Purchases and Sales Made in Q1 2023 in Schwab Strategic Tr Us Large C (SCHG)

SCHG Quotes by TradingView

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 17, 2023 Q1 2023
Centaurus Financial, Inc.

BUY
 -
869
+ 3.15%
$47.1K - $56.6K
28.5K $809K
May 15, 2023 Q1 2023
Kolinsky Wealth Management, LLC

Ramsey, NJ
BUY
 -
852
+ 5.82%
$46.2K - $55.5K
15.5K $440K
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
831
New
$45K - $54.2K
831 $23.6K
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
816
+ 16.99%
$44.2K - $53.2K
5.62K $160K
May 01, 2023 Q1 2023
Migdal Insurance & Financial Holdings Ltd.

BUY
 -
810
+ 0.75%
$43.9K - $52.8K
108K $3.08M
May 15, 2023 Q1 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
800
+ 11.56%
$43.4K - $52.1K
7.72K $219K
May 09, 2023 Q1 2023
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
778
+ 10.03%
$42.2K - $50.7K
8.53K $243K
May 09, 2023 Q1 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
761
+ 4.78%
$41.2K - $49.6K
16.7K $474K
Apr 20, 2023 Q1 2023
Evensky & Katz LLC

BUY
 -
746
+ 13.06%
$40.4K - $48.6K
6.46K $184K
Apr 20, 2023 Q1 2023
Smithbridge Asset Management Inc

BUY
 -
738
+ 0.94%
$40K - $48.1K
79.3K $2.25M
Apr 21, 2023 Q1 2023
Crescent Sterling, Ltd.

Metairie, LA
BUY
 -
722
+ 4.01%
$39.1K - $47.1K
18.7K $533K
May 09, 2023 Q1 2023
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
715
New
$38.7K - $46.6K
715 $20.3K
May 15, 2023 Q1 2023
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
706
+ 36.47%
$38.3K - $46K
2.64K $75.1K
May 15, 2023 Q1 2023
Betterment LLC

New York, NY
BUY
 -
700
+ 3.52%
$37.9K - $45.6K
20.6K $585K
Apr 27, 2023 Q1 2023
Davenport & CO LLC

BUY
 -
689
+ 3.74%
$37.3K - $44.9K
19.1K $543K
May 01, 2023 Q1 2023
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
688
+ 0.74%
$37.3K - $44.8K
93.8K $2.67M
Apr 27, 2023 Q1 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
686
+ 51.89%
$37.2K - $44.7K
2.01K $57.1K
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
675
+ 20.31%
$36.6K - $44K
4K $114K
May 15, 2023 Q1 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
662
New
$35.9K - $43.1K
662 $18.8K
Apr 25, 2023 Q1 2023
Chesapeake Wealth Management

BUY
 -
630
+ 1.86%
$34.1K - $41.1K
34.4K $979K
Apr 20, 2023 Q1 2023
Seven Bridge Financial Group, LLC

BUY
 -
590
+ 8.78%
$32K - $38.5K
7.31K $208K
Apr 24, 2023 Q1 2023
Capital Square, LLC

BUY
 -
582
+ 10.61%
$31.5K - $37.9K
6.07K $172K
Apr 17, 2023 Q1 2023
Rba Wealth Management, LLC

BUY
 -
580
+ 9.49%
$31.4K - $37.8K
6.69K $190K
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
558
+ 7.58%
$30.2K - $36.4K
7.92K $225K
Apr 18, 2023 Q1 2023
Sharkey, Howes & Javer

BUY
 -
556
+ 11.52%
$30.1K - $36.2K
5.38K $153K
Apr 11, 2023 Q1 2023
Affinity Capital Advisors, LLC

BUY
 -
555
+ 0.54%
$30.1K - $36.2K
104K $2.96M
May 12, 2023 Q1 2023
Southern Wealth Management, LLP

Dallas, TX
BUY
 -
555
+ 2.97%
$30.1K - $36.2K
19.3K $547K
May 11, 2023 Q1 2023
Citigroup Inc

BUY
 -
545
+ 77.52%
$29.5K - $35.5K
1.25K $35.5K
May 12, 2023 Q1 2023
Blair William & CO

Chicago, IL
BUY
 -
544
+ 1.45%
$29.5K - $35.5K
38K $1.08M
May 10, 2023 Q1 2023
Washington Trust CO

BUY
 -
529
+ 52900.0%
$28.7K - $34.5K
530 $15.1K
May 12, 2023 Q1 2023
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
507
+ 2.85%
$27.5K - $33K
18.3K $520K
May 09, 2023 Q1 2023
Ballast Advisors LLC

BUY
 -
506
+ 0.2%
$27.4K - $33K
259K $7.36M
May 09, 2023 Q1 2023
Integrity Financial Corp

BUY
 -
506
+ 9.87%
$27.4K - $33K
5.63K $160K
May 15, 2023 Q1 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
504
+ 1.77%
$27.3K - $32.8K
29K $824K
May 10, 2023 Q1 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
458
+ 4.95%
$24.8K - $29.8K
9.71K $276K
Apr 20, 2023 Q1 2023
White Lighthouse Investment Management Inc.

BUY
 -
422
+ 8.24%
$22.9K - $27.5K
5.54K $158K
May 03, 2023 Q1 2023
Fagan Associates, Inc.

BUY
 -
410
+ 1.54%
$22.2K - $26.7K
27.1K $770K
Apr 27, 2023 Q1 2023
Advisory Services & Investments, LLC

BUY
 -
402
+ 0.4%
$21.8K - $26.2K
102K $2.89M
May 10, 2023 Q1 2023
Athena Investment Management

BUY
 -
360
+ 1.26%
$19.5K - $23.5K
29K $825K
May 10, 2023 Q1 2023
Pittenger & Anderson Inc

BUY
 -
350
+ 21.83%
$19K - $22.8K
1.95K $55.5K
Apr 25, 2023 Q1 2023
Adviser Investments LLC

BUY
 -
342
+ 3.88%
$18.5K - $22.3K
9.16K $260K
Apr 28, 2023 Q1 2023
Sja Financial Advisory, LLC

BUY
 -
338
+ 0.79%
$18.3K - $22K
43.3K $1.23M
Apr 24, 2023 Q1 2023
Paces Ferry Wealth Advisors, LLC

BUY
 -
337
+ 0.4%
$18.3K - $22K
83.9K $2.38M
May 12, 2023 Q1 2023
Apriem Advisors

Irvine, CA
BUY
 -
335
+ 5.96%
$18.2K - $21.8K
5.96K $169K
Apr 17, 2023 Q1 2023
Fifth Third Securities, Inc.

BUY
 -
335
+ 2.9%
$18.2K - $21.8K
11.9K $337K
May 09, 2023 Q1 2023
25 LLC

St. Louis, MO
BUY
 -
334
New
$18.1K - $21.8K
334 $9.49K
Apr 12, 2023 Q1 2023
Worth Asset Management, LLC

BUY
 -
330
New
$17.9K - $21.5K
330 $9.38K
May 15, 2023 Q1 2023
Greenwood Gearhart Inc

Fayetteville, AR
BUY
 -
306
+ 5.99%
$16.6K - $19.9K
5.42K $154K
May 12, 2023 Q1 2023
Delta Asset Management LLC

Memphis, TN
BUY
 -
300
+ 8.31%
$16.3K - $19.6K
3.91K $111K

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