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 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
72.3KNew |
$5.07M - $6.03M
|
72.3K
$2.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
71.8K+ 3.93% |
$5.03M - $5.98M
|
1.9M
$54M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
70.1K+ 14.51% |
$4.91M - $5.84M
|
553K
$15.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
64.3K+ 211.26% |
$4.51M - $5.36M
|
94.8K
$2.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
61KNew |
$4.27M - $5.08M
|
61K
$1.73M
|
|
|
Jan 29, 2024
Q4 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
60.5K+ 26.7% |
$4.24M - $5.04M
|
287K
$8.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
60KNew |
$4.2M - $5M
|
60K
$1.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
59.7K+ 60.67% |
$4.18M - $4.98M
|
158K
$4.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
59.1KNew |
$4.14M - $4.93M
|
59.1K
$1.68M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
58.1K+ 3.59% |
$4.07M - $4.84M
|
1.68M
$47.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
55.4KNew |
$3.88M - $4.62M
|
55.4K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
55.3KNew |
$3.88M - $4.61M
|
55.3K
$1.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
55.3K+ 1.53% |
$3.87M - $4.61M
|
3.67M
$105M
|
|
|
Jan 24, 2024
Q4 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
52.6K+ 20.95% |
$3.68M - $4.38M
|
304K
$8.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
51KNew |
$3.57M - $4.25M
|
51K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
50.7KNew |
$3.55M - $4.22M
|
50.7K
$1.44M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
50.7K+ 20.39% |
$3.55M - $4.22M
|
299K
$8.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
50.4K+ 79.71% |
$3.53M - $4.2M
|
114K
$3.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
49.3K+ 124.25% |
$3.45M - $4.11M
|
88.9K
$2.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
47K+ 30.84% |
$3.29M - $3.92M
|
199K
$5.67M
|
|
|
Feb 01, 2024
Q4 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
45.9KNew |
$3.22M - $3.83M
|
45.9K
$1.31M
|
|
|
Jan 29, 2024
Q4 2023
|
Q3 Asset Management
|
BUY
|
- |
43K+ 58.96% |
$3.02M - $3.59M
|
116K
$3.3M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
42.8KNew |
$3M - $3.56M
|
42.8K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
42.6K+ 59.09% |
$2.98M - $3.55M
|
115K
$3.26M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
41.9K+ 4.9% |
$2.93M - $3.49M
|
896K
$25.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
41K+ 2.33% |
$2.87M - $3.42M
|
1.8M
$51.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
39.8K+ 9.2% |
$2.79M - $3.32M
|
472K
$13.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
37.7KNew |
$2.64M - $3.14M
|
37.7K
$1.07M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
37.2K+ 69.85% |
$2.61M - $3.1M
|
90.4K
$2.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
36.5K+ 13047.86% |
$2.56M - $3.05M
|
36.8K
$1.05M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
36.5KNew |
$2.55M - $3.04M
|
36.5K
$1.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
35.9K+ 391.91% |
$2.52M - $2.99M
|
45.1K
$1.28M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
35.8KNew |
$2.51M - $2.99M
|
35.8K
$1.02M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
35.5K+ 13.91% |
$2.49M - $2.96M
|
291K
$8.28M
|
|
|
Oct 03, 2024
Q4 2023
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
35.4K+ 38.6% |
$2.48M - $2.95M
|
127K
$3.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
33.4K+ 6.0% |
$2.34M - $2.79M
|
591K
$16.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
32.3K+ 26.57% |
$2.26M - $2.69M
|
154K
$4.38M
|
|
|
May 03, 2024
Q4 2023
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
31.4KNew |
$2.2M - $2.62M
|
31.4K
$894K
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
31.1KNew |
$2.18M - $2.59M
|
31.1K
$885K
|
|
|
Feb 12, 2024
Q4 2023
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
30.9KNew |
$2.16M - $2.57M
|
30.9K
$878K
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
30.5KNew |
$2.14M - $2.54M
|
30.5K
$867K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
29.3K+ 22.12% |
$2.05M - $2.44M
|
162K
$4.6M
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
BUY
|
- |
29K+ 26.74% |
$2.03M - $2.42M
|
137K
$3.91M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
28.8K+ 6.5% |
$2.02M - $2.4M
|
472K
$13.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
28.4K+ 8.14% |
$1.99M - $2.37M
|
377K
$10.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
26.4K+ 22.2% |
$1.85M - $2.2M
|
146K
$4.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
25.9K+ 88.92% |
$1.82M - $2.16M
|
55.1K
$1.57M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
25.6K+ 4.86% |
$1.79M - $2.13M
|
551K
$15.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
25.5KNew |
$1.78M - $2.12M
|
25.5K
$724K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
25.4K+ 583.14% |
$1.78M - $2.11M
|
29.7K
$845K
|