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
Jan 15, 2025 Q3 2023
Goldstone Financial Group, LLC

Oakbrook Terrace, IL
BUY
 -
12.7K
New
$914K - $991K
12.7K $326K
Nov 09, 2023 Q3 2023
First Heartland Consultants, Inc.

BUY
 -
12.7K
New
$914K - $991K
12.7K $326K
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
12.4K
+ 1.48%
$895K - $970K
852K $21.9M
Oct 27, 2023 Q3 2023
B&D White Capital Company, LLC

BUY
 -
12.1K
+ 4.19%
$873K - $946K
302K $7.74M
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
12.1K
+ 10.02%
$868K - $941K
132K $3.4M
Oct 12, 2023 Q3 2023
Bcs Wealth Management

BUY
 -
11.9K
New
$859K - $931K
11.9K $307K
Oct 27, 2023 Q3 2023
Tiaa Trust, National Association

Charlotte, NC
BUY
 -
11.9K
New
$857K - $928K
11.9K $306K
Nov 14, 2023 Q3 2023
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
11.9K
+ 15.44%
$853K - $925K
88.6K $2.28M
Oct 26, 2023 Q3 2023
Conning Inc.

BUY
 -
11.8K
+ 13.11%
$849K - $920K
102K $2.61M
Nov 08, 2023 Q3 2023
Wealth Trust Asset Management, LLC

Destin, FL
BUY
 -
11.6K
New
$837K - $907K
11.6K $299K
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
11.5K
+ 4.27%
$829K - $898K
281K $7.22M
Nov 15, 2023 Q3 2023
First Foundation Advisors

Irvine, CA
BUY
 -
11.5K
New
$828K - $898K
11.5K $295K
Nov 08, 2023 Q3 2023
Plancorp, LLC

BUY
 -
11.4K
New
$823K - $891K
11.4K $293K
Nov 14, 2023 Q3 2023
Iams Wealth Management, LLC

Omaha, NE
BUY
 -
11.3K
New
$813K - $881K
11.3K $290K
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
11.3K
+ 35.78%
$812K - $880K
42.8K $1.1M
Feb 14, 2024 Q3 2023
M Holdings Securities, Inc.

Portland, OR
BUY
 -
11.2K
+ 310.03%
$803K - $870K
14.8K $379K
Nov 14, 2023 Q3 2023
Financial Planning & Information Services, Inc.

BUY
 -
11.1K
+ 24.41%
$797K - $863K
56.4K $1.45M
Oct 04, 2023 Q3 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
10.9K
New
$785K - $851K
10.9K $280K
Nov 02, 2023 Q3 2023
Main Street Financial Solutions, LLC

BUY
 -
10.7K
+ 2.84%
$771K - $836K
388K $9.97M
Nov 14, 2023 Q3 2023
Barden Capital Management, Inc.

BUY
 -
10.7K
+ 23.77%
$767K - $832K
55.5K $1.43M
Oct 10, 2023 Q3 2023
Claro Advisors LLC

Boston, MA
BUY
 -
10.5K
+ 9.42%
$753K - $817K
122K $3.12M
Oct 19, 2023 Q3 2023
Eagle Capital Management, LLC

BUY
 -
10.1K
+ 32.14%
$730K - $791K
41.7K $1.07M
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
9.3K
+ 14.7%
$669K - $725K
72.6K $1.86M
Nov 15, 2023 Q3 2023
Townsquare Capital LLC

BUY
 -
9.17K
+ 21.26%
$660K - $715K
52.3K $1.34M
Nov 14, 2023 Q3 2023
Beacon Bridge Wealth Partners, LLC

Conshohocken, PA
BUY
 -
9.16K
New
$660K - $715K
9.16K $235K
Nov 13, 2023 Q3 2023
Synovus Financial Corp

Columbus, GA
BUY
 -
9.11K
New
$656K - $711K
9.11K $234K
Oct 24, 2023 Q3 2023
Sky Oak Wealth, LLC

BUY
 -
9.08K
+ 5.8%
$653K - $708K
165K $4.25M
Oct 17, 2023 Q3 2023
Founders Financial Securities LLC

BUY
 -
8.75K
+ 108.84%
$630K - $683K
16.8K $431K
Nov 16, 2023 Q3 2023
Revisor Wealth Management LLC

Akron, OH
BUY
 -
8.54K
New
$615K - $667K
8.54K $219K
Nov 01, 2023 Q3 2023
Bank Of Montreal

Toronto, A6
BUY
 -
8.46K
+ 309.24%
$609K - $660K
11.2K $288K
Nov 14, 2023 Q3 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
8.44K
+ 271.16%
$608K - $659K
11.6K $297K
Nov 03, 2023 Q3 2023
D.B. Root & Company, LLC

BUY
 -
8.43K
New
$607K - $658K
8.43K $217K
Nov 02, 2023 Q3 2023
Hoyle Cohen, LLC

BUY
 -
8.33K
+ 17.48%
$600K - $650K
56K $1.44M
Nov 13, 2023 Q3 2023
Cibc Private Wealth Group, LLC

BUY
 -
8.32K
+ 177.21%
$599K - $649K
13K $334K
Oct 13, 2023 Q3 2023
Cooper Financial Group

BUY
 -
8.28K
+ 59.33%
$596K - $646K
22.2K $571K
Oct 18, 2023 Q3 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
8.03K
+ 32.51%
$578K - $627K
32.7K $841K
Oct 16, 2023 Q3 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
7.86K
+ 8.79%
$566K - $613K
97.3K $2.5M
Nov 09, 2023 Q3 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
7.76K
New
$559K - $605K
7.76K $199K
Nov 07, 2023 Q3 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
7.68K
+ 46.6%
$553K - $599K
24.2K $620K
Nov 13, 2023 Q3 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
7.64K
+ 14.91%
$550K - $596K
58.9K $1.51M
Oct 24, 2023 Q3 2023
Apexium Financial, LP

BUY
 -
7.59K
+ 6.39%
$546K - $592K
126K $3.24M
Nov 09, 2023 Q3 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
7.54K
New
$543K - $589K
7.54K $194K
Oct 13, 2023 Q3 2023
Cra Financial Services, LLC

BUY
 -
7.48K
+ 3.51%
$538K - $583K
220K $5.66M
Oct 20, 2023 Q3 2023
Brookstone Capital Management

BUY
 -
7.33K
+ 31.69%
$528K - $572K
30.5K $782K
Oct 27, 2023 Q3 2023
Brio Consultants, LLC

BUY
 -
7.29K
+ 1.01%
$525K - $569K
726K $18.6M
Oct 11, 2023 Q3 2023
Frg Family Wealth Advisors LLC

BUY
 -
6.68K
+ 4.14%
$481K - $521K
168K $4.31M
Oct 10, 2023 Q3 2023
Compass Financial Group, Inc/Sd

Sioux Falls, SD
BUY
 -
6.52K
+ 60.58%
$469K - $508K
17.3K $443K
Nov 06, 2023 Q3 2023
Curi Wealth Management, LLC

BUY
 -
6.34K
+ 8.95%
$456K - $495K
77.2K $1.98M
Nov 08, 2023 Q3 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
6.24K
+ 4.76%
$449K - $487K
137K $3.52M

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