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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-86.6K- 18.34% |
$6.98M - $8.08M
|
385K
$11M
|
|
|
Apr 23, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-89.2K- 49.29% |
$7.19M - $8.33M
|
91.8K
$2.61M
|
|
|
Apr 25, 2024
Q1 2024
|
Q3 Asset Management
|
SELL
|
- |
-104K- 89.59% |
$8.38M - $9.7M
|
12.1K
$343K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-120K- 8.34% |
$9.68M - $11.2M
|
1.32M
$37.5M
|
|
|
Jan 14, 2025
Q1 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-122K- 75.13% |
$9.83M - $11.4M
|
40.4K
$1.15M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-138K- 2.79% |
$11.1M - $12.8M
|
4.79M
$136M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-143K- 33.35% |
$11.6M - $13.4M
|
287K
$8.15M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-167K- 99.63% |
$13.5M - $15.6M
|
614
$17.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-177K- 42.37% |
$14.3M - $16.5M
|
241K
$6.85M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-179K- 76.97% |
$14.4M - $16.7M
|
53.6K
$1.52M
|
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-181K- 82.26% |
$14.6M - $16.9M
|
39K
$1.11M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-207K- 8.01% |
$16.7M - $19.3M
|
2.38M
$67.6M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-265K- 83.68% |
$21.4M - $24.7M
|
51.7K
$1.47M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-330K- 45.12% |
$26.6M - $30.8M
|
402K
$11.4M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-355K- 96.1% |
$28.6M - $33.1M
|
14.4K
$410K
|
|
|
Apr 11, 2024
Q1 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-502K- 25.52% |
$40.5M - $46.9M
|
1.47M
$41.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-629K- 98.85% |
$50.7M - $58.7M
|
7.35K
$209K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-768K- 6.33% |
$61.9M - $71.7M
|
11.4M
$323M
|
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-1.03M- 57.02% |
$82.9M - $96M
|
775K
$22M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.34M- 21.36% |
$108M - $125M
|
4.93M
$140M
|