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 13, 2024
Q4 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-9.28K- 9.09% |
$651K - $774K
|
92.9K
$2.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.34K- 3.68% |
$655K - $779K
|
245K
$6.72M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-9.59K- 29.48% |
$672K - $799K
|
22.9K
$630K
|
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-9.64K- 2.03% |
$676K - $804K
|
466K
$12.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-10K- 8.17% |
$702K - $835K
|
113K
$3.09M
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-10.5K- 11.1% |
$732K - $871K
|
83.7K
$2.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-10.8K- 2.09% |
$756K - $900K
|
507K
$13.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-10.9K- 53.51% |
$760K - $905K
|
9.43K
$259K
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-10.9K- 11.65% |
$766K - $911K
|
82.9K
$2.28M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-11K- 11.57% |
$768K - $914K
|
83.8K
$2.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-11.2K- 5.84% |
$787K - $936K
|
181K
$4.98M
|
|
|
Jan 19, 2024
Q4 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-11.3K- 64.02% |
$791K - $941K
|
6.34K
$174K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-11.5K- 17.2% |
$807K - $960K
|
55.4K
$1.52M
|
|
|
Jan 16, 2024
Q4 2023
|
Alaska Permanent Capital Management
|
SELL
|
- |
-11.8K- 48.76% |
$827K - $984K
|
12.4K
$341K
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-12K- 7.8% |
$840K - $999K
|
142K
$3.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-12.3K- 38.48% |
$863K - $1.03M
|
19.7K
$541K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.5K- 1.46% |
$873K - $1.04M
|
839K
$23.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-12.7K- 46.73% |
$893K - $1.06M
|
14.5K
$399K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-13.1K- 3.91% |
$918K - $1.09M
|
322K
$8.86M
|
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-13.6K- 5.63% |
$953K - $1.13M
|
228K
$6.26M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-13.8K- 6.4% |
$968K - $1.15M
|
202K
$5.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-14K- 25.02% |
$978K - $1.16M
|
41.8K
$1.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-14.4K- 6.15% |
$1.01M - $1.2M
|
220K
$6.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-14.5K- 28.22% |
$1.01M - $1.21M
|
36.8K
$1.01M
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-14.5K- 77.41% |
$1.02M - $1.21M
|
4.23K
$116K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-14.6K- 52.17% |
$1.02M - $1.22M
|
13.4K
$367K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-15.4K- 3.45% |
$1.08M - $1.28M
|
430K
$11.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-16.2K- 4.95% |
$1.14M - $1.35M
|
311K
$8.56M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-17.8K- 4.09% |
$1.24M - $1.48M
|
416K
$11.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-17.8K- 18.22% |
$1.25M - $1.48M
|
79.7K
$2.19M
|
|
|
Feb 05, 2024
Q4 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-18.3K- 1.98% |
$1.28M - $1.52M
|
904K
$24.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-20.4K- 3.11% |
$1.43M - $1.7M
|
636K
$17.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-21.7K- 25.77% |
$1.52M - $1.81M
|
62.4K
$1.72M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-22.4K- 2.38% |
$1.57M - $1.87M
|
918K
$25.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-23.6K- 3.79% |
$1.65M - $1.96M
|
598K
$16.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-23.6K- 2.81% |
$1.65M - $1.97M
|
818K
$22.5M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-26.7K- 2.59% |
$1.87M - $2.23M
|
1.01M
$27.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-28.5K- 18.46% |
$2M - $2.38M
|
126K
$3.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-29.9K- 39.67% |
$2.1M - $2.49M
|
45.5K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-31.1K- 57.86% |
$2.18M - $2.59M
|
22.6K
$622K
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-31.3K- 1.56% |
$2.19M - $2.61M
|
1.97M
$54.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-31.7K- 3.27% |
$2.22M - $2.64M
|
936K
$25.7M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-33K- 5.72% |
$2.31M - $2.75M
|
544K
$14.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-34.3K- 13.71% |
$2.41M - $2.86M
|
216K
$5.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-34.9K- 17.65% |
$2.44M - $2.91M
|
163K
$4.47M
|
|
|
Jan 08, 2024
Q4 2023
|
Systelligence, LLC
|
SELL
|
- |
-38.4K- 19.48% |
$2.69M - $3.2M
|
159K
$4.37M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-39.3K- 50.88% |
$2.75M - $3.28M
|
37.9K
$1.04M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-39.4K- 5.82% |
$2.76M - $3.28M
|
637K
$17.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-40.2K- 55.38% |
$2.82M - $3.35M
|
32.4K
$890K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-44K- 56.89% |
$3.08M - $3.67M
|
33.4K
$917K
|