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 |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-11.5K- 2.43% |
$624K - $750K
|
462K
$13.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-11.7K- 6.79% |
$633K - $761K
|
160K
$4.56M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-11.9K- 3.8% |
$643K - $774K
|
300K
$8.54M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-12.3K- 3.72% |
$666K - $802K
|
318K
$9.05M
|
|
|
May 15, 2023
Q1 2023
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-12.3K- 21.3% |
$668K - $803K
|
45.5K
$1.29M
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-12.3K- 10.96% |
$668K - $803K
|
100K
$2.85M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-12.4K- 99.76% |
$673K - $810K
|
30
$853
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-12.5K- 39.73% |
$679K - $816K
|
19K
$540K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-12.8K- 42.84% |
$693K - $834K
|
17.1K
$485K
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-13.8K- 35.05% |
$746K - $897K
|
25.5K
$725K
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-14.7K- 5.42% |
$794K - $955K
|
256K
$7.26M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-14.8K- 29.73% |
$799K - $961K
|
34.9K
$991K
|
|
|
Apr 12, 2023
Q1 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-15.3K- 27.26% |
$828K - $996K
|
40.8K
$1.16M
|
|
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-15.8K- 78.6% |
$857K - $1.03M
|
4.31K
$122K
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-16.1K- 33.58% |
$872K - $1.05M
|
31.8K
$904K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-16.5K- 8.67% |
$893K - $1.07M
|
174K
$4.93M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-16.6K- 11.05% |
$902K - $1.08M
|
134K
$3.81M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-16.7K- 3.32% |
$907K - $1.09M
|
487K
$13.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
SELL
|
- |
-21.4K- 84.68% |
$1.16M - $1.4M
|
3.88K
$110K
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-23K- 6.77% |
$1.25M - $1.5M
|
317K
$9M
|
|
|
Apr 18, 2023
Q1 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-23.3K- 84.25% |
$1.26M - $1.52M
|
4.36K
$124K
|
|
|
Apr 26, 2023
Q1 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-25.7K- 22.96% |
$1.39M - $1.68M
|
86.3K
$2.45M
|
|
|
Apr 14, 2023
Q1 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-26.5K- 22.11% |
$1.43M - $1.72M
|
93.2K
$2.65M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-26.5K- 12.83% |
$1.43M - $1.73M
|
180K
$5.11M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-28.4K- 3.46% |
$1.54M - $1.85M
|
792K
$22.5M
|
|
|
Jun 26, 2023
Q1 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-28.7K- 8.35% |
$1.55M - $1.87M
|
314K
$8.93M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-29.9K- 4.52% |
$1.62M - $1.95M
|
631K
$17.9M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-33.4K- 5.27% |
$1.81M - $2.18M
|
599K
$17M
|
|
|
May 01, 2023
Q1 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-34.8K- 2.96% |
$1.88M - $2.27M
|
1.14M
$32.4M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-36.4K- 3.13% |
$1.97M - $2.38M
|
1.13M
$32.1M
|
|
|
May 01, 2023
Q1 2023
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-36.6K- 19.1% |
$1.99M - $2.39M
|
155K
$4.41M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-37.4K- 11.85% |
$2.03M - $2.44M
|
278K
$7.91M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-37.8K- 9.62% |
$2.05M - $2.46M
|
355K
$10.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-38.1K- 14.96% |
$2.06M - $2.48M
|
217K
$6.16M
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-40.4K- 53.02% |
$2.19M - $2.64M
|
35.8K
$1.02M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-43.9K- 5.41% |
$2.38M - $2.86M
|
768K
$21.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-45.3K- 14.33% |
$2.46M - $2.95M
|
271K
$7.69M
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
SELL
|
- |
-46.2K- 63.24% |
$2.5M - $3.01M
|
26.9K
$763K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-46.6K- 10.9% |
$2.53M - $3.04M
|
381K
$10.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-47.8K- 77.71% |
$2.59M - $3.11M
|
13.7K
$389K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-48.7K- 10.29% |
$2.64M - $3.17M
|
424K
$12.1M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-49.7K- 7.97% |
$2.69M - $3.24M
|
574K
$16.3M
|
|
|
May 05, 2023
Q1 2023
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-61.1K- 24.65% |
$3.31M - $3.98M
|
187K
$5.31M
|
|
|
May 09, 2023
Q1 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-62.8K- 19.96% |
$3.4M - $4.09M
|
252K
$7.15M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-62.8K- 11.47% |
$3.4M - $4.09M
|
485K
$13.8M
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-64K- 7.45% |
$3.47M - $4.17M
|
795K
$22.6M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-75K- 12.68% |
$4.07M - $4.89M
|
517K
$14.7M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-81.7K- 8.26% |
$4.43M - $5.33M
|
907K
$25.8M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-89.7K- 9.39% |
$4.86M - $5.84M
|
865K
$24.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-91.1K- 20.29% |
$4.94M - $5.94M
|
358K
$10.2M
|