Purchases and Sales Made in Q2 2023 in Schwab Strategic Tr Us Large C (SCHG)

SCHG Quotes by TradingView

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
Dfpg Investments, LLC

BUY
 -
2.52K
+ 17.57%
$160K - $189K
16.9K $453K
Jul 12, 2023 Q2 2023
Summit Financial Wealth Advisors, LLC

BUY
 -
2.48K
+ 27.46%
$158K - $186K
11.5K $309K
Aug 08, 2023 Q2 2023
Apriem Advisors

Irvine, CA
BUY
 -
2.47K
+ 41.46%
$157K - $185K
8.43K $226K
Jul 20, 2023 Q2 2023
Keudell

BUY
 -
2.37K
+ 12.74%
$151K - $177K
21K $562K
Jul 24, 2023 Q2 2023
Allen Capital Group, LLC

BUY
 -
2.36K
+ 18.62%
$150K - $177K
15K $404K
Aug 08, 2023 Q2 2023
Heirloom Wealth Management

Greenwood Village, CO
BUY
 -
2.33K
+ 9.01%
$148K - $174K
28.2K $755K
Jul 21, 2023 Q2 2023
Private Ocean, LLC

BUY
 -
2.32K
+ 915.42%
$147K - $174K
2.57K $68.9K
Aug 14, 2023 Q2 2023
Soundwatch Capital LLC

New York, NY
BUY
 -
2.31K
+ 61.94%
$147K - $173K
6.04K $162K
Jul 10, 2023 Q2 2023
Smith Anglin Financial, LLC

BUY
 -
2.31K
+ 5.06%
$147K - $173K
47.9K $1.29M
Jul 21, 2023 Q2 2023
Tempus Wealth Planning, LLC

BUY
 -
2.29K
+ 9.59%
$146K - $172K
26.2K $703K
Aug 15, 2023 Q2 2023
Parkside Financial Bank & Trust

BUY
 -
2.23K
+ 13.92%
$142K - $167K
18.2K $489K
Jul 28, 2023 Q2 2023
Bogart Wealth, LLC

BUY
 -
2.19K
+ 1.83%
$139K - $164K
122K $3.27M
Jul 24, 2023 Q2 2023
Toth Financial Advisory Corp

BUY
 -
2.17K
+ 821.97%
$138K - $163K
2.43K $65.3K
Jul 25, 2023 Q2 2023
Advisory Alpha, LLC

BUY
 -
2.13K
+ 8.55%
$135K - $159K
27K $724K
Aug 08, 2024 Q2 2023
Abound Wealth Management

Franklin, TN
BUY
 -
2.03K
+ 38.14%
$129K - $152K
7.35K $197K
Jul 13, 2023 Q2 2023
Cambridge Advisors Inc.

BUY
 -
1.98K
+ 3.36%
$126K - $149K
60.9K $1.63M
Aug 15, 2023 Q2 2023
Natixis Advisors, L.P.

Boston, MA
BUY
 -
1.93K
+ 15.52%
$123K - $145K
14.4K $386K
Jul 31, 2023 Q2 2023
Lowery Thomas, LLC

San Francisco, CA
BUY
 -
1.93K
+ 1.89%
$123K - $144K
104K $2.79M
Jul 13, 2023 Q2 2023
Transform Wealth, LLC

BUY
 -
1.9K
+ 3.53%
$121K - $142K
55.7K $1.49M
Aug 01, 2023 Q2 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
1.87K
+ 93.03%
$119K - $140K
3.88K $104K
Aug 07, 2023 Q2 2023
Townsend Asset Management Corp

BUY
 -
1.86K
+ 6.59%
$118K - $140K
30.1K $808K
Jul 13, 2023 Q2 2023
Gen Wealth Group, Inc.

BUY
 -
1.85K
+ 6.18%
$118K - $139K
31.8K $853K
Jul 28, 2023 Q2 2023
Independent Advisor Alliance

BUY
 -
1.84K
+ 13.04%
$117K - $138K
16K $428K
Jul 25, 2023 Q2 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
1.83K
+ 13.42%
$117K - $137K
15.5K $416K
Aug 01, 2023 Q2 2023
Spreng Capital Management, Inc.

