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 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
15.9K+ 14.21% |
$862K - $1.04M
|
128K
$3.63M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
15.7K+ 85.37% |
$852K - $1.02M
|
34.1K
$971K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
15.2K+ 94.66% |
$823K - $990K
|
31.2K
$888K
|
|
|
May 15, 2023
Q1 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
15.1KNew |
$818K - $984K
|
15.1K
$430K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15KNew |
$814K - $979K
|
15K
$427K
|
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
14.9K+ 16.51% |
$807K - $971K
|
105K
$2.99M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
14.5K+ 45.21% |
$787K - $947K
|
46.6K
$1.33M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
14.4K+ 4.17% |
$781K - $939K
|
360K
$10.3M
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
14.4K+ 20.49% |
$780K - $939K
|
84.7K
$2.41M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
14.4K+ 1.11% |
$779K - $937K
|
1.31M
$37.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Flc Capital Advisors
|
BUY
|
- |
14.3K+ 4.89% |
$776K - $933K
|
307K
$8.74M
|
|
|
Apr 27, 2023
Q1 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
14K+ 119.13% |
$761K - $915K
|
25.8K
$735K
|
|
|
Apr 20, 2023
Q1 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
13.9K+ 8.25% |
$752K - $905K
|
182K
$5.19M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
13.9KNew |
$751K - $904K
|
13.9K
$394K
|
|
|
May 10, 2023
Q1 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
13.2K+ 23.38% |
$717K - $862K
|
69.8K
$1.98M
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
12.7KNew |
$687K - $827K
|
12.7K
$361K
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
12.5KNew |
$675K - $812K
|
12.5K
$355K
|
|
|
May 12, 2023
Q1 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
12.3K+ 4.56% |
$667K - $802K
|
282K
$8.03M
|
|
|
Apr 19, 2023
Q1 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
12.3K+ 2.65% |
$666K - $801K
|
476K
$13.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
11.9KNew |
$642K - $772K
|
11.9K
$337K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
11.8K+ 66.18% |
$642K - $772K
|
29.7K
$846K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
11.4K+ 25.43% |
$618K - $744K
|
56.3K
$1.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11.3K+ 64.85% |
$611K - $735K
|
28.7K
$816K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.2KNew |
$607K - $730K
|
11.2K
$319K
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
11.1KNew |
$600K - $721K
|
11.1K
$315K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.5K+ 4.26% |
$571K - $687K
|
258K
$7.35M
|
|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
10.5KNew |
$571K - $687K
|
10.5K
$300K
|
|
|
Apr 21, 2023
Q1 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
10.5K+ 13.62% |
$570K - $685K
|
87.7K
$2.5M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
10.3KNew |
$558K - $671K
|
10.3K
$293K
|
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
10.2K+ 9.08% |
$553K - $666K
|
123K
$3.49M
|
|
|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
9.36K+ 2.73% |
$507K - $610K
|
353K
$10M
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
9.35K+ 3.39% |
$507K - $609K
|
285K
$8.11M
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
BUY
|
- |
9.04K+ 21.57% |
$490K - $589K
|
51K
$1.45M
|
|
|
May 11, 2023
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
8.68KNew |
$470K - $566K
|
8.68K
$247K
|
|
|
May 08, 2023
Q1 2023
|
Northern Capital Management, Inc.
|
BUY
|
- |
8.5K+ 2.44% |
$461K - $554K
|
357K
$10.2M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
8.44K+ 7.91% |
$457K - $550K
|
115K
$3.27M
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
8.4K+ 7995.24% |
$455K - $547K
|
8.5K
$242K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.19K+ 119.49% |
$444K - $533K
|
15K
$428K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
7.96K+ 124.31% |
$431K - $518K
|
14.4K
$408K
|
|
|
May 11, 2023
Q1 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
7.91K+ 6.78% |
$429K - $515K
|
125K
$3.55M
|
|
|
May 12, 2023
Q1 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
7.46K+ 3.49% |
$404K - $486K
|
221K
$6.28M
|
|
|
Apr 18, 2023
Q1 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
7.32K+ 35.82% |
$397K - $477K
|
27.8K
$790K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.32K+ 107.76% |
$397K - $477K
|
14.1K
$402K
|
|
|
May 04, 2023
Q1 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
7.22K+ 1.33% |
$391K - $470K
|
548K
$15.6M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.93K+ 97.68% |
$376K - $452K
|
14K
$399K
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.93K+ 97.68% |
$376K - $452K
|
14K
$399K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.81KNew |
$369K - $443K
|
6.81K
$194K
|
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
6.75KNew |
$366K - $440K
|
6.75K
$192K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
6.66K+ 41.42% |
$361K - $434K
|
22.7K
$647K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.64K+ 1.01% |
$360K - $433K
|
667K
$19M
|