Purchases and Sales Made in Q1 2024 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 2024. 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 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.08% |
$80.6 - $93.3
|
1.22K
$34.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
1+ 0.02% |
$80.6 - $93.3
|
4.71K
$135K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$80.6 - $93.3
|
10.9K
$311K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
1+ 0.01% |
$80.6 - $93.3
|
11.4K
$326K
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1+ 0.04% |
$80.6 - $93.3
|
2.64K
$75.3K
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
1+ 0.0% |
$80.6 - $93.3
|
26K
$744K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.46% |
$80.6 - $93.3
|
219
$6.26K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.06% |
$80.6 - $93.3
|
1.61K
$46K
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1+ 0.0% |
$80.6 - $93.3
|
32.8K
$938K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.16% |
$80.6 - $93.3
|
644
$18.4K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.18% |
$80.6 - $93.3
|
567
$16.2K
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-1- 0.01% |
$80.6 - $93.3
|
18.2K
$519K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-1- 0.09% |
$80.6 - $93.3
|
1.16K
$33.3K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-4- 0.08% |
$322 - $373
|
4.79K
$137K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
SELL
|
- |
-5- 0.06% |
$403 - $467
|
8.51K
$243K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-5- 0.15% |
$403 - $467
|
3.38K
$96.5K
|
|
|
Apr 09, 2024
Q1 2024
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-7- 0.14% |
$564 - $653
|
4.97K
$142K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-7- 0.16% |
$564 - $653
|
4.27K
$122K
|
|
|
May 09, 2024
Q1 2024
|
Athena Investment Management
|
SELL
|
- |
-13- 0.04% |
$1.05K - $1.21K
|
31.1K
$890K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-14- 0.1% |
$1.13K - $1.31K
|
13.7K
$391K
|
|
|
Apr 23, 2024
Q1 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-14- 0.4% |
$1.13K - $1.31K
|
3.5K
$100K
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-14- 0.17% |
$1.13K - $1.31K
|
8.17K
$233K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-17- 0.14% |
$1.37K - $1.59K
|
12.4K
$355K
|
|
|
Jan 28, 2025
Q1 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-17- 0.34% |
$1.37K - $1.59K
|
5.02K
$143K
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-20- 0.47% |
$1.61K - $1.87K
|
4.2K
$120K
|
|
|
May 10, 2024
Q1 2024
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-20- 0.4% |
$1.61K - $1.87K
|
5K
$143K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-22- 0.48% |
$1.77K - $2.05K
|
4.56K
$130K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-22- 31.88% |
$1.77K - $2.05K
|
47
$1.34K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-27- 20.77% |
$2.18K - $2.52K
|
103
$2.94K
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-30- 0.72% |
$2.42K - $2.8K
|
4.15K
$118K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-30- 1.09% |
$2.42K - $2.8K
|
2.71K
$77.4K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-33- 0.46% |
$2.66K - $3.08K
|
7.22K
$206K
|
|
|
May 02, 2024
Q1 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-34- 0.02% |
$2.74K - $3.17K
|
197K
$5.62M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-35- 7.37% |
$2.82K - $3.27K
|
440
$12.6K
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-39- 1.17% |
$3.14K - $3.64K
|
3.31K
$94.4K
|
|
|
May 15, 2024
Q1 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-44- 0.79% |
$3.55K - $4.11K
|
5.5K
$157K
|
|
|
Apr 23, 2024
Q1 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-44- 0.22% |
$3.55K - $4.11K
|
19.5K
$557K
|
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-46- 1.2% |
$3.71K - $4.29K
|
3.78K
$108K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-47- 0.83% |
$3.79K - $4.39K
|
5.63K
$161K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-50- 2.02% |
$4.03K - $4.67K
|
2.42K
$69.2K
|
|
|
Dec 13, 2024
Q1 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-55- 1.14% |
$4.43K - $5.13K
|
4.78K
$136K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-55- 27.78% |
$4.43K - $5.13K
|
143
$4.09K
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-58- 0.57% |
$4.67K - $5.41K
|
10K
$287K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-59- 2.83% |
$4.76K - $5.51K
|
2.02K
$57.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-60- 32.61% |
$4.84K - $5.6K
|
124
$3.54K
|
|
|
May 03, 2024
Q1 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-64- 0.88% |
$5.16K - $5.97K
|
7.25K
$207K
|
|
|
May 15, 2024
Q1 2024
|
Jentner Corp
|
SELL
|
- |
-69- 0.63% |
$5.56K - $6.44K
|
10.9K
$312K
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-70- 1.23% |
$5.64K - $6.53K
|
5.62K
$161K
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-73- 0.23% |
$5.88K - $6.81K
|
32.2K
$921K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-76- 0.38% |
$6.13K - $7.09K
|
20K
$570K
|