Purchases and Sales Made in Q3 2023 in Schwab Strategic Tr Us Large C (SCHG)

SCHG Quotes by TradingView

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 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
6.19K
+ 32.09%
$445K - $483K
25.5K $721K
Nov 14, 2023 Q3 2023
Smi Advisory Services, LLC

Columbus, IN
BUY
 -
6.12K
New
$440K - $477K
6.12K $173K
Nov 03, 2023 Q3 2023
Black Diamond Financial, LLC

BUY
 -
6.01K
+ 4.56%
$432K - $469K
138K $3.9M
Nov 13, 2023 Q3 2023
Russell Investments Group, Ltd.

BUY
 -
5.85K
New
$421K - $456K
5.85K $166K
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
5.72K
+ 0.72%
$412K - $446K
803K $22.7M
Nov 13, 2023 Q3 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
5.67K
+ 297.69%
$408K - $442K
7.57K $214K
Oct 18, 2023 Q3 2023
Koshinski Asset Management, Inc.

BUY
 -
5.57K
+ 1.28%
$401K - $435K
440K $12.4M
Oct 31, 2023 Q3 2023
Semus Wealth Partners LLC

Boca Raton, FL
BUY
 -
5.55K
+ 48.2%
$399K - $433K
17K $483K
Nov 09, 2023 Q3 2023
Econ Financial Services Corp

BUY
 -
5.51K
New
$397K - $430K
5.51K $156K
Nov 01, 2023 Q3 2023
Petra Financial Advisors Inc

Colorado Srpings, CO
BUY
 -
5.49K
+ 39.16%
$395K - $428K
19.5K $552K
Oct 19, 2023 Q3 2023
Mba Advisors LLC

Hermitage, PA
BUY
 -
5.42K
+ 6.71%
$390K - $423K
86.2K $2.44M
Oct 31, 2023 Q3 2023
Delta Financial Group, Inc.

Basking Ridge, NJ
BUY
 -
5.4K
New
$389K - $421K
5.4K $153K
Oct 30, 2023 Q3 2023
Spreng Capital Management, Inc.

BUY
 -
5.37K
+ 8.81%
$387K - $419K
66.3K $1.88M
Nov 13, 2023 Q3 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
5.22K
+ 30.74%
$376K - $407K
22.2K $629K
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
5.16K
New
$372K - $403K
5.16K $146K
Oct 11, 2023 Q3 2023
Atlas Financial Advisors, Inc.

BUY
 -
5.15K
+ 98.81%
$371K - $402K
10.4K $293K
Nov 14, 2023 Q3 2023
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
5.11K
+ 10.5%
$368K - $399K
53.8K $1.52M
Nov 08, 2023 Q3 2023
Mario Gabelli Gamco Investors, Inc. Et Al | Rye, Ny
BUY
 -
5K
New
$360K - $390K
5K $142K
Nov 13, 2023 Q3 2023
1832 Asset Management L.P.

Toronto, A6
BUY
 -
4.94K
New
$356K - $385K
4.94K $140K
Nov 08, 2023 Q3 2023
Alpha Star Capital Management, LLC

BUY
 -
4.8K
+ 103.78%
$346K - $375K
9.43K $267K
Nov 13, 2023 Q3 2023
Commerce Bank

Kansas City, MO
BUY
 -
4.78K
+ 117.08%
$344K - $373K
8.86K $251K
Nov 21, 2023 Q3 2023
Gunn & CO Investment Management, Inc.

Jacksonville, FL
BUY
 -
4.76K
New
$342K - $371K
4.76K $135K
Oct 13, 2023 Q3 2023
Garrett Investment Advisors LLC

BUY
 -
4.75K
+ 102.99%
$342K - $371K
9.36K $265K
Oct 23, 2023 Q3 2023
Financial Consulate, Inc

BUY
 -
4.74K
New
$341K - $370K
4.74K $134K
Oct 12, 2023 Q3 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
4.68K
+ 4.27%
$337K - $365K
114K $3.24M
Nov 08, 2023 Q3 2023
Redwood Financial Network Corp

BUY
 -
4.53K
New
$326K - $354K
4.53K $128K
Nov 13, 2023 Q3 2023
Goepper Burkhardt LLC

BUY
 -
4.41K
+ 1.52%
$317K - $344K
294K $8.32M
Oct 23, 2023 Q3 2023
Rhs Financial, LLC

BUY
 -
4.4K
+ 95.96%
$317K - $343K
8.98K $254K
Oct 26, 2023 Q3 2023
Gratus Capital LLC

BUY
 -
4.37K
+ 85.28%
$315K - $341K
9.49K $269K
Apr 19, 2024 Q3 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
4.35K
New
$313K - $339K
4.35K $123K
Oct 17, 2023 Q3 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
4.33K
+ 1.22%
$312K - $338K
359K $10.2M
Oct 26, 2023 Q3 2023
Comerica Securities,Inc.

BUY
 -
4.32K
New
$311K - $337K
4.32K $122K
Oct 30, 2023 Q3 2023
Pathway Financial Advisors LLC

BUY
 -
4.2K
New
$302K - $327K
4.2K $119K
Nov 08, 2023 Q3 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
4.19K
+ 1.42%
$302K - $327K
299K $8.46M
Oct 24, 2023 Q3 2023
Nadler Financial Group, Inc.

BUY
 -
4.12K
+ 0.87%
$297K - $321K
476K $13.5M
Nov 03, 2023 Q3 2023
Lincoln National Corp

BUY
 -
4.11K
+ 11.57%
$296K - $321K
39.6K $1.12M
Nov 09, 2023 Q3 2023
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
4.11K
New
$296K - $320K
4.11K $116K
Nov 09, 2023 Q3 2023
Vectors Research Management, LLC

New York, NY
BUY
 -
4K
New
$288K - $312K
4K $113K
Nov 02, 2023 Q3 2023
Gilbert & Cook, Inc.

BUY
 -
3.99K
+ 56.52%
$287K - $311K
11K $313K
Oct 18, 2023 Q3 2023
Secure Asset Management, LLC

BUY
 -
3.96K
New
$285K - $309K
3.96K $112K
Nov 15, 2023 Q3 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
3.95K
+ 0.46%
$284K - $308K
854K $24.2M
Nov 15, 2023 Q3 2023
Toroso Investments, LLC

Massapequa, NY
BUY
 -
3.94K
+ 4.48%
$284K - $307K
91.8K $2.6M
Nov 06, 2023 Q3 2023
Legacy Capital Group California, Inc.

Los Gatos, CA
BUY
 -
3.94K
New
$284K - $307K
3.94K $112K
Nov 01, 2023 Q3 2023
Calton & Associates, Inc.

BUY
 -
3.89K
New
$280K - $303K
3.89K $110K
Oct 12, 2023 Q3 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
3.86K
+ 37.21%
$278K - $301K
14.2K $403K
Nov 06, 2023 Q3 2023
Schneider Downs Wealth Management Advisors, LP

BUY
 -
3.83K
+ 1.11%
$276K - $299K
349K $9.88M
Oct 19, 2023 Q3 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
3.81K
+ 2.15%
$274K - $297K
180K $5.11M
Oct 23, 2023 Q3 2023
Mayfair Advisory Group, LLC

Birmingham, AL
BUY
 -
3.78K
+ 9.53%
$272K - $295K
43.4K $1.23M
Nov 07, 2023 Q3 2023
Fort Pitt Capital Group, LLC

BUY
 -
3.77K
+ 0.19%
$271K - $294K
2M $56.6M

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