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 09, 2024
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-467- 2.53% |
$32.7K - $38.9K
|
18K
$511K
|
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
SELL
|
- |
-477- 1.7% |
$33.4K - $39.8K
|
27.5K
$783K
|
|
|
Jan 18, 2024
Q4 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-510- 3.06% |
$35.7K - $42.5K
|
16.2K
$459K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-514- 4.55% |
$36K - $42.9K
|
10.8K
$307K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-541- 5.72% |
$37.9K - $45.1K
|
8.91K
$253K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-559- 4.29% |
$39.2K - $46.6K
|
12.5K
$354K
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-565- 2.02% |
$39.6K - $47.1K
|
27.5K
$780K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
SELL
|
- |
-579- 0.73% |
$40.6K - $48.3K
|
78.6K
$2.23M
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-580- 4.42% |
$40.6K - $48.4K
|
12.5K
$357K
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-597- 15.59% |
$41.8K - $49.8K
|
3.23K
$91.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-597- 4.22% |
$41.8K - $49.8K
|
13.5K
$385K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-597- 5.19% |
$41.8K - $49.8K
|
10.9K
$310K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-601- 6.98% |
$42.1K - $50.1K
|
8.01K
$228K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-608- 38.73% |
$42.6K - $50.7K
|
962
$27.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-609- 5.69% |
$42.7K - $50.8K
|
10.1K
$287K
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-612- 6.96% |
$42.9K - $51K
|
8.18K
$233K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-624- 8.47% |
$43.7K - $52K
|
6.75K
$192K
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-632- 5.72% |
$44.3K - $52.7K
|
10.4K
$296K
|
|
|
Jan 18, 2024
Q4 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-640- 0.52% |
$44.9K - $53.4K
|
124K
$3.51M
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-643- 2.82% |
$45.1K - $53.6K
|
22.1K
$629K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-643- 2.82% |
$45.1K - $53.6K
|
22.1K
$629K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-664- 10.43% |
$46.5K - $55.4K
|
5.71K
$162K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
SELL
|
- |
-674- 3.03% |
$47.2K - $56.2K
|
21.6K
$613K
|
|
|
Jan 18, 2024
Q4 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-680- 0.96% |
$47.7K - $56.7K
|
70K
$1.99M
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-686- 11.8% |
$48.1K - $57.2K
|
5.13K
$146K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-707- 11.32% |
$49.5K - $58.9K
|
5.54K
$157K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-732- 1.76% |
$51.3K - $61K
|
41K
$1.16M
|
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-764- 0.66% |
$53.5K - $63.7K
|
114K
$3.25M
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-770- 7.15% |
$54K - $64.2K
|
10K
$284K
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-788- 17.09% |
$55.2K - $65.7K
|
3.82K
$109K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-801- 5.57% |
$56.1K - $66.8K
|
13.6K
$386K
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-816- 6.02% |
$57.2K - $68K
|
12.7K
$362K
|
|
|
Feb 05, 2024
Q4 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-840- 10.02% |
$58.9K - $70K
|
7.55K
$214K
|
|
|
Jan 31, 2024
Q4 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-863- 9.52% |
$60.5K - $71.9K
|
8.2K
$233K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-883- 4.16% |
$61.9K - $73.6K
|
20.3K
$578K
|
|
|
Feb 13, 2024
Q4 2023
|
Madden Securities Corp
|
SELL
|
- |
-892- 1.06% |
$62.5K - $74.4K
|
83K
$2.36M
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-904- 2.56% |
$63.4K - $75.4K
|
34.4K
$979K
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-934- 8.88% |
$65.5K - $77.9K
|
9.58K
$272K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-944- 27.2% |
$66.2K - $78.7K
|
2.53K
$71.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-946- 3.89% |
$66.3K - $78.9K
|
23.4K
$665K
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-949- 13.66% |
$66.5K - $79.1K
|
6K
$171K
|
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-951- 1.16% |
$66.6K - $79.3K
|
81.2K
$2.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Services Advisory Inc
|
SELL
|
- |
-964- 1.14% |
$67.6K - $80.4K
|
83.9K
$2.39M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-975- 2.8% |
$68.3K - $81.3K
|
33.9K
$963K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-998- 5.84% |
$69.9K - $83.2K
|
16.1K
$457K
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-1K- 0.46% |
$70.2K - $83.5K
|
219K
$6.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.02K- 0.93% |
$71.3K - $84.8K
|
108K
$3.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.02K- 2.0% |
$71.6K - $85.1K
|
50K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.02K- 4.41% |
$71.8K - $85.4K
|
22.2K
$631K
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-1.05K- 1.15% |
$73.4K - $87.3K
|
90.1K
$2.56M
|