Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-349- 6.72% |
$22.2K - $26.2K
|
4.84K
$138K
|
|
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-350- 4.21% |
$22.3K - $26.2K
|
7.97K
$226K
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-375- 7.65% |
$23.9K - $28.1K
|
4.53K
$129K
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
SELL
|
- |
-375- 9.74% |
$23.9K - $28.1K
|
3.48K
$98.8K
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-376- 11.28% |
$23.9K - $28.2K
|
2.96K
$84.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-385- 0.45% |
$24.5K - $28.9K
|
85.7K
$2.43M
|
|
|
Aug 02, 2023
Q2 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-404- 0.43% |
$25.7K - $30.3K
|
93.4K
$2.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-408- 2.94% |
$25.9K - $30.6K
|
13.5K
$382K
|
|
|
Aug 11, 2023
Q2 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-420- 1.48% |
$26.7K - $31.5K
|
27.9K
$793K
|
|
|
Aug 11, 2023
Q2 2023
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-421- 0.35% |
$26.8K - $31.6K
|
118K
$3.37M
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-434- 0.94% |
$27.6K - $32.5K
|
45.9K
$1.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-437- 0.79% |
$27.8K - $32.8K
|
54.8K
$1.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-440- 9.79% |
$28K - $33K
|
4.05K
$115K
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-450- 12.93% |
$28.6K - $33.7K
|
3.03K
$86.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Acas, LLC
|
SELL
|
- |
-463- 1.5% |
$29.4K - $34.7K
|
30.3K
$861K
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-477- 8.69% |
$30.3K - $35.8K
|
5.01K
$142K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-482- 6.03% |
$30.7K - $36.1K
|
7.51K
$213K
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-491- 7.11% |
$31.2K - $36.8K
|
6.41K
$182K
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-497- 12.27% |
$31.6K - $37.3K
|
3.55K
$101K
|
|
|
Jul 11, 2023
Q2 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-498- 4.52% |
$31.7K - $37.3K
|
10.5K
$299K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-501- 6.33% |
$31.9K - $37.5K
|
7.41K
$211K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-509- 8.42% |
$32.4K - $38.1K
|
5.54K
$157K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-528- 1.95% |
$33.6K - $39.6K
|
26.6K
$755K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-529- 72.47% |
$33.6K - $39.6K
|
201
$5.71K
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
SELL
|
- |
-533- 1.51% |
$33.9K - $39.9K
|
34.7K
$985K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-538- 10.36% |
$34.2K - $40.3K
|
4.65K
$132K
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-580- 5.5% |
$36.9K - $43.5K
|
9.96K
$283K
|
|
|
Aug 07, 2023
Q2 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-590- 0.26% |
$37.5K - $44.2K
|
231K
$6.56M
|
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-590- 4.43% |
$37.5K - $44.2K
|
12.7K
$361K
|
|
|
Jul 05, 2023
Q2 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-600- 0.4% |
$38.2K - $45K
|
151K
$4.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-610- 2.87% |
$38.8K - $45.7K
|
20.6K
$586K
|
|
|
Aug 08, 2023
Q2 2023
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-626- 17.1% |
$39.8K - $46.9K
|
3.04K
$86.3K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-630- 1.99% |
$40.1K - $47.2K
|
31K
$882K
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-634- 1.31% |
$40.3K - $47.5K
|
47.7K
$1.35M
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-725- 2.98% |
$46.1K - $54.3K
|
23.6K
$671K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-725- 2.98% |
$46.1K - $54.3K
|
23.6K
$671K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
SELL
|
- |
-734- 3.72% |
$46.7K - $55K
|
19K
$541K
|
|
|
Jul 18, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-738- 0.93% |
$46.9K - $55.3K
|
78.6K
$2.23M
|
|
|
Jul 21, 2023
Q2 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-738- 1.04% |
$46.9K - $55.3K
|
70.4K
$2M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-742- 1.63% |
$47.2K - $55.6K
|
44.9K
$1.27M
|
|
|
Jul 31, 2023
Q2 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-743- 15.59% |
$47.3K - $55.7K
|
4.02K
$114K
|
|
|
Jul 19, 2023
Q2 2023
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-743- 4.31% |
$47.3K - $55.7K
|
16.5K
$469K
|
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-745- 11.53% |
$47.4K - $55.8K
|
5.71K
$162K
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-750- 4.71% |
$47.7K - $56.2K
|
15.2K
$431K
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-764- 6.24% |
$48.6K - $57.3K
|
11.5K
$326K
|
|
|
Aug 10, 2023
Q2 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-789- 17.31% |
$50.2K - $59.1K
|
3.77K
$107K
|
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
SELL
|
- |
-801- 3.45% |
$50.9K - $60K
|
22.4K
$637K
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-808- 3.85% |
$51.4K - $60.6K
|
20.2K
$573K
|
|
|
Jul 05, 2023
Q2 2023
|
Marotta Asset Management
|
SELL
|
- |
-810- 4.88% |
$51.5K - $60.7K
|
15.8K
$449K
|
|
|
Jul 19, 2023
Q2 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-833- 2.04% |
$53K - $62.4K
|
39.9K
$1.14M
|