Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.08M+ 16.5% |
$77.9M - $84.4M
|
7.64M
$216M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
907K+ 2651.82% |
$65.3M - $70.7M
|
941K
$26.6M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
676KNew |
$48.7M - $52.8M
|
676K
$19.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
620K+ 8270.28% |
$44.6M - $48.3M
|
627K
$17.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
441K+ 736.06% |
$31.8M - $34.4M
|
501K
$14.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Win Advisors, Inc
|
BUY
|
- |
343K+ 1001.65% |
$24.7M - $26.8M
|
378K
$10.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
328KNew |
$23.6M - $25.6M
|
328K
$9.3M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
248K+ 569.17% |
$17.8M - $19.3M
|
292K
$8.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
234KNew |
$16.9M - $18.3M
|
234K
$6.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
199K+ 3.25% |
$14.3M - $15.5M
|
6.32M
$179M
|
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
180K+ 887.52% |
$13M - $14.1M
|
201K
$5.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
165K+ 6.95% |
$11.9M - $12.9M
|
2.54M
$72M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
153K+ 126.81% |
$11M - $12M
|
274K
$7.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
145KNew |
$10.4M - $11.3M
|
145K
$4.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
127K+ 191.86% |
$9.17M - $9.94M
|
194K
$5.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
104K+ 2.97% |
$7.52M - $8.15M
|
3.62M
$102M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
98.4KNew |
$7.08M - $7.68M
|
98.4K
$2.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
97.2KNew |
$7M - $7.59M
|
97.2K
$2.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
94.8K+ 196.97% |
$6.83M - $7.4M
|
143K
$4.05M
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
BUY
|
- |
92.2K+ 66.56% |
$6.64M - $7.2M
|
231K
$6.53M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
86K+ 18.36% |
$6.19M - $6.71M
|
555K
$15.7M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
83.1KNew |
$5.98M - $6.48M
|
83.1K
$2.35M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
81.7K+ 84.45% |
$5.88M - $6.37M
|
178K
$5.05M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
79.6K+ 58.46% |
$5.73M - $6.21M
|
216K
$6.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
77K+ 0.9% |
$5.55M - $6.01M
|
8.66M
$245M
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
75.8K+ 4.91% |
$5.45M - $5.91M
|
1.62M
$45.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
73.9K+ 23.19% |
$5.32M - $5.76M
|
392K
$11.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
73.5K+ 1877.79% |
$5.29M - $5.73M
|
77.4K
$2.19M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
70.7K+ 2248.14% |
$5.09M - $5.52M
|
73.8K
$2.09M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
70.4K+ 5.06% |
$5.07M - $5.49M
|
1.46M
$41.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
69.6K+ 7.9% |
$5.01M - $5.43M
|
951K
$26.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
68.4K+ 21.45% |
$4.93M - $5.34M
|
387K
$11M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
67.8K+ 3.14% |
$4.88M - $5.29M
|
2.23M
$63M
|
|
|
Oct 27, 2023
Q3 2023
|
Northern Capital Management, Inc.
|
BUY
|
- |
66.2K+ 16.28% |
$4.77M - $5.17M
|
473K
$13.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
66.1K+ 10.09% |
$4.76M - $5.16M
|
721K
$20.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
63.2K+ 15.47% |
$4.55M - $4.93M
|
472K
$13.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
58.7K+ 28.44% |
$4.23M - $4.58M
|
265K
$7.51M
|
|
|
Oct 30, 2023
Q3 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
58.2K+ 66.58% |
$4.19M - $4.54M
|
146K
$4.12M
|
|
|
Oct 16, 2023
Q3 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
54.6KNew |
$3.93M - $4.26M
|
54.6K
$1.55M
|
|
|
Oct 16, 2023
Q3 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
53.3K+ 1197.75% |
$3.84M - $4.16M
|
57.8K
$1.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
53.2K+ 12.06% |
$3.83M - $4.15M
|
495K
$14M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
51.3K+ 100.94% |
$3.69M - $4M
|
102K
$2.89M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
48.1K+ 23.2% |
$3.46M - $3.75M
|
255K
$7.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
48K+ 11.03% |
$3.45M - $3.74M
|
483K
$13.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
47.3KNew |
$3.4M - $3.69M
|
47.3K
$1.34M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
44.6K+ 518.27% |
$3.21M - $3.48M
|
53.2K
$1.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
44.2K+ 45.96% |
$3.18M - $3.45M
|
140K
$3.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
40.3K+ 4.79% |
$2.9M - $3.14M
|
881K
$24.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
38.6KNew |
$2.78M - $3.01M
|
38.6K
$1.09M
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
37.4KNew |
$2.69M - $2.92M
|
37.4K
$1.06M
|