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 05, 2024
Q4 2023
|
Camden Capital, LLC
|
SELL
|
- |
-579- 0.73% |
$40.6K - $48.3K
|
78.6K
$2.16M
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-580- 4.42% |
$40.6K - $48.4K
|
12.5K
$345K
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-597- 15.59% |
$41.8K - $49.8K
|
3.23K
$88.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-597- 4.22% |
$41.8K - $49.8K
|
13.5K
$372K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-597- 5.19% |
$41.8K - $49.8K
|
10.9K
$300K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-601- 6.98% |
$42.1K - $50.1K
|
8.01K
$220K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-608- 38.73% |
$42.6K - $50.7K
|
962
$26.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-609- 5.69% |
$42.7K - $50.8K
|
10.1K
$277K
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-612- 6.96% |
$42.9K - $51K
|
8.18K
$225K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-624- 8.47% |
$43.7K - $52K
|
6.75K
$185K
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-632- 5.72% |
$44.3K - $52.7K
|
10.4K
$286K
|
|
|
Jan 18, 2024
Q4 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-640- 0.52% |
$44.9K - $53.4K
|
124K
$3.4M
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-643- 2.82% |
$45.1K - $53.6K
|
22.1K
$608K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-643- 2.82% |
$45.1K - $53.6K
|
22.1K
$608K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-664- 10.43% |
$46.5K - $55.4K
|
5.71K
$157K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
SELL
|
- |
-674- 3.03% |
$47.2K - $56.2K
|
21.6K
$593K
|
|
|
Jan 18, 2024
Q4 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-680- 0.96% |
$47.7K - $56.7K
|
70K
$1.93M
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-686- 11.8% |
$48.1K - $57.2K
|
5.13K
$141K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-707- 11.32% |
$49.5K - $58.9K
|
5.54K
$152K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-732- 1.76% |
$51.3K - $61K
|
41K
$1.13M
|
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-764- 0.66% |
$53.5K - $63.7K
|
114K
$3.15M
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-770- 7.15% |
$54K - $64.2K
|
10K
$275K
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-788- 17.09% |
$55.2K - $65.7K
|
3.82K
$105K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-801- 5.57% |
$56.1K - $66.8K
|
13.6K
$373K
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-816- 6.02% |
$57.2K - $68K
|
12.7K
$350K
|
|
|
Feb 05, 2024
Q4 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-840- 10.02% |
$58.9K - $70K
|
7.55K
$207K
|
|
|
Jan 31, 2024
Q4 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-863- 9.52% |
$60.5K - $71.9K
|
8.2K
$225K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-883- 4.16% |
$61.9K - $73.6K
|
20.3K
$559K
|
|
|
Feb 13, 2024
Q4 2023
|
Madden Securities Corp
|
SELL
|
- |
-892- 1.06% |
$62.5K - $74.4K
|
83K
$2.28M
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-904- 2.56% |
$63.4K - $75.4K
|
34.4K
$947K
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-934- 8.88% |
$65.5K - $77.9K
|
9.58K
$263K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-944- 27.2% |
$66.2K - $78.7K
|
2.53K
$69.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-946- 3.89% |
$66.3K - $78.9K
|
23.4K
$643K
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-949- 13.66% |
$66.5K - $79.1K
|
6K
$165K
|
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-951- 1.16% |
$66.6K - $79.3K
|
81.2K
$2.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Services Advisory Inc
|
SELL
|
- |
-964- 1.14% |
$67.6K - $80.4K
|
83.9K
$2.31M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-975- 2.8% |
$68.3K - $81.3K
|
33.9K
$931K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-998- 5.84% |
$69.9K - $83.2K
|
16.1K
$442K
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-1K- 0.46% |
$70.2K - $83.5K
|
219K
$6.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.02K- 0.93% |
$71.3K - $84.8K
|
108K
$2.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.02K- 2.0% |
$71.6K - $85.1K
|
50K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.02K- 4.41% |
$71.8K - $85.4K
|
22.2K
$610K
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-1.05K- 1.15% |
$73.4K - $87.3K
|
90.1K
$2.48M
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.13K- 0.51% |
$79.1K - $94.1K
|
219K
$6.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.18K- 14.88% |
$82.5K - $98.1K
|
6.73K
$185K
|
|
|
Jan 17, 2024
Q4 2023
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-1.19K- 1.43% |
$83K - $98.8K
|
81.9K
$2.25M
|
|
|
Jan 22, 2024
Q4 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-1.19K- 5.11% |
$83.5K - $99.4K
|
22.1K
$608K
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-1.2K- 30.73% |
$84.2K - $100K
|
2.71K
$74.5K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.21K- 1.46% |
$84.7K - $101K
|
81.3K
$2.24M
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.21K- 2.09% |
$85K - $101K
|
56.8K
$1.56M
|