Purchases and Sales Made in Q3 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 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-3.39K- 7.75% |
$244K - $264K
|
40.3K
$1.11M
|
|
|
Oct 19, 2023
Q3 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-3.46K- 4.4% |
$249K - $270K
|
75.2K
$2.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.6K- 21.39% |
$259K - $281K
|
13.2K
$365K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-3.63K- 43.28% |
$261K - $283K
|
4.75K
$131K
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
SELL
|
- |
-3.68K- 7.88% |
$265K - $287K
|
43K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.73K- 37.39% |
$269K - $291K
|
6.25K
$172K
|
|
|
Oct 30, 2023
Q3 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-3.73K- 16.39% |
$269K - $291K
|
19K
$524K
|
|
|
Oct 10, 2023
Q3 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-3.79K- 1.54% |
$273K - $295K
|
241K
$6.65M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.96K- 2.81% |
$285K - $309K
|
137K
$3.78M
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-4.06K- 5.29% |
$292K - $317K
|
72.7K
$2M
|
|
|
Oct 10, 2023
Q3 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-4.07K- 3.18% |
$293K - $318K
|
124K
$3.42M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4.13K- 17.19% |
$297K - $322K
|
19.9K
$548K
|
|
|
Nov 06, 2023
Q3 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-4.19K- 20.09% |
$302K - $327K
|
16.7K
$459K
|
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-4.23K- 5.27% |
$305K - $330K
|
76.1K
$2.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.3K- 1.86% |
$310K - $336K
|
226K
$6.24M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.4K- 35.27% |
$317K - $343K
|
8.07K
$222K
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-4.45K- 12.51% |
$320K - $347K
|
31.1K
$858K
|
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-4.54K- 3.64% |
$327K - $354K
|
120K
$3.31M
|
|
|
Oct 31, 2023
Q3 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-4.58K- 16.52% |
$329K - $357K
|
23.1K
$637K
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-4.64K- 4.66% |
$334K - $362K
|
94.7K
$2.61M
|
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-4.95K- 1.99% |
$356K - $386K
|
243K
$6.71M
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-4.97K- 12.04% |
$358K - $387K
|
36.3K
$1M
|
|
|
Nov 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-5.03K- 6.78% |
$362K - $393K
|
69.2K
$1.91M
|
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
SELL
|
- |
-5.16K- 21.34% |
$371K - $403K
|
19K
$524K
|
|
|
Oct 10, 2023
Q3 2023
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-5.31K- 1.5% |
$382K - $414K
|
349K
$9.62M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-5.38K- 4.56% |
$387K - $420K
|
113K
$3.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-5.43K- 44.71% |
$391K - $423K
|
6.71K
$185K
|
|
|
Jan 21, 2025
Q3 2023
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-5.46K- 14.02% |
$393K - $426K
|
33.5K
$923K
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-5.54K- 49.56% |
$399K - $432K
|
5.64K
$155K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.57K- 3.53% |
$401K - $435K
|
152K
$4.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
SELL
|
- |
-5.69K- 1.16% |
$410K - $444K
|
487K
$13.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-5.95K- 3.94% |
$428K - $464K
|
145K
$4M
|
|
|
Nov 14, 2023
Q3 2023
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-6.32K- 18.11% |
$455K - $493K
|
28.6K
$787K
|
|
|
Oct 16, 2023
Q3 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-6.33K- 3.81% |
$456K - $494K
|
160K
$4.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-6.49K- 5.15% |
$467K - $506K
|
119K
$3.29M
|
|
|
Oct 13, 2023
Q3 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-7.08K- 6.99% |
$510K - $553K
|
94.2K
$2.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-7.38K- 6.49% |
$532K - $576K
|
106K
$2.93M
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-7.41K- 5.7% |
$533K - $578K
|
123K
$3.38M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-7.44K- 6.39% |
$536K - $580K
|
109K
$3M
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-7.6K- 2.62% |
$547K - $593K
|
283K
$7.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-8.04K- 2.2% |
$579K - $628K
|
358K
$9.87M
|
|
|
Nov 06, 2023
Q3 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-8.58K- 16.8% |
$617K - $669K
|
42.5K
$1.17M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-8.89K- 28.65% |
$640K - $694K
|
22.1K
$610K
|
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-9.01K- 7.11% |
$649K - $703K
|
118K
$3.25M
|
|
|
Oct 10, 2023
Q3 2023
|
Systelligence, LLC
|
SELL
|
- |
-9.16K- 4.44% |
$660K - $715K
|
197K
$5.44M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-9.23K- 42.16% |
$664K - $720K
|
12.7K
$349K
|
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-9.29K- 9.01% |
$669K - $725K
|
93.8K
$2.58M
|
|
|
Oct 25, 2023
Q3 2023
|
Rovin Capital
|
SELL
|
- |
-9.61K- 8.14% |
$692K - $750K
|
108K
$2.99M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-9.7K- 63.18% |
$699K - $757K
|
5.66K
$156K
|
|
|
Nov 13, 2023
Q3 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-9.82K- 5.78% |
$707K - $766K
|
160K
$4.41M
|