Purchases and Sales Made in Q3 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 Q3 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
Oct 11, 2023 Q3 2023
Affiance Financial, LLC

SELL
 -
-338
- 7.88%
$24.3K - $26.4K
3.95K $112K
Oct 20, 2023 Q3 2023
Modus Advisors, LLC

SELL
 -
-339
- 1.77%
$24.4K - $26.4K
18.8K $534K
Oct 03, 2023 Q3 2023
Appleton Partners Inc

SELL
 -
-340
- 1.87%
$24.5K - $26.5K
17.9K $508K
Oct 17, 2023 Q3 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
SELL
 -
-342
- 1.15%
$24.6K - $26.7K
29.4K $835K
Oct 25, 2023 Q3 2023
Bensler, LLC

Bellevue, WA
SELL
 -
-352
- 0.56%
$25.3K - $27.5K
62.2K $1.77M
Oct 19, 2023 Q3 2023
Rba Wealth Management, LLC

SELL
 -
-363
- 6.36%
$26.1K - $28.3K
5.34K $152K
Oct 23, 2023 Q3 2023
Accurate Wealth Management, LLC

SELL
 -
-368
- 7.29%
$26.5K - $28.7K
4.68K $133K
Nov 13, 2023 Q3 2023
Soundwatch Capital LLC

New York, NY
SELL
 -
-386
- 6.39%
$27.8K - $30.1K
5.66K $161K
Nov 15, 2023 Q3 2023
Dana Investment Advisors, Inc.

Brookfield, WI
SELL
 -
-403
- 0.78%
$29K - $31.4K
51.3K $1.46M
Oct 19, 2023 Q3 2023
Fin Dec Wealth Services, Inc.

Stockton, CA
SELL
 -
-404
- 0.86%
$29.1K - $31.5K
46.7K $1.33M
Nov 13, 2023 Q3 2023
Avalon Trust CO

Santa Fe, NM
SELL
 -
-409
- 50.56%
$29.4K - $31.9K
400 $11.4K
Oct 16, 2023 Q3 2023
Hilltop Wealth Advisors, LLC

SELL
 -
-409
- 3.81%
$29.4K - $31.9K
10.3K $293K
Oct 12, 2023 Q3 2023
Sound Income Strategies, LLC

SELL
 -
-413
- 55.29%
$29.7K - $32.2K
334 $9.49K
Oct 26, 2023 Q3 2023
Keel Point, LLC

Huntsville, AL
SELL
 -
-414
- 5.86%
$29.8K - $32.3K
6.65K $189K
Oct 19, 2023 Q3 2023
Ogorek Anthony Joseph

SELL
 -
-415
- 6.01%
$29.9K - $32.4K
6.49K $184K
Nov 14, 2023 Q3 2023
Vista Wealth Management Group, LLC

SELL
 -
-418
- 5.25%
$30.1K - $32.6K
7.55K $215K
Nov 13, 2023 Q3 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-433
- 0.83%
$31.2K - $33.8K
51.9K $1.47M
Nov 13, 2023 Q3 2023
Td Ameritrade Investment Management, LLC

Omaha, NE
SELL
 -
-435
Closed
$31.3K - $33.9K
0 $0
Oct 10, 2023 Q3 2023
National Bank Of Canada

SELL
 -
-436
- 72.31%
$31.4K - $34K
167 $4.75K
Nov 07, 2023 Q3 2023
Blackhawk Capital Partners Llc.

Thiensville, WI
SELL
 -
-439
- 2.43%
$31.6K - $34.3K
17.6K $501K
Oct 23, 2023 Q3 2023
Heirloom Wealth Management

Greenwood Village, CO
SELL
 -
-445
- 1.58%
$32K - $34.7K
27.7K $787K
Nov 06, 2023 Q3 2023
Ascension Capital Advisors, Inc.

Houston, TX
SELL
 -
-462
- 11.35%
$33.3K - $36K
3.61K $103K
Oct 30, 2023 Q3 2023
Capital Insight Partners, LLC

SELL
 -
-478
- 6.45%
$34.4K - $37.3K
6.93K $197K
Nov 13, 2023 Q3 2023
Oxford Financial Group LTD

Indianapolis, IN
SELL
 -
-482
- 3.69%
$34.7K - $37.6K
12.6K $358K
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

SELL
 -
-492
- 3.84%
$35.4K - $38.4K
12.3K $350K
Feb 04, 2025 Q3 2023
Weinberger Asset Management, Inc

Los Angeles, CA
SELL
 -
-492
- 0.29%
$35.4K - $38.4K
170K $4.84M
Oct 05, 2023 Q3 2023
Ahl Investment Management, Inc.

