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 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
71+ 0.91% |
$4.52K - $5.32K
|
7.91K
$212K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
70+ 1.11% |
$4.45K - $5.25K
|
6.38K
$171K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
70New |
$4.45K - $5.25K
|
70
$1.88K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
60+ 60.0% |
$3.82K - $4.5K
|
160
$4.29K
|
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
59+ 0.03% |
$3.75K - $4.42K
|
213K
$5.72M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
58+ 1.03% |
$3.69K - $4.35K
|
5.67K
$152K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
54New |
$3.43K - $4.05K
|
54
$1.45K
|
|
|
Aug 14, 2023
Q2 2023
|
Chartist Inc
Seal Beach, CA |
BUY
|
- |
52+ 1.66% |
$3.31K - $3.9K
|
3.18K
$85.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
BUY
|
- |
49+ 0.67% |
$3.12K - $3.67K
|
7.32K
$196K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
48New |
$3.05K - $3.6K
|
48
$1.29K
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
47+ 0.85% |
$2.99K - $3.52K
|
5.57K
$149K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
45+ 0.99% |
$2.86K - $3.37K
|
4.57K
$123K
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
43+ 0.68% |
$2.73K - $3.22K
|
6.38K
$171K
|
|
|
Jul 17, 2023
Q2 2023
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
36+ 0.7% |
$2.29K - $2.7K
|
5.21K
$140K
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
34+ 0.11% |
$2.16K - $2.55K
|
31.9K
$854K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
31+ 0.34% |
$1.97K - $2.32K
|
9.25K
$248K
|
|
|
Jul 12, 2023
Q2 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
31+ 0.87% |
$1.97K - $2.32K
|
3.6K
$96.4K
|
|
|
Jul 20, 2023
Q2 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
20+ 0.58% |
$1.27K - $1.5K
|
3.48K
$93.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
20+ 15.63% |
$1.27K - $1.5K
|
148
$3.97K
|
|
|
Jul 11, 2023
Q2 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
20+ 0.1% |
$1.27K - $1.5K
|
19.4K
$520K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
19+ 5.69% |
$1.21K - $1.42K
|
353
$9.47K
|
|
|
Jul 31, 2023
Q2 2023
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
18+ 0.13% |
$1.14K - $1.35K
|
14.2K
$382K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
18New |
$1.14K - $1.35K
|
18
$483
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
15+ 0.43% |
$954 - $1.12K
|
3.47K
$93.1K
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
BUY
|
- |
15+ 0.4% |
$954 - $1.12K
|
3.74K
$100K
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
12+ 0.13% |
$763 - $899
|
9.57K
$257K
|
|
|
Aug 03, 2023
Q2 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
12+ 0.21% |
$763 - $899
|
5.76K
$154K
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
11+ 0.24% |
$700 - $824
|
4.59K
$123K
|
|
|
Aug 01, 2023
Q2 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
10+ 0.09% |
$636 - $750
|
11K
$294K
|
|
|
Aug 07, 2023
Q2 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
9+ 0.22% |
$572 - $675
|
4.07K
$109K
|
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
8+ 0.13% |
$509 - $600
|
6.23K
$167K
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
7+ 18.92% |
$445 - $525
|
44
$1.18K
|
|
|
Aug 09, 2023
Q2 2023
|
Resolute Advisors LLC
|
BUY
|
- |
7+ 0.12% |
$445 - $525
|
5.75K
$154K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6+ 0.11% |
$382 - $450
|
5.35K
$143K
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
6New |
$382 - $450
|
6
$161
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
6+ 0.12% |
$382 - $450
|
5K
$134K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
6New |
$382 - $450
|
6
$161
|
|
|
Aug 10, 2023
Q2 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
5+ 0.11% |
$318 - $375
|
4.62K
$124K
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
5+ 0.12% |
$318 - $375
|
4.14K
$111K
|
|
|
Aug 03, 2023
Q2 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
5+ 0.13% |
$318 - $375
|
3.77K
$101K
|
|
|
Jul 24, 2023
Q2 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
5+ 0.1% |
$318 - $375
|
4.85K
$130K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.12% |
$254 - $300
|
3.42K
$91.7K
|
|
|
Jul 11, 2023
Q2 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
4+ 0.11% |
$254 - $300
|
3.74K
$100K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
4+ 0.06% |
$254 - $300
|
6.63K
$178K
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
BUY
|
- |
4+ 0.1% |
$254 - $300
|
4K
$107K
|
|
|
Aug 03, 2023
Q2 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
3+ 0.04% |
$191 - $225
|
6.91K
$185K
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3+ 0.08% |
$191 - $225
|
3.92K
$105K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3+ 0.04% |
$191 - $225
|
7.71K
$207K
|
|
|
Jul 28, 2023
Q2 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
3+ 0.09% |
$191 - $225
|
3.41K
$91.5K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
3+ 0.02% |
$191 - $225
|
14.9K
$400K
|