Purchases and Sales Made in Q1 2023 in Schwab Strategic Tr Us Large C (SCHG)

SCHG Quotes by TradingView

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
Jan 02, 2024 Q1 2023
Anchor Investment Management, LLC

Columbia, SC
SELL
 -
-201
- 7.98%
$10.9K - $13.1K
2.32K $66K
May 05, 2023 Q1 2023
Alliance Wealth Management Group

Flemington, NJ
SELL
 -
-201
- 0.77%
$10.9K - $13.1K
25.7K $733K
May 10, 2023 Q1 2023
Fusion Capital, LLC

SELL
 -
-206
- 1.41%
$11.2K - $13.4K
14.4K $409K
May 03, 2023 Q1 2023
Ogorek Anthony Joseph

SELL
 -
-216
- 3.03%
$11.7K - $14.1K
6.9K $197K
Apr 27, 2023 Q1 2023
Annex Advisory Services, LLC

SELL
 -
-218
- 5.16%
$11.8K - $14.2K
4.01K $114K
Apr 20, 2023 Q1 2023
Cabot Wealth Management Inc

SELL
 -
-226
- 3.13%
$12.2K - $14.7K
6.99K $199K
May 09, 2023 Q1 2023
Obermeyer Wood Investment Counsel, Lllp

Aspen, CO
SELL
 -
-244
- 5.14%
$13.2K - $15.9K
4.51K $128K
Apr 21, 2023 Q1 2023
Asset Dedication, LLC

SELL
 -
-247
- 0.65%
$13.4K - $16.1K
37.9K $1.08M
Apr 13, 2023 Q1 2023
Cambridge Advisors Inc.

SELL
 -
-256
- 0.43%
$13.9K - $16.7K
58.9K $1.68M
Apr 04, 2023 Q1 2023
Garrett Investment Advisors LLC

SELL
 -
-260
- 5.44%
$14.1K - $16.9K
4.52K $129K
Apr 25, 2023 Q1 2023
Lodestar Private Asset Management LLC

Alamo, CA
SELL
 -
-261
- 1.23%
$14.1K - $17K
21K $597K
May 15, 2023 Q1 2023
Cornerstone Wealth Management, LLC

SELL
 -
-268
- 1.41%
$14.5K - $17.5K
18.7K $533K
May 10, 2023 Q1 2023
Bfsg, LLC

SELL
 -
-279
- 1.19%
$15.1K - $18.2K
23.2K $661K
Apr 24, 2023 Q1 2023
Fifth Third Bancorp

SELL
 -
-284
- 5.48%
$15.4K - $18.5K
4.9K $140K
Apr 28, 2023 Q1 2023
Kohmann Bosshard Financial Services, LLC

SELL
 -
-285
- 0.63%
$15.4K - $18.6K
45.3K $1.29M
Apr 06, 2023 Q1 2023
Aurora Private Wealth, Inc.

SELL
 -
-300
- 5.66%
$16.3K - $19.6K
5K $142K
Apr 17, 2023 Q1 2023
Lederer & Associates Investment Counsel

Long Beach, CA
SELL
 -
-301
- 3.41%
$16.3K - $19.6K
8.53K $243K
Apr 19, 2023 Q1 2023
Hengehold Capital Management LLC

SELL
 -
-310
- 0.53%
$16.8K - $20.2K
58.6K $1.67M
May 12, 2023 Q1 2023
Trek Financial, LLC

Scottsdale, AZ
SELL
 -
-313
- 5.06%
$17K - $20.4K
5.87K $167K
Apr 19, 2023 Q1 2023
Alpha Omega Wealth Management LLC

SELL
 -
-320
- 3.64%
$17.3K - $20.9K
8.48K $241K
May 04, 2023 Q1 2023
Vista Wealth Management Group, LLC

SELL
 -
-324
- 3.75%
$17.6K - $21.1K
8.32K $237K
May 04, 2023 Q1 2023
Heritage Wealth Advisors

SELL
 -
-324
- 5.54%
$17.6K - $21.1K
5.53K $157K
May 15, 2023 Q1 2023
Johnson Investment Counsel Inc

Cincinnati, OH
SELL
 -
-326
- 0.37%
$17.7K - $21.2K
87.4K $2.49M
Apr 13, 2023 Q1 2023
Focused Wealth Management, Inc

SELL
 -
-337
- 3.53%
$18.3K - $22K
9.22K $262K
May 04, 2023 Q1 2023
Larson Financial Group LLC

SELL
 -
-353
- 31.77%
$19.1K - $23K
758 $21.6K
May 11, 2023 Q1 2023
Financial Advisory Service, Inc.

