Purchases and Sales Made in Q2 2023 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 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 28, 2023 Q2 2023
Gpm Growth Investors, Inc.

BUY
 -
1.08K
+ 0.86%
$68.4K - $80.6K
126K $3.57M
Aug 04, 2023 Q2 2023
Warner Financial, Inc

Bethesda, MD
BUY
 -
1.07K
+ 1.94%
$68.3K - $80.5K
56.3K $1.59M
Apr 22, 2024 Q2 2023
Hoey Investments, Inc

Coatesville, PA
BUY
 -
1.01K
+ 28.69%
$64.1K - $75.5K
4.52K $128K
Aug 11, 2023 Q2 2023
Hoey Investments, Inc

Coatesville, PA
BUY
 -
1.01K
+ 28.69%
$64.1K - $75.5K
4.52K $128K
Mar 13, 2024 Q2 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
989
+ 18.49%
$62.9K - $74.1K
6.34K $179K
Aug 14, 2023 Q2 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
988
+ 15.15%
$62.8K - $74.1K
7.51K $213K
Aug 16, 2023 Q2 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
959
New
$61K - $71.9K
959 $27.1K
Jul 17, 2023 Q2 2023
Donaldson Capital Management, LLC

Evansville, IN
BUY
 -
910
+ 11.71%
$57.9K - $68.2K
8.68K $246K
Aug 02, 2023 Q2 2023
Spectrum Asset Management, Inc.

BUY
 -
904
+ 0.97%
$57.5K - $67.8K
94.1K $2.66M
Aug 07, 2023 Q2 2023
Rkl Wealth Management LLC

BUY
 -
840
+ 0.4%
$53.4K - $63K
209K $5.92M
Jul 13, 2023 Q2 2023
Frg Family Wealth Advisors LLC

BUY
 -
830
+ 0.52%
$52.8K - $62.2K
161K $4.57M
Jul 13, 2023 Q2 2023
Rda Financial Network

BUY
 -
815
+ 7.41%
$51.8K - $61.1K
11.8K $334K
Aug 09, 2023 Q2 2023
Avalon Trust CO

Santa Fe, NM
BUY
 -
809
New
$51.5K - $60.6K
809 $22.9K
Aug 09, 2023 Q2 2023
Clear Investment Research, LLC

BUY
 -
796
+ 12.08%
$50.6K - $59.7K
7.39K $209K
Aug 09, 2023 Q2 2023
Westbourne Investment Advisors, Inc.

BUY
 -
768
+ 1.53%
$48.8K - $57.6K
51.1K $1.45M
Jul 18, 2023 Q2 2023
Allworth Financial LP

BUY
 -
754
+ 23.88%
$48K - $56.5K
3.91K $111K
Aug 02, 2023 Q2 2023
Wealth Architects, LLC

BUY
 -
753
+ 8.76%
$47.9K - $56.4K
9.35K $265K
Jul 13, 2023 Q2 2023
Veery Capital, LLC

BUY
 -
745
+ 1.07%
$47.4K - $55.8K
70.4K $1.99M
Jul 10, 2023 Q2 2023
Sound Income Strategies, LLC

BUY
 -
737
+ 7370.0%
$46.9K - $55.2K
747 $21.1K
Jul 31, 2023 Q2 2023
Tiaa, Fsb

St. Louis, MO
BUY
 -
728
+ 6.37%
$46.3K - $54.6K
12.2K $344K
Aug 09, 2023 Q2 2023
D L Carlson Investment Group Inc

Concord, NH
BUY
 -
703
+ 10.03%
$44.7K - $52.7K
7.71K $218K
Jul 10, 2023 Q2 2023
Cva Family Office, LLC

BUY
 -
695
+ 29.02%
$44.2K - $52.1K
3.09K $87.5K
Aug 10, 2023 Q2 2023
Yhb Investment Advisors, Inc.

BUY
 -
663
+ 0.66%
$42.2K - $49.7K
101K $2.86M
Aug 14, 2023 Q2 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
657
+ 1.05%
$41.8K - $49.2K
63.5K $1.8M
Jul 27, 2023 Q2 2023
Midwest Financial Group LLC

Overland Park, KS
BUY
 -
656
+ 11.21%
$41.7K - $49.2K
6.51K $184K
Jul 27, 2023 Q2 2023
J.W. Cole Advisors, Inc.

