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
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.1KNew |
$147K - $175K
|
2.1K
$57.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
2.01K+ 3.87% |
$141K - $167K
|
53.9K
$1.48M
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
BUY
|
- |
1.99K+ 6.62% |
$139K - $166K
|
32K
$877K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.99K+ 6.62% |
$139K - $166K
|
32K
$877K
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
1.98K+ 11.38% |
$139K - $165K
|
19.4K
$531K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.96K+ 560.57% |
$137K - $164K
|
2.31K
$63.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.94K+ 5.98% |
$136K - $161K
|
34.3K
$939K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1.92K+ 879.36% |
$134K - $160K
|
2.14K
$58.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
1.92K+ 0.97% |
$134K - $160K
|
199K
$5.44M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.89K+ 43.84% |
$133K - $158K
|
6.2K
$170K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
1.88K+ 88.61% |
$132K - $157K
|
4.01K
$110K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.85K+ 381.61% |
$129K - $154K
|
2.33K
$63.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.84K+ 1390.15% |
$129K - $153K
|
1.97K
$53.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.83K+ 3.06% |
$129K - $153K
|
61.8K
$1.69M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.82K+ 9.94% |
$128K - $152K
|
20.2K
$553K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.78K+ 10.1% |
$125K - $148K
|
19.4K
$532K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.67K+ 25.13% |
$117K - $139K
|
8.32K
$228K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.66K+ 32.22% |
$117K - $139K
|
6.82K
$187K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.66K+ 2.04% |
$116K - $138K
|
83K
$2.27M
|
|
|
Jan 26, 2024
Q4 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
1.65K+ 2.07% |
$116K - $138K
|
81.6K
$2.24M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.65KNew |
$116K - $138K
|
1.65K
$45.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Chartist Inc
Seal Beach, CA |
BUY
|
- |
1.61K+ 50.25% |
$112K - $134K
|
4.8K
$131K
|
|
|
Jan 30, 2024
Q4 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
1.6K+ 0.53% |
$112K - $134K
|
303K
$8.31M
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
1.53K+ 15.75% |
$107K - $127K
|
11.2K
$308K
|
|
|
Feb 05, 2024
Q4 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
1.49K+ 8.02% |
$105K - $124K
|
20.1K
$551K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.47K+ 3.07% |
$103K - $123K
|
49.4K
$1.35M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.43K+ 0.4% |
$100K - $119K
|
361K
$9.88M
|
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1.4K+ 155.56% |
$98.1K - $117K
|
2.3K
$63K
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
BUY
|
- |
1.39K+ 20.75% |
$97.3K - $116K
|
8.08K
$221K
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.37K+ 1.59% |
$95.8K - $114K
|
87.6K
$2.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
1.28K+ 19.47% |
$90K - $107K
|
7.88K
$216K
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
1.28K+ 0.62% |
$89.8K - $107K
|
207K
$5.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.26K+ 21.55% |
$88.3K - $105K
|
7.11K
$195K
|
|
|
Jan 19, 2024
Q4 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.24K+ 8.23% |
$86.5K - $103K
|
16.2K
$445K
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
BUY
|
- |
1.23K+ 0.25% |
$86.1K - $102K
|
488K
$13.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.17KNew |
$81.6K - $97.1K
|
1.17K
$31.9K
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
BUY
|
- |
1.13K+ 16.19% |
$79.3K - $94.4K
|
8.13K
$223K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.13K+ 1.71% |
$78.8K - $93.8K
|
66.9K
$1.83M
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
BUY
|
- |
1.11K+ 4.95% |
$78.1K - $92.9K
|
23.6K
$647K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.1K+ 3.69% |
$76.9K - $91.5K
|
30.9K
$845K
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
1.08K+ 4.67% |
$75.8K - $90.1K
|
24.2K
$663K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.06K+ 3.58% |
$74.2K - $88.3K
|
30.6K
$840K
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.05K+ 27.6% |
$73.8K - $87.8K
|
4.87K
$133K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
1.04KNew |
$72.8K - $86.6K
|
1.04K
$28.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
1.03K+ 4.49% |
$72.3K - $86K
|
24K
$658K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.02K+ 7.17% |
$71.6K - $85.1K
|
15.3K
$418K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
967+ 30.92% |
$67.8K - $80.6K
|
4.09K
$112K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
956+ 16.2% |
$67K - $79.7K
|
6.86K
$188K
|
|
|
Jan 10, 2024
Q4 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
937+ 0.59% |
$65.7K - $78.1K
|
161K
$4.4M
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
BUY
|
- |
927+ 21.91% |
$65K - $77.3K
|
5.16K
$141K
|