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 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
31+ 0.11% |
$2.5K - $2.89K
|
28.6K
$817K
|
|
|
Apr 30, 2024
Q1 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
30+ 0.56% |
$2.42K - $2.8K
|
5.36K
$153K
|
|
|
Apr 25, 2024
Q1 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
27+ 0.16% |
$2.18K - $2.52K
|
17.3K
$492K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
26New |
$2.1K - $2.43K
|
26
$742
|
|
|
Oct 02, 2024
Q1 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
25+ 0.98% |
$2.01K - $2.33K
|
2.57K
$73.3K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
20+ 0.5% |
$1.61K - $1.87K
|
4.03K
$115K
|
|
|
Apr 16, 2024
Q1 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
20+ 0.36% |
$1.61K - $1.87K
|
5.62K
$160K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
20+ 6.67% |
$1.61K - $1.87K
|
320
$9.13K
|
|
|
Apr 24, 2024
Q1 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
18+ 0.05% |
$1.45K - $1.68K
|
34.8K
$993K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
17New |
$1.37K - $1.59K
|
17
$485
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
17+ 0.41% |
$1.37K - $1.59K
|
4.19K
$119K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15+ 0.18% |
$1.21K - $1.4K
|
8.34K
$238K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
15+ 0.14% |
$1.21K - $1.4K
|
10.5K
$300K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
13+ 0.22% |
$1.05K - $1.21K
|
5.84K
$167K
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
13+ 0.14% |
$1.05K - $1.21K
|
9.61K
$274K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
12+ 1.26% |
$967 - $1.12K
|
965
$27.5K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
12+ 0.1% |
$967 - $1.12K
|
11.9K
$340K
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
12New |
$967 - $1.12K
|
12
$342
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
12+ 0.06% |
$967 - $1.12K
|
20.4K
$581K
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
12+ 0.33% |
$967 - $1.12K
|
3.65K
$104K
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
11+ 0.13% |
$887 - $1.03K
|
8.24K
$235K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
11+ 0.12% |
$887 - $1.03K
|
9.43K
$269K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
11+ 6.59% |
$887 - $1.03K
|
178
$5.08K
|
|
|
Apr 18, 2024
Q1 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
10+ 0.14% |
$806 - $933
|
7.23K
$206K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
9+ 10.34% |
$725 - $840
|
96
$2.74K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
7New |
$564 - $653
|
7
$200
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
7+ 0.12% |
$564 - $653
|
5.65K
$161K
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
7+ 0.08% |
$564 - $653
|
9.21K
$263K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
6+ 0.24% |
$484 - $560
|
2.55K
$72.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6+ 0.14% |
$484 - $560
|
4.43K
$126K
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
6+ 0.08% |
$484 - $560
|
7.14K
$204K
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
6+ 0.1% |
$484 - $560
|
6.17K
$176K
|
|
|
Apr 30, 2024
Q1 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
5+ 1.63% |
$403 - $467
|
311
$8.87K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
5+ 0.11% |
$403 - $467
|
4.76K
$136K
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5+ 0.04% |
$403 - $467
|
13.9K
$396K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.15% |
$403 - $467
|
3.43K
$97.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
4+ 0.02% |
$322 - $373
|
19.1K
$544K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4+ 0.06% |
$322 - $373
|
6.74K
$192K
|
|
|
Apr 22, 2024
Q1 2024
|
Moneywise, Inc.
|
BUY
|
- |
4+ 0.09% |
$322 - $373
|
4.3K
$123K
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
4+ 0.06% |
$322 - $373
|
6.64K
$189K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
4+ 0.1% |
$322 - $373
|
4.1K
$117K
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
4+ 0.15% |
$322 - $373
|
2.61K
$74.6K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3+ 0.13% |
$242 - $280
|
2.25K
$64.2K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3New |
$242 - $280
|
3
$85.6
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
3+ 0.12% |
$242 - $280
|
2.52K
$71.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
3+ 0.02% |
$242 - $280
|
14.8K
$422K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
3+ 0.12% |
$242 - $280
|
2.52K
$71.9K
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
3+ 0.12% |
$242 - $280
|
2.52K
$71.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$161 - $187
|
4.25K
$121K
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
1+ 0.0% |
$80.6 - $93.3
|
26K
$742K
|