Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-542- 11.3% |
$29.4K - $35.3K
|
4.26K
$121K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-552- 0.87% |
$29.9K - $36K
|
62.6K
$1.78M
|
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-563- 2.58% |
$30.5K - $36.7K
|
21.2K
$603K
|
|
|
May 11, 2023
Q1 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-566- 11.05% |
$30.7K - $36.9K
|
4.56K
$130K
|
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-568- 4.09% |
$30.8K - $37K
|
13.3K
$378K
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-572- 7.26% |
$31K - $37.3K
|
7.31K
$208K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-582- 3.87% |
$31.5K - $37.9K
|
14.5K
$411K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-582- 2.1% |
$31.5K - $37.9K
|
27.1K
$770K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-587- 4.4% |
$31.8K - $38.3K
|
12.7K
$362K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-615- 0.22% |
$33.3K - $40.1K
|
282K
$8.02M
|
|
|
May 15, 2023
Q1 2023
|
Jentner Corp
|
SELL
|
- |
-618- 4.62% |
$33.5K - $40.3K
|
12.8K
$363K
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-634- 15.28% |
$34.4K - $41.3K
|
3.51K
$99.9K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-653- 0.86% |
$35.4K - $42.6K
|
75.6K
$2.15M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-685- 10.33% |
$37.1K - $44.6K
|
5.95K
$169K
|
|
|
May 09, 2023
Q1 2023
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-687- 3.83% |
$37.2K - $44.8K
|
17.3K
$490K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-692- 9.85% |
$37.5K - $45.1K
|
6.34K
$180K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-698- 1.36% |
$37.8K - $45.5K
|
50.5K
$1.43M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-699- 4.2% |
$37.9K - $45.6K
|
15.9K
$453K
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-709- 1.23% |
$38.4K - $46.2K
|
56.9K
$1.62M
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-710- 7.18% |
$38.5K - $46.3K
|
9.18K
$261K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-726- 12.27% |
$39.3K - $47.3K
|
5.19K
$148K
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
SELL
|
- |
-728- 19.68% |
$39.5K - $47.4K
|
2.97K
$84.4K
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-750- 13.37% |
$40.6K - $48.9K
|
4.86K
$138K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-752- 0.91% |
$40.8K - $49K
|
82.3K
$2.34M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-761- 12.18% |
$41.2K - $49.6K
|
5.49K
$156K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-794- 14.28% |
$43K - $51.7K
|
4.77K
$136K
|
|
|
Apr 24, 2023
Q1 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-799- 0.45% |
$43.3K - $52.1K
|
175K
$4.98M
|
|
|
May 04, 2023
Q1 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-833- 0.81% |
$45.1K - $54.3K
|
102K
$2.9M
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-915- 10.76% |
$49.6K - $59.6K
|
7.59K
$216K
|
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-950- 2.05% |
$51.5K - $61.9K
|
45.4K
$1.29M
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
SELL
|
- |
-950- 11.89% |
$51.5K - $61.9K
|
7.04K
$200K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-970- 1.21% |
$52.6K - $63.2K
|
79.1K
$2.25M
|
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-971- 20.66% |
$52.6K - $63.3K
|
3.73K
$106K
|
|
|
Apr 26, 2023
Q1 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-987- 1.13% |
$53.5K - $64.3K
|
86K
$2.44M
|
|
|
May 05, 2023
Q1 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.01K- 1.15% |
$54.5K - $65.5K
|
86.1K
$2.45M
|
|
|
Apr 19, 2023
Q1 2023
|
Systelligence, LLC
|
SELL
|
- |
-1.02K- 0.44% |
$55.2K - $66.3K
|
230K
$6.54M
|
|
|
Apr 25, 2023
Q1 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.02K- 4.2% |
$55.3K - $66.5K
|
23.3K
$662K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.05K- 2.47% |
$56.6K - $68.1K
|
41.3K
$1.17M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.05K- 2.47% |
$56.6K - $68.1K
|
41.3K
$1.17M
|
|
|
Apr 14, 2023
Q1 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-1.07K- 1.46% |
$57.9K - $69.6K
|
71.9K
$2.04M
|
|
|
Apr 12, 2023
Q1 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-1.07K- 12.17% |
$58.1K - $69.9K
|
7.74K
$220K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.08K- 5.54% |
$58.6K - $70.4K
|
18.4K
$524K
|
|
|
May 08, 2023
Q1 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.09K- 1.81% |
$59.2K - $71.2K
|
59.1K
$1.68M
|
|
|
May 10, 2023
Q1 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-1.1K- 8.37% |
$59.6K - $71.7K
|
12K
$342K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.11K- 1.65% |
$60.3K - $72.5K
|
66.4K
$1.89M
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.14K- 3.69% |
$61.7K - $74.2K
|
29.7K
$844K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.15K- 1.41% |
$62.2K - $74.8K
|
80.4K
$2.29M
|
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-1.16K- 11.32% |
$62.9K - $75.6K
|
9.09K
$258K
|
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.17K- 1.79% |
$63.2K - $76K
|
63.9K
$1.81M
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
SELL
|
- |
-1.18K- 5.94% |
$63.7K - $76.6K
|
18.6K
$528K
|