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 10, 2023 Q3 2023
Capital Advisors Wealth Management, LLC

BUY
 -
352
+ 6.21%
$25.3K - $27.5K
6.02K $171K
Nov 08, 2023 Q3 2023
First Command Advisory Services, Inc.

BUY
 -
350
New
$25.2K - $27.3K
350 $9.95K
Oct 18, 2023 Q3 2023
High Mark Wealth Management LLC

BUY
 -
340
+ 75.22%
$24.5K - $26.5K
792 $22.5K
Oct 10, 2023 Q3 2023
Wedmont Private Capital

BUY
 -
329
+ 5.9%
$23.7K - $25.7K
5.9K $168K
Oct 23, 2023 Q3 2023
Lederer & Associates Investment Counsel

Long Beach, CA
BUY
 -
323
+ 4.37%
$23.3K - $25.2K
7.71K $219K
Nov 07, 2023 Q3 2023
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
318
+ 5.98%
$22.9K - $24.8K
5.63K $160K
Nov 08, 2023 Q3 2023
Thoroughbred Financial Services, LLC

BUY
 -
309
+ 5.58%
$22.2K - $24.1K
5.85K $166K
Oct 25, 2023 Q3 2023
Smithbridge Asset Management Inc

BUY
 -
304
+ 0.37%
$21.9K - $23.7K
82.1K $2.33M
Oct 10, 2023 Q3 2023
Tsfg, LLC

BUY
 -
300
+ 135.14%
$21.6K - $23.4K
522 $14.8K
Nov 13, 2023 Q3 2023
Salomon & Ludwin, LLC

BUY
 -
300
New
$21.6K - $23.4K
300 $8.53K
Oct 17, 2023 Q3 2023
Davenport & CO LLC

BUY
 -
283
+ 1.28%
$20.4K - $22.1K
22.4K $637K
Nov 02, 2023 Q3 2023
Clarkston Capital Partners, LLC

Bloomfield Hills, MI
BUY
 -
279
New
$20.1K - $21.8K
279 $7.93K
Oct 23, 2023 Q3 2023
Crescent Sterling, Ltd.

Metairie, LA
BUY
 -
277
+ 1.45%
$19.9K - $21.6K
19.3K $549K
Nov 14, 2023 Q3 2023
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
249
+ 4.24%
$17.9K - $19.4K
6.12K $174K
Nov 08, 2023 Q3 2023
Spire Wealth Management

BUY
 -
240
+ 3.85%
$17.3K - $18.7K
6.47K $184K
Oct 27, 2023 Q3 2023
Alterity Financial Group, LLC

Bangor, ME
BUY
 -
234
+ 2.22%
$16.8K - $18.3K
10.8K $306K
Nov 02, 2023 Q3 2023
Whitener Capital Management, Inc.

Rocky Mount, NC
BUY
 -
227
+ 3.76%
$16.3K - $17.7K
6.26K $178K
Nov 14, 2023 Q3 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
220
+ 7.37%
$15.8K - $17.2K
3.2K $91.1K
Nov 06, 2023 Q3 2023
Wealthspire Advisors, LLC

New York, NY
BUY
 -
215
+ 2.79%
$15.5K - $16.8K
7.93K $225K
Oct 23, 2023 Q3 2023
St Germain D J CO Inc

Springfield, MA
BUY
 -
202
+ 288.57%
$14.5K - $15.8K
272 $7.73K
Oct 17, 2023 Q3 2023
Midwest Financial Group LLC

Overland Park, KS
BUY
 -
202
+ 3.1%
$14.5K - $15.8K
6.71K $191K
Oct 24, 2023 Q3 2023
Bailard, Inc.

