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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
25K+ 874.77% |
$1.75M - $2.09M
|
27.9K
$793K
|
|
|
Mar 05, 2024
Q4 2023
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
24.3KNew |
$1.7M - $2.02M
|
24.3K
$690K
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
24.1K+ 9.03% |
$1.69M - $2.01M
|
291K
$8.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
23.4KNew |
$1.64M - $1.95M
|
23.4K
$665K
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
23.1KNew |
$1.62M - $1.93M
|
23.1K
$657K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
21.9K+ 12.26% |
$1.53M - $1.82M
|
200K
$5.69M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
21.7KNew |
$1.52M - $1.81M
|
21.7K
$617K
|
|
|
Feb 14, 2024
Q4 2023
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
21.3KNew |
$1.5M - $1.78M
|
21.3K
$606K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
21.1K+ 9.28% |
$1.48M - $1.76M
|
249K
$7.08M
|
|
|
Mar 15, 2024
Q4 2023
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
20.4KNew |
$1.43M - $1.7M
|
20.4K
$579K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
20.2K+ 57.24% |
$1.41M - $1.68M
|
55.4K
$1.58M
|
|
|
Jan 19, 2024
Q4 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
20K+ 13.76% |
$1.4M - $1.67M
|
166K
$4.71M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
20K+ 19.57% |
$1.4M - $1.67M
|
122K
$3.47M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
20K+ 151.91% |
$1.4M - $1.67M
|
33.1K
$942K
|
|
|
Feb 05, 2024
Q4 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
19.8K+ 16.42% |
$1.39M - $1.65M
|
140K
$3.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
19.4K+ 6.08% |
$1.36M - $1.62M
|
339K
$9.64M
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
18.6K+ 221.15% |
$1.31M - $1.55M
|
27.1K
$770K
|
|
|
Feb 13, 2024
Q4 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
18.5K+ 17.23% |
$1.3M - $1.54M
|
126K
$3.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
18.1KNew |
$1.27M - $1.51M
|
18.1K
$515K
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
18K+ 12.47% |
$1.26M - $1.5M
|
163K
$4.62M
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
18K+ 42.03% |
$1.26M - $1.5M
|
60.9K
$1.73M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
18K+ 9.15% |
$1.26M - $1.5M
|
214K
$6.1M
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
17.7KNew |
$1.24M - $1.48M
|
17.7K
$504K
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
17.2KNew |
$1.21M - $1.44M
|
17.2K
$490K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
17K+ 4.61% |
$1.19M - $1.42M
|
387K
$11M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17K+ 103.15% |
$1.19M - $1.41M
|
33.4K
$949K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
16.5K+ 532.26% |
$1.16M - $1.38M
|
19.6K
$557K
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
15.7K+ 48.0% |
$1.1M - $1.31M
|
48.5K
$1.38M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
15K+ 42.74% |
$1.05M - $1.25M
|
50K
$1.42M
|
|
|
Jan 18, 2024
Q4 2023
|
Spreng Capital Management, Inc.
|
BUY
|
- |
14.3K+ 21.53% |
$1M - $1.19M
|
80.6K
$2.29M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
14.3K+ 7.16% |
$999K - $1.19M
|
213K
$6.06M
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
14.2K+ 21.13% |
$997K - $1.19M
|
81.5K
$2.32M
|
|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
13.8KNew |
$965K - $1.15M
|
13.8K
$391K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
13.4K+ 61050.0% |
$941K - $1.12M
|
13.5K
$382K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
13.3K+ 321.84% |
$929K - $1.11M
|
17.4K
$494K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
13.2K+ 339.89% |
$922K - $1.1M
|
17K
$484K
|
|
|
Feb 01, 2024
Q4 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
12.8K+ 2.45% |
$900K - $1.07M
|
537K
$15.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
12.8K+ 2338.28% |
$895K - $1.06M
|
13.3K
$378K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.7K+ 52.68% |
$892K - $1.06M
|
36.9K
$1.05M
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
12.6K+ 7.6% |
$881K - $1.05M
|
178K
$5.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
12.5K+ 3.23% |
$878K - $1.04M
|
400K
$11.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
12.4K+ 9.84% |
$871K - $1.04M
|
139K
$3.94M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12K+ 12.1% |
$842K - $1M
|
111K
$3.16M
|
|
|
Feb 01, 2024
Q4 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
12K+ 1.85% |
$840K - $1M
|
662K
$18.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
11.9K+ 8.64% |
$834K - $992K
|
150K
$4.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Capital Management, Inc.
|
BUY
|
- |
11.8K+ 2.49% |
$825K - $981K
|
485K
$13.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
11.6K+ 69.31% |
$816K - $971K
|
28.4K
$808K
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
11.6KNew |
$811K - $965K
|
11.6K
$329K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
11.4K+ 90.75% |
$799K - $950K
|
24K
$681K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.7K+ 1.48% |
$748K - $889K
|
732K
$20.8M
|