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 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-342- 1.15% |
$24.6K - $26.7K
|
29.4K
$832K
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-352- 0.56% |
$25.3K - $27.5K
|
62.2K
$1.76M
|
|
|
Oct 19, 2023
Q3 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-363- 6.36% |
$26.1K - $28.3K
|
5.34K
$151K
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-368- 7.29% |
$26.5K - $28.7K
|
4.68K
$133K
|
|
|
Nov 13, 2023
Q3 2023
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-386- 6.39% |
$27.8K - $30.1K
|
5.66K
$160K
|
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-403- 0.78% |
$29K - $31.4K
|
51.3K
$1.45M
|
|
|
Nov 09, 2023
Q3 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-404- 1.6% |
$29.1K - $31.5K
|
24.8K
$701K
|
|
|
Oct 19, 2023
Q3 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-404- 0.86% |
$29.1K - $31.5K
|
46.7K
$1.32M
|
|
|
Oct 16, 2023
Q3 2023
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-409- 3.81% |
$29.4K - $31.9K
|
10.3K
$292K
|
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-409- 50.56% |
$29.4K - $31.9K
|
400
$11.3K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-413- 55.29% |
$29.7K - $32.2K
|
334
$9.46K
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-414- 5.86% |
$29.8K - $32.3K
|
6.65K
$188K
|
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-415- 6.01% |
$29.9K - $32.4K
|
6.49K
$184K
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-418- 5.25% |
$30.1K - $32.6K
|
7.55K
$214K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-433- 0.83% |
$31.2K - $33.8K
|
51.9K
$1.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-435Closed |
$31.3K - $33.9K
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-436- 72.31% |
$31.4K - $34K
|
167
$4.73K
|
|
|
Nov 07, 2023
Q3 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-439- 2.43% |
$31.6K - $34.3K
|
17.6K
$499K
|
|
|
Oct 23, 2023
Q3 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-445- 1.58% |
$32K - $34.7K
|
27.7K
$784K
|
|
|
Nov 06, 2023
Q3 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-462- 11.35% |
$33.3K - $36K
|
3.61K
$102K
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-478- 6.45% |
$34.4K - $37.3K
|
6.93K
$196K
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-482- 3.69% |
$34.7K - $37.6K
|
12.6K
$357K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-492- 3.84% |
$35.4K - $38.4K
|
12.3K
$348K
|
|
|
Oct 05, 2023
Q3 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-500- 12.47% |
$36K - $39K
|
3.51K
$99.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-505- 2.12% |
$36.4K - $39.4K
|
23.3K
$660K
|
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-544- 1.65% |
$39.2K - $42.4K
|
32.3K
$915K
|
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
SELL
|
- |
-547- 0.74% |
$39.4K - $42.7K
|
73.5K
$2.08M
|
|
|
Nov 01, 2023
Q3 2023
|
Synergy Financial Group, LTD
|
SELL
|
- |
-549- 8.81% |
$39.5K - $42.8K
|
5.68K
$161K
|
|
|
Jan 18, 2024
Q3 2023
|
Flc Capital Advisors
|
SELL
|
- |
-564- 0.17% |
$40.6K - $44K
|
327K
$9.27M
|
|
|
Oct 25, 2023
Q3 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-570- 1.51% |
$41K - $44.5K
|
37.1K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
SELL
|
- |
-572- 3.01% |
$41.2K - $44.6K
|
18.5K
$522K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-581- 15.04% |
$41.8K - $45.3K
|
3.28K
$92.9K
|
|
|
Oct 31, 2023
Q3 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-589- 5.37% |
$42.4K - $46K
|
10.4K
$294K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-595- 52.15% |
$42.8K - $46.4K
|
546
$15.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-607- 16.92% |
$43.7K - $47.4K
|
2.98K
$84.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-610- 27.98% |
$43.9K - $47.6K
|
1.57K
$44.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-646- 1.87% |
$46.5K - $50.4K
|
33.9K
$960K
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-650- 1.27% |
$46.8K - $50.7K
|
50.5K
$1.43M
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-653- 3.67% |
$47K - $50.9K
|
17.1K
$485K
|
|
|
Nov 09, 2023
Q3 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-667- 3.3% |
$48K - $52K
|
19.6K
$554K
|
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-680- 1.47% |
$49K - $53.1K
|
45.6K
$1.29M
|
|
|
Oct 10, 2023
Q3 2023
|
Madden Securities Corp
|
SELL
|
- |
-693- 0.82% |
$49.9K - $54.1K
|
83.9K
$2.37M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-700- 2.11% |
$50.4K - $54.6K
|
32.5K
$920K
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-720- 3.95% |
$51.8K - $56.2K
|
17.5K
$496K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-735- 0.49% |
$52.9K - $57.3K
|
151K
$4.27M
|
|
|
Oct 16, 2023
Q3 2023
|
Financial Services Advisory Inc
|
SELL
|
- |
-736- 0.86% |
$53K - $57.4K
|
84.9K
$2.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-759- 3.68% |
$54.6K - $59.2K
|
19.9K
$562K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-793- 1.32% |
$57.1K - $61.9K
|
59.1K
$1.67M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-800- 47.06% |
$57.6K - $62.4K
|
900
$25.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
SELL
|
- |
-802- 3.64% |
$57.7K - $62.6K
|
21.2K
$600K
|