SELL
 -
-500
- 12.47%
$36K - $39K
3.51K $99.8K
Oct 25, 2023 Q3 2023
Snider Financial Group

Bellevue, WA
SELL
 -
-505
- 2.12%
$36.4K - $39.4K
23.3K $663K
Oct 31, 2023 Q3 2023
Bigelow Investment Advisors, LLC

SELL
 -
-544
- 1.65%
$39.2K - $42.4K
32.3K $919K
Oct 12, 2023 Q3 2023
Gleason Group, Inc.

SELL
 -
-547
- 0.74%
$39.4K - $42.7K
73.5K $2.09M
Nov 01, 2023 Q3 2023
Synergy Financial Group, LTD

SELL
 -
-549
- 8.81%
$39.5K - $42.8K
5.68K $162K
Jan 18, 2024 Q3 2023
Flc Capital Advisors

SELL
 -
-564
- 0.17%
$40.6K - $44K
327K $9.31M
Oct 25, 2023 Q3 2023
Oxinas Partners Wealth Management LLC

SELL
 -
-570
- 1.51%
$41K - $44.5K
37.1K $1.05M
Nov 13, 2023 Q3 2023
Private Capital Management LLC

SELL
 -
-572
- 3.01%
$41.2K - $44.6K
18.5K $524K
Nov 09, 2023 Q3 2023
Wealthsource Partners, LLC

SELL
 -
-581
- 15.04%
$41.8K - $45.3K
3.28K $93.3K
Oct 31, 2023 Q3 2023
Cutter & CO Brokerage, Inc.

SELL
 -
-589
- 5.37%
$42.4K - $46K
10.4K $295K
Nov 09, 2023 Q3 2023
Citigroup Inc

SELL
 -
-595
- 52.15%
$42.8K - $46.4K
546 $15.5K
Nov 08, 2023 Q3 2023
Obermeyer Wood Investment Counsel, Lllp

Aspen, CO
SELL
 -
-607
- 16.92%
$43.7K - $47.4K
2.98K $84.7K
Nov 13, 2023 Q3 2023
Bessemer Group Inc

Woodbridge, NJ
SELL
 -
-610
- 27.98%
$43.9K - $47.6K
1.57K $44.6K
Oct 10, 2023 Q3 2023
Silverlake Wealth Management LLC

Williston, VT
SELL
 -
-646
- 1.87%
$46.5K - $50.4K
33.9K $963K
Nov 14, 2023 Q3 2023
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
-650
- 1.27%
$46.8K - $50.7K
50.5K $1.43M
Oct 20, 2023 Q3 2023
My Legacy Advisors, LLC

SELL
 -
-653
- 3.67%
$47K - $50.9K
17.1K $486K
Nov 09, 2023 Q3 2023
Cooper/Haims Advisors, LLC

SELL
 -
-667
- 3.3%
$48K - $52K
19.6K $556K
Nov 13, 2023 Q3 2023
Blue Barn Wealth, LLC

SELL
 -
-680
- 1.47%
$49K - $53.1K
45.6K $1.3M
Oct 10, 2023 Q3 2023
Madden Securities Corp

SELL
 -
-693
- 0.82%
$49.9K - $54.1K
83.9K $2.38M
Nov 01, 2023 Q3 2023
Beaumont Financial Advisors, LLC

Needham, DE
SELL
 -
-700
- 2.11%
$50.4K - $54.6K
32.5K $924K
Nov 09, 2023 Q3 2023
Betterment LLC

New York, NY
SELL
 -
-720
- 3.95%
$51.8K - $56.2K
17.5K $498K
Nov 13, 2023 Q3 2023
Mutual Advisors, LLC

Casper, WY
SELL
 -
-735
- 0.49%
$52.9K - $57.3K
151K $4.29M
Oct 16, 2023 Q3 2023
Financial Services Advisory Inc

SELL
 -
-736
- 0.86%
$53K - $57.4K
84.9K $2.41M

Track Institutional and Insider Activities on SCHG

Follow SCHWAB STRATEGIC TR US LARGE-C and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SCHG shares.

Notify only if

Insider Trading

Get notified when an Schwab Strategic Tr Us Large C insider buys or sells SCHG shares.

Notify only if

News

Receive news related to SCHWAB STRATEGIC TR US LARGE-C

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SCHG