SELL
 -
-357
- 0.26%
$19.3K - $23.3K
138K $3.92M
Apr 12, 2023 Q1 2023
Von Berge Wealth Management Group, LLC

SELL
 -
-359
- 0.58%
$19.5K - $23.4K
61.7K $1.76M
Apr 20, 2023 Q1 2023
Miracle Mile Advisors, LLC

SELL
 -
-362
- 0.2%
$19.6K - $23.6K
179K $5.1M
Apr 18, 2023 Q1 2023
Domani Wealth, LLC

SELL
 -
-365
- 4.15%
$19.8K - $23.8K
8.44K $240K
May 05, 2023 Q1 2023
Kalos Management, Inc.

Alpharetta, GA
SELL
 -
-371
- 11.65%
$20.1K - $24.2K
2.81K $80.1K
May 15, 2023 Q1 2023
Zacks Investment Management

Chicago, IL
SELL
 -
-376
- 7.58%
$20.4K - $24.5K
4.58K $130K
Apr 20, 2023 Q1 2023
Provident Wealth Management, LLC

SELL
 -
-387
- 0.15%
$21K - $25.2K
256K $7.28M
Apr 27, 2023 Q1 2023
Mainsail Financial Group, LLC

Bellevue, WA
SELL
 -
-392
- 0.55%
$21.2K - $25.5K
71.1K $2.02M
May 10, 2023 Q1 2023
Texas Yale Capital Corp.

St. Petersburg, FL
SELL
 -
-396
- 0.78%
$21.5K - $25.8K
50.3K $1.43M
Apr 13, 2023 Q1 2023
Leavell Investment Management, Inc.

SELL
 -
-398
- 3.54%
$21.6K - $25.9K
10.8K $308K
Apr 12, 2023 Q1 2023
Collective Family Office LLC

SELL
 -
-400
- 9.69%
$21.7K - $26.1K
3.73K $106K
May 04, 2023 Q1 2023
Alterity Financial Group, LLC

Bangor, ME
SELL
 -
-405
- 3.59%
$21.9K - $26.4K
10.9K $310K
Apr 21, 2023 Q1 2023
Patton Albertson Miller Group, LLC

SELL
 -
-425
- 10.89%
$23K - $27.7K
3.48K $99K
May 10, 2023 Q1 2023
Roffman Miller Associates Inc

Philadelphia, PA
SELL
 -
-450
- 7.58%
$24.4K - $29.3K
5.49K $156K
May 03, 2023 Q1 2023
Hallmark Capital Management Inc

SELL
 -
-450
- 66.57%
$24.4K - $29.3K
226 $6.43K
Apr 19, 2023 Q1 2023
True Wealth Advisors, LLC

SELL
 -
-452
- 3.24%
$24.5K - $29.5K
13.5K $384K
Apr 26, 2023 Q1 2023
Concord Wealth Partners

SELL
 -
-480
- 38.96%
$26K - $31.3K
752 $21.4K
Apr 26, 2023 Q1 2023
Cva Family Office, LLC

SELL
 -
-500
- 17.27%
$27.1K - $32.6K
2.4K $68.2K
Apr 14, 2023 Q1 2023
Signal Point Asset Management, LLC

SELL
 -
-509
- 6.1%
$27.6K - $33.2K
7.84K $223K
May 12, 2023 Q1 2023
Black Rock Inc.

New York, NY
SELL
 -
-509
- 44.89%
$27.6K - $33.2K
625 $17.8K
Apr 21, 2023 Q1 2023
Acas, LLC

SELL
 -
-524
- 1.67%
$28.4K - $34.1K
30.8K $876K
May 04, 2023 Q1 2023
Washington Trust CO

SELL
 -
-529
- 99.81%
$28.7K - $34.5K
1 $28.5
Apr 18, 2023 Q1 2023
Allworth Financial LP

SELL
 -
-538
- 14.56%
$29.2K - $35.1K
3.16K $89.9K
May 03, 2023 Q1 2023
Alpha Star Capital Management, LLC

SELL
 -
-542
- 11.3%
$29.4K - $35.3K
4.26K $121K

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