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 10, 2024
Q4 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
937+ 0.59% |
$65.7K - $78.1K
|
161K
$4.56M
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
BUY
|
- |
927+ 21.91% |
$65K - $77.3K
|
5.16K
$147K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
914New |
$64.1K - $76.2K
|
914
$26K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
856+ 18.4% |
$60K - $71.4K
|
5.51K
$157K
|
|
|
Jan 28, 2025
Q4 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
830+ 19.72% |
$58.2K - $69.2K
|
5.04K
$143K
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
815+ 119.15% |
$57.1K - $67.9K
|
1.5K
$42.6K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
786New |
$55.1K - $65.5K
|
786
$22.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
782+ 24.41% |
$54.8K - $65.2K
|
3.99K
$113K
|
|
|
Jan 26, 2024
Q4 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
781+ 3.93% |
$54.7K - $65.1K
|
20.6K
$586K
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
771+ 10.18% |
$54K - $64.3K
|
8.35K
$237K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
762+ 6.19% |
$53.4K - $63.5K
|
13.1K
$371K
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
BUY
|
- |
753+ 12.98% |
$52.8K - $62.8K
|
6.56K
$186K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
747+ 5.71% |
$52.3K - $62.3K
|
13.8K
$393K
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
741+ 11.13% |
$51.9K - $61.8K
|
7.4K
$210K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
738+ 1.18% |
$51.7K - $61.5K
|
63.2K
$1.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
727+ 2.31% |
$50.9K - $60.6K
|
32.2K
$915K
|
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
718+ 8.42% |
$50.3K - $59.9K
|
9.25K
$263K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
706+ 12.54% |
$49.5K - $58.9K
|
6.34K
$180K
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
BUY
|
- |
685+ 2.88% |
$48K - $57.1K
|
24.5K
$696K
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
677+ 6.9% |
$47.4K - $56.4K
|
10.5K
$298K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
632+ 2.76% |
$44.3K - $52.7K
|
23.5K
$669K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
629+ 3.24% |
$44.1K - $52.4K
|
20K
$569K
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Services & Investments, LLC
|
BUY
|
- |
612+ 0.56% |
$42.9K - $51K
|
110K
$3.12M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
605+ 0.51% |
$42.4K - $50.4K
|
118K
$3.36M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
604New |
$42.3K - $50.4K
|
604
$17.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
600+ 14.3% |
$42K - $50K
|
4.8K
$136K
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
591+ 0.94% |
$41.4K - $49.3K
|
63.5K
$1.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
582+ 7.69% |
$40.8K - $48.5K
|
8.15K
$232K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
577+ 2.6% |
$40.4K - $48.1K
|
22.8K
$647K
|
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
566+ 8.44% |
$39.7K - $47.2K
|
7.28K
$207K
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
560+ 18.35% |
$39.2K - $46.7K
|
3.61K
$103K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
556+ 3.3% |
$39K - $46.4K
|
17.4K
$494K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
540+ 0.96% |
$37.8K - $45K
|
56.5K
$1.61M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
522New |
$36.6K - $43.5K
|
522
$14.8K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
513New |
$36K - $42.8K
|
513
$14.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
508+ 12.56% |
$35.6K - $42.4K
|
4.55K
$129K
|
|
|
Feb 05, 2024
Q4 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
506+ 3.02% |
$35.5K - $42.2K
|
17.3K
$490K
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
506+ 0.55% |
$35.5K - $42.2K
|
92.3K
$2.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
504+ 14.06% |
$35.3K - $42K
|
4.09K
$116K
|
|
|
Jan 31, 2024
Q4 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
503+ 1.82% |
$35.3K - $41.9K
|
28.2K
$802K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
500+ 30.14% |
$35K - $41.7K
|
2.16K
$61.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
477+ 0.1% |
$33.4K - $39.8K
|
493K
$14M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
470New |
$32.9K - $39.2K
|
470
$13.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
463New |
$32.4K - $38.6K
|
463
$13.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
452+ 2.75% |
$31.7K - $37.7K
|
16.9K
$480K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
445+ 1.1% |
$31.2K - $37.1K
|
40.8K
$1.16M
|
|
|
Jan 12, 2024
Q4 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
438+ 0.87% |
$30.7K - $36.5K
|
50.7K
$1.44M
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
433+ 8.03% |
$30.3K - $36.1K
|
5.83K
$166K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
433+ 6.59% |
$30.3K - $36.1K
|
7K
$199K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
429+ 4.44% |
$30.1K - $35.8K
|
10.1K
$287K
|