BUY
 -
200
+ 1.36%
$14.4K - $15.6K
14.9K $423K
Nov 14, 2023 Q3 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
187
+ 2.03%
$13.5K - $14.6K
9.42K $268K
Oct 25, 2023 Q3 2023
Bellevue Asset Management, LLC

Bellevue, WA
BUY
 -
184
+ 36.8%
$13.2K - $14.4K
684 $19.4K
Oct 24, 2023 Q3 2023
Retirement Planning Group

BUY
 -
183
+ 0.73%
$13.2K - $14.3K
25.2K $718K
Nov 14, 2023 Q3 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
179
+ 0.41%
$12.9K - $14K
44.1K $1.25M
Oct 31, 2023 Q3 2023
Tempus Wealth Planning, LLC

BUY
 -
178
+ 0.68%
$12.8K - $13.9K
26.4K $750K
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
175
+ 8.15%
$12.6K - $13.7K
2.32K $66K
Oct 03, 2023 Q3 2023
Massmutual Trust CO Fsb

BUY
 -
172
+ 1.24%
$12.4K - $13.4K
14.1K $399K
Nov 15, 2023 Q3 2023
Greenwood Gearhart Inc

Fayetteville, AR
BUY
 -
169
+ 3.03%
$12.2K - $13.2K
5.74K $163K
Nov 02, 2023 Q3 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
168
+ 4.33%
$12.1K - $13.1K
4.04K $115K
Aug 08, 2024 Q3 2023
Abound Wealth Management

Franklin, TN
BUY
 -
155
+ 2.11%
$11.2K - $12.1K
7.5K $213K
Nov 03, 2023 Q3 2023
Larson Financial Group LLC

BUY
 -
132
+ 13.92%
$9.5K - $10.3K
1.08K $30.7K
Nov 08, 2023 Q3 2023
Huntington National Bank

Columbus, OH
BUY
 -
132
New
$9.5K - $10.3K
132 $3.75K
Nov 01, 2023 Q3 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
130
+ 1.75%
$9.36K - $10.1K
7.54K $214K
Oct 11, 2023 Q3 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
126
+ 8.1%
$9.07K - $9.83K
1.68K $47.8K
Nov 02, 2023 Q3 2023
Jnba Financial Advisors

BUY
 -
125
+ 21.48%
$9K - $9.75K
707 $20.1K
Nov 13, 2023 Q3 2023
Northern Trust Corp

Chicago, IL
BUY
 -
120
+ 0.79%
$8.64K - $9.36K
15.3K $435K
Oct 13, 2023 Q3 2023
Janiczek Wealth Management, LLC

BUY
 -
119
+ 0.7%
$8.57K - $9.28K
17.1K $486K
Nov 01, 2023 Q3 2023
Investors Research Corp

BUY
 -
111
+ 1.16%
$7.99K - $8.66K
9.66K $275K
Oct 17, 2023 Q3 2023
Kiley Juergens Wealth Management, LLC

BUY
 -
107
+ 1.04%
$7.7K - $8.35K
10.4K $297K
Oct 16, 2023 Q3 2023
Fc Advisory LLC

BUY
 -
105
+ 0.47%
$7.56K - $8.19K
22.5K $639K
Nov 08, 2023 Q3 2023
Consolidated Planning Corp

Atlanta, GA
BUY
 -
104
+ 2.9%
$7.49K - $8.11K
3.69K $105K
Oct 20, 2023 Q3 2023
Prairie View Partners, LLC

BUY
 -
100
New
$7.2K - $7.8K
100 $2.84K
Oct 27, 2023 Q3 2023
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
100
+ 1.03%
$7.2K - $7.8K
9.82K $279K
Nov 03, 2023 Q3 2023
Ever Source Wealth Advisors, LLC

BUY
 -
96
+ 28.57%
$6.91K - $7.49K
432 $12.3K
Nov 09, 2023 Q3 2023
Wescott Financial Advisory Group, LLC

BUY
 -
92
+ 1.44%
$6.62K - $7.18K
6.5K $185K
Nov 07, 2023 Q3 2023
Kestra Private Wealth Services, LLC

BUY
 -
87
+ 2.37%
$6.26K - $6.79K
3.75K $107K
Nov 01, 2023 Q3 2023
Facet Wealth, Inc.

BUY
 -
82
+ 1.42%
$5.9K - $6.4K
5.84K $166K

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