Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-50- 0.56% |
$3.5K - $4.17K
|
8.93K
$255K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-50- 0.33% |
$3.5K - $4.17K
|
15.3K
$435K
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-54- 0.73% |
$3.78K - $4.5K
|
7.33K
$209K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-55- 10.38% |
$3.85K - $4.59K
|
475
$13.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-55- 1.15% |
$3.85K - $4.59K
|
4.72K
$135K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-64- 54.7% |
$4.49K - $5.34K
|
53
$1.51K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-64- 0.36% |
$4.49K - $5.34K
|
17.9K
$511K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-65- 1.85% |
$4.56K - $5.42K
|
3.44K
$98.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-66- 0.32% |
$4.63K - $5.5K
|
20.3K
$580K
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-67- 0.66% |
$4.7K - $5.59K
|
10K
$286K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-70- 2.03% |
$4.91K - $5.84K
|
3.38K
$96.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-79- 1.33% |
$5.54K - $6.59K
|
5.87K
$168K
|
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-79- 1.65% |
$5.54K - $6.59K
|
4.71K
$135K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-82- 0.99% |
$5.75K - $6.84K
|
8.23K
$235K
|
|
|
Mar 19, 2024
Q4 2023
|
Financial Life Advisors
|
SELL
|
- |
-88- 1.02% |
$6.17K - $7.34K
|
8.51K
$243K
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-94- 1.61% |
$6.59K - $7.84K
|
5.75K
$164K
|
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
SELL
|
- |
-94- 0.63% |
$6.59K - $7.84K
|
14.9K
$424K
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-95- 0.33% |
$6.66K - $7.92K
|
28.5K
$813K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-97- 11.96% |
$6.8K - $8.09K
|
714
$20.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-98- 13.86% |
$6.87K - $8.17K
|
609
$17.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-100- 1.4% |
$7.01K - $8.34K
|
7.05K
$201K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-102- 9.67% |
$7.15K - $8.5K
|
953
$27.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-103- 1.49% |
$7.22K - $8.59K
|
6.83K
$195K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-103- 7.79% |
$7.22K - $8.59K
|
1.22K
$34.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-104- 2.13% |
$7.29K - $8.67K
|
4.78K
$136K
|
|
|
Jan 08, 2025
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-106- 0.26% |
$7.43K - $8.84K
|
41K
$1.17M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-106- 1.31% |
$7.43K - $8.84K
|
8.01K
$229K
|
|
|
Jan 26, 2024
Q4 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-106- 0.71% |
$7.43K - $8.84K
|
14.7K
$420K
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-110- 0.76% |
$7.71K - $9.17K
|
14.4K
$410K
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-110- 3.49% |
$7.71K - $9.17K
|
3.04K
$86.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Brickley Wealth Management
|
SELL
|
- |
-111- 3.98% |
$7.78K - $9.25K
|
2.68K
$76.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-120- 2.54% |
$8.41K - $10K
|
4.61K
$132K
|
|
|
Feb 09, 2024
Q4 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-123- 0.5% |
$8.62K - $10.3K
|
24.7K
$704K
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-125- 3.94% |
$8.76K - $10.4K
|
3.04K
$86.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-126- 7.49% |
$8.83K - $10.5K
|
1.56K
$44.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-128- 1.01% |
$8.97K - $10.7K
|
12.6K
$359K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-132- 0.88% |
$9.25K - $11K
|
14.8K
$422K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-136- 2.13% |
$9.53K - $11.3K
|
6.25K
$178K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-137- 4.41% |
$9.6K - $11.4K
|
2.97K
$84.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Synergy Financial Group, LTD
|
SELL
|
- |
-140- 2.46% |
$9.81K - $11.7K
|
5.54K
$158K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-141- 1.85% |
$9.88K - $11.8K
|
7.47K
$213K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-143- 51.44% |
$10K - $11.9K
|
135
$3.85K
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-147- 2.61% |
$10.3K - $12.3K
|
5.49K
$157K
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-150- 2.66% |
$10.5K - $12.5K
|
5.49K
$157K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-152- 2.69% |
$10.7K - $12.7K
|
5.5K
$157K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-155- 1.32% |
$10.9K - $12.9K
|
11.6K
$332K
|
|
|
Jan 22, 2024
Q4 2023
|
Tenret CO LLC
|
SELL
|
- |
-161- 0.76% |
$11.3K - $13.4K
|
21.1K
$603K
|
|
|
Dec 19, 2024
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-161- 0.39% |
$11.3K - $13.4K
|
41K
$1.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-164- 1.85% |
$11.5K - $13.7K
|
8.7K
$248K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-175- 0.98% |
$12.3K - $14.6K
|
17.7K
$505K
|