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 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-1.05K- 1.15% |
$73.4K - $87.3K
|
90.1K
$2.57M
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.13K- 0.51% |
$79.1K - $94.1K
|
219K
$6.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.18K- 14.88% |
$82.5K - $98.1K
|
6.73K
$192K
|
|
|
Jan 17, 2024
Q4 2023
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-1.19K- 1.43% |
$83K - $98.8K
|
81.9K
$2.34M
|
|
|
Jan 22, 2024
Q4 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-1.19K- 5.11% |
$83.5K - $99.4K
|
22.1K
$632K
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-1.2K- 30.73% |
$84.2K - $100K
|
2.71K
$77.4K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.21K- 1.46% |
$84.7K - $101K
|
81.3K
$2.32M
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.21K- 2.09% |
$85K - $101K
|
56.8K
$1.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.22K- 83.0% |
$85.6K - $102K
|
250
$7.14K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.27K- 10.43% |
$88.8K - $106K
|
10.9K
$311K
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.29K- 17.02% |
$90.3K - $107K
|
6.29K
$180K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.31K- 3.11% |
$91.5K - $109K
|
40.7K
$1.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.34K- 21.95% |
$94.1K - $112K
|
4.78K
$136K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.37K- 2.27% |
$95.7K - $114K
|
58.8K
$1.68M
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1.4K- 26.23% |
$98.1K - $117K
|
3.94K
$112K
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
SELL
|
- |
-1.5K- 26.32% |
$105K - $125K
|
4.2K
$120K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.54K- 14.31% |
$108K - $129K
|
9.24K
$264K
|
|
|
Jan 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1.58K- 5.18% |
$111K - $132K
|
28.9K
$825K
|
|
|
Dec 05, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.59K- 34.8% |
$111K - $132K
|
2.97K
$84.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-1.7K- 3.72% |
$119K - $142K
|
43.9K
$1.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.7K- 32.08% |
$119K - $142K
|
3.61K
$103K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-1.73K- 4.43% |
$122K - $145K
|
37.4K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-1.79K- 2.59% |
$125K - $149K
|
67.4K
$1.93M
|
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-1.81K- 27.57% |
$127K - $151K
|
4.76K
$136K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.81K- 20.13% |
$127K - $151K
|
7.19K
$205K
|
|
|
Jan 23, 2024
Q4 2023
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-1.9K- 1.5% |
$133K - $158K
|
124K
$3.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1.91K- 4.82% |
$134K - $159K
|
37.7K
$1.08M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.95K- 16.4% |
$137K - $163K
|
9.95K
$284K
|
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-1.98K- 17.43% |
$139K - $165K
|
9.39K
$268K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.01K- 0.34% |
$141K - $168K
|
589K
$16.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.16K- 0.99% |
$151K - $180K
|
216K
$6.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-2.16K- 4.85% |
$152K - $180K
|
42.4K
$1.21M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.19K- 9.9% |
$154K - $183K
|
19.9K
$570K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.21K- 10.45% |
$155K - $184K
|
19K
$542K
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-2.25K- 43.79% |
$158K - $188K
|
2.89K
$82.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-2.29K- 3.12% |
$161K - $191K
|
71.1K
$2.03M
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-2.32K- 6.64% |
$163K - $193K
|
32.6K
$932K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.37K- 1.31% |
$166K - $197K
|
178K
$5.09M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.39K- 3.62% |
$168K - $200K
|
63.7K
$1.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-2.4K- 43.98% |
$168K - $200K
|
3.06K
$87.3K
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-2.63K- 3.5% |
$184K - $219K
|
72.6K
$2.07M
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-2.67K- 7.2% |
$187K - $222K
|
34.4K
$983K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.73K- 6.11% |
$191K - $227K
|
41.9K
$1.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-2.79K- 2.69% |
$196K - $233K
|
101K
$2.89M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.82K- 30.12% |
$198K - $235K
|
6.54K
$187K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.87K- 30.44% |
$201K - $239K
|
6.55K
$187K
|
|
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-2.91K- 22.93% |
$204K - $243K
|
9.79K
$280K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-2.94K- 3.69% |
$206K - $245K
|
76.5K
$2.19M
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-2.94K- 6.74% |
$206K - $245K
|
40.6K
$1.16M
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-3.08K- 6.08% |
$216K - $257K
|
47.5K
$1.36M
|