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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-868- 21.65% |
$55.2K - $65.1K
|
3.14K
$87.4K
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-870- 1.67% |
$55.3K - $65.2K
|
51.3K
$1.43M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-873- 24.18% |
$55.5K - $65.4K
|
2.74K
$76.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-898- 3.94% |
$57.1K - $67.3K
|
21.9K
$609K
|
|
|
Aug 04, 2023
Q2 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-918- 20.37% |
$58.4K - $68.8K
|
3.59K
$99.9K
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
SELL
|
- |
-928- 25.12% |
$59K - $69.6K
|
2.77K
$77K
|
|
|
Jul 13, 2023
Q2 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-934- 1.17% |
$59.4K - $70K
|
78.6K
$2.19M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-973- 13.31% |
$61.9K - $72.9K
|
6.34K
$176K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-978- 3.67% |
$62.2K - $73.3K
|
25.6K
$714K
|
|
|
Jul 21, 2023
Q2 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-984- 14.71% |
$62.6K - $73.8K
|
5.71K
$159K
|
|
|
Aug 07, 2023
Q2 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-1.07K- 8.46% |
$68.1K - $80.2K
|
11.6K
$322K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.08K- 5.74% |
$68.4K - $80.6K
|
17.7K
$492K
|
|
|
Aug 14, 2023
Q2 2023
|
Jentner Corp
|
SELL
|
- |
-1.11K- 8.69% |
$70.5K - $83K
|
11.6K
$324K
|
|
|
Aug 04, 2023
Q2 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-1.15K- 13.42% |
$72.8K - $85.8K
|
7.39K
$206K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.16K- 38.89% |
$73.5K - $86.6K
|
1.82K
$50.5K
|
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
SELL
|
- |
-1.16K- 29.96% |
$73.8K - $87K
|
2.71K
$75.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-1.18K- 1.02% |
$74.9K - $88.3K
|
114K
$3.17M
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.18K- 8.76% |
$75.1K - $88.5K
|
12.3K
$342K
|
|
|
Jul 26, 2023
Q2 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-1.19K- 10.35% |
$75.9K - $89.4K
|
10.3K
$288K
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1.24K- 11.01% |
$78.9K - $92.9K
|
10K
$279K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-1.28K- 1.49% |
$81.6K - $96.2K
|
84.7K
$2.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.34K- 0.64% |
$85.2K - $100K
|
208K
$5.78M
|
|
|
Jul 18, 2023
Q2 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.37K- 1.06% |
$87.2K - $103K
|
128K
$3.57M
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-1.4K- 2.33% |
$88.9K - $105K
|
58.7K
$1.63M
|
|
|
Jul 07, 2023
Q2 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.4K- 6.01% |
$89K - $105K
|
21.9K
$609K
|
|
|
Jul 14, 2023
Q2 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.4K- 8.56% |
$89.2K - $105K
|
15K
$417K
|
|
|
Jul 13, 2023
Q2 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-1.42K- 5.0% |
$90.2K - $106K
|
26.9K
$749K
|
|
|
Jul 31, 2023
Q2 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-1.42K- 1.54% |
$90.2K - $106K
|
90.5K
$2.52M
|
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
SELL
|
- |
-1.43K- 2.97% |
$90.9K - $107K
|
46.7K
$1.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-1.44K- 7.37% |
$91.4K - $108K
|
18.1K
$503K
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.48K- 2.52% |
$93.9K - $111K
|
57.1K
$1.59M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.49K- 6.99% |
$94.8K - $112K
|
19.8K
$552K
|
|
|
Jul 05, 2023
Q2 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-1.53K- 7.4% |
$97.3K - $115K
|
19.1K
$533K
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.54K- 2.1% |
$97.9K - $115K
|
71.8K
$2M
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-1.54K- 0.6% |
$98.1K - $116K
|
258K
$7.17M
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
SELL
|
- |
-1.6K- 25.66% |
$102K - $120K
|
4.64K
$129K
|
|
|
Jul 20, 2023
Q2 2023
|
Mason & Associates Inc
|
SELL
|
- |
-1.62K- 31.48% |
$103K - $122K
|
3.53K
$98.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.63K- 29.62% |
$103K - $122K
|
3.86K
$108K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.63K- 1.98% |
$104K - $122K
|
80.7K
$2.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.67K- 3.68% |
$106K - $125K
|
43.7K
$1.22M
|
|
|
Aug 09, 2023
Q2 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.73K- 16.05% |
$110K - $130K
|
9.06K
$252K
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.75K- 12.79% |
$111K - $131K
|
11.9K
$332K
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
SELL
|
- |
-1.79K- 6.66% |
$114K - $134K
|
25.1K
$698K
|
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.84K- 5.09% |
$117K - $138K
|
34.4K
$957K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.85K- 46.31% |
$118K - $139K
|
2.15K
$59.8K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.85K- 46.31% |
$118K - $139K
|
2.15K
$59.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.87K- 31.37% |
$119K - $140K
|
4.08K
$114K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.97K- 15.88% |
$125K - $147K
|
10.4K
$290K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-2K- 1.69% |
$127K - $150K
|
117K
$3.25M
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-2.04K- 2.46% |
$130K - $153K
|
80.9K
$2.25M
|