Purchases and Sales Made in Q3 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 Q3 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
Nov 13, 2023 Q3 2023
Blue Barn Wealth, LLC

SELL
 -
-680
- 1.47%
$49K - $53.1K
45.6K $1.45M
Oct 10, 2023 Q3 2023
Madden Securities Corp

SELL
 -
-693
- 0.82%
$49.9K - $54.1K
83.9K $2.66M
Nov 01, 2023 Q3 2023
Beaumont Financial Advisors, LLC

Needham, DE
SELL
 -
-700
- 2.11%
$50.4K - $54.6K
32.5K $1.03M
Nov 09, 2023 Q3 2023
Betterment LLC

New York, NY
SELL
 -
-720
- 3.95%
$51.8K - $56.2K
17.5K $556K
Nov 13, 2023 Q3 2023
Mutual Advisors, LLC

Casper, WY
SELL
 -
-735
- 0.49%
$52.9K - $57.3K
151K $4.79M
Oct 16, 2023 Q3 2023
Financial Services Advisory Inc

SELL
 -
-736
- 0.86%
$53K - $57.4K
84.9K $2.69M
Oct 24, 2023 Q3 2023
Gw Henssler & Associates LTD

SELL
 -
-759
- 3.68%
$54.6K - $59.2K
19.9K $630K
Oct 24, 2023 Q3 2023
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-793
- 1.32%
$57.1K - $61.9K
59.1K $1.88M
Nov 06, 2023 Q3 2023
Hbc Financial Services, Pllc

SELL
 -
-800
- 47.06%
$57.6K - $62.4K
900 $28.6K
Nov 06, 2023 Q3 2023
Keystone Financial Group

SELL
 -
-802
- 3.64%
$57.7K - $62.6K
21.2K $673K
Apr 26, 2024 Q3 2023
Prestige Wealth Management Group LLC

SELL
 -
-819
- 3.47%
$59K - $63.9K
22.8K $723K
Nov 06, 2023 Q3 2023
Cornerstone Wealth Management, LLC

SELL
 -
-820
- 4.64%
$59K - $64K
16.8K $534K
Oct 11, 2023 Q3 2023
Great Waters Wealth Management

Minneapolis, MN
SELL
 -
-829
- 3.79%
$59.7K - $64.7K
21.1K $668K
Oct 17, 2023 Q3 2023
Patriot Investment Management Inc.

SELL
 -
-831
- 8.8%
$59.8K - $64.8K
8.61K $273K
Oct 11, 2023 Q3 2023
Marotta Asset Management

SELL
 -
-851
- 5.39%
$61.3K - $66.4K
14.9K $474K
Oct 26, 2023 Q3 2023
Orgel Wealth Management, LLC

SELL
 -
-868
- 4.26%
$62.5K - $67.7K
19.5K $618K
Nov 09, 2023 Q3 2023
Kovitz Investment Group Partners, LLC

SELL
 -
-872
- 9.93%
$62.8K - $68K
7.91K $251K
Nov 07, 2023 Q3 2023
Summit Financial, LLC

Parsippany, NJ
SELL
 -
-892
- 1.66%
$64.2K - $69.6K
52.8K $1.68M
Oct 17, 2023 Q3 2023
Flagship Harbor Advisors, LLC

SELL
 -
-929
- 17.38%
$66.9K - $72.5K
4.42K $140K
Oct 18, 2023 Q3 2023
Powers Advisory Group, LLC

SELL
 -
-970
- 1.7%
$69.8K - $75.7K
56.1K $1.78M
Nov 14, 2023 Q3 2023
Jones Financial Companies Lllp

SELL
 -
-992
- 27.76%
$71.4K - $77.4K
2.58K $82K
Nov 14, 2023 Q3 2023
Imprint Wealth LLC

Mount Pleasant, SC
SELL
 -
-994
- 6.83%
$71.6K - $77.6K
13.6K $430K
Nov 14, 2023 Q3 2023
Glenmede Trust CO Na

Philadelphia, PA
SELL
 -
-997
- 37.74%
$71.8K - $77.8K
1.65K $52.2K
Nov 06, 2023 Q3 2023
Hbk Sorce Advisory LLC

Erie, PA
SELL
 -
-1K
- 6.67%
$72.3K - $78.3K
14K $446K
Mar 13, 2024 Q3 2023
Moneco Advisors, LLC

