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 04, 2023
Q2 2023
|
Redw Wealth LLC
|
BUY
|
- |
6.92KNew |
$440K - $518K
|
6.92K
$196K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.77K+ 69.79% |
$431K - $508K
|
16.5K
$467K
|
|
|
Jul 28, 2023
Q2 2023
|
Advisory Services & Investments, LLC
|
BUY
|
- |
6.69K+ 6.58% |
$425K - $501K
|
108K
$3.07M
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
6.65KNew |
$423K - $498K
|
6.65K
$188K
|
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.61K+ 15.71% |
$420K - $495K
|
48.7K
$1.38M
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
6.41K+ 84.89% |
$408K - $481K
|
14K
$395K
|
|
|
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
6.3K+ 9.86% |
$400K - $472K
|
70.1K
$1.99M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
6.3K+ 15.23% |
$400K - $472K
|
47.6K
$1.35M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
6.3K+ 15.23% |
$400K - $472K
|
47.6K
$1.35M
|
|
|
Jul 27, 2023
Q2 2023
|
Sage Financial Group Inc
|
BUY
|
- |
6.02K+ 4.46% |
$383K - $451K
|
141K
$3.99M
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
5.88KNew |
$374K - $441K
|
5.88K
$166K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
5.87KNew |
$374K - $440K
|
5.87K
$166K
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.72KNew |
$363K - $428K
|
5.72K
$162K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5.67K+ 69.12% |
$361K - $425K
|
13.9K
$393K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.64K+ 12.1% |
$359K - $423K
|
52.3K
$1.48M
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
5.6K+ 77.33% |
$356K - $420K
|
12.8K
$364K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.6KNew |
$356K - $420K
|
5.6K
$159K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
5.45K+ 81.58% |
$347K - $409K
|
12.1K
$344K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5.38K+ 2.96% |
$342K - $403K
|
187K
$5.29M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.37K+ 4.28% |
$341K - $402K
|
131K
$3.71M
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
5.35K+ 3130.99% |
$341K - $401K
|
5.53K
$156K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
5.32KNew |
$339K - $399K
|
5.32K
$151K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
5.31K+ 4.61% |
$338K - $398K
|
120K
$3.41M
|
|
|
Jul 20, 2023
Q2 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
4.9K+ 9.39% |
$312K - $367K
|
57.1K
$1.62M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.76K+ 4.1% |
$303K - $357K
|
121K
$3.42M
|
|
|
Aug 08, 2023
Q2 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
4.72KNew |
$300K - $353K
|
4.72K
$134K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.7K+ 2.48% |
$299K - $352K
|
194K
$5.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.62K+ 53.95% |
$294K - $346K
|
13.2K
$373K
|
|
|
Jul 21, 2023
Q2 2023
|
Rhs Financial, LLC
|
BUY
|
- |
4.58KNew |
$291K - $343K
|
4.58K
$130K
|
|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
4.52KNew |
$287K - $338K
|
4.52K
$128K
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.49K+ 81.86% |
$286K - $337K
|
9.98K
$282K
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
4.46K+ 3.91% |
$284K - $335K
|
119K
$3.36M
|
|
|
Jul 17, 2023
Q2 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
4.31K+ 15.52% |
$274K - $323K
|
32.1K
$908K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
4.3K+ 15.3% |
$273K - $322K
|
32.4K
$917K
|
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
4.28K+ 12.08% |
$272K - $320K
|
39.7K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4.23K+ 8.99% |
$269K - $317K
|
51.2K
$1.45M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.13K+ 0.4% |
$263K - $310K
|
1.03M
$29.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
4KNew |
$254K - $300K
|
4K
$113K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4K+ 7.2% |
$254K - $300K
|
59.5K
$1.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
3.97KNew |
$253K - $298K
|
3.97K
$113K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
3.97K+ 15.6% |
$252K - $297K
|
29.4K
$832K
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
3.92KNew |
$249K - $294K
|
3.92K
$111K
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3.82KNew |
$243K - $286K
|
3.82K
$108K
|
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
3.78KNew |
$240K - $283K
|
3.78K
$107K
|
|
|
Aug 04, 2023
Q2 2023
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
3.77K+ 2.98% |
$240K - $282K
|
130K
$3.69M
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.73K+ 59.71% |
$237K - $280K
|
9.98K
$282K
|
|
|
Jul 10, 2023
Q2 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
3.7K+ 22.19% |
$235K - $277K
|
20.4K
$576K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
3.68KNew |
$234K - $276K
|
3.68K
$104K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.67KNew |
$233K - $275K
|
3.67K
$104K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.66K+ 0.84% |
$233K - $274K
|
442K
$12.5M
|