BUY
 -
1.8K
+ 3.04%
$114K - $135K
60.9K $1.63M
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
1.79K
+ 7.81%
$114K - $134K
24.7K $663K
Jul 18, 2023 Q2 2023
Capital Advisors Inc

BUY
 -
1.77K
+ 31.04%
$113K - $133K
7.47K $200K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
1.75K
+ 2.62%
$111K - $131K
68.4K $1.84M
Jul 19, 2023 Q2 2023
Fifth Third Securities, Inc.

BUY
 -
1.72K
+ 14.53%
$110K - $129K
13.6K $365K
Aug 03, 2023 Q2 2023
Dynamic Advisor Solutions LLC

BUY
 -
1.72K
+ 2.17%
$109K - $129K
80.8K $2.17M
Aug 14, 2023 Q2 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
1.72K
+ 2.19%
$109K - $129K
80.1K $2.15M
Jul 26, 2023 Q2 2023
Hbc Financial Services, Pllc

BUY
 -
1.7K
New
$108K - $127K
1.7K $45.6K
Aug 10, 2023 Q2 2023
Gerber Kawasaki Wealth & Investment Management

BUY
 -
1.53K
+ 24.4%
$97.6K - $115K
7.82K $210K
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

BUY
 -
1.53K
+ 8.6%
$97.1K - $114K
19.3K $517K
Aug 08, 2023 Q2 2023
Clearstead Trust, LLC

Portland, ME
BUY
 -
1.44K
New
$91.5K - $108K
1.44K $38.6K
Aug 08, 2023 Q2 2023
Tria Gen Wealth Management LLC

BUY
 -
1.44K
+ 1.63%
$91.3K - $108K
89.2K $2.39M
Aug 11, 2023 Q2 2023
Aptus Capital Advisors, LLC

BUY
 -
1.43K
+ 40.45%
$90.8K - $107K
4.96K $133K
Jul 25, 2023 Q2 2023
Pacific Wealth Strategies Group, Inc.

BUY
 -
1.41K
+ 1.62%
$89.8K - $106K
88.6K $2.38M
Jul 19, 2023 Q2 2023
Leavell Investment Management, Inc.

BUY
 -
1.37K
+ 12.67%
$87.3K - $103K
12.2K $327K
Aug 11, 2023 Q2 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
1.34K
+ 18.13%
$85K - $100K
8.7K $233K
Aug 10, 2023 Q2 2023
D.A. Davidson & Co.

BUY
 -
1.33K
+ 1.65%
$84.5K - $99.5K
82K $2.2M
May 20, 2024 Q2 2023
Parallel Advisors, LLC

BUY
 -
1.3K
+ 23.2%
$82.9K - $97.7K
6.92K $186K
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

BUY
 -
1.3K
+ 23.2%
$82.9K - $97.7K
6.92K $186K
Aug 14, 2023 Q2 2023
Re Dickinson Investment Advisors, LLC

Council Bluffs, IA
BUY
 -
1.2K
+ 0.55%
$76.1K - $89.6K
219K $5.86M
Aug 21, 2023 Q2 2023
Asset Dedication, LLC

BUY
 -
1.17K
+ 3.08%
$74.3K - $87.6K
39.1K $1.05M
Aug 01, 2023 Q2 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
1.16K
+ 4.04%
$73.6K - $86.8K
29.8K $800K
Jul 25, 2023 Q2 2023
Org Partners LLC

Roanoke, IN
BUY
 -
1.15K
New
$72.9K - $85.9K
1.15K $30.7K
Jul 31, 2023 Q2 2023
Athena Investment Management

BUY
 -
1.14K
+ 3.93%
$72.6K - $85.5K
30.2K $809K
Sep 06, 2023 Q2 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
1.12K
+ 20.11%
$71.4K - $84.2K
6.71K $180K

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