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 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-5.49K- 3.28% |
$349K - $412K
|
162K
$4.35M
|
|
|
Jul 14, 2023
Q2 2023
|
Capital Planning LLC
|
SELL
|
- |
-6K- 2.1% |
$382K - $450K
|
280K
$7.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-6.05K- 5.43% |
$385K - $454K
|
105K
$2.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.09K- 12.17% |
$387K - $457K
|
43.9K
$1.18M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-6.12K- 0.51% |
$389K - $459K
|
1.2M
$32.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.12K- 17.92% |
$389K - $459K
|
28K
$752K
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-6.14K- 4.82% |
$390K - $460K
|
121K
$3.25M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-6.3K- 11.98% |
$401K - $472K
|
46.3K
$1.24M
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-6.32K- 2.13% |
$402K - $473K
|
291K
$7.79M
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-6.39K- 9.26% |
$406K - $479K
|
62.6K
$1.68M
|
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-6.45K- 3.35% |
$410K - $484K
|
186K
$4.99M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-6.56K- 15.74% |
$417K - $491K
|
35.1K
$942K
|
|
|
Jul 31, 2023
Q2 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-6.77K- 2.65% |
$430K - $507K
|
249K
$6.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-6.86K- 1.42% |
$436K - $514K
|
474K
$12.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-6.94K- 1.86% |
$441K - $520K
|
366K
$9.82M
|
|
|
Jul 19, 2023
Q2 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-7K- 3.28% |
$445K - $524K
|
206K
$5.53M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.04K- 13.66% |
$447K - $527K
|
44.5K
$1.19M
|
|
|
Jul 21, 2023
Q2 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-7.36K- 7.77% |
$468K - $552K
|
87.4K
$2.34M
|
|
|
Jul 31, 2023
Q2 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-7.42K- 2.1% |
$472K - $556K
|
345K
$9.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.47K- 2.7% |
$475K - $560K
|
270K
$7.23M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-7.55K- 6.09% |
$480K - $566K
|
116K
$3.12M
|
|
|
Jul 14, 2023
Q2 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-7.78K- 7.14% |
$495K - $583K
|
101K
$2.72M
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-8.03K- 40.34% |
$511K - $602K
|
11.9K
$318K
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-8.32K- 63.93% |
$529K - $624K
|
4.7K
$126K
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.08K- 20.99% |
$577K - $681K
|
34.2K
$917K
|
|
|
Jul 20, 2023
Q2 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-9.26K- 10.55% |
$589K - $694K
|
78.5K
$2.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-9.3K- 5.3% |
$591K - $697K
|
166K
$4.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.45K- 3.39% |
$601K - $708K
|
269K
$7.21M
|
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-9.5K- 2.58% |
$604K - $712K
|
359K
$9.63M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.93K- 2.07% |
$631K - $744K
|
469K
$12.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-10.1K- 66.25% |
$643K - $758K
|
5.15K
$138K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-10.1K- 6.26% |
$644K - $758K
|
152K
$4.06M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-10.1K- 0.11% |
$645K - $760K
|
9.52M
$255M
|
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-10.2K- 9.82% |
$648K - $763K
|
93.5K
$2.51M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-10.6K- 1.64% |
$677K - $797K
|
638K
$17.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-10.8K- 13.4% |
$689K - $812K
|
70K
$1.88M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-10.9K- 33.24% |
$691K - $815K
|
21.8K
$586K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-11.8K- 41.62% |
$754K - $888K
|
16.6K
$446K
|
|
|
Jul 06, 2023
Q2 2023
|
Madden Securities Corp
|
SELL
|
- |
-11.9K- 12.35% |
$758K - $893K
|
84.6K
$2.27M
|
|
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
SELL
|
- |
-12.7K- 12.39% |
$809K - $953K
|
90K
$2.41M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-14K- 48.13% |
$888K - $1.05M
|
15K
$403K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-14K- 17.44% |
$892K - $1.05M
|
66.4K
$1.78M
|
|
|
Aug 02, 2023
Q2 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-14.3K- 4.91% |
$912K - $1.08M
|
278K
$7.45M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-14.5K- 42.35% |
$920K - $1.08M
|
19.7K
$528K
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-14.7K- 29.2% |
$933K - $1.1M
|
35.6K
$954K
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-15K- 80.62% |
$952K - $1.12M
|
3.6K
$96.5K
|
|
|
Jan 28, 2025
Q2 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-15.9K- 79.09% |
$1.01M - $1.19M
|
4.21K
$113K
|
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-16.3K- 1.43% |
$1.04M - $1.23M
|
1.12M
$30.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Barden Capital Management, Inc.
|
SELL
|
- |
-16.4K- 26.81% |
$1.04M - $1.23M
|
44.8K
$1.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-16.9K- 12.6% |
$1.07M - $1.27M
|
117K
$3.14M
|