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 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
BUY
|
- |
3.48KNew |
$189K - $227K
|
3.48K
$99K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
3.46KNew |
$187K - $225K
|
3.46K
$98.4K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
3.46K+ 43187.5% |
$187K - $225K
|
3.46K
$98.5K
|
|
|
Apr 18, 2023
Q1 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
3.46KNew |
$187K - $225K
|
3.46K
$98.3K
|
|
|
May 01, 2023
Q1 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
3.45KNew |
$187K - $225K
|
3.45K
$98.2K
|
|
|
May 15, 2023
Q1 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
3.43KNew |
$186K - $224K
|
3.43K
$97.6K
|
|
|
May 16, 2023
Q1 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
3.41KNew |
$185K - $222K
|
3.41K
$97K
|
|
|
Apr 19, 2023
Q1 2023
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
3.39K+ 2.75% |
$183K - $221K
|
126K
$3.59M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.38K+ 5.35% |
$183K - $221K
|
66.7K
$1.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
3.37K+ 2.78% |
$183K - $220K
|
125K
$3.55M
|
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
3.37KNew |
$183K - $220K
|
3.37K
$95.9K
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.33KNew |
$181K - $217K
|
3.33K
$94.9K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.28K+ 5.96% |
$178K - $214K
|
58.4K
$1.66M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.28K+ 66.47% |
$178K - $214K
|
8.21K
$233K
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
3.28KNew |
$178K - $213K
|
3.28K
$93.2K
|
|
|
Apr 18, 2023
Q1 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
3.25KNew |
$176K - $212K
|
3.25K
$92.4K
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
3.22KNew |
$175K - $210K
|
3.22K
$91.7K
|
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
BUY
|
- |
3.2KNew |
$173K - $208K
|
3.2K
$91K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
3.17KNew |
$172K - $207K
|
3.17K
$90.2K
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
3.15KNew |
$171K - $205K
|
3.15K
$89.6K
|
|
|
May 02, 2023
Q1 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
3.15KNew |
$170K - $205K
|
3.15K
$89.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
3.13KNew |
$170K - $204K
|
3.13K
$89.1K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.13K+ 3.15% |
$170K - $204K
|
103K
$2.92M
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
3.13KNew |
$169K - $204K
|
3.13K
$88.9K
|
|
|
Apr 13, 2023
Q1 2023
|
Veery Capital, LLC
|
BUY
|
- |
3.11K+ 4.68% |
$169K - $203K
|
69.7K
$1.98M
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3.11KNew |
$168K - $203K
|
3.11K
$88.5K
|
|
|
May 01, 2023
Q1 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
3.08KNew |
$167K - $201K
|
3.08K
$87.7K
|
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.07KNew |
$166K - $200K
|
3.07K
$87.4K
|
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
BUY
|
- |
3.04K+ 2.3% |
$165K - $198K
|
135K
$3.84M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
3K+ 66.96% |
$163K - $196K
|
7.49K
$213K
|
|
|
Apr 04, 2023
Q1 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
2.97K+ 68.05% |
$161K - $193K
|
7.33K
$208K
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.93K+ 52.02% |
$159K - $191K
|
8.56K
$244K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2.86K+ 4.98% |
$155K - $186K
|
60.3K
$1.72M
|
|
|
Apr 24, 2023
Q1 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
2.73K+ 3.21% |
$148K - $178K
|
87.8K
$2.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.7K+ 1.57% |
$146K - $176K
|
175K
$4.97M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
2.69K+ 86.72% |
$146K - $175K
|
5.79K
$165K
|
|
|
Apr 20, 2023
Q1 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
2.59K+ 6.42% |
$140K - $169K
|
42.9K
$1.22M
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
2.55K+ 22.07% |
$138K - $166K
|
14.1K
$401K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.55K+ 8.71% |
$138K - $166K
|
31.8K
$905K
|
|
|
Apr 21, 2023
Q1 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
2.52K+ 9.76% |
$137K - $164K
|
28.3K
$806K
|
|
|
May 02, 2023
Q1 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
2.49K+ 0.74% |
$135K - $163K
|
341K
$9.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
2.49K+ 5.15% |
$135K - $162K
|
50.8K
$1.45M
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
2.41K+ 5.25% |
$131K - $157K
|
48.3K
$1.37M
|
|
|
May 02, 2023
Q1 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
2.38K+ 1.13% |
$129K - $155K
|
213K
$6.06M
|
|
|
Apr 19, 2023
Q1 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
2.33K+ 6.47% |
$126K - $152K
|
38.4K
$1.09M
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
2.3K+ 18.24% |
$125K - $150K
|
14.9K
$424K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2.19KNew |
$119K - $143K
|
2.19K
$62.4K
|
|
|
Apr 05, 2023
Q1 2023
|
Rovin Capital
|
BUY
|
- |
2.18K+ 2.38% |
$118K - $142K
|
93.9K
$2.67M
|
|
|
Apr 21, 2023
Q1 2023
|
Madden Securities Corp
|
BUY
|
- |
2.14K+ 2.27% |
$116K - $140K
|
96.5K
$2.75M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.1K+ 1.09% |
$114K - $137K
|
195K
$5.53M
|