Purchases and Sales Made in Q1 2024 in Schwab Strategic Tr Us Large C (SCHG)

SCHG Quotes by TradingView

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 22, 2024 Q1 2024
Westbourne Investment Advisors, Inc.

BUY
 -
581
+ 1.37%
$46.8K - $54.2K
43.1K $1.23M
Jul 31, 2024 Q1 2024
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
575
New
$46.3K - $53.7K
575 $16.3K
May 10, 2024 Q1 2024
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
567
+ 6.96%
$45.7K - $52.9K
8.72K $248K
Apr 30, 2024 Q1 2024
J.W. Cole Advisors, Inc.

BUY
 -
557
+ 0.88%
$44.9K - $52K
63.8K $1.81M
May 13, 2024 Q1 2024
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
551
New
$44.4K - $51.4K
551 $15.7K
Apr 11, 2024 Q1 2024
Midwest Financial Group LLC

Overland Park, KS
BUY
 -
537
+ 7.38%
$43.3K - $50.1K
7.81K $222K
Apr 23, 2024 Q1 2024
Gradient Investments LLC

BUY
 -
527
+ 25.13%
$42.5K - $49.2K
2.62K $74.6K
Apr 15, 2024 Q1 2024
Janiczek Wealth Management, LLC

BUY
 -
506
+ 3.14%
$40.8K - $47.2K
16.6K $472K
May 10, 2024 Q1 2024
Indie Asset Partners, LLC

Carmel, IN
BUY
 -
500
+ 4.18%
$40.3K - $46.7K
12.5K $355K
Apr 30, 2024 Q1 2024
Mogy Joel R Investment Counsel Inc

Beverly Hills, CA
BUY
 -
500
New
$40.3K - $46.7K
500 $14.2K
May 13, 2024 Q1 2024
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
493
+ 16.59%
$39.7K - $46K
3.46K $98.4K
Dec 05, 2024 Q1 2024
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
493
+ 16.59%
$39.7K - $46K
3.46K $98.4K
Apr 30, 2024 Q1 2024
Sequoia Financial Advisors, LLC

BUY
 -
484
+ 0.34%
$39K - $45.2K
142K $4.04M
Apr 12, 2024 Q1 2024
Retirement Planning Group

BUY
 -
472
+ 1.49%
$38K - $44K
32.2K $916K
May 06, 2024 Q1 2024
Investors Research Corp

BUY
 -
472
+ 4.68%
$38K - $44K
10.6K $300K
Apr 25, 2024 Q1 2024
Simplex Trading, LLC

BUY
 -
469
New
$37.8K - $43.8K
469 $13.3K
Apr 22, 2024 Q1 2024
Zimmermann Investment Management & Planning LLC

BUY
 -
458
+ 1.89%
$36.9K - $42.7K
24.7K $701K
May 15, 2024 Q1 2024
Prosperity Wealth Management, Inc.

San Ramon, CA
BUY
 -
447
+ 0.44%
$36K - $41.7K
102K $2.88M
May 02, 2024 Q1 2024
Integrity Financial Corp

BUY
 -
435
+ 6.64%
$35.1K - $40.6K
6.99K $199K
May 02, 2024 Q1 2024
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
BUY
 -
414
+ 5.54%
$33.4K - $38.6K
7.88K $224K
May 01, 2024 Q1 2024
Stone X Group Inc.

BUY
 -
406
+ 3.93%
$32.7K - $37.9K
10.7K $305K
May 10, 2024 Q1 2024
Quadcap Wealth Management, LLC

Frisco, TX
BUY
 -
375
+ 14.28%
$30.2K - $35K
3K $85.3K
Apr 18, 2024 Q1 2024
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
362
+ 4.05%
$29.2K - $33.8K
9.3K $264K
Apr 16, 2024 Q1 2024
Cambridge Advisors Inc.

