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 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.69K+ 41.15% |
$188K - $224K
|
9.21K
$252K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.67KNew |
$187K - $223K
|
2.67K
$73.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.67KNew |
$187K - $223K
|
2.67K
$73.2K
|
|
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
2.67KNew |
$187K - $223K
|
2.67K
$73.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
BUY
|
- |
2.67KNew |
$187K - $223K
|
2.67K
$73.1K
|
|
|
May 08, 2024
Q4 2023
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
2.66KNew |
$187K - $222K
|
2.66K
$73K
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
2.65KNew |
$186K - $221K
|
2.65K
$72.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Private Management Group Inc
|
BUY
|
- |
2.65KNew |
$186K - $221K
|
2.65K
$72.5K
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.65KNew |
$186K - $221K
|
2.65K
$72.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.65KNew |
$185K - $221K
|
2.65K
$72.5K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
2.64KNew |
$185K - $220K
|
2.64K
$72.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.64KNew |
$185K - $220K
|
2.64K
$72.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
2.64KNew |
$185K - $220K
|
2.64K
$72.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
BUY
|
- |
2.63KNew |
$184K - $219K
|
2.63K
$72.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
2.63KNew |
$184K - $219K
|
2.63K
$72K
|
|
|
Feb 06, 2024
Q4 2023
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
2.62KNew |
$184K - $218K
|
2.62K
$71.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
2.62KNew |
$183K - $218K
|
2.62K
$71.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.61KNew |
$183K - $218K
|
2.61K
$71.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
2.61KNew |
$183K - $218K
|
2.61K
$71.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
2.59K+ 6.78% |
$182K - $216K
|
40.9K
$1.12M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.58K+ 5.47% |
$181K - $215K
|
49.8K
$1.37M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
2.57KNew |
$180K - $215K
|
2.57K
$70.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.55K+ 7.54% |
$179K - $213K
|
36.4K
$999K
|
|
|
Jan 30, 2024
Q4 2023
|
Riverstone Advisors, LLC
|
BUY
|
- |
2.54KNew |
$178K - $212K
|
2.54K
$69.6K
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
2.52KNew |
$177K - $210K
|
2.52K
$69K
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2.52KNew |
$176K - $210K
|
2.52K
$69K
|
|
|
Jan 12, 2024
Q4 2023
|
Stolper CO
|
BUY
|
- |
2.51KNew |
$176K - $209K
|
2.51K
$68.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.51KNew |
$176K - $209K
|
2.51K
$68.7K
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
2.5KNew |
$175K - $208K
|
2.5K
$68.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
2.5KNew |
$175K - $208K
|
2.5K
$68.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Palouse Capital Management, Inc.
|
BUY
|
- |
2.5KNew |
$175K - $208K
|
2.5K
$68.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
2.49KNew |
$175K - $208K
|
2.49K
$68.3K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.49KNew |
$174K - $207K
|
2.49K
$68.1K
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
2.48KNew |
$174K - $207K
|
2.48K
$68.1K
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
2.48KNew |
$174K - $207K
|
2.48K
$68K
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.48KNew |
$174K - $207K
|
2.48K
$67.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.47KNew |
$173K - $206K
|
2.47K
$67.7K
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
2.46KNew |
$172K - $205K
|
2.46K
$67.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Check Capital Management Inc
|
BUY
|
- |
2.45KNew |
$172K - $204K
|
2.45K
$67.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
2.42KNew |
$169K - $201K
|
2.42K
$66.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
2.41KNew |
$169K - $201K
|
2.41K
$66.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
2.4K+ 6.55% |
$168K - $200K
|
39.1K
$1.07M
|
|
|
Jan 19, 2024
Q4 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
2.4K+ 3.48% |
$168K - $200K
|
71.4K
$1.96M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.35K+ 8.92% |
$165K - $196K
|
28.7K
$788K
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
2.33K+ 26.56% |
$163K - $194K
|
11.1K
$304K
|
|
|
Jan 10, 2024
Q4 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
2.31K+ 11.89% |
$162K - $192K
|
21.7K
$595K
|
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
2.23K+ 6.93% |
$156K - $186K
|
34.4K
$943K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.16K+ 17.03% |
$151K - $180K
|
14.8K
$406K
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
2.15K+ 2.43% |
$151K - $180K
|
90.8K
$2.49M
|
|
|
Jan 30, 2024
Q4 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
2.13K+ 2.43% |
$149K - $178K
|
90K
$2.47M
|