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 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
6.6K+ 2.91% |
$462K - $550K
|
233K
$6.63M
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
6.5K+ 25.74% |
$455K - $542K
|
31.7K
$903K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.43KNew |
$451K - $536K
|
6.43K
$183K
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Planning LLC
|
BUY
|
- |
6.39K+ 2.29% |
$448K - $533K
|
285K
$8.11M
|
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
6.37K+ 19.09% |
$446K - $531K
|
39.7K
$1.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Gs Investments, Inc.
|
BUY
|
- |
6.32K+ 212.68% |
$443K - $527K
|
9.3K
$264K
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.32KNew |
$443K - $527K
|
6.32K
$180K
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
BUY
|
- |
6.31K+ 70.32% |
$442K - $526K
|
15.3K
$435K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
6.27KNew |
$439K - $522K
|
6.27K
$178K
|
|
|
Jan 08, 2024
Q4 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
6.1K+ 27.76% |
$428K - $509K
|
28.1K
$799K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
5.98K+ 26.86% |
$419K - $498K
|
28.2K
$803K
|
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
BUY
|
- |
5.94KNew |
$416K - $495K
|
5.94K
$169K
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
5.84K+ 6.42% |
$409K - $487K
|
96.7K
$2.75M
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
5.73KNew |
$402K - $478K
|
5.73K
$163K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
5.72K+ 2.52% |
$401K - $477K
|
233K
$6.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
5.68KNew |
$398K - $473K
|
5.68K
$161K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
5.67K+ 119.79% |
$397K - $472K
|
10.4K
$296K
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
5.65KNew |
$396K - $471K
|
5.65K
$161K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.53K+ 5.68% |
$387K - $461K
|
103K
$2.92M
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
5.48KNew |
$384K - $457K
|
5.48K
$156K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
5.47KNew |
$383K - $456K
|
5.47K
$156K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.38K+ 3.57% |
$377K - $448K
|
156K
$4.44M
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
5.36K+ 34.24% |
$376K - $447K
|
21K
$598K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
5.35K+ 364.22% |
$375K - $446K
|
6.82K
$194K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.12K+ 14.12% |
$359K - $427K
|
41.4K
$1.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
5.12KNew |
$359K - $427K
|
5.12K
$146K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.09K+ 0.63% |
$357K - $425K
|
808K
$23M
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
5.06KNew |
$355K - $422K
|
5.06K
$144K
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
5.04K+ 4.47% |
$353K - $420K
|
118K
$3.35M
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
BUY
|
- |
5K+ 26.27% |
$350K - $417K
|
24K
$683K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
4.92K+ 13.54% |
$345K - $410K
|
41.3K
$1.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4.91KNew |
$344K - $410K
|
4.91K
$140K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
4.85K+ 0.39% |
$340K - $404K
|
1.24M
$35.3M
|
|
|
Dec 13, 2024
Q4 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
4.83KNew |
$338K - $403K
|
4.83K
$137K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
4.78KNew |
$335K - $398K
|
4.78K
$136K
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
4.76KNew |
$334K - $397K
|
4.76K
$135K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
4.7KNew |
$330K - $392K
|
4.7K
$134K
|
|
|
Jan 24, 2024
Q4 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
4.68K+ 22.62% |
$328K - $390K
|
25.4K
$722K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.66K+ 3.4% |
$326K - $388K
|
142K
$4.03M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
4.63KNew |
$324K - $386K
|
4.63K
$132K
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
BUY
|
- |
4.57KNew |
$320K - $381K
|
4.57K
$130K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.57K+ 74.73% |
$320K - $381K
|
10.7K
$304K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.52KNew |
$317K - $377K
|
4.52K
$129K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4.44K+ 31.39% |
$311K - $370K
|
18.6K
$529K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.43K+ 4.86% |
$311K - $369K
|
95.6K
$2.72M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
4.39KNew |
$308K - $366K
|
4.39K
$125K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.34K+ 1.12% |
$304K - $362K
|
393K
$11.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
4.33K+ 15.64% |
$304K - $361K
|
32K
$911K
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
4.27K+ 4.33% |
$300K - $356K
|
103K
$2.93M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
4.26KNew |
$298K - $355K
|
4.26K
$121K
|