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 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
37K+ 13.09% |
$2.66M - $2.89M
|
320K
$9.09M
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
37K+ 22.81% |
$2.66M - $2.88M
|
199K
$5.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
36.7K+ 17.65% |
$2.64M - $2.86M
|
244K
$6.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
34.4K+ 40.67% |
$2.48M - $2.69M
|
119K
$3.39M
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
31.9K+ 9.44% |
$2.3M - $2.49M
|
370K
$10.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
31.3K+ 7.61% |
$2.26M - $2.45M
|
443K
$12.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
31.3K+ 139.65% |
$2.25M - $2.44M
|
53.7K
$1.53M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
30.9K+ 45.09% |
$2.22M - $2.41M
|
99.3K
$2.82M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
30KNew |
$2.16M - $2.34M
|
30K
$854K
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
29.6KNew |
$2.13M - $2.31M
|
29.6K
$842K
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
29.5K+ 340.23% |
$2.13M - $2.3M
|
38.2K
$1.09M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
29.3K+ 6.21% |
$2.11M - $2.28M
|
501K
$14.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
27.5KNew |
$1.98M - $2.15M
|
27.5K
$783K
|
|
|
Nov 02, 2023
Q3 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
26.8K+ 1.11% |
$1.93M - $2.09M
|
2.44M
$69.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
26.7K+ 4717.84% |
$1.92M - $2.08M
|
27.3K
$776K
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
26.6K+ 4.84% |
$1.91M - $2.07M
|
577K
$16.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
26.3K+ 5.28% |
$1.89M - $2.05M
|
524K
$14.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
24.9K+ 12.29% |
$1.8M - $1.95M
|
228K
$6.48M
|
|
|
Oct 31, 2023
Q3 2023
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
22.9KNew |
$1.65M - $1.79M
|
22.9K
$652K
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
22.9K+ 1176.17% |
$1.65M - $1.78M
|
24.8K
$705K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
22.5K+ 5.22% |
$1.62M - $1.75M
|
453K
$12.9M
|
|
|
Oct 05, 2023
Q3 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
22KNew |
$1.58M - $1.71M
|
22K
$625K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
21.9K+ 27.32% |
$1.57M - $1.71M
|
102K
$2.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
21.7KNew |
$1.56M - $1.69M
|
21.7K
$617K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
21.6K+ 42.93% |
$1.56M - $1.69M
|
72.1K
$2.05M
|
|
|
Oct 30, 2023
Q3 2023
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
21.5KNew |
$1.55M - $1.68M
|
21.5K
$612K
|
|
|
Oct 31, 2023
Q3 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
20.9K+ 22.21% |
$1.51M - $1.63M
|
115K
$3.28M
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
20.4K+ 127.94% |
$1.47M - $1.59M
|
36.4K
$1.03M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
20.4K+ 32.0% |
$1.47M - $1.59M
|
84.1K
$2.39M
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
20.4K+ 34.68% |
$1.47M - $1.59M
|
79.1K
$2.25M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
20.2K+ 13.62% |
$1.45M - $1.57M
|
168K
$4.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
19.8K+ 7.12% |
$1.43M - $1.55M
|
298K
$8.48M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
19.8K+ 7.13% |
$1.43M - $1.55M
|
298K
$8.47M
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
19K+ 4.01% |
$1.37M - $1.48M
|
493K
$14M
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
18.9K+ 10.63% |
$1.36M - $1.47M
|
196K
$5.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
18.7KNew |
$1.35M - $1.46M
|
18.7K
$533K
|
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
17.6K+ 3.89% |
$1.27M - $1.37M
|
469K
$13.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
17.5KNew |
$1.26M - $1.37M
|
17.5K
$499K
|
|
|
Oct 19, 2023
Q3 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
17.2KNew |
$1.24M - $1.34M
|
17.2K
$490K
|
|
|
Nov 01, 2023
Q3 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
16.3K+ 15.71% |
$1.18M - $1.28M
|
120K
$3.43M
|
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
15.7KNew |
$1.13M - $1.22M
|
15.7K
$445K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
15.5K+ 34.94% |
$1.12M - $1.21M
|
60K
$1.71M
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
14.3K+ 5.64% |
$1.03M - $1.11M
|
267K
$7.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.2K+ 5.1% |
$1.02M - $1.11M
|
293K
$8.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
14.1KNew |
$1.02M - $1.1M
|
14.1K
$402K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
13.6KNew |
$977K - $1.06M
|
13.6K
$386K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
13.3K+ 2.45% |
$960K - $1.04M
|
557K
$15.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
13.2K+ 19.86% |
$953K - $1.03M
|
79.9K
$2.27M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
13.1KNew |
$942K - $1.02M
|
13.1K
$372K
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12.7K+ 124.45% |
$915K - $991K
|
22.9K
$652K
|