BUY
 -
359
+ 0.57%
$28.9K - $33.5K
63.8K $1.81M
Apr 30, 2024 Q1 2024
Pinnacle Financial Partners Inc

BUY
 -
359
+ 6.52%
$28.9K - $33.5K
5.87K $167K
May 10, 2024 Q1 2024
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
353
+ 1.61%
$28.5K - $32.9K
22.3K $633K
Apr 22, 2024 Q1 2024
Financial Consulate, Inc

BUY
 -
349
+ 7.36%
$28.1K - $32.6K
5.09K $145K
Apr 25, 2024 Q1 2024
Mtm Investment Management, LLC

Spartanburg, SC
BUY
 -
343
New
$27.6K - $32K
343 $9.75K
Apr 16, 2024 Q1 2024
Total Investment Management Inc

Scottsdale, AZ
BUY
 -
342
+ 5.66%
$27.6K - $31.9K
6.38K $181K
May 02, 2024 Q1 2024
First Command Advisory Services, Inc.

BUY
 -
333
+ 14.4%
$26.8K - $31.1K
2.65K $75.2K
Apr 24, 2024 Q1 2024
Spire Wealth Management

BUY
 -
328
+ 4.87%
$26.4K - $30.6K
7.06K $201K
May 07, 2024 Q1 2024
Stonebrook Private Inc.

Northville, MI
BUY
 -
310
+ 6.7%
$25K - $28.9K
4.94K $140K
Apr 30, 2024 Q1 2024
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
304
+ 0.92%
$24.5K - $28.4K
33.4K $951K
Aug 08, 2024 Q1 2024
Abound Wealth Management

Franklin, TN
BUY
 -
303
+ 3.96%
$24.4K - $28.3K
7.96K $226K
May 15, 2024 Q1 2024
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
292
+ 8.23%
$23.5K - $27.2K
3.84K $109K
Apr 15, 2024 Q1 2024
Wealth Care Investment Partners, LLC

BUY
 -
291
+ 6.39%
$23.5K - $27.2K
4.84K $138K
May 09, 2024 Q1 2024
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
278
+ 1.98%
$22.4K - $25.9K
14.3K $407K
Apr 24, 2024 Q1 2024
Raymond James Trust N.A.

BUY
 -
258
+ 2.5%
$20.8K - $24.1K
10.6K $301K
Apr 17, 2024 Q1 2024
Scott Capital Advisors, LLC

BUY
 -
246
+ 1.13%
$19.8K - $23K
22K $624K
Apr 24, 2024 Q1 2024
Brown Advisory Inc

BUY
 -
246
+ 2.41%
$19.8K - $23K
10.4K $297K
May 02, 2024 Q1 2024
Madden Advisory Services, Inc.

BUY
 -
242
+ 0.57%
$19.5K - $22.6K
42.7K $1.21M
Apr 24, 2024 Q1 2024
Smith Anglin Financial, LLC

BUY
 -
241
+ 0.51%
$19.4K - $22.5K
47.8K $1.36M
Apr 12, 2024 Q1 2024
Capital Advisors Wealth Management, LLC

BUY
 -
240
+ 3.91%
$19.3K - $22.4K
6.38K $181K
May 15, 2024 Q1 2024
Fort Sheridan Advisors LLC

Highland Park, IL
BUY
 -
237
+ 7.9%
$19.1K - $22.1K
3.24K $92K
May 09, 2024 Q1 2024
Ci Private Wealth, LLC

Miami, FL
BUY
 -
230
+ 0.42%
$18.5K - $21.5K
55.4K $1.57M
May 08, 2024 Q1 2024
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
220
+ 7.13%
$17.7K - $20.5K
3.3K $93.9K
Jul 17, 2024 Q1 2024
Kelly Financial Services LLC

Braintree, MA
BUY
 -
212
New
$17.1K - $19.8K
212 $6.03K
May 13, 2024 Q1 2024
Wescott Financial Advisory Group, LLC

BUY
 -
202
+ 3.11%
$16.3K - $18.9K
6.71K $191K
May 02, 2024 Q1 2024
Gilbert & Cook, Inc.

BUY
 -
201
+ 1.93%
$16.2K - $18.8K
10.6K $302K

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