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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
433+ 8.03% |
$30.3K - $36.1K
|
5.83K
$161K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
429+ 4.44% |
$30.1K - $35.8K
|
10.1K
$278K
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
424New |
$29.7K - $35.3K
|
424
$11.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
420+ 1.32% |
$29.4K - $35K
|
32.3K
$890K
|
|
|
Jan 26, 2024
Q4 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
417+ 3.61% |
$29.2K - $34.8K
|
12K
$330K
|
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
411+ 0.92% |
$28.8K - $34.3K
|
45K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
409+ 0.93% |
$28.7K - $34.1K
|
44.5K
$1.23M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
400+ 164.61% |
$28K - $33.3K
|
643
$17.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
399+ 36.94% |
$28K - $33.3K
|
1.48K
$40.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
391New |
$27.4K - $32.6K
|
391
$10.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Hc Advisors, LLC
|
BUY
|
- |
385+ 0.64% |
$27K - $32.1K
|
60.9K
$1.68M
|
|
|
Jan 11, 2024
Q4 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
381+ 0.12% |
$26.7K - $31.8K
|
320K
$8.83M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
352+ 9.03% |
$24.7K - $29.3K
|
4.25K
$117K
|
|
|
Jan 21, 2025
Q4 2023
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
348+ 1.04% |
$24.4K - $29K
|
33.8K
$932K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
345+ 27.32% |
$24.2K - $28.8K
|
1.61K
$44.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
342+ 10.67% |
$24K - $28.5K
|
3.55K
$97.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
339New |
$23.8K - $28.3K
|
339
$9.34K
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
BUY
|
- |
335+ 8.38% |
$23.5K - $27.9K
|
4.34K
$119K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
334New |
$23.4K - $27.8K
|
334
$9.21K
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
329+ 0.23% |
$23.1K - $27.4K
|
145K
$3.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
328+ 2.45% |
$23K - $27.3K
|
13.7K
$378K
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
313+ 0.54% |
$21.9K - $26.1K
|
57.8K
$1.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
306New |
$21.4K - $25.5K
|
306
$8.43K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
301+ 1.9% |
$21.1K - $25.1K
|
16.2K
$446K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
287+ 2.59% |
$20.1K - $23.9K
|
11.4K
$313K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
284+ 7.98% |
$19.9K - $23.7K
|
3.85K
$106K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
276+ 0.85% |
$19.3K - $23K
|
32.8K
$905K
|
|
|
Feb 07, 2024
Q4 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
267+ 4.72% |
$18.7K - $22.3K
|
5.92K
$163K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
265New |
$18.6K - $22.1K
|
265
$7.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
264+ 6.92% |
$18.5K - $22K
|
4.08K
$112K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
256+ 3.95% |
$17.9K - $21.3K
|
6.73K
$185K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
256+ 3.17% |
$17.9K - $21.3K
|
8.33K
$229K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
255+ 0.9% |
$17.9K - $21.3K
|
28.6K
$788K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
251New |
$17.6K - $20.9K
|
251
$6.92K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
250New |
$17.5K - $20.8K
|
250
$6.89K
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
250+ 0.21% |
$17.5K - $20.8K
|
120K
$3.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
239+ 2.14% |
$16.7K - $19.9K
|
11.4K
$315K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
224+ 0.18% |
$15.7K - $18.7K
|
123K
$3.38M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
215+ 47.25% |
$15.1K - $17.9K
|
670
$18.5K
|
|
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
214+ 9.41% |
$15K - $17.8K
|
2.49K
$68.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
202+ 0.58% |
$14.2K - $16.8K
|
35.1K
$966K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
195New |
$13.7K - $16.3K
|
195
$5.37K
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
190+ 0.13% |
$13.3K - $15.8K
|
145K
$4.01M
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
186+ 0.94% |
$13K - $15.5K
|
20.1K
$553K
|
|
|
Feb 15, 2024
Q4 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
180+ 69.5% |
$12.6K - $15K
|
439
$12.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
176+ 7.56% |
$12.3K - $14.7K
|
2.51K
$69K
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
175+ 10.54% |
$12.3K - $14.6K
|
1.84K
$50.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
174+ 0.57% |
$12.2K - $14.5K
|
30.6K
$844K
|
|
|
Feb 12, 2024
Q4 2023
|
Athena Investment Management
|
BUY
|
- |
170+ 0.55% |
$11.9K - $14.2K
|
31.2K
$859K
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
163New |
$11.4K - $13.6K
|
163
$4.49K
|