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 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-137- 1.5% |
$9.86K - $10.7K
|
8.98K
$254K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-138- 1.84% |
$9.93K - $10.8K
|
7.37K
$209K
|
|
|
Nov 02, 2023
Q3 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-140- 1.81% |
$10.1K - $10.9K
|
7.57K
$214K
|
|
|
Oct 25, 2023
Q3 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-140- 1.83% |
$10.1K - $10.9K
|
7.52K
$213K
|
|
|
Oct 10, 2023
Q3 2023
|
Sabal Trust CO
|
SELL
|
- |
-140- 1.54% |
$10.1K - $10.9K
|
8.96K
$254K
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-150- 1.94% |
$10.8K - $11.7K
|
7.58K
$215K
|
|
|
Nov 15, 2023
Q3 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-152- 1.78% |
$10.9K - $11.9K
|
8.39K
$237K
|
|
|
Nov 03, 2023
Q3 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-152- 1.01% |
$10.9K - $11.9K
|
14.8K
$420K
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-153- 1.24% |
$11K - $11.9K
|
12.1K
$344K
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-153- 1.36% |
$11K - $11.9K
|
11.1K
$313K
|
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-167- 3.03% |
$12K - $13K
|
5.34K
$151K
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
SELL
|
- |
-175- 2.59% |
$12.6K - $13.7K
|
6.57K
$186K
|
|
|
Oct 16, 2023
Q3 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-180- 2.94% |
$13K - $14K
|
5.95K
$168K
|
|
|
Oct 20, 2023
Q3 2023
|
Bfsg, LLC
|
SELL
|
- |
-181- 0.81% |
$13K - $14.1K
|
22.3K
$630K
|
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-181- 1.82% |
$13K - $14.1K
|
9.77K
$277K
|
|
|
Oct 20, 2023
Q3 2023
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-182- 1.1% |
$13.1K - $14.2K
|
16.3K
$462K
|
|
|
Oct 19, 2023
Q3 2023
|
Mason & Associates Inc
|
SELL
|
- |
-184- 5.21% |
$13.2K - $14.4K
|
3.35K
$94.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-185- 3.86% |
$13.3K - $14.4K
|
4.61K
$131K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-185- 3.73% |
$13.3K - $14.4K
|
4.77K
$135K
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
SELL
|
- |
-186- 6.31% |
$13.4K - $14.5K
|
2.76K
$78.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-186- 5.04% |
$13.4K - $14.5K
|
3.51K
$99.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-188- 6.05% |
$13.5K - $14.7K
|
2.92K
$82.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-204- 1.72% |
$14.7K - $15.9K
|
11.7K
$330K
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-219- 2.69% |
$15.8K - $17.1K
|
7.92K
$224K
|
|
|
Nov 14, 2023
Q3 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-221- 1.54% |
$15.9K - $17.2K
|
14.1K
$400K
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-221- 3.76% |
$15.9K - $17.2K
|
5.65K
$160K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-243- 5.07% |
$17.5K - $19K
|
4.55K
$129K
|
|
|
Oct 25, 2023
Q3 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-249- 3.13% |
$17.9K - $19.4K
|
7.7K
$218K
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-264- 0.75% |
$19K - $20.6K
|
34.8K
$987K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-264- 2.92% |
$19K - $20.6K
|
8.79K
$249K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-274- 5.32% |
$19.7K - $21.4K
|
4.88K
$138K
|
|
|
Nov 03, 2023
Q3 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-275- 3.77% |
$19.8K - $21.5K
|
7.02K
$199K
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-278- 1.38% |
$20K - $21.7K
|
19.9K
$563K
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-284- 0.23% |
$20.4K - $22.2K
|
125K
$3.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
SELL
|
- |
-290- 4.76% |
$20.9K - $22.6K
|
5.8K
$164K
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-290- 97.32% |
$20.9K - $22.6K
|
8
$226
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-293- 1.61% |
$21.1K - $22.9K
|
18K
$508K
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-297- 2.59% |
$21.4K - $23.2K
|
11.2K
$317K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-300- 2.59% |
$21.6K - $23.4K
|
11.3K
$320K
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-301- 2.24% |
$21.7K - $23.5K
|
13.2K
$372K
|
|
|
Nov 14, 2023
Q3 2023
|
Jentner Corp
|
SELL
|
- |
-304- 2.61% |
$21.9K - $23.7K
|
11.3K
$321K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
SELL
|
- |
-320- 4.32% |
$23K - $25K
|
7.08K
$200K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-323- 3.45% |
$23.3K - $25.2K
|
9.03K
$256K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-329- 0.41% |
$23.7K - $25.7K
|
80.4K
$2.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-330- 2.22% |
$23.8K - $25.7K
|
14.5K
$411K
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
SELL
|
- |
-332- 4.73% |
$23.9K - $25.9K
|
6.69K
$190K
|
|
|
Oct 11, 2023
Q3 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-338- 7.88% |
$24.3K - $26.4K
|
3.95K
$112K
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-338- 0.51% |
$24.3K - $26.4K
|
66.1K
$1.87M
|
|
|
Oct 20, 2023
Q3 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-339- 1.77% |
$24.4K - $26.4K
|
18.8K
$532K
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-340- 1.87% |
$24.5K - $26.5K
|
17.9K
$506K
|