Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-6.93K- 1.38% |
$485K - $578K
|
494K
$13.3M
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
SELL
|
- |
-7.13K- 19.38% |
$499K - $594K
|
29.6K
$795K
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-7.17K- 4.48% |
$502K - $597K
|
153K
$4.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-7.18K- 7.38% |
$503K - $598K
|
90.1K
$2.42M
|
|
|
Jan 31, 2024
Q4 2023
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-7.19K- 17.11% |
$504K - $599K
|
34.8K
$933K
|
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-7.23K- 12.27% |
$507K - $603K
|
51.7K
$1.39M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-7.34K- 27.64% |
$515K - $612K
|
19.2K
$516K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-7.39K- 2.53% |
$518K - $616K
|
284K
$7.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-7.45K- 2.49% |
$522K - $621K
|
291K
$7.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-8.15K- 14.9% |
$571K - $679K
|
46.5K
$1.25M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-8.19K- 21.88% |
$574K - $683K
|
29.2K
$784K
|
|
|
Jan 17, 2024
Q4 2023
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-8.25K- 4.2% |
$578K - $687K
|
188K
$5.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-8.26K- 7.22% |
$579K - $688K
|
106K
$2.85M
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-8.28K- 7.79% |
$580K - $691K
|
98.1K
$2.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-9.28K- 9.09% |
$651K - $774K
|
92.9K
$2.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.34K- 3.68% |
$655K - $779K
|
245K
$6.56M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-9.59K- 29.48% |
$672K - $799K
|
22.9K
$615K
|
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-9.64K- 2.03% |
$676K - $804K
|
466K
$12.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-10K- 8.17% |
$702K - $835K
|
113K
$3.02M
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-10.5K- 11.1% |
$732K - $871K
|
83.7K
$2.25M
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-10.8K- 2.09% |
$756K - $900K
|
507K
$13.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-10.9K- 53.51% |
$760K - $905K
|
9.43K
$253K
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-10.9K- 11.65% |
$766K - $911K
|
82.9K
$2.22M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-11K- 11.57% |
$768K - $914K
|
83.8K
$2.25M
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-11.2K- 5.84% |
$787K - $936K
|
181K
$4.86M
|
|
|
Jan 19, 2024
Q4 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-11.3K- 64.02% |
$791K - $941K
|
6.34K
$170K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-11.5K- 17.2% |
$807K - $960K
|
55.4K
$1.49M
|
|
|
Jan 16, 2024
Q4 2023
|
Alaska Permanent Capital Management
|
SELL
|
- |
-11.8K- 48.76% |
$827K - $984K
|
12.4K
$333K
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-12K- 7.8% |
$840K - $999K
|
142K
$3.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-12.3K- 38.48% |
$863K - $1.03M
|
19.7K
$528K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.5K- 1.46% |
$873K - $1.04M
|
839K
$22.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-12.7K- 46.73% |
$893K - $1.06M
|
14.5K
$390K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-13.1K- 3.91% |
$918K - $1.09M
|
322K
$8.64M
|
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-13.6K- 5.63% |
$953K - $1.13M
|
228K
$6.11M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-13.8K- 6.4% |
$968K - $1.15M
|
202K
$5.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-14K- 25.02% |
$978K - $1.16M
|
41.8K
$1.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-14.4K- 6.15% |
$1.01M - $1.2M
|
220K
$5.89M
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-14.5K- 28.22% |
$1.01M - $1.21M
|
36.8K
$988K
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-14.5K- 77.41% |
$1.02M - $1.21M
|
4.23K
$114K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-14.6K- 52.17% |
$1.02M - $1.22M
|
13.4K
$358K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-15.4K- 3.45% |
$1.08M - $1.28M
|
430K
$11.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-16.2K- 4.95% |
$1.14M - $1.35M
|
311K
$8.35M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-17.8K- 4.09% |
$1.24M - $1.48M
|
416K
$11.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-17.8K- 18.22% |
$1.25M - $1.48M
|
79.7K
$2.14M
|
|
|
Feb 05, 2024
Q4 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-18.3K- 1.98% |
$1.28M - $1.52M
|
904K
$24.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-20.4K- 3.11% |
$1.43M - $1.7M
|
636K
$17.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-21.7K- 25.77% |
$1.52M - $1.81M
|
62.4K
$1.67M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-22.4K- 2.38% |
$1.57M - $1.87M
|
918K
$24.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-23.6K- 3.79% |
$1.65M - $1.96M
|
598K
$16M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-23.6K- 2.81% |
$1.65M - $1.97M
|
818K
$21.9M
|