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 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-92.7K- 12.49% |
$5.03M - $6.04M
|
650K
$18.5M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-114K- 47.16% |
$6.16M - $7.41M
|
127K
$3.62M
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-119K- 26.62% |
$6.43M - $7.73M
|
327K
$9.29M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-122K- 32.03% |
$6.62M - $7.96M
|
259K
$7.36M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-133K- 21.75% |
$7.21M - $8.67M
|
478K
$13.6M
|
|
|
May 05, 2023
Q1 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-139K- 4.35% |
$7.53M - $9.05M
|
3.05M
$86.8M
|
|
|
May 10, 2023
Q1 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-146K- 45.74% |
$7.91M - $9.51M
|
173K
$4.92M
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-154K- 39.5% |
$8.36M - $10.1M
|
236K
$6.71M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-171K- 90.0% |
$9.28M - $11.2M
|
19K
$540K
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-200K- 57.95% |
$10.8M - $13M
|
145K
$4.13M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-220K- 31.34% |
$11.9M - $14.3M
|
481K
$13.7M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-348K- 2.12% |
$18.9M - $22.7M
|
16.1M
$457M
|
|
|
Apr 20, 2023
Q1 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-977K- 80.9% |
$52.9M - $63.6M
|
231K
$6.55M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.01M- 15.21% |
$54.7M - $65.8M
|
5.63M
$160M
|