Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.62M+ 25.59% |
$113M - $135M
|
7.94M
$218M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
1.47MNew |
$103M - $122M
|
1.47M
$40.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
508KNew |
$35.6M - $42.4M
|
508K
$13.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
488K+ 21.92% |
$34.2M - $40.7M
|
2.71M
$74.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
486KNew |
$34M - $40.5M
|
486K
$13.3M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
473K+ 4332.06% |
$33.1M - $39.4M
|
483K
$13.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
471K+ 51.71% |
$33M - $39.3M
|
1.38M
$37.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
347K+ 1558.83% |
$24.3M - $28.9M
|
369K
$10.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
342K+ 3.94% |
$23.9M - $28.5M
|
9M
$247M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
317KNew |
$22.2M - $26.4M
|
317K
$8.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
316KNew |
$22.2M - $26.4M
|
316K
$8.67M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
307K+ 62.09% |
$21.5M - $25.6M
|
802K
$22M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
302K+ 629.01% |
$21.2M - $25.2M
|
351K
$9.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
292K+ 36.22% |
$20.4M - $24.3M
|
1.1M
$30M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
274K+ 31.05% |
$19.2M - $22.8M
|
1.15M
$31.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
271K+ 2045.89% |
$19M - $22.6M
|
284K
$7.78M
|
|
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
231KNew |
$16.2M - $19.3M
|
231K
$6.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
218K+ 22.96% |
$15.3M - $18.2M
|
1.17M
$32M
|
|
|
Jan 23, 2024
Q4 2023
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
217KNew |
$15.2M - $18.1M
|
217K
$5.96M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
199K+ 60.66% |
$14M - $16.6M
|
527K
$14.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
191K+ 7.53% |
$13.4M - $16M
|
2.73M
$74.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
164K+ 64.44% |
$11.5M - $13.7M
|
418K
$11.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
154K+ 328.83% |
$10.8M - $12.8M
|
201K
$5.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
127KNew |
$8.93M - $10.6M
|
127K
$3.49M
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
119KNew |
$8.37M - $9.96M
|
119K
$3.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
119KNew |
$8.37M - $9.96M
|
119K
$3.27M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
119K+ 3.82% |
$8.32M - $9.89M
|
3.22M
$88.3M
|
|
|
Mar 15, 2024
Q4 2023
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
111KNew |
$7.75M - $9.22M
|
111K
$3.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
110K+ 1635.34% |
$7.71M - $9.17M
|
117K
$3.2M
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
109KNew |
$7.64M - $9.09M
|
109K
$2.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
108K+ 75.78% |
$7.59M - $9.03M
|
251K
$6.89M
|
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
108K+ 2733.86% |
$7.59M - $9.03M
|
112K
$3.07M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
102KNew |
$7.16M - $8.52M
|
102K
$2.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
99.1K+ 15.66% |
$6.95M - $8.26M
|
732K
$20.1M
|
|
|
Feb 06, 2024
Q4 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
98.3K+ 179.98% |
$6.89M - $8.2M
|
153K
$4.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
98.2K+ 21.68% |
$6.88M - $8.18M
|
551K
$15.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
98K+ 50.56% |
$6.87M - $8.17M
|
292K
$8M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
95.5K+ 25.12% |
$6.69M - $7.96M
|
475K
$13M
|
|
|
Jan 17, 2024
Q4 2023
|
Threadgill Financial, LLC
|
BUY
|
- |
93.7KNew |
$6.56M - $7.81M
|
93.7K
$2.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
93.3KNew |
$6.54M - $7.78M
|
93.3K
$2.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
92.1K+ 32.79% |
$6.46M - $7.68M
|
373K
$10.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
90.3K+ 6.17% |
$6.33M - $7.53M
|
1.55M
$42.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
89.4K+ 97.65% |
$6.27M - $7.46M
|
181K
$4.96M
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
88.2K+ 2148.16% |
$6.18M - $7.35M
|
92.3K
$2.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
88.1KNew |
$6.17M - $7.34M
|
88.1K
$2.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
85.6K+ 37.09% |
$6M - $7.14M
|
316K
$8.67M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
84.5K+ 28.84% |
$5.92M - $7.05M
|
378K
$10.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
80.2K+ 20.43% |
$5.62M - $6.68M
|
473K
$13M
|
|
|
Feb 09, 2024
Q4 2023
|
Schaeffer Financial LLC
|
BUY
|
- |
77.9K+ 137.06% |
$5.46M - $6.5M
|
135K
$3.69M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
77.8K+ 1003.05% |
$5.45M - $6.49M
|
85.6K
$2.35M
|