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 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
119New |
$8.34K - $9.92K
|
119
$3.26K
|
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
BUY
|
- |
116+ 0.16% |
$8.13K - $9.67K
|
70.5K
$1.93M
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
111+ 1.07% |
$7.78K - $9.25K
|
10.5K
$287K
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
100+ 1.06% |
$7.01K - $8.34K
|
9.56K
$262K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
95+ 3.83% |
$6.66K - $7.92K
|
2.58K
$70.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
95+ 0.13% |
$6.66K - $7.92K
|
73.6K
$2.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
87New |
$6.1K - $7.25K
|
87
$2.38K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
86+ 1.57% |
$6.03K - $7.17K
|
5.57K
$153K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
76+ 506.67% |
$5.33K - $6.34K
|
91
$2.49K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
75New |
$5.26K - $6.25K
|
75
$2.06K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
72New |
$5.05K - $6K
|
72
$1.97K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
70New |
$4.91K - $5.84K
|
70
$1.92K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
69New |
$4.84K - $5.75K
|
69
$1.89K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
67+ 0.89% |
$4.7K - $5.59K
|
7.61K
$209K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
64+ 1.21% |
$4.49K - $5.34K
|
5.35K
$147K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
64+ 1.21% |
$4.49K - $5.34K
|
5.35K
$147K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
53+ 1.31% |
$3.71K - $4.42K
|
4.1K
$112K
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
52+ 0.29% |
$3.64K - $4.34K
|
18.2K
$498K
|
|
|
Jan 17, 2024
Q4 2023
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
44+ 0.1% |
$3.08K - $3.67K
|
42.5K
$1.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
43+ 0.22% |
$3.01K - $3.58K
|
19.6K
$536K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
42+ 0.63% |
$2.94K - $3.5K
|
6.75K
$185K
|
|
|
Jan 29, 2024
Q4 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
39+ 1.07% |
$2.73K - $3.25K
|
3.68K
$101K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
36+ 0.79% |
$2.52K - $3K
|
4.57K
$125K
|
|
|
Feb 06, 2024
Q4 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
31+ 0.08% |
$2.17K - $2.58K
|
41.2K
$1.13M
|
|
|
Jan 18, 2024
Q4 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
28+ 0.8% |
$1.96K - $2.33K
|
3.51K
$96.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
26+ 0.16% |
$1.82K - $2.17K
|
16.4K
$448K
|
|
|
Feb 06, 2024
Q4 2023
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
18+ 0.11% |
$1.26K - $1.5K
|
15.7K
$431K
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
14+ 0.14% |
$981 - $1.17K
|
10.1K
$275K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
13+ 0.12% |
$911 - $1.08K
|
10.4K
$286K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
12+ 0.13% |
$841 - $1K
|
9.59K
$263K
|
|
|
Jan 16, 2024
Q4 2023
|
Mason & Associates Inc
|
BUY
|
- |
12+ 0.36% |
$841 - $1K
|
3.36K
$92.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
11+ 0.05% |
$771 - $917
|
20.4K
$558K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
11+ 0.22% |
$771 - $917
|
4.99K
$137K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
9+ 0.03% |
$631 - $750
|
31.1K
$853K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
9+ 0.17% |
$631 - $750
|
5.41K
$148K
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
8+ 0.13% |
$561 - $667
|
6.24K
$171K
|
|
|
Jan 09, 2024
Q4 2023
|
Seneca House Advisors
|
BUY
|
- |
8+ 0.23% |
$561 - $667
|
3.52K
$96.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
7+ 8.75% |
$491 - $584
|
87
$2.38K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
7+ 0.12% |
$491 - $584
|
5.64K
$155K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6+ 0.14% |
$420 - $500
|
4.42K
$121K
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
6+ 0.14% |
$420 - $500
|
4.18K
$114K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
5+ 0.11% |
$350 - $417
|
4.58K
$126K
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
5+ 0.12% |
$350 - $417
|
4.28K
$117K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
5New |
$350 - $417
|
5
$137
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
5+ 0.13% |
$350 - $417
|
3.75K
$103K
|
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
5+ 0.13% |
$350 - $417
|
3.78K
$104K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
5+ 0.11% |
$350 - $417
|
4.76K
$130K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.12% |
$280 - $333
|
3.43K
$93.9K
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
BUY
|
- |
4+ 0.1% |
$280 - $333
|
4.01K
$110K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
4+ 0.06% |
$280 - $333
|
6.64K
$182K
|