
|
50.3K
$1.42M
|
|
|
Jul 17, 2023
Q2 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
12.9K+ 108.69% |
$819K - $965K
|
24.7K
$700K
|
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
12.8K+ 2.61% |
$815K - $960K
|
503K
$14.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.6K+ 3.97% |
$804K - $948K
|
331K
$9.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12.5K+ 65.93% |
$796K - $939K
|
31.5K
$892K
|
|
|
Aug 07, 2023
Q2 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
12.3K+ 310.85% |
$782K - $921K
|
16.2K
$460K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12.3K+ 6.83% |
$781K - $921K
|
192K
$5.44M
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
11.8K+ 33.09% |
$753K - $887K
|
47.6K
$1.35M
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
11.7KNew |
$744K - $877K
|
11.7K
$331K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
11.7K+ 1.06% |
$743K - $875K
|
1.11M
$31.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
11.5KNew |
$732K - $862K
|
11.5K
$326K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
11.4K+ 23.49% |
$725K - $854K
|
59.9K
$1.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
11.4K+ 4.39% |
$723K - $852K
|
270K
$7.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
11.3KNew |
$721K - $850K
|
11.3K
$321K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.3K+ 14.32% |
$720K - $848K
|
90.4K
$2.56M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11.1K+ 784.11% |
$703K - $829K
|
12.5K
$353K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
11K+ 97.89% |
$698K - $823K
|
22.2K
$628K
|
|
|
Jul 25, 2023
Q2 2023
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
11KNew |
$697K - $821K
|
11K
$310K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.9K+ 38.36% |
$695K - $818K
|
39.4K
$1.12M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
10.3K+ 7.49% |
$656K - $773K
|
148K
$4.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
10.2K+ 28.84% |
$646K - $761K
|
45.3K
$1.28M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10.1K+ 24.8% |
$643K - $757K
|
50.8K
$1.44M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
9.82K+ 177.34% |
$625K - $736K
|
15.4K
$435K
|
|
|
Aug 08, 2023
Q2 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
9.8K+ 5.25% |
$624K - $735K
|
197K
$5.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.41K+ 683.01% |
$598K - $705K
|
10.8K
$305K
|
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
9.33K+ 3.27% |
$593K - $699K
|
294K
$8.34M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
9.24K+ 49.36% |
$588K - $693K
|
28K
$792K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.23KNew |
$587K - $692K
|
9.23K
$261K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
9.2KNew |
$585K - $689K
|
9.2K
$260K
|
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
BUY
|
- |
9.1KNew |
$579K - $682K
|
9.1K
$258K
|
|
|
Jul 26, 2023
Q2 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
8.91K+ 174.19% |
$567K - $668K
|
14K
$397K
|
|
|
Oct 20, 2023
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
8.68KNew |
$552K - $651K
|
8.68K
$246K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
8.51K+ 2.5% |
$541K - $638K
|
350K
$9.9M
|
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
8.5K+ 326.92% |
$541K - $637K
|
11.1K
$314K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.11K+ 3.0% |
$516K - $608K
|
279K
$7.89M
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
7.95K+ 3.88% |
$506K - $596K
|
213K
$6.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
7.8K+ 15.31% |
$496K - $585K
|
58.8K
$1.66M
|
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
7.76K+ 25.97% |
$494K - $582K
|
37.6K
$1.07M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
7.67K+ 27.51% |
$488K - $575K
|
35.5K
$1.01M
|
|
|
Jul 25, 2023
Q2 2023
|
Eagle Capital Management, LLC
|
BUY
|
- |
7.59K+ 31.67% |
$483K - $569K
|
31.5K
$893K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.4K+ 13.14% |
$471K - $554K
|
63.7K
$1.8M
|
|
|
Aug 16, 2023
Q2 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
7.4K+ 2.62% |
$470K - $554K
|
289K
$8.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
7.15K+ 6.97% |
$455K - $536K
|
110K
$3.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
7.13K+ 5.72% |
$454K - $535K
|
132K
$3.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
7.06KNew |
$449K - $529K
|
7.06K
$200K
|