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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
4.27K+ 4.33% |
$300K - $356K
|
103K
$2.76M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
4.26KNew |
$298K - $355K
|
4.26K
$114K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.17KNew |
$292K - $348K
|
4.17K
$112K
|
|
|
Jan 11, 2024
Q4 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
4.14KNew |
$290K - $345K
|
4.14K
$111K
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
4.07K+ 0.91% |
$285K - $339K
|
451K
$12.1M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4.03K+ 28.69% |
$282K - $336K
|
18.1K
$485K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.93K+ 7.58% |
$275K - $328K
|
55.8K
$1.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
BUY
|
- |
3.9K+ 2.82% |
$273K - $325K
|
142K
$3.82M
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
3.88K+ 175.8% |
$272K - $323K
|
6.09K
$163K
|
|
|
Jan 26, 2024
Q4 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
3.87K+ 22.58% |
$271K - $323K
|
21K
$563K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.67K+ 2.93% |
$257K - $306K
|
129K
$3.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
3.61K+ 11.09% |
$253K - $301K
|
36.1K
$969K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
3.59K+ 2.92% |
$252K - $299K
|
126K
$3.39M
|
|
|
Feb 02, 2024
Q4 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
3.59K+ 55.91% |
$252K - $299K
|
10K
$268K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.58K+ 95.44% |
$251K - $299K
|
7.33K
$197K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.56K+ 1.46% |
$250K - $297K
|
248K
$6.65M
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
3.55KNew |
$249K - $296K
|
3.55K
$95.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.47K+ 5.89% |
$243K - $289K
|
62.4K
$1.67M
|
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
3.43K+ 6.1% |
$240K - $286K
|
59.5K
$1.6M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.4K+ 3.64% |
$238K - $283K
|
96.7K
$2.59M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.37KNew |
$236K - $281K
|
3.37K
$90.5K
|
|
|
Jan 09, 2024
Q4 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
3.36K+ 8.7% |
$235K - $280K
|
42K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.27K+ 140.65% |
$229K - $272K
|
5.59K
$150K
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
3.26K+ 38.11% |
$228K - $271K
|
11.8K
$316K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.25K+ 18.38% |
$228K - $271K
|
20.9K
$561K
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.25K+ 6.03% |
$227K - $271K
|
57K
$1.53M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.22KNew |
$225K - $268K
|
3.22K
$86.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.19KNew |
$224K - $266K
|
3.19K
$85.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
3.18K+ 2.79% |
$223K - $265K
|
117K
$3.14M
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
BUY
|
- |
3.12K+ 1.67% |
$219K - $260K
|
190K
$5.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.11K+ 6.16% |
$218K - $259K
|
53.6K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.1K+ 3.04% |
$217K - $258K
|
105K
$2.82M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
3.06K+ 1.35% |
$215K - $255K
|
229K
$6.15M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3KNew |
$210K - $250K
|
3K
$80.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2.99K+ 7.82% |
$210K - $249K
|
41.2K
$1.11M
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
2.98KNew |
$209K - $249K
|
2.98K
$80K
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
2.96KNew |
$208K - $247K
|
2.96K
$79.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.96K+ 40.25% |
$208K - $247K
|
10.3K
$277K
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.96KNew |
$207K - $246K
|
2.96K
$79.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Triton Wealth Management, Pllc
|
BUY
|
- |
2.95K+ 0.95% |
$207K - $246K
|
313K
$8.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.94K+ 37.08% |
$206K - $245K
|
10.9K
$291K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.92KNew |
$204K - $243K
|
2.92K
$78.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
2.91KNew |
$204K - $243K
|
2.91K
$78K
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
2.85KNew |
$200K - $238K
|
2.85K
$76.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
2.82K+ 0.6% |
$197K - $235K
|
475K
$12.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
2.77K+ 4.15% |
$194K - $231K
|
69.6K
$1.87M
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
2.77K+ 4.31% |
$194K - $231K
|
67.1K
$1.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.75KNew |
$193K - $229K
|
2.75K
$73.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
2.75KNew |
$193K - $229K
|
2.75K
$73.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.75K+ 23.5% |
$193K - $229K
|
14.5K
$388K
|