Purchases and Sales Made in Q3 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 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 24, 2023
Q3 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-759- 3.68% |
$54.6K - $59.2K
|
19.9K
$564K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-793- 1.32% |
$57.1K - $61.9K
|
59.1K
$1.68M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-800- 47.06% |
$57.6K - $62.4K
|
900
$25.6K
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
SELL
|
- |
-802- 3.64% |
$57.7K - $62.6K
|
21.2K
$603K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-819- 3.47% |
$59K - $63.9K
|
22.8K
$647K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-819- 3.47% |
$59K - $63.9K
|
22.8K
$647K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-820- 4.64% |
$59K - $64K
|
16.8K
$479K
|
|
|
Oct 11, 2023
Q3 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-829- 3.79% |
$59.7K - $64.7K
|
21.1K
$598K
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-831- 8.8% |
$59.8K - $64.8K
|
8.61K
$245K
|
|
|
Oct 11, 2023
Q3 2023
|
Marotta Asset Management
|
SELL
|
- |
-851- 5.39% |
$61.3K - $66.4K
|
14.9K
$425K
|
|
|
Oct 26, 2023
Q3 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-868- 4.26% |
$62.5K - $67.7K
|
19.5K
$554K
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-872- 9.93% |
$62.8K - $68K
|
7.91K
$225K
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-892- 1.66% |
$64.2K - $69.6K
|
52.8K
$1.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-929- 17.38% |
$66.9K - $72.5K
|
4.42K
$126K
|
|
|
Oct 18, 2023
Q3 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-970- 1.7% |
$69.8K - $75.7K
|
56.1K
$1.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-992- 27.76% |
$71.4K - $77.4K
|
2.58K
$73.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-994- 6.83% |
$71.6K - $77.6K
|
13.6K
$385K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-997- 37.74% |
$71.8K - $77.8K
|
1.65K
$46.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1K- 6.67% |
$72.3K - $78.3K
|
14K
$399K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.05K- 16.61% |
$75.8K - $82.2K
|
5.29K
$150K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.05K- 16.61% |
$75.8K - $82.2K
|
5.29K
$150K
|
|
|
Oct 17, 2023
Q3 2023
|
Advocate Group LLC
|
SELL
|
- |
-1.11K- 26.4% |
$80.1K - $86.8K
|
3.1K
$88.1K
|
|
|
Oct 20, 2023
Q3 2023
|
Capital Planning LLC
|
SELL
|
- |
-1.12K- 0.4% |
$80.7K - $87.5K
|
279K
$7.92M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.13K- 1.43% |
$81.3K - $88.1K
|
78K
$2.22M
|
|
|
Nov 15, 2023
Q3 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1.14K- 2.81% |
$82.4K - $89.3K
|
39.6K
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1.17K- 35.52% |
$84.2K - $91.3K
|
2.12K
$60.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.17K- 2.66% |
$84.3K - $91.4K
|
42.9K
$1.22M
|
|
|
Oct 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.18K- 9.85% |
$84.7K - $91.8K
|
10.8K
$306K
|
|
|
Oct 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-1.19K- 17.23% |
$85.7K - $92.9K
|
5.72K
$163K
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.25K- 2.72% |
$89.7K - $97.2K
|
44.6K
$1.27M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.25K- 27.65% |
$90K - $97.5K
|
3.27K
$92.9K
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-1.25K- 4.97% |
$90K - $97.5K
|
23.9K
$680K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.29K- 22.97% |
$92.6K - $100K
|
4.31K
$123K
|
|
|
Nov 13, 2023
Q3 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1.35K- 4.25% |
$97.4K - $106K
|
30.4K
$865K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.36K- 74.77% |
$97.7K - $106K
|
458
$13K
|
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-1.38K- 3.75% |
$99.2K - $108K
|
35.3K
$1M
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.38K- 56.66% |
$99.3K - $108K
|
1.06K
$30K
|
|
|
Oct 27, 2023
Q3 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-1.39K- 1.97% |
$99.9K - $108K
|
69K
$1.96M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.42K- 0.14% |
$102K - $111K
|
1.03M
$29.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.43K- 26.64% |
$103K - $112K
|
3.95K
$112K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.44K- 41.01% |
$104K - $112K
|
2.07K
$58.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.45K- 1.79% |
$104K - $113K
|
79.4K
$2.26M
|
|
|
Dec 05, 2024
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.45K- 31.8% |
$104K - $113K
|
3.11K
$88.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-1.46K- 3.35% |
$105K - $114K
|
42K
$1.19M
|
|
|
Oct 11, 2023
Q3 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-1.5K- 0.97% |
$108K - $117K
|
154K
$4.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.53K- 5.48% |
$110K - $120K
|
26.4K
$751K
|
|
|
Nov 07, 2023
Q3 2023
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-1.54K- 3.61% |
$111K - $120K
|
41.2K
$1.17M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.59K- 3.05% |
$114K - $124K
|
50.5K
$1.43M
|
|
|
Oct 13, 2023
Q3 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-1.62K- 2.25% |
$117K - $127K
|
70.7K
$2.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.63K- 6.54% |
$117K - $127K
|
23.2K
$660K
|