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
Oct 19, 2023 Q3 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
1.58K
+ 7.69%
$114K - $123K
22.1K $626K
Oct 23, 2023 Q3 2023
Sheets Smith Wealth Management

BUY
 -
1.55K
New
$112K - $121K
1.55K $44K
Oct 13, 2023 Q3 2023
Arkadios Wealth Advisors

BUY
 -
1.53K
+ 31.51%
$110K - $119K
6.37K $180K
Oct 20, 2023 Q3 2023
Reston Wealth Management LLC

BUY
 -
1.52K
+ 7.94%
$110K - $119K
20.7K $586K
Oct 23, 2023 Q3 2023
Dakota Wealth Management

BUY
 -
1.52K
+ 4.14%
$109K - $119K
38.3K $1.08M
Nov 13, 2023 Q3 2023
Operose Advisors LLC

Milwaukee, WI
BUY
 -
1.5K
New
$108K - $117K
1.5K $42.5K
Nov 07, 2023 Q3 2023
Jfg Wealth Management, LLC

Denver, CO
BUY
 -
1.48K
+ 10.42%
$107K - $116K
15.7K $445K
Nov 13, 2023 Q3 2023
Natixis Advisors, L.P.

Boston, MA
BUY
 -
1.48K
+ 10.3%
$107K - $116K
15.9K $450K
Nov 14, 2023 Q3 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
1.45K
+ 7255.0%
$104K - $113K
1.47K $41.6K
Oct 17, 2023 Q3 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
1.44K
New
$104K - $113K
1.44K $40.9K
Nov 09, 2023 Q3 2023
Roffman Miller Associates Inc

Philadelphia, PA
BUY
 -
1.41K
+ 28.1%
$101K - $110K
6.42K $182K
Oct 13, 2023 Q3 2023
Collective Family Office LLC

BUY
 -
1.4K
+ 37.4%
$101K - $109K
5.14K $146K
Oct 12, 2023 Q3 2023
Kohmann Bosshard Financial Services, LLC

BUY
 -
1.37K
+ 3.24%
$98.3K - $107K
43.6K $1.23M
Oct 13, 2023 Q3 2023
Signal Point Asset Management, LLC

BUY
 -
1.36K
+ 17.24%
$98.2K - $106K
9.28K $263K
Oct 17, 2023 Q3 2023
New Hampshire Trust

Concord, NH
BUY
 -
1.36K
+ 18.27%
$97.6K - $106K
8.78K $249K
Oct 20, 2023 Q3 2023
Townsend Asset Management Corp

BUY
 -
1.35K
+ 4.47%
$96.9K - $105K
31.5K $891K
Oct 18, 2023 Q3 2023
Advisory Alpha, LLC

BUY
 -
1.34K
+ 4.96%
$96.3K - $104K
28.3K $802K
Dec 01, 2023 Q3 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
1.27K
+ 6.39%
$91.6K - $99.2K
21.2K $599K
Oct 27, 2023 Q3 2023
Gray Wealth Management Inc.

Bangor, ME
BUY
 -
1.27K
+ 10.68%
$91.1K - $98.8K
13.1K $372K
Oct 16, 2023 Q3 2023
Capital Investment Advisors, LLC

BUY
 -
1.26K
+ 23.93%
$90.7K - $98.3K
6.53K $185K
Oct 25, 2023 Q3 2023
Summit Wealth & Retirement Planning, Inc.

BUY
 -
1.25K
+ 0.33%
$90.1K - $97.6K
386K $10.9M
Nov 14, 2023 Q3 2023
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
1.23K
+ 22.27%
$88.8K - $96.3K
6.78K $192K
Nov 13, 2023 Q3 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
1.19K
+ 21.48%
$85.6K - $92.8K
6.72K $190K
Nov 03, 2023 Q3 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
1.19K
+ 6.56%
$85.5K - $92.7K
19.3K $547K
Oct 31, 2023 Q3 2023
Money Concepts Capital Corp

BUY
 -
1.15K
+ 5.25%
$82.5K - $89.4K
23K $651K
Nov 14, 2023 Q3 2023
Raymond James Trust N.A.

