Purchases and Sales Made in Q1 2024 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 Q1 2024. 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 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-2.68K- 6.77% |
$216K - $250K
|
36.9K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.69K- 2.56% |
$217K - $251K
|
102K
$2.91M
|
|
|
May 14, 2024
Q1 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-2.78K- 2.21% |
$224K - $259K
|
123K
$3.5M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-2.9K- 2.37% |
$234K - $271K
|
120K
$3.4M
|
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-2.91K- 8.93% |
$235K - $272K
|
29.7K
$844K
|
|
|
May 10, 2024
Q1 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.93K- 18.6% |
$236K - $273K
|
12.8K
$364K
|
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-2.96K- 1.3% |
$239K - $276K
|
225K
$6.39M
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-3.01K- 2.07% |
$243K - $281K
|
142K
$4.05M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.03K- 0.87% |
$245K - $283K
|
347K
$9.88M
|
|
|
May 10, 2024
Q1 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-3.09K- 8.19% |
$249K - $288K
|
34.6K
$983K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.12K- 7.53% |
$251K - $291K
|
38.3K
$1.09M
|
|
|
Apr 11, 2024
Q1 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-3.14K- 0.69% |
$253K - $293K
|
448K
$12.7M
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-3.21K- 10.82% |
$258K - $299K
|
26.4K
$751K
|
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-3.25K- 5.33% |
$262K - $303K
|
57.7K
$1.64M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.27K- 7.03% |
$264K - $305K
|
43.3K
$1.23M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.36K- 10.16% |
$271K - $314K
|
29.7K
$845K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.45K- 31.74% |
$278K - $322K
|
7.42K
$211K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.46K- 42.46% |
$279K - $323K
|
4.69K
$133K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.59K- 18.0% |
$289K - $335K
|
16.4K
$465K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.69K- 5.51% |
$297K - $344K
|
63.2K
$1.8M
|
|
|
Apr 10, 2024
Q1 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-3.69K- 2.3% |
$297K - $344K
|
157K
$4.46M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-3.69K- 47.86% |
$298K - $345K
|
4.02K
$114K
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-3.7K- 17.05% |
$298K - $345K
|
18K
$512K
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-3.77K- 8.58% |
$304K - $352K
|
40.2K
$1.14M
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-3.86K- 1.27% |
$311K - $360K
|
300K
$8.52M
|
|
|
Jan 21, 2025
Q1 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-3.9K- 11.53% |
$315K - $364K
|
29.9K
$851K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-4.05K- 18.31% |
$327K - $378K
|
18.1K
$514K
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-4.08K- 2.29% |
$329K - $381K
|
174K
$4.94M
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-4.26K- 11.56% |
$343K - $398K
|
32.6K
$926K
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-4.38K- 4.7% |
$353K - $409K
|
88.9K
$2.53M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-4.63K- 1.18% |
$373K - $432K
|
388K
$11M
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-4.68K- 6.35% |
$377K - $437K
|
68.9K
$1.96M
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-4.7K- 18.53% |
$379K - $439K
|
20.7K
$587K
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-4.71K- 6.5% |
$380K - $440K
|
67.8K
$1.93M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-4.8K- 26.55% |
$387K - $448K
|
13.3K
$377K
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-5.03K- 8.26% |
$406K - $470K
|
55.9K
$1.59M
|
|
|
Apr 25, 2024
Q1 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-5.11K- 1.63% |
$412K - $476K
|
308K
$8.75M
|
|
|
May 14, 2024
Q1 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-5.12K- 5.51% |
$412K - $478K
|
87.8K
$2.49M
|
|
|
Feb 04, 2025
Q1 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-5.13K- 3.13% |
$413K - $478K
|
159K
$4.51M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-5.15K- 29.65% |
$415K - $481K
|
12.2K
$348K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-5.16K- 26.82% |
$416K - $481K
|
14.1K
$400K
|
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-5.31K- 1.05% |
$428K - $496K
|
502K
$14.3M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-5.55K- 81.35% |
$447K - $518K
|
1.27K
$36.2K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-5.63K- 1.04% |
$454K - $526K
|
538K
$15.3M
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
SELL
|
- |
-5.64K- 23.47% |
$455K - $526K
|
18.4K
$522K
|
|
|
May 14, 2024
Q1 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-5.79K- 11.42% |
$466K - $540K
|
44.9K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.88K- 41.49% |
$474K - $548K
|
8.29K
$235K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.91K- 7.22% |
$476K - $551K
|
75.9K
$2.16M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-5.95K- 17.83% |
$479K - $555K
|
27.4K
$779K
|
|
|
May 09, 2024
Q1 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-6K- 23.64% |
$484K - $560K
|
19.4K
$551K
|