Fairfield, CT
SELL
 -
-1.05K
- 16.61%
$75.8K - $82.2K
5.29K $168K
Nov 03, 2023 Q3 2023
Moneco Advisors, LLC

Fairfield, CT
SELL
 -
-1.05K
- 16.61%
$75.8K - $82.2K
5.29K $168K
Oct 17, 2023 Q3 2023
Advocate Group LLC

SELL
 -
-1.11K
- 26.4%
$80.1K - $86.8K
3.1K $98.4K
Oct 20, 2023 Q3 2023
Capital Planning LLC

SELL
 -
-1.12K
- 0.4%
$80.7K - $87.5K
279K $8.85M
Nov 06, 2023 Q3 2023
Wilbanks Smith & Thomas Asset Management LLC

SELL
 -
-1.13K
- 1.43%
$81.3K - $88.1K
78K $2.47M
Nov 15, 2023 Q3 2023
Sja Financial Advisory, LLC

SELL
 -
-1.14K
- 2.81%
$82.4K - $89.3K
39.6K $1.26M
Nov 13, 2023 Q3 2023
Glassman Wealth Services

SELL
 -
-1.17K
- 35.52%
$84.2K - $91.3K
2.12K $67.4K
Oct 24, 2023 Q3 2023
Blb&B Advisors, LLC

SELL
 -
-1.17K
- 2.66%
$84.3K - $91.4K
42.9K $1.36M
Oct 23, 2023 Q3 2023
Colton Groome Financial Advisors, LLC

SELL
 -
-1.18K
- 9.85%
$84.7K - $91.8K
10.8K $342K
Oct 26, 2023 Q3 2023
Cabot Wealth Management Inc

SELL
 -
-1.19K
- 17.23%
$85.7K - $92.9K
5.72K $182K
Nov 07, 2023 Q3 2023
Insight Advisors, LLC

Newtown, PA
SELL
 -
-1.25K
- 2.72%
$89.7K - $97.2K
44.6K $1.42M
Oct 24, 2023 Q3 2023
Fin Trust Capital Advisors, LLC

SELL
 -
-1.25K
- 27.65%
$90K - $97.5K
3.27K $104K
Oct 30, 2023 Q3 2023
Meritage Portfolio Management

SELL
 -
-1.25K
- 4.97%
$90K - $97.5K
23.9K $759K
Oct 05, 2023 Q3 2023
Foundations Investment Advisors, LLC

SELL
 -
-1.29K
- 22.97%
$92.6K - $100K
4.31K $137K
Nov 13, 2023 Q3 2023
Gen Wealth Group, Inc.

SELL
 -
-1.35K
- 4.25%
$97.4K - $106K
30.4K $966K
Nov 14, 2023 Q3 2023
Bokf, Na

Tulsa, OK
SELL
 -
-1.36K
- 74.77%
$97.7K - $106K
458 $14.5K
Nov 15, 2023 Q3 2023
Panoramic Investment Advisors, LLC

Denver, CO
SELL
 -
-1.38K
- 3.75%
$99.2K - $108K
35.3K $1.12M
Oct 12, 2023 Q3 2023
Toth Financial Advisory Corp

SELL
 -
-1.38K
- 56.66%
$99.3K - $108K
1.06K $33.5K
Oct 27, 2023 Q3 2023
Mainsail Financial Group, LLC

Bellevue, WA
SELL
 -
-1.39K
- 1.97%
$99.9K - $108K
69K $2.19M
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-1.42K
- 0.14%
$102K - $111K
1.03M $32.8M
Oct 31, 2023 Q3 2023
Sharkey, Howes & Javer

SELL
 -
-1.43K
- 26.64%
$103K - $112K
3.95K $125K
Nov 13, 2023 Q3 2023
Clearstead Advisors, LLC

Cleveland, OH
SELL
 -
-1.44K
- 41.01%
$104K - $112K
2.07K $65.7K
Nov 06, 2023 Q3 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
SELL
 -
-1.45K
- 1.79%
$104K - $113K
79.4K $2.52M
Dec 05, 2024 Q3 2023
Fortis Advisors, LLC

King Of Prussia, PA
SELL
 -
-1.45K
- 31.8%
$104K - $113K
3.11K $98.6K
Oct 25, 2023 Q3 2023
Boyd Wealth Management, LLC

SELL
 -
-1.46K
- 3.35%
$105K - $114K
42K $1.33M

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