Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.68K- 7.95% |
$121K - $131K
|
19.4K
$551K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.69K- 5.7% |
$122K - $132K
|
27.9K
$794K
|
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
SELL
|
- |
-1.77K- 23.68% |
$127K - $138K
|
5.7K
$162K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.78K- 0.38% |
$128K - $139K
|
473K
$13.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.78K- 4.81% |
$128K - $139K
|
35.3K
$1M
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-1.84K- 25.15% |
$133K - $144K
|
5.48K
$156K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.89K- 16.63% |
$136K - $147K
|
9.45K
$269K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.9K- 7.23% |
$137K - $148K
|
24.3K
$692K
|
|
|
Nov 02, 2023
Q3 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.9K- 2.04% |
$137K - $148K
|
91.5K
$2.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.93K- 5.6% |
$139K - $151K
|
32.5K
$925K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.94K- 0.73% |
$140K - $152K
|
264K
$7.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
SELL
|
- |
-1.99K- 5.12% |
$143K - $155K
|
36.8K
$1.04M
|
|
|
Nov 07, 2023
Q3 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-2.08K- 3.32% |
$150K - $162K
|
60.5K
$1.72M
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
SELL
|
- |
-2.1K- 17.82% |
$151K - $164K
|
9.7K
$276K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-2.11K- 22.76% |
$152K - $164K
|
7.14K
$203K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.13K- 10.81% |
$153K - $166K
|
17.6K
$499K
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2.19K- 27.95% |
$157K - $171K
|
5.63K
$160K
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-2.25K- 2.23% |
$162K - $176K
|
98.6K
$2.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Acas, LLC
|
SELL
|
- |
-2.28K- 7.53% |
$164K - $178K
|
28K
$796K
|
|
|
Oct 19, 2023
Q3 2023
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-2.35K- 1.83% |
$169K - $183K
|
126K
$3.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.35K- 23.6% |
$169K - $183K
|
7.61K
$216K
|
|
|
Nov 06, 2023
Q3 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-2.37K- 0.72% |
$170K - $185K
|
324K
$9.22M
|
|
|
Oct 09, 2024
Q3 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-2.42K- 1.48% |
$174K - $189K
|
161K
$4.58M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-2.42K- 1.72% |
$174K - $189K
|
138K
$3.94M
|
|
|
Oct 25, 2023
Q3 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-2.5K- 1.21% |
$180K - $195K
|
204K
$5.79M
|
|
|
Oct 18, 2023
Q3 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-2.52K- 2.68% |
$181K - $197K
|
91.6K
$2.6M
|
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-2.61K- 1.4% |
$188K - $203K
|
183K
$5.21M
|
|
|
Oct 10, 2023
Q3 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-2.64K- 2.83% |
$190K - $206K
|
90.9K
$2.58M
|
|
|
Oct 10, 2023
Q3 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-2.68K- 2.96% |
$193K - $209K
|
87.8K
$2.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-2.71K- 3.87% |
$195K - $211K
|
67.3K
$1.91M
|
|
|
Nov 03, 2023
Q3 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-2.73K- 4.43% |
$197K - $213K
|
58.9K
$1.67M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.76K- 1.44% |
$199K - $215K
|
189K
$5.38M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-2.78K- 37.03% |
$200K - $217K
|
4.73K
$134K
|
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-2.81K- 2.46% |
$202K - $219K
|
111K
$3.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.82K- 4.9% |
$203K - $220K
|
54.7K
$1.55M
|
|
|
Oct 30, 2023
Q3 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-2.83K- 2.42% |
$204K - $221K
|
114K
$3.24M
|
|
|
Oct 23, 2023
Q3 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-2.94K- 0.65% |
$211K - $229K
|
447K
$12.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-2.95K- 3.66% |
$213K - $230K
|
77.8K
$2.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-2.98K- 6.27% |
$215K - $233K
|
44.6K
$1.27M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-3.12K- 1.21% |
$225K - $243K
|
254K
$7.23M
|
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-3.12K- 15.73% |
$225K - $243K
|
16.7K
$475K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-3.16K- 3.68% |
$227K - $246K
|
82.7K
$2.35M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.19K- 3.3% |
$230K - $249K
|
93.3K
$2.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-3.3K- 3.13% |
$238K - $258K
|
102K
$2.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-3.33K- 1.6% |
$240K - $260K
|
206K
$5.85M
|
|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-3.39K- 7.75% |
$244K - $264K
|
40.3K
$1.15M
|
|
|
Oct 19, 2023
Q3 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-3.46K- 4.4% |
$249K - $270K
|
75.2K
$2.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.6K- 21.39% |
$259K - $281K
|
13.2K
$376K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-3.63K- 43.28% |
$261K - $283K
|
4.75K
$135K
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
SELL
|
- |
-3.68K- 7.88% |
$265K - $287K
|
43K
$1.22M
|