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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Systelligence, LLC
|
SELL
|
- |
-15.1K- 9.52% |
$1.22M - $1.41M
|
144K
$4.09M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-15.4K- 2.58% |
$1.24M - $1.44M
|
582K
$16.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-15.6K- 12.59% |
$1.25M - $1.45M
|
108K
$3.07M
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-15.6K- 13.29% |
$1.25M - $1.45M
|
102K
$2.89M
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-15.7K- 3.22% |
$1.26M - $1.46M
|
471K
$13.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-16.4K- 1.78% |
$1.32M - $1.53M
|
902K
$25.7M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-16.6K- 15.33% |
$1.33M - $1.54M
|
91.4K
$2.6M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-16.9K- 7.29% |
$1.36M - $1.58M
|
215K
$6.11M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-17K- 12.04% |
$1.37M - $1.58M
|
124K
$3.53M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-17.2K- 2.73% |
$1.39M - $1.6M
|
613K
$17.4M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-17.4K- 7.25% |
$1.4M - $1.62M
|
222K
$6.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-17.5K- 21.07% |
$1.41M - $1.63M
|
65.4K
$1.86M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-17.5K- 6.16% |
$1.41M - $1.63M
|
267K
$7.59M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-17.6K- 8.78% |
$1.42M - $1.65M
|
183K
$5.21M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-17.7K- 10.0% |
$1.43M - $1.65M
|
159K
$4.53M
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-18.1K- 69.44% |
$1.45M - $1.68M
|
7.94K
$226K
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-18.2K- 3.74% |
$1.46M - $1.7M
|
468K
$13.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-18.4K- 33.27% |
$1.49M - $1.72M
|
37K
$1.05M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-18.7K- 29.97% |
$1.51M - $1.75M
|
43.7K
$1.24M
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-18.8K- 11.59% |
$1.52M - $1.76M
|
144K
$4.09M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-19.8K- 89.32% |
$1.6M - $1.85M
|
2.37K
$67.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-20.3K- 11.54% |
$1.63M - $1.89M
|
155K
$4.42M
|
|
|
May 09, 2024
Q1 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-21.6K- 38.94% |
$1.74M - $2.02M
|
33.9K
$964K
|
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-22.1K- 86.83% |
$1.78M - $2.06M
|
3.35K
$95.4K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-22.1K- 37.63% |
$1.78M - $2.07M
|
36.7K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-22.5K- 24.75% |
$1.81M - $2.1M
|
68.3K
$1.94M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-23.1K- 14.61% |
$1.86M - $2.16M
|
135K
$3.84M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-23.2K- 2.83% |
$1.87M - $2.17M
|
796K
$22.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-25K- 14.05% |
$2.02M - $2.34M
|
153K
$4.35M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-28.9K- 18.76% |
$2.33M - $2.69M
|
125K
$3.56M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-29.6K- 12.93% |
$2.39M - $2.77M
|
200K
$5.68M
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-31.7K- 15.34% |
$2.55M - $2.95M
|
175K
$4.97M
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-31.9K- 32.98% |
$2.57M - $2.98M
|
64.8K
$1.84M
|
|
|
May 03, 2024
Q1 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-33.3K- 3.69% |
$2.69M - $3.11M
|
871K
$24.8M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-34.6K- 94.1% |
$2.79M - $3.23M
|
2.17K
$61.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-35K- 66.32% |
$2.82M - $3.27M
|
17.8K
$506K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-35.1K- 93.24% |
$2.83M - $3.28M
|
2.54K
$72.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-35.9K- 10.17% |
$2.9M - $3.35M
|
317K
$9.03M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-38.9K- 14.12% |
$3.13M - $3.63M
|
237K
$6.73M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-39.6K- 7.86% |
$3.19M - $3.69M
|
464K
$13.2M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-39.7K- 0.44% |
$3.2M - $3.71M
|
8.98M
$256M
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-47.3K- 85.45% |
$3.81M - $4.41M
|
8.05K
$229K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-47.8K- 5.11% |
$3.86M - $4.46M
|
888K
$25.3M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-48.3K- 10.15% |
$3.89M - $4.5M
|
427K
$12.2M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-48.5K- 8.81% |
$3.91M - $4.53M
|
503K
$14.3M
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-51.5K- 28.82% |
$4.15M - $4.81M
|
127K
$3.62M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-56.4K- 8.45% |
$4.55M - $5.26M
|
611K
$17.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-56.4K- 34.88% |
$4.55M - $5.26M
|
105K
$3M
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-61.1K- 8.46% |
$4.93M - $5.71M
|
661K
$18.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-86.6K- 18.34% |
$6.98M - $8.08M
|
385K
$11M
|