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 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.23K- 14.28% |
$66.5K - $80K
|
7.37K
$210K
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.23K- 3.86% |
$66.9K - $80.4K
|
30.8K
$875K
|
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.25K- 2.33% |
$67.5K - $81.2K
|
52.1K
$1.48M
|
|
|
Apr 05, 2023
Q1 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1.26K- 2.75% |
$68.2K - $82K
|
44.4K
$1.26M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.28K- 1.02% |
$69.3K - $83.3K
|
124K
$3.53M
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
SELL
|
- |
-1.28K- 14.51% |
$69.5K - $83.5K
|
7.55K
$215K
|
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.3K- 4.95% |
$70.2K - $84.4K
|
24.9K
$708K
|
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-1.3K- 15.22% |
$70.4K - $84.7K
|
7.24K
$206K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.31K- 43.57% |
$71K - $85.4K
|
1.7K
$48.3K
|
|
|
May 17, 2023
Q1 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.34K- 16.05% |
$72.6K - $87.3K
|
7.01K
$199K
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.38K- 2.93% |
$74.6K - $89.7K
|
45.6K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-1.38K- 1.22% |
$74.8K - $90K
|
112K
$3.17M
|
|
|
Apr 21, 2023
Q1 2023
|
First Pacific Financial
|
SELL
|
- |
-1.39K- 27.38% |
$75.5K - $90.8K
|
3.7K
$105K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.45K- 0.89% |
$78.7K - $94.6K
|
162K
$4.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.47K- 5.43% |
$79.7K - $95.9K
|
25.6K
$729K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.52K- 1.58% |
$82.3K - $98.9K
|
94.7K
$2.69M
|
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.52K- 0.51% |
$82.5K - $99.2K
|
297K
$8.45M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.53K- 33.93% |
$82.6K - $99.4K
|
2.97K
$84.5K
|
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.55K- 1.77% |
$83.9K - $101K
|
86.1K
$2.45M
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
SELL
|
- |
-1.56K- 18.95% |
$84.3K - $101K
|
6.66K
$189K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.56K- 88.16% |
$84.8K - $102K
|
210
$5.97K
|
|
|
May 08, 2023
Q1 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-1.59K- 1.92% |
$85.9K - $103K
|
80.9K
$2.3M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.59K- 28.44% |
$86.1K - $104K
|
4K
$114K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.63K- 22.53% |
$88.5K - $106K
|
5.62K
$160K
|
|
|
Apr 18, 2023
Q1 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.79K- 2.2% |
$97.2K - $117K
|
79.6K
$2.26M
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
SELL
|
- |
-1.8K- 14.04% |
$97.3K - $117K
|
11K
$313K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.81K- 4.88% |
$98.3K - $118K
|
35.3K
$1M
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.87K- 15.05% |
$101K - $122K
|
10.5K
$300K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.93K- 10.15% |
$105K - $126K
|
17.1K
$486K
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.03K- 15.69% |
$110K - $132K
|
10.9K
$310K
|
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-2.05K- 12.47% |
$111K - $134K
|
14.4K
$409K
|
|
|
May 15, 2023
Q1 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-2.12K- 3.41% |
$115K - $138K
|
60.1K
$1.71M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.16K- 3.74% |
$117K - $141K
|
55.5K
$1.58M
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-2.26K- 7.41% |
$123K - $147K
|
28.3K
$804K
|
|
|
Apr 04, 2023
Q1 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-2.31K- 10.04% |
$125K - $150K
|
20.7K
$588K
|
|
|
May 09, 2023
Q1 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-2.32K- 9.86% |
$126K - $151K
|
21.2K
$603K
|
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-2.37K- 6.27% |
$128K - $154K
|
35.4K
$1.01M
|
|
|
Apr 20, 2023
Q1 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-2.43K- 33.92% |
$132K - $158K
|
4.73K
$135K
|
|
|
May 15, 2023
Q1 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-2.58K- 4.84% |
$140K - $168K
|
50.8K
$1.44M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2.64K- 3.15% |
$143K - $172K
|
81.1K
$2.31M
|
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-2.77K- 5.01% |
$150K - $181K
|
52.6K
$1.5M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.89K- 1.5% |
$156K - $188K
|
189K
$5.39M
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-2.92K- 20.74% |
$158K - $190K
|
11.2K
$318K
|
|
|
Apr 11, 2023
Q1 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-2.94K- 1.17% |
$159K - $191K
|
249K
$7.08M
|
|
|
May 11, 2023
Q1 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-2.96K- 3.03% |
$161K - $193K
|
94.7K
$2.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-2.98K- 18.66% |
$162K - $194K
|
13K
$370K
|
|
|
May 05, 2023
Q1 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-3.12K- 15.99% |
$169K - $203K
|
16.4K
$466K
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-3.13K- 3.1% |
$170K - $204K
|
98.1K
$2.79M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.35K- 6.1% |
$181K - $218K
|
51.5K
$1.47M
|
|
|
Apr 17, 2023
Q1 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-3.53K- 51.83% |
$191K - $230K
|
3.28K
$93.4K
|