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 07, 2023 Q3 2023
Fort Pitt Capital Group, LLC

BUY
 -
3.77K
+ 0.19%
$271K - $294K
2M $56.6M
Oct 16, 2023 Q3 2023
Minich Mac Gregor Wealth Management, LLC

BUY
 -
3.76K
+ 1.5%
$271K - $293K
254K $7.19M
Nov 13, 2023 Q3 2023
Aspen Grove Capital, LLC

Avon, CO
BUY
 -
3.75K
+ 26.12%
$270K - $293K
18.1K $512K
Nov 13, 2023 Q3 2023
Prospera Financial Services Inc

BUY
 -
3.56K
New
$256K - $278K
3.56K $101K
Nov 13, 2023 Q3 2023
Summit Financial Wealth Advisors, LLC

BUY
 -
3.5K
+ 30.36%
$252K - $273K
15K $425K
Nov 13, 2023 Q3 2023
Gsb Wealth Management, LLC

BUY
 -
3.44K
+ 7.23%
$248K - $269K
51.1K $1.44M
Oct 24, 2023 Q3 2023
J.W. Cole Advisors, Inc.

BUY
 -
3.43K
+ 5.82%
$247K - $268K
62.5K $1.77M
Nov 13, 2023 Q3 2023
Four Thought Financial Partners, LLC

Venice, FL
BUY
 -
3.36K
New
$242K - $262K
3.36K $95K
Oct 12, 2023 Q3 2023
First National Bank Sioux Falls

BUY
 -
3.26K
+ 10.16%
$235K - $254K
35.3K $1M
Nov 06, 2023 Q3 2023
Pacific Wealth Strategies Group, Inc.

BUY
 -
3.18K
+ 3.58%
$229K - $248K
91.8K $2.6M
Oct 31, 2023 Q3 2023
Financial Designs Corp

Claremont, CA
BUY
 -
3.03K
New
$218K - $237K
3.03K $85.8K
Oct 20, 2023 Q3 2023
Lake Street Financial LLC

BUY
 -
2.87K
New
$207K - $224K
2.87K $81.3K
Oct 18, 2023 Q3 2023
Keudell

BUY
 -
2.83K
+ 13.52%
$204K - $221K
23.8K $673K
Nov 09, 2023 Q3 2023
Condor Capital Management

Martinsville, NJ
BUY
 -
2.81K
+ 11.13%
$202K - $219K
28K $793K
Nov 01, 2023 Q3 2023
Fountainhead Am, LLC

Warren, NJ
BUY
 -
2.79K
+ 1.25%
$201K - $218K
226K $6.4M
Nov 09, 2023 Q3 2023
Members Advisory Group LLC

Williamsville, NY
BUY
 -
2.76K
+ 2.11%
$198K - $215K
133K $3.76M
Oct 11, 2023 Q3 2023
Smith Anglin Financial, LLC

BUY
 -
2.7K
+ 5.62%
$194K - $210K
50.6K $1.43M
Oct 13, 2023 Q3 2023
Pfg Advisors

BUY
 -
2.61K
+ 8.06%
$188K - $204K
35K $990K
Oct 18, 2023 Q3 2023
Liberty Capital Management, Inc.

BUY
 -
2.51K
+ 8.14%
$181K - $196K
33.4K $944K
Nov 13, 2023 Q3 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
2.47K
+ 67.87%
$178K - $193K
6.12K $173K
Oct 10, 2023 Q3 2023
Baldwin Brothers LLC

BUY
 -
2.46K
New
$177K - $192K
2.46K $69.6K
Oct 17, 2023 Q3 2023
B & T Capital Management Dba Alpha Capital Management

BUY
 -
2.43K
+ 1.25%
$175K - $190K
196K $5.56M
Nov 13, 2023 Q3 2023
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
2.39K
+ 334.08%
$172K - $187K
3.11K $87.9K
Nov 01, 2023 Q3 2023
Allen Capital Group, LLC

