Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
145+ 0.75% |
$10.2K - $12.1K
|
19.5K
$556K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
142+ 1.53% |
$9.95K - $11.8K
|
9.42K
$269K
|
|
|
Feb 01, 2024
Q4 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
135+ 2.79% |
$9.46K - $11.3K
|
4.98K
$142K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
129+ 0.44% |
$9.04K - $10.8K
|
29.5K
$843K
|
|
|
Jan 19, 2024
Q4 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
129+ 1.67% |
$9.04K - $10.8K
|
7.84K
$224K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
124+ 2.06% |
$8.69K - $10.3K
|
6.14K
$176K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
119New |
$8.34K - $9.92K
|
119
$3.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
BUY
|
- |
116+ 0.16% |
$8.13K - $9.67K
|
70.5K
$2.01M
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
111+ 1.07% |
$7.78K - $9.25K
|
10.5K
$300K
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
100+ 1.06% |
$7.01K - $8.34K
|
9.56K
$273K
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
95+ 0.13% |
$6.66K - $7.92K
|
73.6K
$2.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
95+ 3.83% |
$6.66K - $7.92K
|
2.58K
$73.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
87New |
$6.1K - $7.25K
|
87
$2.49K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
86+ 1.57% |
$6.03K - $7.17K
|
5.57K
$159K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
76+ 506.67% |
$5.33K - $6.34K
|
91
$2.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
75New |
$5.26K - $6.25K
|
75
$2.14K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
72New |
$5.05K - $6K
|
72
$2.06K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
70New |
$4.91K - $5.84K
|
70
$2K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
69New |
$4.84K - $5.75K
|
69
$1.97K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
67+ 0.89% |
$4.7K - $5.59K
|
7.61K
$217K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
64+ 1.21% |
$4.49K - $5.34K
|
5.35K
$153K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
64+ 1.21% |
$4.49K - $5.34K
|
5.35K
$153K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
53+ 1.31% |
$3.71K - $4.42K
|
4.1K
$117K
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
52+ 0.29% |
$3.64K - $4.34K
|
18.2K
$519K
|
|
|
Jan 17, 2024
Q4 2023
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
44+ 0.1% |
$3.08K - $3.67K
|
42.5K
$1.21M
|
|
|
Jan 29, 2024
Q4 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
43+ 0.22% |
$3.01K - $3.58K
|
19.6K
$559K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
42+ 0.63% |
$2.94K - $3.5K
|
6.75K
$193K
|
|
|
Jan 29, 2024
Q4 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
39+ 1.07% |
$2.73K - $3.25K
|
3.68K
$105K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
36+ 0.79% |
$2.52K - $3K
|
4.57K
$130K
|
|
|
Feb 06, 2024
Q4 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
31+ 0.08% |
$2.17K - $2.58K
|
41.2K
$1.18M
|
|
|
Jan 18, 2024
Q4 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
28+ 0.8% |
$1.96K - $2.33K
|
3.51K
$100K
|
|
|
Jan 25, 2024
Q4 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
26+ 0.16% |
$1.82K - $2.17K
|
16.4K
$467K
|
|
|
Feb 06, 2024
Q4 2023
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
18+ 0.11% |
$1.26K - $1.5K
|
15.7K
$450K
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
14+ 0.14% |
$981 - $1.17K
|
10.1K
$287K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
13+ 0.12% |
$911 - $1.08K
|
10.4K
$298K
|
|
|
Jan 16, 2024
Q4 2023
|
Mason & Associates Inc
|
BUY
|
- |
12+ 0.36% |
$841 - $1K
|
3.36K
$96K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
12+ 0.13% |
$841 - $1K
|
9.59K
$274K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
11+ 0.22% |
$771 - $917
|
4.99K
$143K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
11+ 0.05% |
$771 - $917
|
20.4K
$582K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
9+ 0.03% |
$631 - $750
|
31.1K
$890K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
9+ 0.17% |
$631 - $750
|
5.41K
$154K
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
8+ 0.13% |
$561 - $667
|
6.24K
$178K
|
|
|
Jan 09, 2024
Q4 2023
|
Seneca House Advisors
|
BUY
|
- |
8+ 0.23% |
$561 - $667
|
3.52K
$101K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
7+ 8.75% |
$491 - $584
|
87
$2.49K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
7+ 0.12% |
$491 - $584
|
5.64K
$161K
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
6+ 0.14% |
$420 - $500
|
4.18K
$119K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6+ 0.14% |
$420 - $500
|
4.42K
$126K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
5+ 0.11% |
$350 - $417
|
4.76K
$136K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
5+ 0.11% |
$350 - $417
|
4.58K
$131K
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
5+ 0.12% |
$350 - $417
|
4.28K
$122K
|