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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
87+ 2.37% |
$6.26K - $6.79K
|
3.75K
$103K
|
|
|
Nov 01, 2023
Q3 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
82+ 1.42% |
$5.9K - $6.4K
|
5.84K
$161K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
72New |
$5.18K - $5.62K
|
72
$1.98K
|
|
|
Oct 25, 2023
Q3 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
70+ 0.33% |
$5.04K - $5.46K
|
21.4K
$590K
|
|
|
Oct 18, 2023
Q3 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
64+ 1.35% |
$4.61K - $4.99K
|
4.79K
$132K
|
|
|
Nov 13, 2023
Q3 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
62+ 1.65% |
$4.46K - $4.84K
|
3.83K
$106K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
43+ 8.81% |
$3.1K - $3.35K
|
531
$14.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
42+ 1.17% |
$3.02K - $3.28K
|
3.64K
$100K
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
40+ 0.2% |
$2.88K - $3.12K
|
20.4K
$561K
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
38+ 0.51% |
$2.74K - $2.96K
|
7.42K
$205K
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
36+ 81.82% |
$2.59K - $2.81K
|
80
$2.2K
|
|
|
Oct 13, 2023
Q3 2023
|
Seneca House Advisors
|
BUY
|
- |
36+ 1.03% |
$2.59K - $2.81K
|
3.52K
$96.9K
|
|
|
Oct 27, 2023
Q3 2023
|
Brickley Wealth Management
|
BUY
|
- |
32+ 1.16% |
$2.3K - $2.5K
|
2.79K
$76.9K
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
31+ 0.31% |
$2.23K - $2.42K
|
10.1K
$278K
|
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
23+ 0.07% |
$1.66K - $1.79K
|
31.9K
$879K
|
|
|
Nov 13, 2023
Q3 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
20+ 8.37% |
$1.44K - $1.56K
|
259
$7.14K
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
20New |
$1.44K - $1.56K
|
20
$551
|
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
20+ 0.06% |
$1.44K - $1.56K
|
34.4K
$948K
|
|
|
Oct 19, 2023
Q3 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
18+ 0.09% |
$1.3K - $1.4K
|
19.4K
$535K
|
|
|
Nov 13, 2023
Q3 2023
|
Chartist Inc
Seal Beach, CA |
BUY
|
- |
14+ 0.44% |
$1.01K - $1.09K
|
3.19K
$88K
|
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
11+ 0.11% |
$792 - $858
|
9.58K
$264K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
11+ 0.11% |
$792 - $858
|
10.4K
$287K
|
|
|
Oct 18, 2023
Q3 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
11+ 0.32% |
$792 - $858
|
3.49K
$96.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
10+ 0.1% |
$720 - $780
|
10K
$277K
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
9+ 0.21% |
$648 - $702
|
4.28K
$118K
|
|
|
Oct 03, 2023
Q3 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
7+ 0.02% |
$504 - $546
|
44.5K
$1.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
7+ 0.11% |
$504 - $546
|
6.24K
$172K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
5+ 0.01% |
$360 - $390
|
39.1K
$1.08M
|
|
|
Oct 10, 2023
Q3 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
5+ 0.13% |
$360 - $390
|
3.74K
$103K
|
|
|
Oct 24, 2023
Q3 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
4+ 0.11% |
$288 - $312
|
3.78K
$104K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
4+ 0.09% |
$288 - $312
|
4.58K
$126K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.12% |
$288 - $312
|
3.42K
$94.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4+ 22.22% |
$288 - $312
|
22
$606
|
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
BUY
|
- |
3+ 0.08% |
$216 - $234
|
4K
$110K
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3+ 0.1% |
$216 - $234
|
3.1K
$85.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
3+ 0.05% |
$216 - $234
|
6.63K
$183K
|
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
BUY
|
- |
3+ 0.11% |
$216 - $234
|
2.77K
$76.3K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3+ 0.13% |
$216 - $234
|
2.25K
$61.9K
|
|
|
Oct 23, 2023
Q3 2023
|
Moneywise, Inc.
|
BUY
|
- |
3+ 0.07% |
$216 - $234
|
4.51K
$124K
|
|
|
Jan 28, 2025
Q3 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.05% |
$144 - $156
|
4.21K
$116K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
2+ 0.01% |
$144 - $156
|
14.9K
$411K
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
2+ 0.01% |
$144 - $156
|
20.3K
$558K
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1+ 0.0% |
$72 - $78
|
32.6K
$897K
|
|
|
Oct 19, 2023
Q3 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
1+ 0.01% |
$72 - $78
|
10.5K
$290K
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.03% |
$72 - $78
|
3.2K
$88.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1+ 0.01% |
$72 - $78
|
10.6K
$293K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
1+ 0.44% |
$72 - $78
|
227
$6.26K
|
|
|
May 07, 2025
Q3 2023
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
1+ 0.1% |
$72 - $78
|
997
$27.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.46% |
$72 - $78
|
220
$6.06K
|
|
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|