Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Moneywise, Inc.
|
SELL
|
- |
-94- 2.04% |
$5.98K - $7.05K
|
4.51K
$121K
|
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-100- 14.29% |
$6.36K - $7.5K
|
600
$16.1K
|
|
|
May 01, 2024
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-100- 14.29% |
$6.36K - $7.5K
|
600
$16.1K
|
|
|
Jan 08, 2025
Q2 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-101- 0.24% |
$6.42K - $7.57K
|
41.2K
$1.1M
|
|
|
Dec 19, 2024
Q2 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-101- 0.24% |
$6.42K - $7.57K
|
41.2K
$1.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-103- 0.6% |
$6.55K - $7.72K
|
17K
$455K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-107- 8.57% |
$6.81K - $8.02K
|
1.14K
$30.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Financial Life Advisors
|
SELL
|
- |
-110- 1.25% |
$7K - $8.24K
|
8.67K
$233K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-111- 0.87% |
$7.06K - $8.32K
|
12.7K
$340K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-117- 11.91% |
$7.44K - $8.77K
|
865
$23.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-130- 1.48% |
$8.27K - $9.74K
|
8.67K
$233K
|
|
|
Aug 09, 2023
Q2 2023
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-133- 0.52% |
$8.46K - $9.97K
|
25.6K
$687K
|
|
|
Aug 04, 2023
Q2 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-133- 0.52% |
$8.46K - $9.97K
|
25.6K
$687K
|
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
SELL
|
- |
-139- 2.64% |
$8.84K - $10.4K
|
5.12K
$137K
|
|
|
Jul 06, 2023
Q2 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-142- 4.37% |
$9.03K - $10.6K
|
3.11K
$83.3K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-142- 1.67% |
$9.03K - $10.6K
|
8.34K
$224K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-149- 5.29% |
$9.48K - $11.2K
|
2.67K
$71.5K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-150- 35.05% |
$9.54K - $11.2K
|
278
$7.46K
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-159- 1.92% |
$10.1K - $11.9K
|
8.14K
$218K
|
|
|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-161- 2.12% |
$10.2K - $12.1K
|
7.42K
$199K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
SELL
|
- |
-164- 21.81% |
$10.4K - $12.3K
|
588
$15.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-164- 0.82% |
$10.4K - $12.3K
|
19.8K
$531K
|
|
|
Jul 13, 2023
Q2 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-166- 2.68% |
$10.6K - $12.4K
|
6.04K
$162K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-167- 1.9% |
$10.6K - $12.5K
|
8.61K
$231K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-171- 0.05% |
$10.9K - $12.8K
|
355K
$9.51M
|
|
|
Jul 17, 2023
Q2 2023
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-190- 4.56% |
$12.1K - $14.2K
|
3.98K
$107K
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-196- 1.52% |
$12.5K - $14.7K
|
12.7K
$341K
|
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-200- 0.23% |
$12.7K - $15K
|
85.9K
$2.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-214- 2.08% |
$13.6K - $16K
|
10.1K
$270K
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-244- 6.59% |
$15.5K - $18.3K
|
3.46K
$92.8K
|
|
|
Jul 19, 2023
Q2 2023
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-249- 2.27% |
$15.8K - $18.7K
|
10.7K
$288K
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-260- 6.65% |
$16.5K - $19.5K
|
3.65K
$97.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-268- 2.6% |
$17K - $20.1K
|
10K
$269K
|
|
|
Jul 19, 2023
Q2 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-282- 0.6% |
$17.9K - $21.1K
|
47.1K
$1.26M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-289- 12.26% |
$18.4K - $21.7K
|
2.07K
$55.5K
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-293- 3.22% |
$18.6K - $22K
|
8.8K
$236K
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
SELL
|
- |
-296- 3.23% |
$18.8K - $22.2K
|
8.86K
$238K
|
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
SELL
|
- |
-297- 1.31% |
$18.9K - $22.3K
|
22.4K
$600K
|
|
|
Aug 11, 2023
Q2 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-298- 1.45% |
$19K - $22.3K
|
20.2K
$542K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-300- 23.81% |
$19.1K - $22.5K
|
960
$25.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-304- 0.95% |
$19.3K - $22.8K
|
31.6K
$846K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-309- 0.24% |
$19.7K - $23.2K
|
126K
$3.38M
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-310- 1.5% |
$19.7K - $23.2K
|
20.3K
$545K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-312- 0.54% |
$19.8K - $23.4K
|
57.5K
$1.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-312- 6.85% |
$19.8K - $23.4K
|
4.24K
$114K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-314- 0.48% |
$20K - $23.5K
|
65K
$1.74M
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-316- 15.73% |
$20.1K - $23.7K
|
1.69K
$45.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-329- 1.29% |
$20.9K - $24.7K
|
25.2K
$675K
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
SELL
|
- |
-330- 5.52% |
$21K - $24.7K
|
5.65K
$151K
|
|
|
Aug 07, 2023
Q2 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-332- 1.57% |
$21.1K - $24.9K
|
20.8K
$559K
|