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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
6.53K+ 121.05% |
$354K - $425K
|
11.9K
$339K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6.48K+ 21.0% |
$351K - $422K
|
37.3K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.45K+ 3.18% |
$349K - $420K
|
209K
$5.95M
|
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.41K+ 17.99% |
$348K - $418K
|
42.1K
$1.2M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.41K+ 57.17% |
$348K - $418K
|
17.6K
$502K
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
6.34K+ 0.99% |
$344K - $413K
|
649K
$18.5M
|
|
|
May 15, 2023
Q1 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
6.32KNew |
$342K - $412K
|
6.32K
$180K
|
|
|
May 03, 2023
Q1 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
6.29K+ 4.8% |
$341K - $410K
|
137K
$3.91M
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
6.24K+ 34.52% |
$338K - $407K
|
24.3K
$692K
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
6.12K+ 34.35% |
$331K - $399K
|
23.9K
$680K
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.04KNew |
$328K - $394K
|
6.04K
$172K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
5.9K+ 1435.77% |
$320K - $385K
|
6.31K
$180K
|
|
|
Apr 20, 2023
Q1 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
5.85KNew |
$317K - $381K
|
5.85K
$166K
|
|
|
May 09, 2023
Q1 2023
|
Resolute Advisors LLC
|
BUY
|
- |
5.74KNew |
$311K - $374K
|
5.74K
$163K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5.68K+ 3.23% |
$308K - $370K
|
181K
$5.16M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.64K+ 59.75% |
$306K - $368K
|
15.1K
$429K
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
5.58KNew |
$303K - $364K
|
5.58K
$159K
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
5.49K+ 2.75% |
$298K - $358K
|
205K
$5.83M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.49KNew |
$297K - $358K
|
5.49K
$156K
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
5.42K+ 62.8% |
$294K - $353K
|
14.1K
$400K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.41KNew |
$293K - $352K
|
5.41K
$154K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5.32KNew |
$288K - $347K
|
5.32K
$151K
|
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.21KNew |
$282K - $339K
|
5.21K
$148K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.02K+ 1.16% |
$272K - $327K
|
438K
$12.5M
|
|
|
May 04, 2023
Q1 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
5.01K+ 18.64% |
$271K - $326K
|
31.9K
$907K
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4.93K+ 11.72% |
$267K - $321K
|
47K
$1.34M
|
|
|
May 30, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
4.84KNew |
$262K - $316K
|
4.84K
$138K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.73K+ 12.29% |
$256K - $308K
|
43.2K
$1.23M
|
|
|
Apr 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
4.71K+ 65.99% |
$255K - $307K
|
11.9K
$337K
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
4.55KNew |
$247K - $297K
|
4.55K
$130K
|
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
BUY
|
- |
4.54K+ 44.57% |
$246K - $296K
|
14.7K
$419K
|
|
|
May 11, 2023
Q1 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.4K+ 1.35% |
$239K - $287K
|
332K
$9.44M
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
4.39K+ 9.91% |
$238K - $286K
|
48.7K
$1.39M
|
|
|
May 08, 2023
Q1 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.38K+ 1.93% |
$237K - $285K
|
231K
$6.58M
|
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
4.31KNew |
$233K - $281K
|
4.31K
$122K
|
|
|
May 01, 2023
Q1 2023
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
4.17KNew |
$226K - $272K
|
4.17K
$119K
|
|
|
May 02, 2023
Q1 2023
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
4.15K+ 4.99% |
$225K - $270K
|
87.2K
$2.48M
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
4.13KNew |
$224K - $269K
|
4.13K
$118K
|
|
|
May 15, 2023
Q1 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
4.12KNew |
$223K - $268K
|
4.12K
$117K
|
|
|
May 02, 2023
Q1 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
4.11K+ 34.08% |
$223K - $268K
|
16.2K
$460K
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.92KNew |
$212K - $255K
|
3.92K
$111K
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
BUY
|
- |
3.85KNew |
$209K - $251K
|
3.85K
$110K
|
|
|
May 10, 2023
Q1 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3.77KNew |
$204K - $245K
|
3.77K
$107K
|
|
|
May 15, 2023
Q1 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
3.73KNew |
$202K - $243K
|
3.73K
$106K
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3.62KNew |
$196K - $236K
|
3.62K
$103K
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
BUY
|
- |
3.6K+ 3.25% |
$195K - $235K
|
114K
$3.25M
|
|
|
Apr 18, 2023
Q1 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.59K+ 18.6% |
$195K - $234K
|
22.9K
$652K
|
|
|
May 04, 2023
Q1 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
3.59KNew |
$194K - $234K
|
3.59K
$102K
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.58KNew |
$194K - $234K
|
3.58K
$102K
|
|
|
May 15, 2023
Q1 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
3.51KNew |
$190K - $229K
|
3.51K
$99.9K
|