Purchases and Sales Made in Q1 2023 in Schwab Strategic Tr Us Large C (SCHG)

SCHG Quotes by TradingView

This table provides information about the institutional ownership of Schwab Strategic Tr Us Large C (SCHG) during Q1 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
Apr 13, 2023 Q1 2023
Transparent Wealth Partners LLC

Little Rock, AR
BUY
 -
2.09K
+ 0.51%
$113K - $136K
415K $11.1M
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
2.09K
+ 5.91%
$113K - $136K
37.4K $1M
Apr 17, 2023 Q1 2023
Ignite Planners, LLC

BUY
 -
2.04K
+ 1.23%
$110K - $133K
168K $4.49M
Apr 21, 2023 Q1 2023
Capital Investment Advisory Services, LLC

BUY
 -
2.01K
+ 9.65%
$109K - $131K
22.8K $611K
May 15, 2023 Q1 2023
M Holdings Securities, Inc.

Portland, OR
BUY
 -
2K
+ 12.04%
$108K - $130K
18.6K $498K
Apr 14, 2023 Q1 2023
Gleason Group, Inc.

BUY
 -
1.93K
+ 2.68%
$105K - $126K
74K $1.98M
Apr 13, 2023 Q1 2023
Donaldson Capital Management, LLC

Evansville, IN
BUY
 -
1.93K
+ 33.0%
$104K - $126K
7.77K $208K
May 01, 2023 Q1 2023
Money Concepts Capital Corp

BUY
 -
1.92K
+ 6.25%
$104K - $125K
32.7K $877K
Apr 25, 2023 Q1 2023
James Investment Research Inc

BUY
 -
1.91K
+ 43.99%
$103K - $124K
6.24K $167K
May 11, 2023 Q1 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
1.81K
+ 7.28%
$98K - $118K
26.7K $715K
Apr 11, 2023 Q1 2023
Guardian Financial Partners, LLC

BUY
 -
1.79K
+ 11.42%
$97.1K - $117K
17.5K $469K
Apr 10, 2023 Q1 2023
Summit Financial Wealth Advisors, LLC

BUY
 -
1.77K
+ 24.38%
$95.9K - $115K
9.03K $242K
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
1.73K
+ 16.26%
$94K - $113K
12.4K $332K
Apr 24, 2023 Q1 2023
Warner Financial, Inc

Bethesda, MD
BUY
 -
1.68K
+ 3.13%
$90.8K - $109K
55.3K $1.48M
Apr 28, 2023 Q1 2023
Members Advisory Group LLC

Williamsville, NY
BUY
 -
1.66K
+ 1.33%
$90.1K - $108K
127K $3.39M
Apr 18, 2023 Q1 2023
Godsey & Gibb Associates

BUY
 -
1.66K
New
$90K - $108K
1.66K $44.5K
May 12, 2023 Q1 2023
Franklin Resources Inc

San Mateo, CA
BUY
 -
1.65K
New
$89.6K - $108K
1.65K $44.4K
May 08, 2023 Q1 2023
Hc Advisors, LLC

BUY
 -
1.49K
+ 2.34%
$80.9K - $97.3K
65.3K $1.75M
May 12, 2023 Q1 2023
Curbstone Financial Management Corp

BUY
 -
1.49K
+ 0.99%
$80.7K - $97.1K
152K $4.07M
May 05, 2023 Q1 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
1.48K
+ 1.5%
$80.3K - $96.5K
100K $2.69M
Apr 12, 2023 Q1 2023
Jmg Financial Group, Ltd.

BUY
 -
1.46K
+ 3.37%
$78.8K - $94.8K
44.6K $1.2M
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
1.43K
+ 8.13%
$77.4K - $93.1K
19K $509K
Apr 25, 2023 Q1 2023
Geneos Wealth Management Inc.

