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 12, 2024
Q4 2023
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-200- 3.83% |
$14K - $16.7K
|
5.02K
$138K
|
|
|
Jan 12, 2024
Q4 2023
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-205- 5.15% |
$14.4K - $17.1K
|
3.77K
$103K
|
|
|
Jan 29, 2024
Q4 2023
|
Moneywise, Inc.
|
SELL
|
- |
-211- 4.68% |
$14.8K - $17.6K
|
4.3K
$118K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-219- 1.47% |
$15.3K - $18.3K
|
14.7K
$401K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-222- 42.53% |
$15.6K - $18.5K
|
300
$8.22K
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-228- 0.89% |
$16K - $19K
|
25.4K
$695K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-232- 4.04% |
$16.3K - $19.3K
|
5.51K
$151K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-234- 54.17% |
$16.4K - $19.5K
|
198
$5.43K
|
|
|
Jan 19, 2024
Q4 2023
|
Advocate Group LLC
|
SELL
|
- |
-243- 7.84% |
$17K - $20.3K
|
2.86K
$78.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-246- 2.36% |
$17.2K - $20.5K
|
10.2K
$279K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-247- 2.12% |
$17.3K - $20.6K
|
11.4K
$313K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
SELL
|
- |
-251- 9.06% |
$17.6K - $20.9K
|
2.52K
$69K
|
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-256- 1.0% |
$17.9K - $21.3K
|
25.4K
$695K
|
|
|
Jan 17, 2024
Q4 2023
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-261- 2.53% |
$18.3K - $21.8K
|
10.1K
$276K
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-261- 2.42% |
$18.3K - $21.8K
|
10.5K
$288K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-274- 0.33% |
$19.2K - $22.8K
|
82.4K
$2.26M
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-285- 9.37% |
$20K - $23.8K
|
2.76K
$75.6K
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-286- 1.52% |
$20K - $23.8K
|
18.5K
$507K
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-289- 3.04% |
$20.3K - $24.1K
|
9.2K
$252K
|
|
|
Jan 17, 2024
Q4 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-293- 0.51% |
$20.5K - $24.4K
|
57.5K
$1.57M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-297- 3.75% |
$20.8K - $24.8K
|
7.63K
$209K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-315- 0.13% |
$22.1K - $26.3K
|
240K
$6.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-316- 0.37% |
$22.1K - $26.3K
|
85.3K
$2.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-326- 5.02% |
$22.8K - $27.2K
|
6.17K
$169K
|
|
|
Feb 14, 2024
Q4 2023
|
Jentner Corp
|
SELL
|
- |
-339- 2.99% |
$23.8K - $28.3K
|
11K
$302K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-340- 13.95% |
$23.8K - $28.3K
|
2.1K
$57.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-340- 7.45% |
$23.8K - $28.3K
|
4.22K
$116K
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-347- 2.35% |
$24.3K - $28.9K
|
14.4K
$395K
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-353- 7.84% |
$24.7K - $29.4K
|
4.15K
$114K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-357- 2.46% |
$25K - $29.8K
|
14.2K
$388K
|
|
|
Jan 12, 2024
Q4 2023
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-366- 5.98% |
$25.6K - $30.5K
|
5.75K
$158K
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
SELL
|
- |
-389- 4.1% |
$27.3K - $32.4K
|
9.09K
$249K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-389- 0.8% |
$27.3K - $32.4K
|
48.4K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-389- 0.8% |
$27.3K - $32.4K
|
48.4K
$1.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-398- 0.79% |
$27.9K - $33.2K
|
50.1K
$1.37M
|
|
|
Jan 29, 2024
Q4 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-409- 2.15% |
$28.7K - $34.1K
|
18.6K
$510K
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-410- 4.78% |
$28.7K - $34.2K
|
8.17K
$224K
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-415- 5.5% |
$29.1K - $34.6K
|
7.13K
$195K
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-419- 5.44% |
$29.4K - $34.9K
|
7.29K
$200K
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-428- 2.2% |
$30K - $35.7K
|
19.1K
$522K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-432- 12.04% |
$30.3K - $36K
|
3.16K
$86.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-438- 1.27% |
$30.7K - $36.5K
|
34K
$930K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-464- 7.36% |
$32.5K - $38.7K
|
5.84K
$160K
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-467- 2.53% |
$32.7K - $38.9K
|
18K
$493K
|
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
SELL
|
- |
-477- 1.7% |
$33.4K - $39.8K
|
27.5K
$755K
|
|
|
Jan 18, 2024
Q4 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-510- 3.06% |
$35.7K - $42.5K
|
16.2K
$443K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-514- 4.55% |
$36K - $42.9K
|
10.8K
$296K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-541- 5.72% |
$37.9K - $45.1K
|
8.91K
$244K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-559- 4.29% |
$39.2K - $46.6K
|
12.5K
$341K
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-565- 2.02% |
$39.6K - $47.1K
|
27.5K
$752K
|