Purchases and Sales Made in Q1 2024 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 2024. 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 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
190+ 4.69% |
$15.3K - $17.7K
|
4.24K
$121K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
184+ 17.73% |
$14.8K - $17.2K
|
1.22K
$34.9K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
180+ 1.55% |
$14.5K - $16.8K
|
11.8K
$337K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
168+ 1.81% |
$13.5K - $15.7K
|
9.46K
$270K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
165New |
$13.3K - $15.4K
|
165
$4.71K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
136+ 2.18% |
$11K - $12.7K
|
6.38K
$182K
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
135+ 1.99% |
$10.9K - $12.6K
|
6.92K
$197K
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
133+ 3.68% |
$10.7K - $12.4K
|
3.75K
$107K
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
130+ 2.3% |
$10.5K - $12.1K
|
5.78K
$165K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
130+ 14.22% |
$10.5K - $12.1K
|
1.04K
$29.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
129+ 0.42% |
$10.4K - $12K
|
30.8K
$878K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
126+ 32.23% |
$10.2K - $11.8K
|
517
$14.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
126+ 0.88% |
$10.2K - $11.8K
|
14.5K
$413K
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
125+ 0.31% |
$10.1K - $11.7K
|
40.9K
$1.17M
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
125+ 0.07% |
$10.1K - $11.7K
|
181K
$5.17M
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
121+ 45.66% |
$9.75K - $11.3K
|
386
$11K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
119+ 0.43% |
$9.59K - $11.1K
|
28K
$799K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
114+ 1.77% |
$9.19K - $10.6K
|
6.55K
$187K
|
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
113+ 1.81% |
$9.11K - $10.5K
|
6.35K
$181K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
112New |
$9.03K - $10.5K
|
112
$3.19K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
109+ 30.88% |
$8.79K - $10.2K
|
462
$13.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
105+ 1.97% |
$8.46K - $9.8K
|
5.43K
$155K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
102+ 16.75% |
$8.22K - $9.52K
|
711
$20.3K
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
94+ 3.45% |
$7.58K - $8.77K
|
2.82K
$80.5K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
91+ 1.56% |
$7.33K - $8.49K
|
5.94K
$169K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
88New |
$7.09K - $8.21K
|
88
$2.51K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
83+ 0.07% |
$6.69K - $7.75K
|
115K
$3.27M
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
83+ 0.58% |
$6.69K - $7.75K
|
14.5K
$413K
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
80+ 0.15% |
$6.45K - $7.47K
|
52.4K
$1.5M
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
78+ 0.23% |
$6.29K - $7.28K
|
34.4K
$980K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
77+ 2.99% |
$6.21K - $7.19K
|
2.65K
$75.6K
|
|
|
May 09, 2024
Q1 2024
|
Gs Investments, Inc.
|
BUY
|
- |
75+ 0.81% |
$6.05K - $7K
|
9.37K
$267K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
73+ 1460.0% |
$5.88K - $6.81K
|
78
$2.22K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
72+ 67.92% |
$5.8K - $6.72K
|
178
$5.08K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
71+ 0.89% |
$5.72K - $6.63K
|
8.08K
$230K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
63New |
$5.08K - $5.88K
|
63
$1.8K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
62+ 0.86% |
$5K - $5.79K
|
7.25K
$207K
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
61+ 1.06% |
$4.92K - $5.69K
|
5.81K
$166K
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
55+ 19.93% |
$4.43K - $5.13K
|
331
$9.44K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
53+ 2.06% |
$4.27K - $4.95K
|
2.63K
$74.9K
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
52+ 1.07% |
$4.19K - $4.85K
|
4.92K
$140K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
48+ 0.32% |
$3.87K - $4.48K
|
14.9K
$424K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
48+ 0.05% |
$3.87K - $4.48K
|
102K
$2.92M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
42+ 0.37% |
$3.39K - $3.92K
|
11.5K
$327K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
40+ 0.88% |
$3.22K - $3.73K
|
4.59K
$131K
|
|
|
May 15, 2024
Q1 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
35+ 0.63% |
$2.82K - $3.27K
|
5.55K
$158K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
33+ 36.26% |
$2.66K - $3.08K
|
124
$3.54K
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
32+ 0.46% |
$2.58K - $2.99K
|
6.95K
$198K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
31New |
$2.5K - $2.89K
|
31
$884
|
|
|
Apr 25, 2024
Q1 2024
|
Advocate Group LLC
|
BUY
|
- |
31+ 1.09% |
$2.5K - $2.89K
|
2.89K
$82.4K
|