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 15, 2023 Q2 2023
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
364
+ 54.65%
$23.2K - $27.3K
1.03K $27K
Aug 14, 2023 Q2 2023
Stephens Inc

BUY
 -
345
+ 8.38%
$21.9K - $25.9K
4.46K $117K
Jul 25, 2023 Q2 2023
Liberty Capital Management, Inc.

BUY
 -
345
+ 1.13%
$21.9K - $25.9K
30.9K $808K
Aug 10, 2023 Q2 2023
Condor Capital Management

Martinsville, NJ
BUY
 -
335
+ 1.35%
$21.3K - $25.1K
25.2K $660K
Jul 20, 2023 Q2 2023
Investment Research & Advisory Group, Inc.

BUY
 -
330
New
$21K - $24.7K
330 $8.64K
Jul 12, 2023 Q2 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
326
New
$20.7K - $24.4K
326 $8.53K
Aug 14, 2023 Q2 2023
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
321
+ 2.94%
$20.4K - $24.1K
11.2K $294K
Aug 10, 2023 Q2 2023
Marshall Financial Group Inc

Doylestown, PA
BUY
 -
309
+ 0.09%
$19.7K - $23.2K
341K $8.93M
Feb 13, 2025 Q2 2023
Intrua Financial, LLC

Houston, TX
BUY
 -
301
+ 7.16%
$19.1K - $22.6K
4.51K $118K
Aug 03, 2023 Q2 2023
Crescent Sterling, Ltd.

Metairie, LA
BUY
 -
296
+ 1.58%
$18.8K - $22.2K
19K $498K
Aug 10, 2023 Q2 2023
Iag Wealth Partners, LLC

BUY
 -
267
New
$17K - $20K
267 $6.99K
Aug 07, 2023 Q2 2023
Capital Square, LLC

BUY
 -
255
+ 4.2%
$16.2K - $19.1K
6.32K $165K
Jul 24, 2023 Q2 2023
Global Trust Asset Management, LLC

BUY
 -
255
New
$16.2K - $19.1K
255 $6.67K
Jul 20, 2023 Q2 2023
Ironwood Financial, LLC

BUY
 -
250
+ 6.22%
$15.9K - $18.7K
4.27K $112K
Aug 10, 2023 Q2 2023
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
246
+ 2.53%
$15.6K - $18.4K
9.95K $260K
Jul 13, 2023 Q2 2023
Patriot Investment Management Inc.

BUY
 -
244
+ 2.65%
$15.5K - $18.3K
9.44K $247K
Aug 07, 2023 Q2 2023
Element Wealth, LLC

BUY
 -
243
+ 3.4%
$15.5K - $18.2K
7.4K $194K
Jul 11, 2023 Q2 2023
Worth Asset Management, LLC

BUY
 -
236
+ 71.52%
$15K - $17.7K
566 $14.8K
Jul 19, 2023 Q2 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
220
+ 93.62%
$14K - $16.5K
455 $11.9K
Aug 08, 2023 Q2 2023
All Square Wealth Management LLC

Albany, NY
BUY
 -
212
New
$13.5K - $15.9K
212 $5.55K
Aug 14, 2023 Q2 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
207
+ 5.94%
$13.2K - $15.5K
3.69K $96.6K
Aug 03, 2023 Q2 2023
Clifford Swan Investment Counsel LLC

BUY
 -
204
+ 2.82%
$13K - $15.3K
7.44K $195K
Sep 12, 2023 Q2 2023
Cgc Financial Services, LLC

Lake Oswego, OR
BUY
 -
200
New
$12.7K - $15K
200 $5.23K
Aug 10, 2023 Q2 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
199
+ 0.81%
$12.7K - $14.9K
24.8K $650K
Dec 13, 2023 Q2 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
199
+ 0.81%
$12.7K - $14.9K
24.8K $650K
Aug 14, 2023 Q2 2023
Investors Research Corp

BUY
 -
194
+ 2.07%
$12.3K - $14.5K
9.55K $250K
Aug 04, 2023 Q2 2023
Ever Source Wealth Advisors, LLC

BUY
 -
191
+ 131.72%
$12.1K - $14.3K
336 $8.79K
Aug 03, 2023 Q2 2023
Larson Financial Group LLC

BUY
 -
190
+ 25.07%
$12.1K - $14.2K
948 $24.8K
Aug 14, 2023 Q2 2023
Lcnb Corp

Lebanon, OH
BUY
 -
179
+ 0.13%
$11.4K - $13.4K
138K $3.6M
Aug 09, 2023 Q2 2023
Financial Architects, Inc

Marlton, NJ
BUY
 -
173
+ 0.29%
$11K - $13K
60.5K $1.58M
Aug 15, 2023 Q2 2023
Retirement Group, LLC

BUY
 -
170
+ 4.7%
$10.8K - $12.7K
3.79K $99.2K
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
165
New
$10.5K - $12.4K
165 $4.32K
Aug 14, 2023 Q2 2023
Greenwood Gearhart Inc

Fayetteville, AR
BUY
 -
160
+ 2.95%
$10.2K - $12K
5.58K $146K
Jul 26, 2023 Q2 2023
Beam Wealth Advisors, Inc.

BUY
 -
157
+ 3.24%
$9.99K - $11.8K
5K $131K
Jul 21, 2023 Q2 2023
Segment Wealth Management, LLC

BUY
 -
154
+ 1.07%
$9.79K - $11.5K
14.5K $380K
Aug 10, 2023 Q2 2023
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
147
+ 0.13%
$9.35K - $11K
112K $2.93M
Aug 07, 2023 Q2 2023
Access Financial Services, Inc.

BUY
 -
140
+ 1.86%
$8.9K - $10.5K
7.66K $200K
Aug 03, 2023 Q2 2023
Thoroughbred Financial Services, LLC

BUY
 -
133
+ 2.46%
$8.46K - $9.97K
5.54K $145K
Jul 11, 2023 Q2 2023
Wealth Management Resources, Inc.

BUY
 -
130
+ 4.16%
$8.27K - $9.74K
3.26K $85.2K
Jul 05, 2023 Q2 2023
Murphy, Middleton, Hinkle & Parker, Inc.

BUY
 -
130
+ 0.29%
$8.27K - $9.74K
44.5K $1.17M
Jul 05, 2023 Q2 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
127
+ 0.41%
$8.08K - $9.52K
31.1K $814K
Jul 13, 2023 Q2 2023
Tilia Fiduciary Partners, Inc.

BUY
 -
125
New
$7.95K - $9.37K
125 $3.27K
Aug 01, 2023 Q2 2023
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
110
New
$7K - $8.24K
110 $2.88K
Jul 10, 2023 Q2 2023
Garrett Investment Advisors LLC

BUY
 -
94
+ 2.08%
$5.98K - $7.05K
4.61K $121K
Aug 03, 2023 Q2 2023
Jnba Financial Advisors

BUY
 -
92
+ 18.78%
$5.85K - $6.9K
582 $15.2K
Jul 11, 2023 Q2 2023
Omega Financial Group, LLC

BUY
 -
90
+ 1.91%
$5.72K - $6.75K
4.8K $126K
Aug 08, 2023 Q2 2023
Advisor Os, LLC

BUY
 -
90
+ 1.35%
$5.72K - $6.75K
6.75K $177K
Jul 20, 2023 Q2 2023
Gleason Group, Inc.

BUY
 -
90
+ 0.12%
$5.72K - $6.75K
74.1K $1.94M
Aug 23, 2023 Q2 2023
Headinvest, LLC

Portland, ME
BUY
 -
90
+ 1.06%
$5.72K - $6.75K
8.58K $224K

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