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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.85K- 46.31% |
$118K - $139K
|
2.15K
$57.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.87K- 31.37% |
$119K - $140K
|
4.08K
$109K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.97K- 15.88% |
$125K - $147K
|
10.4K
$279K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-2K- 1.69% |
$127K - $150K
|
117K
$3.13M
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-2.04K- 2.46% |
$130K - $153K
|
80.9K
$2.17M
|
|
|
Aug 07, 2023
Q2 2023
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-2.05K- 0.58% |
$130K - $154K
|
354K
$9.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2.06K- 2.53% |
$131K - $154K
|
79.1K
$2.12M
|
|
|
Aug 07, 2023
Q2 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-2.18K- 8.76% |
$139K - $164K
|
22.8K
$610K
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2.28K- 20.62% |
$145K - $171K
|
8.78K
$236K
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.33K- 11.32% |
$148K - $175K
|
18.2K
$489K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.35K- 25.0% |
$150K - $176K
|
7.06K
$189K
|
|
|
Jul 07, 2023
Q2 2023
|
Savior LLC
|
SELL
|
- |
-2.45K- 89.17% |
$156K - $184K
|
298
$7.99K
|
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-2.55K- 2.41% |
$162K - $191K
|
103K
$2.76M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-2.57K- 52.48% |
$164K - $193K
|
2.33K
$62.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
SELL
|
- |
-2.58K- 21.26% |
$164K - $194K
|
9.56K
$256K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.62K- 9.84% |
$167K - $197K
|
24K
$645K
|
|
|
Aug 14, 2023
Q2 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-2.63K- 6.06% |
$167K - $197K
|
40.7K
$1.09M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.63K- 7.33% |
$167K - $197K
|
33.2K
$891K
|
|
|
Aug 10, 2023
Q2 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-2.67K- 4.09% |
$170K - $200K
|
62.6K
$1.68M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-2.68K- 4.28% |
$170K - $201K
|
59.9K
$1.61M
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.74K- 1.07% |
$174K - $205K
|
253K
$6.78M
|
|
|
Aug 08, 2023
Q2 2023
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-2.79K- 6.13% |
$177K - $209K
|
42.7K
$1.15M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-2.81K- 0.62% |
$179K - $210K
|
450K
$12.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-2.91K- 11.68% |
$185K - $218K
|
22K
$590K
|
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-3.07K- 6.77% |
$195K - $230K
|
42.2K
$1.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-3.07K- 26.46% |
$195K - $230K
|
8.54K
$229K
|
|
|
Jul 28, 2023
Q2 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-3.16K- 3.76% |
$201K - $237K
|
80.7K
$2.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-3.17K- 5.58% |
$202K - $238K
|
53.7K
$1.44M
|
|
|
Jul 19, 2023
Q2 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-3.18K- 2.01% |
$202K - $238K
|
155K
$4.16M
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-3.24K- 2.53% |
$206K - $243K
|
125K
$3.34M
|
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-3.29K- 1.31% |
$209K - $247K
|
248K
$6.66M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-3.34K- 1.02% |
$213K - $251K
|
324K
$8.68M
|
|
|
Aug 04, 2023
Q2 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-3.39K- 1.96% |
$216K - $254K
|
170K
$4.55M
|
|
|
Feb 04, 2025
Q2 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-3.44K- 1.98% |
$219K - $258K
|
171K
$4.58M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-3.46K- 99.77% |
$220K - $259K
|
8
$215
|
|
|
Jul 13, 2023
Q2 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-3.68K- 1.48% |
$234K - $276K
|
245K
$6.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-3.84K- 1.36% |
$244K - $288K
|
278K
$7.46M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.84K- 1.36% |
$244K - $288K
|
278K
$7.46M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.91K- 27.68% |
$248K - $293K
|
10.2K
$274K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.92K- 3.9% |
$249K - $294K
|
96.5K
$2.59M
|
|
|
Jul 31, 2023
Q2 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-4.07K- 0.86% |
$259K - $305K
|
472K
$12.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-4.13K- 7.47% |
$263K - $310K
|
51.1K
$1.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.17K- 21.92% |
$265K - $312K
|
14.8K
$398K
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-4.71K- 4.53% |
$300K - $353K
|
99.4K
$2.67M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-4.83K- 45.83% |
$307K - $362K
|
5.71K
$153K
|
|
|
Aug 07, 2023
Q2 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-5.03K- 1.52% |
$320K - $377K
|
327K
$8.76M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.2K- 6.87% |
$330K - $389K
|
70.5K
$1.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.2K- 16.36% |
$331K - $390K
|
26.6K
$714K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.36K- 1.23% |
$341K - $402K
|
430K
$11.5M
|
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-5.45KClosed |
$347K - $409K
|
0
$0
|