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 25, 2023
Q3 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
70+ 0.33% |
$5.04K - $5.46K
|
21.4K
$606K
|
|
|
Oct 18, 2023
Q3 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
64+ 1.35% |
$4.61K - $4.99K
|
4.79K
$136K
|
|
|
Nov 13, 2023
Q3 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
62+ 1.65% |
$4.46K - $4.84K
|
3.83K
$108K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
43+ 8.81% |
$3.1K - $3.35K
|
531
$15K
|
|
|
Oct 24, 2023
Q3 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
42+ 1.17% |
$3.02K - $3.28K
|
3.64K
$103K
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
40+ 0.2% |
$2.88K - $3.12K
|
20.4K
$576K
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
38+ 0.51% |
$2.74K - $2.96K
|
7.42K
$210K
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
36+ 81.82% |
$2.59K - $2.81K
|
80
$2.26K
|
|
|
Oct 13, 2023
Q3 2023
|
Seneca House Advisors
|
BUY
|
- |
36+ 1.03% |
$2.59K - $2.81K
|
3.52K
$99.5K
|
|
|
Oct 27, 2023
Q3 2023
|
Brickley Wealth Management
|
BUY
|
- |
32+ 1.16% |
$2.3K - $2.5K
|
2.79K
$79K
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
31+ 0.31% |
$2.23K - $2.42K
|
10.1K
$286K
|
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
23+ 0.07% |
$1.66K - $1.79K
|
31.9K
$903K
|
|
|
Nov 13, 2023
Q3 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
20+ 8.37% |
$1.44K - $1.56K
|
259
$7.33K
|
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
20+ 0.06% |
$1.44K - $1.56K
|
34.4K
$974K
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
20New |
$1.44K - $1.56K
|
20
$566
|
|
|
Oct 19, 2023
Q3 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
18+ 0.09% |
$1.3K - $1.4K
|
19.4K
$550K
|
|
|
Nov 13, 2023
Q3 2023
|
Chartist Inc
Seal Beach, CA |
BUY
|
- |
14+ 0.44% |
$1.01K - $1.09K
|
3.19K
$90.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
11+ 0.11% |
$792 - $858
|
10.4K
$295K
|
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
11+ 0.11% |
$792 - $858
|
9.58K
$271K
|
|
|
Oct 18, 2023
Q3 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
11+ 0.32% |
$792 - $858
|
3.49K
$98.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
10+ 0.1% |
$720 - $780
|
10K
$284K
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
9+ 0.21% |
$648 - $702
|
4.28K
$121K
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
7+ 0.11% |
$504 - $546
|
6.24K
$177K
|
|
|
Oct 03, 2023
Q3 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
7+ 0.02% |
$504 - $546
|
44.5K
$1.26M
|
|
|
Oct 10, 2023
Q3 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
5+ 0.13% |
$360 - $390
|
3.74K
$106K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
5+ 0.01% |
$360 - $390
|
39.1K
$1.11M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
4+ 0.09% |
$288 - $312
|
4.58K
$130K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4+ 22.22% |
$288 - $312
|
22
$623
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.12% |
$288 - $312
|
3.42K
$96.9K
|
|
|
Oct 24, 2023
Q3 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
4+ 0.11% |
$288 - $312
|
3.78K
$107K
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3+ 0.1% |
$216 - $234
|
3.1K
$87.8K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3+ 0.13% |
$216 - $234
|
2.25K
$63.6K
|
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
BUY
|
- |
3+ 0.08% |
$216 - $234
|
4K
$113K
|
|
|
Oct 23, 2023
Q3 2023
|
Moneywise, Inc.
|
BUY
|
- |
3+ 0.07% |
$216 - $234
|
4.51K
$128K
|
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
BUY
|
- |
3+ 0.11% |
$216 - $234
|
2.77K
$78.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
3+ 0.05% |
$216 - $234
|
6.63K
$188K
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
2+ 0.01% |
$144 - $156
|
20.3K
$573K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
2+ 0.01% |
$144 - $156
|
14.9K
$422K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
1+ 0.44% |
$72 - $78
|
227
$6.43K
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.03% |
$72 - $78
|
3.2K
$90.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1+ 0.01% |
$72 - $78
|
10.6K
$301K
|
|
|
Oct 19, 2023
Q3 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
1+ 0.01% |
$72 - $78
|
10.5K
$298K
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1+ 0.0% |
$72 - $78
|
32.6K
$922K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.46% |
$72 - $78
|
220
$6.23K
|
|
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-2- 4.17% |
$144 - $156
|
46
$1.3K
|
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-4- 6.06% |
$288 - $312
|
62
$1.76K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-4- 66.67% |
$288 - $312
|
2
$56.6
|
|
|
Nov 03, 2023
Q3 2023
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-6- 0.12% |
$432 - $468
|
4.84K
$137K
|