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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6.22K+ 12.38% |
$448K - $486K
|
56.5K
$1.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
6.19K+ 32.09% |
$445K - $483K
|
25.5K
$654K
|
|
|
Nov 14, 2023
Q3 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
6.12KNew |
$440K - $477K
|
6.12K
$157K
|
|
|
Nov 03, 2023
Q3 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
6.01K+ 4.56% |
$432K - $469K
|
138K
$3.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
5.85KNew |
$421K - $456K
|
5.85K
$150K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.72K+ 0.72% |
$412K - $446K
|
803K
$20.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5.67K+ 297.69% |
$408K - $442K
|
7.57K
$194K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.57K+ 1.28% |
$401K - $435K
|
440K
$11.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
5.55K+ 48.2% |
$399K - $433K
|
17K
$438K
|
|
|
Nov 09, 2023
Q3 2023
|
Econ Financial Services Corp
|
BUY
|
- |
5.51KNew |
$397K - $430K
|
5.51K
$142K
|
|
|
Nov 01, 2023
Q3 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
5.49K+ 39.16% |
$395K - $428K
|
19.5K
$501K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
5.46K+ 59.4% |
$393K - $426K
|
14.7K
$377K
|
|
|
Oct 19, 2023
Q3 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
5.42K+ 6.71% |
$390K - $423K
|
86.2K
$2.21M
|
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
5.4KNew |
$389K - $421K
|
5.4K
$139K
|
|
|
Oct 30, 2023
Q3 2023
|
Spreng Capital Management, Inc.
|
BUY
|
- |
5.37K+ 8.81% |
$387K - $419K
|
66.3K
$1.7M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.22K+ 30.74% |
$376K - $407K
|
22.2K
$570K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.16KNew |
$372K - $403K
|
5.16K
$133K
|
|
|
Oct 11, 2023
Q3 2023
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
5.15K+ 98.81% |
$371K - $402K
|
10.4K
$266K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.11K+ 10.5% |
$368K - $399K
|
53.8K
$1.38M
|
|
|
Nov 08, 2023
Q3 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
5KNew |
$360K - $390K
|
5K
$128K
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
4.94KNew |
$356K - $385K
|
4.94K
$127K
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.8K+ 103.78% |
$346K - $375K
|
9.43K
$242K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.78K+ 117.08% |
$344K - $373K
|
8.86K
$227K
|
|
|
Nov 21, 2023
Q3 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
4.76KNew |
$342K - $371K
|
4.76K
$122K
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.75K+ 102.99% |
$342K - $371K
|
9.36K
$240K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Consulate, Inc
|
BUY
|
- |
4.74KNew |
$341K - $370K
|
4.74K
$122K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.68K+ 4.27% |
$337K - $365K
|
114K
$2.94M
|
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
4.53KNew |
$326K - $354K
|
4.53K
$116K
|
|
|
Nov 13, 2023
Q3 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
4.41K+ 1.52% |
$317K - $344K
|
294K
$7.55M
|
|
|
Oct 23, 2023
Q3 2023
|
Rhs Financial, LLC
|
BUY
|
- |
4.4K+ 95.96% |
$317K - $343K
|
8.98K
$231K
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
BUY
|
- |
4.37K+ 85.28% |
$315K - $341K
|
9.49K
$244K
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.35KNew |
$313K - $339K
|
4.35K
$112K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
4.33K+ 1.22% |
$312K - $338K
|
359K
$9.22M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
4.32KNew |
$311K - $337K
|
4.32K
$111K
|
|
|
Oct 30, 2023
Q3 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
4.2KNew |
$302K - $327K
|
4.2K
$108K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
4.19K+ 1.42% |
$302K - $327K
|
299K
$7.67M
|
|
|
Oct 24, 2023
Q3 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
4.12K+ 0.87% |
$297K - $321K
|
476K
$12.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
4.11K+ 11.57% |
$296K - $321K
|
39.6K
$1.02M
|
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
4.11KNew |
$296K - $320K
|
4.11K
$105K
|
|
|
Nov 09, 2023
Q3 2023
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
4KNew |
$288K - $312K
|
4K
$103K
|
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
3.99K+ 56.52% |
$287K - $311K
|
11K
$284K
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
3.96KNew |
$285K - $309K
|
3.96K
$102K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.95K+ 0.46% |
$284K - $308K
|
854K
$21.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.94K+ 4.48% |
$284K - $307K
|
91.8K
$2.36M
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3.94KNew |
$284K - $307K
|
3.94K
$101K
|
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
3.89KNew |
$280K - $303K
|
3.89K
$99.8K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.86K+ 37.21% |
$278K - $301K
|
14.2K
$366K
|
|
|
Nov 06, 2023
Q3 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
3.83K+ 1.11% |
$276K - $299K
|
349K
$8.96M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.81K+ 2.15% |
$274K - $297K
|
180K
$4.63M
|
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3.78K+ 9.53% |
$272K - $295K
|
43.4K
$1.12M
|