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
Nov 14, 2023 Q3 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
829
+ 0.92%
$59.7K - $64.7K
91.2K $2.59M
Nov 16, 2023 Q3 2023
Athena Investment Management

BUY
 -
820
+ 2.72%
$59K - $64K
31K $881K
Nov 13, 2023 Q3 2023
Joseph Group Capital Management

Columbus, OH
BUY
 -
802
+ 2.54%
$57.7K - $62.6K
32.4K $920K
Oct 12, 2023 Q3 2023
Fifth Third Securities, Inc.

BUY
 -
786
+ 5.78%
$56.6K - $61.3K
14.4K $409K
Oct 11, 2023 Q3 2023
Cva Family Office, LLC

BUY
 -
781
+ 25.28%
$56.2K - $60.9K
3.87K $110K
Oct 20, 2023 Q3 2023
Schmidt P J Investment Management Inc

Cedarburg, WI
BUY
 -
780
+ 13.27%
$56.2K - $60.9K
6.66K $189K
Nov 13, 2023 Q3 2023
Dfpg Investments, LLC

BUY
 -
756
+ 4.48%
$54.4K - $59K
17.6K $501K
Oct 30, 2023 Q3 2023
Bogart Wealth, LLC

BUY
 -
736
+ 0.6%
$53K - $57.4K
123K $3.49M
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
709
+ 5.59%
$51K - $55.3K
13.4K $380K
Oct 24, 2023 Q3 2023
Simon Quick Advisors, LLC

BUY
 -
703
+ 5.34%
$50.6K - $54.8K
13.9K $394K
Oct 31, 2023 Q3 2023
Tranquility Partners, LLC

BUY
 -
686
+ 13.38%
$49.4K - $53.5K
5.81K $165K
Nov 03, 2023 Q3 2023
Briaud Financial Planning, Inc

College Station, TX
BUY
 -
684
New
$49.2K - $53.4K
684 $19.4K
Nov 13, 2023 Q3 2023
Tradition Wealth Management, LLC

BUY
 -
679
+ 0.11%
$48.9K - $53K
633K $18M
Nov 03, 2023 Q3 2023
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
673
New
$48.4K - $52.5K
673 $19.1K
Dec 19, 2024 Q3 2023
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
673
+ 0.96%
$48.4K - $52.5K
70.8K $2.01M
Oct 27, 2023 Q3 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
656
+ 1.1%
$47.2K - $51.2K
60.2K $1.71M
Oct 31, 2023 Q3 2023
Jmg Financial Group, Ltd.

BUY
 -
650
+ 0.98%
$46.8K - $50.7K
66.8K $1.9M
Oct 24, 2023 Q3 2023
Windsor Group LTD

BUY
 -
645
+ 6.94%
$46.4K - $50.3K
9.94K $283K
Oct 26, 2023 Q3 2023
Macroview Investment Management LLC

BUY
 -
640
New
$46.1K - $49.9K
640 $18.2K
Nov 03, 2023 Q3 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
628
+ 2.11%
$45.2K - $49K
30.5K $865K
Oct 24, 2023 Q3 2023
Legacy Financial Group LLC

BUY
 -
603
New
$43.4K - $47K
603 $17.1K
Oct 19, 2023 Q3 2023
Valeo Financial Advisors, LLC

BUY
 -
597
+ 5.48%
$43K - $46.6K
11.5K $327K
Nov 14, 2023 Q3 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
590
+ 10.32%
$42.5K - $46K
6.31K $179K
Oct 30, 2023 Q3 2023
Carmichael Hill & Associates, Inc.

BUY
 -
586
+ 2.96%
$42.2K - $45.7K
20.4K $580K
Oct 30, 2023 Q3 2023
Joseph P. Lucia & Associates, LLC

BUY
 -
584
+ 1.14%
$42K - $45.6K
51.9K $1.47M
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
583
+ 0.72%
$42K - $45.5K
81.4K $2.31M
Nov 09, 2023 Q3 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
577
+ 77.45%
$41.5K - $45K
1.32K $37.6K
Oct 11, 2023 Q3 2023
Adviser Investments LLC

BUY
 -
560
+ 6.32%
$40.3K - $43.7K
9.42K $268K
Nov 13, 2023 Q3 2023
Lcnb Corp

Lebanon, OH
BUY
 -
554
+ 0.4%
$39.9K - $43.2K
138K $3.93M
Oct 24, 2023 Q3 2023
Wealth Management Resources, Inc.

BUY
 -
536
+ 16.47%
$38.6K - $41.8K
3.79K $108K
Nov 07, 2023 Q3 2023
Fingerlakes Wealth Management, Inc.

BUY
 -
519
+ 3.12%
$37.4K - $40.5K
17.1K $487K
Nov 14, 2023 Q3 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
515
+ 16.76%
$37.1K - $40.2K
3.59K $102K
Nov 14, 2023 Q3 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
510
+ 53.13%
$36.7K - $39.8K
1.47K $41.8K
Nov 03, 2023 Q3 2023
Montag & Caldwell, LLC

Atlanta, GA
BUY
 -
504
+ 3.1%
$36.3K - $39.3K
16.7K $476K
Nov 06, 2023 Q3 2023
Hm Payson & CO

Portland, ME
BUY
 -
504
New
$36.3K - $39.3K
504 $14.3K
Nov 08, 2023 Q3 2023
D.A. Davidson & Co.

BUY
 -
502
+ 0.61%
$36.1K - $39.2K
82.5K $2.35M
Nov 01, 2023 Q3 2023
Orion Portfolio Solutions, LLC

BUY
 -
488
+ 1.55%
$35.1K - $38.1K
32K $910K
Oct 18, 2023 Q3 2023
Twelve Points Wealth Management LLC

BUY
 -
481
+ 7.4%
$34.6K - $37.5K
6.98K $198K
Oct 19, 2023 Q3 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
452
+ 45200.0%
$32.5K - $35.3K
453 $12.9K
Nov 13, 2023 Q3 2023
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
437
+ 0.39%
$31.5K - $34.1K
113K $3.2M
Nov 14, 2023 Q3 2023
Kolinsky Wealth Management, LLC

Ramsey, NJ
BUY
 -
432
+ 2.7%
$31.1K - $33.7K
16.5K $468K
Oct 10, 2023 Q3 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
432
+ 51.99%
$31.1K - $33.7K
1.26K $35.9K
Nov 28, 2023 Q3 2023
Ima Wealth, Inc.

Wichita, KS
BUY
 -
418
+ 0.71%
$30.1K - $32.6K
59.1K $1.68M
Nov 13, 2023 Q3 2023
West Hill Financial Advisors, Inc.

BUY
 -
403
New
$29K - $31.4K
403 $11.5K
Oct 26, 2023 Q3 2023
Beam Wealth Advisors, Inc.

BUY
 -
394
+ 7.88%
$28.4K - $30.7K
5.4K $153K
Oct 10, 2023 Q3 2023
Linscomb & Williams, Inc.

Houston, TX
BUY
 -
379
+ 1.1%
$27.3K - $29.6K
34.9K $990K
Nov 07, 2023 Q3 2023
Western Wealth Management, LLC

BUY
 -
371
+ 1.26%
$26.7K - $28.9K
29.8K $846K
Nov 07, 2023 Q3 2023
Valmark Advisers, Inc.

BUY
 -
370
+ 13.42%
$26.6K - $28.9K
3.13K $88.9K
Oct 16, 2023 Q3 2023
Leavell Investment Management, Inc.

BUY
 -
355
+ 2.91%
$25.6K - $27.7K
12.6K $357K

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