Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-24- 0.68% |
$1.3K - $1.56K
|
3.51K
$100K
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-27- 0.09% |
$1.46K - $1.76K
|
30.4K
$865K
|
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-29- 38.67% |
$1.57K - $1.89K
|
46
$1.31K
|
|
|
May 09, 2023
Q1 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-30- 0.66% |
$1.63K - $1.96K
|
4.49K
$128K
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-30- 0.31% |
$1.63K - $1.96K
|
9.71K
$276K
|
|
|
May 01, 2023
Q1 2023
|
Tenret CO LLC
|
SELL
|
- |
-35- 0.16% |
$1.9K - $2.28K
|
21.3K
$606K
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-38- 0.22% |
$2.06K - $2.48K
|
17.2K
$489K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-39- 0.57% |
$2.11K - $2.54K
|
6.81K
$194K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-39- 16.46% |
$2.11K - $2.54K
|
198
$5.64K
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
SELL
|
- |
-41- 0.21% |
$2.22K - $2.67K
|
19.8K
$562K
|
|
|
May 01, 2023
Q1 2023
|
Grant
|
SELL
|
- |
-44- 0.12% |
$2.38K - $2.87K
|
35.2K
$1M
|
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
SELL
|
- |
-45- 1.61% |
$2.44K - $2.93K
|
2.75K
$78.3K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-46- 0.4% |
$2.49K - $3K
|
11.4K
$325K
|
|
|
Apr 21, 2023
Q1 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-47- 0.42% |
$2.55K - $3.06K
|
11.3K
$321K
|
|
|
Apr 25, 2023
Q1 2023
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-47- 0.56% |
$2.55K - $3.06K
|
8.28K
$236K
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-50- 0.47% |
$2.71K - $3.26K
|
10.5K
$300K
|
|
|
May 11, 2023
Q1 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-50- 0.39% |
$2.71K - $3.26K
|
12.6K
$360K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-50- 0.25% |
$2.71K - $3.26K
|
20K
$569K
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-53- 1.37% |
$2.87K - $3.45K
|
3.81K
$109K
|
|
|
May 08, 2023
Q1 2023
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-69- 1.8% |
$3.74K - $4.5K
|
3.76K
$107K
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-75- 0.88% |
$4.06K - $4.89K
|
8.49K
$242K
|
|
|
Apr 20, 2023
Q1 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-79- 1.27% |
$4.28K - $5.15K
|
6.13K
$175K
|
|
|
Apr 25, 2023
Q1 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-85- 0.18% |
$4.61K - $5.54K
|
47.6K
$1.36M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-87- 2.0% |
$4.71K - $5.67K
|
4.26K
$121K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-91- 2.12% |
$4.93K - $5.93K
|
4.21K
$120K
|
|
|
May 10, 2023
Q1 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-96- 2.62% |
$5.2K - $6.26K
|
3.57K
$101K
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-99- 0.49% |
$5.36K - $6.45K
|
20.2K
$576K
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-101- 0.77% |
$5.47K - $6.58K
|
13.1K
$372K
|
|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-112- 0.37% |
$6.07K - $7.3K
|
29.9K
$851K
|
|
|
Apr 11, 2023
Q1 2023
|
Seneca House Advisors
|
SELL
|
- |
-118- 3.22% |
$6.39K - $7.69K
|
3.55K
$101K
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-119- 1.61% |
$6.45K - $7.76K
|
7.27K
$207K
|
|
|
May 02, 2023
Q1 2023
|
Sym Financial Corp
|
SELL
|
- |
-134- 6.45% |
$7.26K - $8.73K
|
1.94K
$55.3K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-146- 3.97% |
$7.91K - $9.51K
|
3.53K
$100K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-148- 1.55% |
$8.02K - $9.65K
|
9.41K
$268K
|
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
SELL
|
- |
-150- 1.68% |
$8.13K - $9.78K
|
8.78K
$250K
|
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
SELL
|
- |
-155- 3.63% |
$8.4K - $10.1K
|
4.12K
$117K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-158- 13.64% |
$8.56K - $10.3K
|
1K
$28.5K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-160- 14.36% |
$8.67K - $10.4K
|
954
$27.2K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-161- 0.25% |
$8.72K - $10.5K
|
65.3K
$1.86M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-165- 1.4% |
$8.94K - $10.8K
|
11.6K
$330K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-170- 2.98% |
$9.21K - $11.1K
|
5.54K
$158K
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-174- 3.31% |
$9.43K - $11.3K
|
5.09K
$145K
|
|
|
May 08, 2023
Q1 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-174- 0.69% |
$9.43K - $11.3K
|
24.9K
$710K
|
|
|
May 08, 2023
Q1 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-177- 0.69% |
$9.59K - $11.5K
|
25.5K
$726K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-181- 3.37% |
$9.81K - $11.8K
|
5.19K
$148K
|
|
|
Apr 12, 2023
Q1 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-183- 2.87% |
$9.92K - $11.9K
|
6.2K
$177K
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-185- 1.95% |
$10K - $12.1K
|
9.3K
$265K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-189- 5.14% |
$10.2K - $12.3K
|
3.49K
$99.2K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
- |
-200- 50.13% |
$10.8K - $13K
|
199
$5.67K
|
|
|
May 11, 2023
Q1 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-201- 0.77% |
$10.9K - $13.1K
|
25.7K
$733K
|