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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-8- 0.03% |
$576 - $624
|
26.6K
$752K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-10- 40.0% |
$720 - $780
|
15
$425
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-10- 0.18% |
$720 - $780
|
5.64K
$160K
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-13- 0.24% |
$936 - $1.01K
|
5.31K
$150K
|
|
|
Nov 01, 2023
Q3 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-19- 0.64% |
$1.37K - $1.48K
|
2.97K
$84.2K
|
|
|
Oct 27, 2023
Q3 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-20- 0.17% |
$1.44K - $1.56K
|
11.6K
$327K
|
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-20- 0.4% |
$1.44K - $1.56K
|
4.98K
$141K
|
|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-20- 0.35% |
$1.44K - $1.56K
|
5.69K
$161K
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-20- 0.67% |
$1.44K - $1.56K
|
2.96K
$83.8K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-20- 0.58% |
$1.44K - $1.56K
|
3.45K
$97.8K
|
|
|
Apr 22, 2024
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-21- 0.46% |
$1.51K - $1.64K
|
4.5K
$127K
|
|
|
Oct 23, 2023
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-21- 0.46% |
$1.51K - $1.64K
|
4.5K
$127K
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-22- 0.56% |
$1.58K - $1.72K
|
3.9K
$110K
|
|
|
Oct 25, 2023
Q3 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-27- 0.35% |
$1.94K - $2.11K
|
7.7K
$218K
|
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-28- 0.11% |
$2.02K - $2.18K
|
25.6K
$724K
|
|
|
Nov 09, 2023
Q3 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-30- 0.04% |
$2.16K - $2.34K
|
85.6K
$2.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-31- 0.67% |
$2.23K - $2.42K
|
4.56K
$129K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-34- 2.01% |
$2.45K - $2.65K
|
1.66K
$47K
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-35- 0.55% |
$2.52K - $2.73K
|
6.34K
$180K
|
|
|
Nov 03, 2023
Q3 2023
|
Santori & Peters, Inc.
|
SELL
|
- |
-38- 0.2% |
$2.74K - $2.96K
|
18.6K
$527K
|
|
|
Oct 18, 2023
Q3 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-44- 0.61% |
$3.17K - $3.43K
|
7.15K
$202K
|
|
|
Nov 13, 2023
Q3 2023
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-53- 1.0% |
$3.82K - $4.14K
|
5.22K
$148K
|
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-58- 0.78% |
$4.18K - $4.53K
|
7.38K
$209K
|
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-58- 2.71% |
$4.18K - $4.53K
|
2.08K
$58.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-59- 0.21% |
$4.25K - $4.6K
|
27.9K
$789K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-61- 30.35% |
$4.39K - $4.76K
|
140
$3.96K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-61- 14.73% |
$4.39K - $4.76K
|
353
$9.99K
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-62- 1.56% |
$4.46K - $4.84K
|
3.91K
$111K
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-66- 6.41% |
$4.75K - $5.15K
|
964
$27.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-70- 1.83% |
$5.04K - $5.46K
|
3.75K
$106K
|
|
|
Nov 01, 2023
Q3 2023
|
Financial Life Advisors
|
SELL
|
- |
-70- 0.81% |
$5.04K - $5.46K
|
8.6K
$243K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-75- 46.88% |
$5.4K - $5.85K
|
85
$2.41K
|
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-75- 0.52% |
$5.4K - $5.85K
|
14.5K
$409K
|
|
|
Oct 05, 2023
Q3 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-82- 1.61% |
$5.9K - $6.4K
|
5.02K
$142K
|
|
|
Oct 10, 2023
Q3 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-83- 1.95% |
$5.98K - $6.48K
|
4.17K
$118K
|
|
|
Oct 13, 2023
Q3 2023
|
Veery Capital, LLC
|
SELL
|
- |
-84- 0.12% |
$6.05K - $6.55K
|
70.4K
$1.99M
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-84- 2.36% |
$6.05K - $6.55K
|
3.47K
$98.2K
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
SELL
|
- |
-85- 0.89% |
$6.12K - $6.63K
|
9.48K
$268K
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-89- 2.83% |
$6.41K - $6.94K
|
3.05K
$86.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-89- 15.53% |
$6.41K - $6.94K
|
484
$13.7K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-89- 3.46% |
$6.41K - $6.94K
|
2.48K
$70.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-94- 2.27% |
$6.77K - $7.33K
|
4.04K
$114K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-95- 31.46% |
$6.84K - $7.41K
|
207
$5.86K
|
|
|
Nov 02, 2023
Q3 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-100- 0.83% |
$7.2K - $7.8K
|
11.9K
$338K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-110- 14.29% |
$7.92K - $8.58K
|
660
$18.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Grant
|
SELL
|
- |
-119- 0.34% |
$8.57K - $9.28K
|
34.5K
$978K
|
|
|
Nov 13, 2023
Q3 2023
|
Cutler Capital Management, LLC
Worcester, MA |
SELL
|
- |
-120- 4.55% |
$8.64K - $9.36K
|
2.52K
$71.2K
|
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-125- 1.5% |
$9K - $9.75K
|
8.21K
$233K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-125- 1.48% |
$9K - $9.75K
|
8.32K
$235K
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
SELL
|
- |
-133- 3.83% |
$9.57K - $10.4K
|
3.34K
$94.7K
|