BUY
 -
643
+ 1.1%
$40.9K - $48.2K
59K $1.67M
Jul 26, 2023 Q2 2023
Seven Bridge Financial Group, LLC

BUY
 -
640
+ 8.75%
$40.7K - $48K
7.95K $225K
Jul 26, 2023 Q2 2023
Janney Montgomery Scott LLC

BUY
 -
610
+ 2.38%
$38.8K - $45.7K
26.2K $743K
Jul 14, 2023 Q2 2023
My Legacy Advisors, LLC

BUY
 -
578
+ 3.36%
$36.8K - $43.3K
17.8K $503K
Jul 20, 2023 Q2 2023
Boyd Wealth Management, LLC

BUY
 -
557
+ 1.3%
$35.4K - $41.7K
43.4K $1.23M
Aug 14, 2023 Q2 2023
Kolinsky Wealth Management, LLC

Ramsey, NJ
BUY
 -
534
+ 3.45%
$34K - $40K
16K $453K
Jul 18, 2023 Q2 2023
Hutchens & Kramer Investment Management Group, LLC

Carmel, IN
BUY
 -
522
+ 13.99%
$33.2K - $39.1K
4.25K $120K
Jul 11, 2023 Q2 2023
Capital Investment Advisors, LLC

BUY
 -
497
+ 10.42%
$31.6K - $37.3K
5.27K $149K
Jul 14, 2023 Q2 2023
Level Financial Advisors, Inc.

BUY
 -
480
New
$30.5K - $36K
480 $13.6K
Aug 10, 2023 Q2 2023
Fingerlakes Wealth Management, Inc.

BUY
 -
462
+ 2.86%
$29.4K - $34.6K
16.6K $471K
Aug 08, 2023 Q2 2023
Integrity Financial Corp

BUY
 -
459
+ 8.15%
$29.2K - $34.4K
6.09K $172K
Aug 14, 2023 Q2 2023
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
453
+ 8.9%
$28.8K - $34K
5.54K $157K
Aug 09, 2023 Q2 2023
Spire Wealth Management

BUY
 -
442
+ 7.63%
$28.1K - $33.1K
6.23K $176K
Jul 18, 2023 Q2 2023
Cutler Group LP

BUY
 -
426
+ 214.07%
$27.1K - $31.9K
625 $17.7K
Jul 18, 2023 Q2 2023
Mitchell Sinkler & Starr

BUY
 -
405
+ 9.83%
$25.8K - $30.4K
4.52K $128K
Jul 19, 2023 Q2 2023
Eudaimonia Advisors LLC

Winchester, TN
BUY
 -
404
+ 1.16%
$25.7K - $30.3K
35.3K $998K
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
403
+ 3.25%
$25.6K - $30.2K
12.8K $362K
Jul 11, 2023 Q2 2023
Brookstone Capital Management

BUY
 -
394
+ 1.73%
$25.1K - $29.5K
23.1K $655K
Jul 21, 2023 Q2 2023
John W. Brooker & Co., Cp As

BUY
 -
392
+ 0.54%
$24.9K - $29.4K
72.3K $2.05M
Aug 10, 2023 Q2 2023
Cibc Private Wealth Group, LLC

BUY
 -
385
+ 8.93%
$24.5K - $28.9K
4.7K $133K
Jul 05, 2023 Q2 2023
M&R Capital Management Inc

BUY
 -
371
+ 317.09%
$23.6K - $27.8K
488 $13.8K
Aug 03, 2023 Q2 2023
Alpha Star Capital Management, LLC

BUY
 -
370
+ 8.69%
$23.5K - $27.7K
4.63K $131K
Aug 15, 2023 Q2 2023
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
364
+ 54.65%
$23.2K - $27.3K
1.03K $29.2K
Jul 25, 2023 Q2 2023
Liberty Capital Management, Inc.

BUY
 -
345
+ 1.13%
$21.9K - $25.9K
30.9K $874K

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