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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-31.1K- 57.86% |
$2.18M - $2.59M
|
22.6K
$643K
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-31.3K- 1.56% |
$2.19M - $2.61M
|
1.97M
$55.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-31.7K- 3.27% |
$2.22M - $2.64M
|
936K
$26.6M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-33K- 5.72% |
$2.31M - $2.75M
|
544K
$15.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-34.3K- 13.71% |
$2.41M - $2.86M
|
216K
$6.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-34.9K- 17.65% |
$2.44M - $2.91M
|
163K
$4.62M
|
|
|
Jan 08, 2024
Q4 2023
|
Systelligence, LLC
|
SELL
|
- |
-38.4K- 19.48% |
$2.69M - $3.2M
|
159K
$4.52M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-39.3K- 50.88% |
$2.75M - $3.28M
|
37.9K
$1.08M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-39.4K- 5.82% |
$2.76M - $3.28M
|
637K
$18.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-40.2K- 55.38% |
$2.82M - $3.35M
|
32.4K
$920K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-44K- 56.89% |
$3.08M - $3.67M
|
33.4K
$948K
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-45.7K- 18.78% |
$3.2M - $3.81M
|
198K
$5.62M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-48.5K- 25.59% |
$3.4M - $4.04M
|
141K
$4.01M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-51K- 5.86% |
$3.58M - $4.25M
|
819K
$23.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-51.1K- 9.22% |
$3.58M - $4.26M
|
503K
$14.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-51.3K- 8.02% |
$3.59M - $4.28M
|
588K
$16.7M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-56K- 8.16% |
$3.93M - $4.67M
|
630K
$17.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-81K- 3.32% |
$5.68M - $6.75M
|
2.36M
$67.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-86.3K- 7.91% |
$6.05M - $7.19M
|
1M
$28.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-97.4K- 69.02% |
$6.83M - $8.12M
|
43.7K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-111K- 55.5% |
$7.8M - $9.28M
|
89.3K
$2.54M
|
|
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-122K- 75.12% |
$8.55M - $10.2M
|
40.4K
$1.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-126K- 35.15% |
$8.8M - $10.5M
|
232K
$6.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-139K- 50.62% |
$9.73M - $11.6M
|
135K
$3.85M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-149K- 76.08% |
$10.4M - $12.4M
|
46.8K
$1.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-201K- 3.91% |
$14.1M - $16.7M
|
4.93M
$140M
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-263K- 56.02% |
$18.4M - $21.9M
|
206K
$5.87M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-272K- 18.88% |
$19.1M - $22.7M
|
1.17M
$33.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
SELL
|
- |
-361K- 95.57% |
$25.3M - $30.1M
|
16.7K
$475K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-374K- 84.99% |
$26.2M - $31.2M
|
66K
$1.88M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-400K- 4.24% |
$28M - $33.3M
|
9.02M
$256M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-478K- 98.79% |
$33.5M - $39.8M
|
5.83K
$166K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-617K- 98.42% |
$43.3M - $51.5M
|
9.93K
$282K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-668K- 5.22% |
$46.8M - $55.7M
|
12.1M
$345M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-690K- 26.68% |
$48.4M - $57.5M
|
1.9M
$53.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.37M- 17.96% |
$96.1M - $114M
|
6.26M
$178M
|