Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.21M+ 32.24% |
$141M - $166M
|
9.08M
$257M
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
1.89M+ 124.59% |
$120M - $142M
|
3.41M
$96.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.07M+ 7115.61% |
$68.4M - $80.6M
|
1.09M
$30.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
743K+ 65.86% |
$47.2M - $55.7M
|
1.87M
$53M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
708K+ 13.07% |
$45M - $53M
|
6.12M
$173M
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
474K+ 816658.62% |
$30.1M - $35.5M
|
474K
$13.4M
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
455K+ 480.68% |
$29M - $34.1M
|
550K
$15.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
361K+ 20.11% |
$23M - $27.1M
|
2.16M
$61.1M
|
|
|
Sep 08, 2023
Q2 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
319KNew |
$20.3M - $23.9M
|
319K
$9.02M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
294K+ 4073.06% |
$18.7M - $22M
|
301K
$8.52M
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
282KNew |
$18M - $21.2M
|
282K
$8M
|
|
|
Aug 08, 2023
Q2 2023
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
260K+ 6920.46% |
$16.5M - $19.5M
|
264K
$7.47M
|
|
|
Jul 06, 2023
Q2 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
220K+ 37.04% |
$14M - $16.5M
|
813K
$23M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
214K+ 32.03% |
$13.6M - $16M
|
881K
$24.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
212K+ 551.98% |
$13.5M - $15.9M
|
251K
$7.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
191K+ 29.41% |
$12.2M - $14.3M
|
841K
$23.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
190K+ 8.71% |
$12.1M - $14.3M
|
2.38M
$67.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Q3 Asset Management
|
BUY
|
- |
157KNew |
$9.99M - $11.8M
|
157K
$4.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
156K+ 1109.36% |
$9.9M - $11.7M
|
170K
$4.8M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
156K+ 1109.36% |
$9.9M - $11.7M
|
170K
$4.8M
|
|
|
Aug 04, 2023
Q2 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
156K+ 116.24% |
$9.9M - $11.7M
|
289K
$8.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
155KNew |
$9.86M - $11.6M
|
155K
$4.39M
|
|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
BUY
|
- |
122K+ 20.53% |
$7.79M - $9.17M
|
719K
$20.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
120K+ 59247.52% |
$7.61M - $8.97M
|
120K
$3.39M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
103K+ 63.59% |
$6.57M - $7.75M
|
266K
$7.53M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
90.4K+ 2.96% |
$5.75M - $6.78M
|
3.15M
$89.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
BUY
|
- |
90.4K+ 187.88% |
$5.75M - $6.78M
|
139K
$3.92M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
89K+ 38.82% |
$5.66M - $6.67M
|
318K
$9.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
87.8KNew |
$5.59M - $6.58M
|
87.8K
$2.49M
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
85.3KNew |
$5.43M - $6.39M
|
85.3K
$2.41M
|
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
81.1K+ 131.43% |
$5.16M - $6.08M
|
143K
$4.04M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
77.9K+ 5.92% |
$4.95M - $5.84M
|
1.39M
$39.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
75.1K+ 10.4% |
$4.78M - $5.63M
|
797K
$22.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
72.7K+ 435.86% |
$4.63M - $5.45M
|
89.4K
$2.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
70.1K+ 138.03% |
$4.46M - $5.25M
|
121K
$3.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
68.6K+ 6.25% |
$4.36M - $5.14M
|
1.17M
$33M
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
61.8K+ 125.26% |
$3.93M - $4.63M
|
111K
$3.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
59.3K+ 12.24% |
$3.77M - $4.45M
|
544K
$15.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
58.4K+ 705.84% |
$3.71M - $4.38M
|
66.7K
$1.89M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
55.3K+ 6.95% |
$3.51M - $4.14M
|
850K
$24.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
53.8K+ 15.15% |
$3.42M - $4.03M
|
409K
$11.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
53.7K+ 15.01% |
$3.42M - $4.03M
|
412K
$11.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
53.6K+ 8.92% |
$3.41M - $4.02M
|
655K
$18.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
52.1K+ 11.63% |
$3.31M - $3.91M
|
500K
$14.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
51.7KNew |
$3.29M - $3.88M
|
51.7K
$1.46M
|
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
49.7K+ 42.11% |
$3.16M - $3.72M
|
168K
$4.74M
|
|
|
Jul 27, 2023
Q2 2023
|
Northern Capital Management, Inc.
|
BUY
|
- |
49.6K+ 13.89% |
$3.16M - $3.72M
|
407K
$11.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
49.1K+ 3.28% |
$3.12M - $3.68M
|
1.54M
$43.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
45.8K+ 10.79% |
$2.91M - $3.43M
|
470K
$13.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
45.4K+ 145.08% |
$2.89M - $3.41M
|
76.8K
$2.17M
|