BUY
 -
1.14K
+ 18.36%
$82.1K - $89K
7.36K $208K
Nov 16, 2023 Q3 2023
Chesapeake Wealth Management

BUY
 -
1.14K
+ 3.2%
$81.9K - $88.7K
36.7K $1.04M
Nov 14, 2023 Q3 2023
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
1.13K
+ 0.94%
$81.6K - $88.5K
122K $3.46M
Feb 14, 2024 Q3 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
1.12K
+ 2.35%
$80.7K - $87.5K
48.7K $1.38M
Oct 10, 2023 Q3 2023
Bartlett & Co. LLC

BUY
 -
1.12K
+ 2.35%
$80.7K - $87.5K
48.7K $1.38M
Nov 06, 2023 Q3 2023
Warner Financial, Inc

Bethesda, MD
BUY
 -
1.12K
+ 1.99%
$80.6K - $87.4K
57.4K $1.63M
Nov 13, 2023 Q3 2023
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
1.11K
New
$80K - $86.7K
1.11K $31.5K
Nov 09, 2023 Q3 2023
Bip Wealth, LLC

Atlanta, GA
BUY
 -
1.07K
+ 36.04%
$76.7K - $83.2K
4.02K $114K
Oct 17, 2023 Q3 2023
Park Place Capital Corp

Birmingham, AL
BUY
 -
1.04K
New
$74.9K - $81.2K
1.04K $29.5K
Dec 04, 2023 Q3 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
1.04K
New
$74.7K - $81K
1.04K $29.4K
Oct 26, 2023 Q3 2023
North Star Asset Management Inc

BUY
 -
1.03K
+ 32.18%
$74.1K - $80.4K
4.23K $120K
Jan 12, 2024 Q3 2023
Burns Matteson Capital Management, LLC

Corning, NY
BUY
 -
1.02K
+ 3.01%
$73.4K - $79.6K
34.9K $989K
Oct 23, 2023 Q3 2023
Everett Harris & CO

BUY
 -
1.01K
+ 33.78%
$72.7K - $78.8K
4K $113K
Nov 14, 2023 Q3 2023
Stephens Inc

BUY
 -
997
+ 22.35%
$71.8K - $77.8K
5.46K $154K
Nov 13, 2023 Q3 2023
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
967
+ 1.76%
$69.6K - $75.4K
55.8K $1.58M
Oct 27, 2023 Q3 2023
Gradient Investments LLC

BUY
 -
961
+ 65.11%
$69.2K - $75K
2.44K $69K
Oct 13, 2023 Q3 2023
Ritholtz Wealth Management

BUY
 -
950
+ 25.15%
$68.4K - $74.1K
4.73K $134K
Nov 14, 2023 Q3 2023
Re Dickinson Investment Advisors, LLC

Council Bluffs, IA
BUY
 -
950
+ 0.43%
$68.4K - $74.1K
220K $6.22M
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
949
New
$68.3K - $74K
949 $26.9K
Nov 08, 2023 Q3 2023
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
949
+ 15.82%
$68.3K - $74K
6.95K $197K
Nov 03, 2023 Q3 2023
Aspire Private Capital, LLC

BUY
 -
877
New
$63.1K - $68.4K
877 $24.8K
Oct 13, 2023 Q3 2023
Hengehold Capital Management LLC

BUY
 -
849
+ 1.49%
$61.1K - $66.2K
58K $1.64M
Nov 13, 2023 Q3 2023
Regimen Wealth, LLC

Atlanta, GA
BUY
 -
835
+ 0.42%
$60.1K - $65.1K
197K $5.59M
Nov 14, 2023 Q3 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
829
+ 0.92%
$59.7K - $64.7K
91.2K $2.58M

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