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 07, 2024
Q4 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
10.7K+ 22.82% |
$747K - $888K
|
57.4K
$1.63M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.4K+ 3.96% |
$732K - $870K
|
274K
$7.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
10.4K+ 48.45% |
$727K - $865K
|
31.8K
$903K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
10.3KNew |
$723K - $861K
|
10.3K
$293K
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
10.2K+ 13.16% |
$718K - $854K
|
88K
$2.5M
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
10.2KNew |
$715K - $850K
|
10.2K
$290K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
10K+ 17.7% |
$701K - $833K
|
66.5K
$1.89M
|
|
|
Jan 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
9.79K+ 5.83% |
$686K - $816K
|
178K
$5.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
9.78K+ 3.13% |
$685K - $815K
|
322K
$9.16M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
9.75K+ 936.6% |
$683K - $813K
|
10.8K
$307K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
9.69K+ 1513.44% |
$679K - $808K
|
10.3K
$293K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
9.41K+ 69.32% |
$659K - $784K
|
23K
$653K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
8.98KNew |
$629K - $749K
|
8.98K
$255K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
8.94K+ 52.46% |
$627K - $746K
|
26K
$739K
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
8.9K+ 20.49% |
$624K - $742K
|
52.3K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8.87K+ 104.07% |
$621K - $739K
|
17.4K
$494K
|
|
|
Jan 30, 2024
Q4 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
8.72K+ 130.43% |
$611K - $727K
|
15.4K
$438K
|
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
8.59K+ 39.6% |
$602K - $716K
|
30.3K
$861K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
8.52K+ 6.22% |
$597K - $711K
|
146K
$4.14M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.38K+ 19.59% |
$588K - $699K
|
51.2K
$1.45M
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
8.37K+ 23.91% |
$586K - $698K
|
43.4K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
8.35KNew |
$585K - $696K
|
8.35K
$237K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
8.34K+ 3.15% |
$585K - $695K
|
274K
$7.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.31K+ 43.03% |
$582K - $693K
|
27.6K
$785K
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
8.17KNew |
$573K - $681K
|
8.17K
$232K
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
8.12K+ 47.09% |
$569K - $677K
|
25.4K
$721K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.95K+ 10.76% |
$557K - $662K
|
81.8K
$2.32M
|
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
7.79K+ 45.12% |
$546K - $650K
|
25.1K
$712K
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
7.72KNew |
$541K - $643K
|
7.72K
$219K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.64K+ 30.02% |
$536K - $637K
|
33.1K
$941K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
7.61K+ 4.49% |
$534K - $635K
|
177K
$5.03M
|
|
|
Feb 01, 2024
Q4 2023
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
7.6KNew |
$533K - $634K
|
7.6K
$216K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
7.49K+ 42.65% |
$525K - $624K
|
25K
$712K
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
7.48KNew |
$524K - $624K
|
7.48K
$213K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
7.41K+ 4.4% |
$519K - $618K
|
176K
$4.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
7.4K+ 2.52% |
$518K - $617K
|
301K
$8.56M
|
|
|
Feb 12, 2024
Q4 2023
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
7.31KNew |
$512K - $609K
|
7.31K
$208K
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
7.22KNew |
$506K - $602K
|
7.22K
$205K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.14KNew |
$500K - $595K
|
7.14K
$203K
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
7.08K+ 5.05% |
$496K - $590K
|
147K
$4.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
6.97KNew |
$488K - $581K
|
6.97K
$198K
|
|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
6.92K+ 9.77% |
$485K - $577K
|
77.7K
$2.21M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
6.92KNew |
$485K - $577K
|
6.92K
$197K
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
6.87K+ 11.62% |
$481K - $573K
|
66K
$1.87M
|
|
|
Feb 01, 2024
Q4 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
6.87K+ 19.44% |
$481K - $573K
|
42.2K
$1.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6.85K+ 7.69% |
$480K - $571K
|
95.9K
$2.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
6.76KNew |
$474K - $563K
|
6.76K
$192K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.75K+ 2.27% |
$473K - $563K
|
305K
$8.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
6.69K+ 57.88% |
$469K - $558K
|
18.2K
$519K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6.66K+ 2.23% |
$467K - $555K
|
305K
$8.66M
|