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 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
20.1K+ 41.57% |
$1.62M - $1.88M
|
68.6K
$1.95M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
20.1KNew |
$1.62M - $1.87M
|
20.1K
$572K
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
19.2K+ 162.95% |
$1.55M - $1.79M
|
31K
$883K
|
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
19.1KNew |
$1.54M - $1.79M
|
19.1K
$544K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
18.8K+ 83.28% |
$1.52M - $1.76M
|
41.5K
$1.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
18.6KNew |
$1.5M - $1.74M
|
18.6K
$529K
|
|
|
May 09, 2024
Q1 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
18.3K+ 4.81% |
$1.48M - $1.71M
|
399K
$11.4M
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
BUY
|
- |
17.9K+ 3.67% |
$1.44M - $1.67M
|
506K
$14.4M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.5K+ 3.52% |
$1.41M - $1.63M
|
515K
$14.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
17.3K+ 13.74% |
$1.4M - $1.62M
|
143K
$4.08M
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
16.7KNew |
$1.35M - $1.56M
|
16.7K
$476K
|
|
|
Apr 11, 2024
Q1 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
16.7K+ 5.2% |
$1.34M - $1.55M
|
337K
$9.59M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
16.6K+ 437.93% |
$1.34M - $1.55M
|
20.4K
$580K
|
|
|
May 01, 2024
Q1 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
16.2K+ 100.25% |
$1.31M - $1.51M
|
32.4K
$923K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
16.2K+ 338.67% |
$1.3M - $1.51M
|
21K
$596K
|
|
|
Oct 03, 2024
Q1 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
15.9K+ 12.52% |
$1.28M - $1.49M
|
143K
$4.07M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.7K+ 2.85% |
$1.27M - $1.47M
|
567K
$16.1M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
15.3K+ 30.69% |
$1.24M - $1.43M
|
65.3K
$1.86M
|
|
|
May 10, 2024
Q1 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
15.3K+ 10.9% |
$1.23M - $1.43M
|
155K
$4.42M
|
|
|
Apr 15, 2024
Q1 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
15K+ 6.92% |
$1.21M - $1.4M
|
232K
$6.61M
|
|
|
May 10, 2024
Q1 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
14.9K+ 3.08% |
$1.2M - $1.39M
|
500K
$14.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
14.8K+ 48.48% |
$1.19M - $1.38M
|
45.3K
$1.29M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
14.5K+ 2.19% |
$1.17M - $1.35M
|
676K
$19.2M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14K+ 12.55% |
$1.13M - $1.3M
|
125K
$3.56M
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
13.4K+ 6.47% |
$1.08M - $1.25M
|
220K
$6.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
13.4KNew |
$1.08M - $1.25M
|
13.4K
$380K
|
|
|
Apr 22, 2024
Q1 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
13.1K+ 2.45% |
$1.06M - $1.23M
|
550K
$15.6M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.2K+ 23.86% |
$984K - $1.14M
|
63.4K
$1.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
11.6K+ 5.28% |
$933K - $1.08M
|
231K
$6.57M
|
|
|
May 10, 2024
Q1 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
11.5K+ 10.16% |
$929K - $1.08M
|
125K
$3.56M
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
11.4K+ 3.01% |
$917K - $1.06M
|
389K
$11.1M
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
11.3K+ 16.73% |
$908K - $1.05M
|
78.7K
$2.24M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
10.8K+ 2.18% |
$868K - $1.01M
|
504K
$14.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.7K+ 3.15% |
$860K - $996K
|
350K
$9.95M
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
10.7K+ 103.3% |
$860K - $995K
|
21K
$597K
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
10.6KNew |
$857K - $992K
|
10.6K
$303K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
10.6K+ 114.98% |
$856K - $991K
|
19.9K
$565K
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
10.4K+ 7.08% |
$842K - $975K
|
158K
$4.49M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
9.99K+ 9.71% |
$806K - $933K
|
113K
$3.21M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
9.43K+ 14.29% |
$760K - $880K
|
75.4K
$2.14M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.36K+ 3.76% |
$754K - $873K
|
258K
$7.35M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
9.35KNew |
$754K - $873K
|
9.35K
$266K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
9.29K+ 4.35% |
$749K - $867K
|
223K
$6.33M
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
9.21K+ 8.05% |
$742K - $859K
|
124K
$3.52M
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
9.09K+ 5.59% |
$732K - $848K
|
172K
$4.89M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.05K+ 14.64% |
$729K - $845K
|
70.9K
$2.02M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
9.02K+ 16.82% |
$727K - $841K
|
62.6K
$1.78M
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.01K+ 15.8% |
$726K - $841K
|
66K
$1.88M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
8.99KNew |
$724K - $838K
|
8.99K
$256K
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
8.96K+ 19.88% |
$722K - $836K
|
54K
$1.54M
|