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
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-3.56K- 2.98% |
$249K - $297K
|
116K
$3.19M
|
|
|
Jan 19, 2024
Q4 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-3.61K- 17.16% |
$253K - $301K
|
17.4K
$479K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-3.71K- 1.14% |
$260K - $309K
|
321K
$8.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.74K- 0.75% |
$262K - $312K
|
497K
$13.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-3.76K- 11.62% |
$263K - $313K
|
28.6K
$786K
|
|
|
Feb 09, 2024
Q4 2023
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-3.84K- 2.88% |
$269K - $320K
|
129K
$3.55M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-3.85K- 1.36% |
$270K - $321K
|
279K
$7.67M
|
|
|
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-3.9K- 51.86% |
$273K - $325K
|
3.62K
$99.5K
|
|
|
Oct 09, 2024
Q4 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-4.23K- 2.63% |
$296K - $353K
|
157K
$4.31M
|
|
|
Feb 07, 2024
Q4 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-4.4K- 1.36% |
$308K - $367K
|
319K
$8.78M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-4.46K- 30.43% |
$313K - $372K
|
10.2K
$280K
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-4.54K- 4.96% |
$318K - $379K
|
87K
$2.39M
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-4.56K- 2.49% |
$319K - $380K
|
179K
$4.91M
|
|
|
Feb 01, 2024
Q4 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-4.58K- 1.19% |
$321K - $382K
|
381K
$10.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-4.72K- 50.07% |
$331K - $394K
|
4.71K
$129K
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-4.73K- 7.6% |
$331K - $394K
|
57.5K
$1.58M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-4.75K- 6.09% |
$333K - $396K
|
73.2K
$2.01M
|
|
|
Jan 31, 2024
Q4 2023
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-4.79K- 1.34% |
$336K - $399K
|
353K
$9.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.97K- 1.05% |
$348K - $414K
|
467K
$12.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-5.09K- 2.0% |
$357K - $424K
|
249K
$6.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-5.14K- 1.83% |
$360K - $428K
|
275K
$7.57M
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-5.3K- 46.9% |
$371K - $442K
|
6K
$165K
|
|
|
Feb 12, 2024
Q4 2023
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-5.33K- 51.39% |
$373K - $444K
|
5.04K
$138K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-5.37K- 31.35% |
$376K - $447K
|
11.8K
$323K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-5.4K- 97.65% |
$378K - $450K
|
130
$3.57K
|
|
|
Feb 12, 2024
Q4 2023
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-5.44K- 1.56% |
$381K - $454K
|
344K
$9.44M
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-5.51K- 66.72% |
$386K - $460K
|
2.75K
$75.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-5.52K- 4.9% |
$387K - $460K
|
107K
$2.95M
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-5.53K- 1.12% |
$388K - $461K
|
487K
$13.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-6.26K- 8.22% |
$439K - $522K
|
69.8K
$1.92M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-6.3K- 54.14% |
$441K - $525K
|
5.33K
$147K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-6.42K- 57.31% |
$450K - $535K
|
4.78K
$131K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-6.45K- 12.33% |
$452K - $538K
|
45.8K
$1.26M
|
|
|
Jan 26, 2024
Q4 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-6.71K- 3.29% |
$470K - $559K
|
197K
$5.41M
|
|
|
Feb 02, 2024
Q4 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-6.74K- 29.38% |
$472K - $562K
|
16.2K
$445K
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-6.86K- 2.0% |
$481K - $572K
|
336K
$9.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-6.93K- 1.38% |
$485K - $578K
|
494K
$13.6M
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
SELL
|
- |
-7.13K- 19.38% |
$499K - $594K
|
29.6K
$815K
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-7.17K- 4.48% |
$502K - $597K
|
153K
$4.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-7.18K- 7.38% |
$503K - $598K
|
90.1K
$2.48M
|
|
|
Jan 31, 2024
Q4 2023
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-7.19K- 17.11% |
$504K - $599K
|
34.8K
$957K
|
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-7.23K- 12.27% |
$507K - $603K
|
51.7K
$1.42M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-7.34K- 27.64% |
$515K - $612K
|
19.2K
$529K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-7.39K- 2.53% |
$518K - $616K
|
284K
$7.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-7.45K- 2.49% |
$522K - $621K
|
291K
$8.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-8.15K- 14.9% |
$571K - $679K
|
46.5K
$1.28M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-8.19K- 21.88% |
$574K - $683K
|
29.2K
$804K
|
|
|
Jan 17, 2024
Q4 2023
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-8.25K- 4.2% |
$578K - $687K
|
188K
$5.17M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-8.26K- 7.22% |
$579K - $688K
|
106K
$2.92M
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-8.28K- 7.79% |
$580K - $691K
|
98.1K
$2.7M
|