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 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.65KNew |
$232K - $273K
|
3.65K
$103K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
3.62K+ 76.05% |
$230K - $271K
|
8.38K
$237K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.59K+ 9.54% |
$229K - $269K
|
41.2K
$1.17M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.57KNew |
$227K - $268K
|
3.57K
$101K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.57K+ 52.49% |
$227K - $268K
|
10.4K
$294K
|
|
|
Jul 11, 2023
Q2 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
3.43K+ 46.79% |
$218K - $257K
|
10.8K
$304K
|
|
|
Jul 18, 2023
Q2 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
3.39K+ 1.86% |
$215K - $254K
|
186K
$5.26M
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.35K+ 10.73% |
$213K - $251K
|
34.5K
$978K
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
3.29K+ 0.86% |
$209K - $247K
|
384K
$10.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
3.28KNew |
$208K - $246K
|
3.28K
$92.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
3.25K+ 0.34% |
$207K - $244K
|
950K
$26.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
3.23K+ 4.12% |
$206K - $242K
|
81.8K
$2.32M
|
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
BUY
|
- |
3.2KNew |
$204K - $240K
|
3.2K
$90.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
3.2K+ 4.35% |
$204K - $240K
|
76.7K
$2.17M
|
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
3.2K+ 10.77% |
$203K - $240K
|
32.9K
$931K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
3.18K+ 65.46% |
$202K - $238K
|
8.04K
$228K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
3.18K+ 2.39% |
$202K - $238K
|
136K
$3.86M
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
3.16K+ 10.27% |
$201K - $237K
|
33.9K
$960K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.11KNew |
$198K - $233K
|
3.11K
$88.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.07KNew |
$195K - $230K
|
3.07K
$87K
|
|
|
Aug 08, 2023
Q2 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
3.07K+ 11.32% |
$195K - $230K
|
30.1K
$854K
|
|
|
Jul 31, 2023
Q2 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
3.06KNew |
$195K - $229K
|
3.06K
$86.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
3.05K+ 15.95% |
$194K - $228K
|
22.1K
$627K
|
|
|
Jul 19, 2023
Q2 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
3.04KNew |
$194K - $228K
|
3.04K
$86.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.03K+ 20.08% |
$193K - $227K
|
18.1K
$513K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3.02K+ 39.54% |
$192K - $226K
|
10.6K
$301K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.02K+ 1.74% |
$192K - $226K
|
177K
$5M
|
|
|
Aug 01, 2023
Q2 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
3KNew |
$191K - $225K
|
3K
$84.9K
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
2.99KNew |
$190K - $224K
|
2.99K
$84.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Everett Harris & CO
|
BUY
|
- |
2.99KNew |
$190K - $224K
|
2.99K
$84.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.98KNew |
$190K - $224K
|
2.98K
$84.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
2.98KNew |
$190K - $223K
|
2.98K
$84.4K
|
|
|
Jul 28, 2023
Q2 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
2.95KNew |
$187K - $221K
|
2.95K
$83.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.94KNew |
$187K - $221K
|
2.94K
$83.3K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.91K+ 16.51% |
$185K - $218K
|
20.5K
$581K
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.86KNew |
$182K - $215K
|
2.86K
$81K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.82K+ 16.49% |
$179K - $211K
|
19.9K
$563K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
2.82KNew |
$179K - $211K
|
2.82K
$79.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Gs Investments, Inc.
|
BUY
|
- |
2.81K+ 1562.22% |
$179K - $211K
|
2.99K
$84.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2.77K+ 15.1% |
$176K - $207K
|
21.1K
$597K
|
|
|
Jul 11, 2023
Q2 2023
|
Brickley Wealth Management
|
BUY
|
- |
2.76KNew |
$176K - $207K
|
2.76K
$78.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.76KNew |
$175K - $207K
|
2.76K
$78.1K
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.75KNew |
$175K - $206K
|
2.75K
$77.9K
|
|
|
Jul 18, 2023
Q2 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
2.69KNew |
$171K - $201K
|
2.69K
$76K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.68K+ 6.19% |
$170K - $200K
|
45.9K
$1.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.67KNew |
$170K - $200K
|
2.67K
$75.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.67K+ 2.26% |
$170K - $200K
|
121K
$3.42M
|
|
|
Aug 02, 2023
Q2 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
2.64K+ 1.19% |
$168K - $198K
|
224K
$6.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
2.64KNew |
$168K - $197K
|
2.64K
$74.6K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.52K+ 17.57% |
$160K - $189K
|
16.9K
$478K
|