BUY
 -
1.41K
New
$76.4K - $91.9K
1.41K $37.8K
May 10, 2023 Q1 2023
Keybank National Association

BUY
 -
1.4K
+ 21.14%
$75.6K - $90.9K
7.99K $214K
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
1.38K
New
$74.6K - $89.7K
1.38K $36.9K
Apr 19, 2023 Q1 2023
Hilltop Wealth Advisors, LLC

BUY
 -
1.37K
+ 14.31%
$74.5K - $89.5K
11K $294K
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
1.35K
New
$73.3K - $88.2K
1.35K $36.3K
May 12, 2023 Q1 2023
Meridian Wealth Management, LLC

BUY
 -
1.33K
+ 1.15%
$71.8K - $86.4K
116K $3.12M
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
1.32K
+ 8.06%
$71.7K - $86.3K
17.7K $476K
Apr 19, 2023 Q1 2023
Capital Advisors Inc

BUY
 -
1.32K
+ 30.14%
$71.5K - $86K
5.7K $153K
May 15, 2023 Q1 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
1.28K
+ 11.52%
$69.3K - $83.3K
12.4K $332K
May 04, 2023 Q1 2023
Parkside Financial Bank & Trust

BUY
 -
1.25K
+ 8.47%
$67.7K - $81.5K
16K $430K
Apr 25, 2023 Q1 2023
Delta Financial Group, Inc.

Basking Ridge, NJ
BUY
 -
1.23K
+ 28.69%
$66.8K - $80.4K
5.53K $148K
Apr 13, 2023 Q1 2023
Powers Advisory Group, LLC

BUY
 -
1.2K
+ 2.35%
$64.9K - $78K
52.2K $1.4M
Apr 11, 2023 Q1 2023
Gen Wealth Group, Inc.

BUY
 -
1.17K
+ 4.08%
$63.6K - $76.4K
29.9K $803K
Apr 25, 2023 Q1 2023
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
1.17K
+ 2.47%
$63.4K - $76.2K
48.5K $1.3M
May 15, 2023 Q1 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
1.14K
+ 1.48%
$62K - $74.6K
78.4K $2.1M
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
1.12K
+ 3.68%
$60.9K - $73.2K
31.7K $849K
Apr 28, 2023 Q1 2023
Badgley Phelps Wealth Managers, LLC

BUY
 -
1.11K
+ 16.77%
$60.2K - $72.3K
7.73K $207K
Apr 21, 2023 Q1 2023
Baldwin Brothers LLC

BUY
 -
1.07K
New
$58K - $69.7K
1.07K $28.7K
Feb 13, 2025 Q1 2023
Msh Capital Advisors LLC

Scottsdale, AZ
BUY
 -
1.05K
+ 4.32%
$56.7K - $68.2K
25.3K $677K
Apr 14, 2023 Q1 2023
Total Wealth Planning, LLC

BUY
 -
1.04K
+ 0.79%
$56.4K - $67.8K
133K $3.57M
May 01, 2023 Q1 2023
Ieq Capital, LLC

BUY
 -
1.01K
+ 26.76%
$54.5K - $65.5K
4.76K $128K
May 03, 2023 Q1 2023
Insight Advisors, LLC

Newtown, PA
BUY
 -
960
+ 2.12%
$52K - $62.6K
46.3K $1.24M
May 02, 2023 Q1 2023
Arbor Trust Wealth Advisors, LLC

BUY
 -
957
+ 1.05%
$51.9K - $62.4K
91.9K $2.47M
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
927
+ 0.79%
$50.2K - $60.4K
118K $3.17M
May 02, 2023 Q1 2023
Kiley Juergens Wealth Management, LLC

BUY
 -
914
+ 8.61%
$49.5K - $59.6K
11.5K $309K
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
912
+ 7.68%
$49.4K - $59.4K
12.8K $343K
Apr 14, 2023 Q1 2023
Dakota Wealth Management

BUY
 -
907
+ 11.37%
$49.2K - $59.1K
8.88K $238K

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