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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-12.7K- 1.06% |
$915K - $992K
|
1.18M
$33.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-12.8K- 80.5% |
$921K - $999K
|
3.1K
$87.8K
|
|
|
Oct 30, 2023
Q3 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-13.1K- 2.46% |
$940K - $1.02M
|
518K
$14.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-13.5K- 6.43% |
$974K - $1.06M
|
197K
$5.57M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-13.7K- 61.62% |
$985K - $1.07M
|
8.52K
$241K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-14.2K- 4.06% |
$1.02M - $1.11M
|
335K
$9.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
SELL
|
- |
-14.2K- 2.63% |
$1.02M - $1.11M
|
526K
$14.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-14.4K- 5.48% |
$1.04M - $1.12M
|
248K
$7.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-15K- 5.57% |
$1.08M - $1.17M
|
254K
$7.19M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-15.3K- 5.18% |
$1.1M - $1.2M
|
281K
$7.94M
|
|
|
Oct 05, 2023
Q3 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-15.5K- 57.76% |
$1.12M - $1.21M
|
11.4K
$322K
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-16.6K- 4.62% |
$1.19M - $1.29M
|
342K
$9.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-16.8K- 2.52% |
$1.21M - $1.31M
|
650K
$18.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-16.8K- 5.1% |
$1.21M - $1.31M
|
312K
$8.85M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-17.2K- 2.69% |
$1.24M - $1.34M
|
621K
$17.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-17.3K- 9.24% |
$1.24M - $1.35M
|
169K
$4.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-17.4K- 5.11% |
$1.25M - $1.36M
|
324K
$9.17M
|
|
|
Nov 06, 2023
Q3 2023
|
Souders Financial Advisors
|
SELL
|
- |
-17.6K- 8.6% |
$1.27M - $1.37M
|
187K
$5.29M
|
|
|
Oct 18, 2023
Q3 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-19.1K- 77.37% |
$1.38M - $1.49M
|
5.6K
$158K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-21K- 9.85% |
$1.51M - $1.64M
|
192K
$5.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-21.4K- 6.46% |
$1.54M - $1.67M
|
310K
$8.78M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-22.4K- 18.71% |
$1.62M - $1.75M
|
97.5K
$2.76M
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-23K- 73.93% |
$1.66M - $1.79M
|
8.11K
$230K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-24.3K- 5.17% |
$1.75M - $1.89M
|
446K
$12.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-24.8K- 9.86% |
$1.78M - $1.93M
|
226K
$6.41M
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-25.7K- 46.17% |
$1.85M - $2.01M
|
30K
$849K
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-27.3K- 9.83% |
$1.96M - $2.13M
|
250K
$7.09M
|
|
|
Oct 10, 2023
Q3 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-28K- 2.95% |
$2.02M - $2.19M
|
922K
$26.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-28.4K- 40.31% |
$2.04M - $2.22M
|
42.1K
$1.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-30K- 4.37% |
$2.16M - $2.34M
|
657K
$18.6M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-30.3K- 11.2% |
$2.18M - $2.36M
|
240K
$6.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-33K- 2.94% |
$2.37M - $2.57M
|
1.09M
$30.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-34.3K- 16.09% |
$2.47M - $2.68M
|
179K
$5.06M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-35.3K- 8.98% |
$2.54M - $2.75M
|
357K
$10.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-35.9K- 2.83% |
$2.59M - $2.8M
|
1.23M
$35M
|
|
|
Oct 10, 2023
Q3 2023
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-38K- 10.62% |
$2.74M - $2.97M
|
320K
$9.06M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-40K- 5.51% |
$2.88M - $3.12M
|
686K
$19.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-40.7K- 90.82% |
$2.93M - $3.18M
|
4.12K
$117K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-42.6K- 6.24% |
$3.06M - $3.32M
|
639K
$18.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-44.5K- 23.96% |
$3.2M - $3.47M
|
141K
$4M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-45K- 2.41% |
$3.24M - $3.51M
|
1.83M
$51.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-45.2K- 1.44% |
$3.26M - $3.53M
|
3.1M
$87.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-45.5K- 37.65% |
$3.28M - $3.55M
|
75.4K
$2.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-57.7K- 47.72% |
$4.15M - $4.5M
|
63.2K
$1.79M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-68.1K- 10.34% |
$4.9M - $5.32M
|
591K
$16.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-68.2K- 13.64% |
$4.91M - $5.32M
|
432K
$12.2M
|
|
|
Dec 07, 2023
Q3 2023
|
Dagco, Inc.
|
SELL
|
- |
-81.8K- 86.5% |
$5.89M - $6.38M
|
12.8K
$361K
|
|
|
Nov 03, 2023
Q3 2023
|
Q3 Asset Management
|
SELL
|
- |
-84.1K- 53.55% |
$6.06M - $6.56M
|
73K
$2.07M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-91.3K- 28.68% |
$6.57M - $7.13M
|
227K
$6.43M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-94.9K- 10.13% |
$6.83M - $7.4M
|
842K
$23.8M
|