BUY
 -
2.36K
+ 15.69%
$170K - $184K
17.4K $493K
Nov 07, 2023 Q3 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
2.36K
+ 35.19%
$170K - $184K
9.07K $256K
Oct 24, 2023 Q3 2023
Eudaimonia Advisors LLC

Winchester, TN
BUY
 -
2.36K
+ 6.68%
$170K - $184K
37.6K $1.06M
Oct 31, 2023 Q3 2023
James Investment Research Inc

BUY
 -
2.36K
+ 50.8%
$170K - $184K
6.99K $198K
Nov 14, 2023 Q3 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
2.31K
+ 3.64%
$167K - $180K
65.8K $1.86M
Oct 13, 2023 Q3 2023
Courage Miller Partners, LLC

BUY
 -
2.22K
+ 2.82%
$159K - $173K
80.7K $2.28M
Oct 19, 2023 Q3 2023
Provident Wealth Management, LLC

BUY
 -
2.21K
+ 0.89%
$159K - $172K
251K $7.1M
Nov 08, 2023 Q3 2023
Banque Cantonale Vaudoise

BUY
 -
2.21K
New
$159K - $172K
2.21K $62.4K
Nov 07, 2023 Q3 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
2.17K
+ 14.0%
$156K - $169K
17.7K $500K
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

BUY
 -
2.08K
+ 30.05%
$150K - $162K
9.01K $255K
May 20, 2024 Q3 2023
Parallel Advisors, LLC

BUY
 -
2.08K
+ 30.05%
$150K - $162K
9.01K $255K
Nov 14, 2023 Q3 2023
Cynosure Management, LLC

Salt Lake City, UT
BUY
 -
2.08K
+ 46.04%
$150K - $162K
6.6K $187K
Nov 02, 2023 Q3 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
2.08K
+ 23.85%
$149K - $162K
10.8K $305K
Nov 06, 2023 Q3 2023
Werba Rubin Papier Wealth Management

San Jose, CA
BUY
 -
2.05K
+ 6.22%
$148K - $160K
35K $990K
Oct 31, 2023 Q3 2023
Fagan Associates, Inc.

BUY
 -
2.04K
+ 6.76%
$147K - $159K
32.2K $911K
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

BUY
 -
2.03K
+ 4.43%
$146K - $159K
47.9K $1.36M
Oct 18, 2023 Q3 2023
Cambridge Advisors Inc.

BUY
 -
1.97K
+ 3.24%
$142K - $154K
62.9K $1.78M
Nov 09, 2023 Q3 2023
Guerra Pan Advisors, LLC

Montclair, NJ
BUY
 -
1.97K
+ 41.69%
$142K - $153K
6.68K $189K
Oct 23, 2023 Q3 2023
Tria Gen Wealth Management LLC

BUY
 -
1.92K
+ 2.15%
$138K - $149K
91.1K $2.58M
Nov 13, 2023 Q3 2023
Apriem Advisors

Irvine, CA
BUY
 -
1.87K
+ 22.19%
$135K - $146K
10.3K $291K
Nov 07, 2023 Q3 2023
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
1.82K
+ 61.85%
$131K - $142K
4.77K $135K
Nov 02, 2023 Q3 2023
Smith Chas P & Associates Pa Cpas

BUY
 -
1.81K
+ 38.06%
$130K - $141K
6.57K $186K
Nov 13, 2023 Q3 2023
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
1.77K
+ 2.03%
$127K - $138K
89.1K $2.52M
Nov 13, 2023 Q3 2023
Centaurus Financial, Inc.

BUY
 -
1.73K
+ 10.4%
$124K - $135K
18.3K $519K
May 28, 2024 Q3 2023
Integrated Investment Consultants, LLC

BUY
 -
1.72K
+ 2.43%
$124K - $135K
72.7K $2.06M
Oct 17, 2023 Q3 2023
Royal Fund Management, LLC

BUY
 -
1.65K
+ 2.3%
$119K - $129K
73.4K $2.08M

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