Latest Institutional Transactions on Schwab Strategic Tr Us Large C (SCHG)
This table provides information on the latest institutional transactions involving Schwab Strategic Tr Us Large C (SCHG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
78.9K+ 295.57% |
$2.05M - $8.31M
|
106K
$2.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
306+ 300.0% |
$7.93K - $32.2K
|
408
$10.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
6.99K+ 319.36% |
$181K - $736K
|
9.18K
$230K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
193K+ 388.01% |
$4.99M - $20.3M
|
242K
$6.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.56M+ 316.26% |
$118M - $480M
|
6M
$150M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
157K+ 303.56% |
$4.07M - $16.5M
|
209K
$5.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
217+ 297.26% |
$5.63K - $22.9K
|
290
$7.26K
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.22KNew |
$187K - $760K
|
7.22K
$181K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
91.3K+ 312.21% |
$2.37M - $9.62M
|
121K
$3.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
11K+ 299.95% |
$284K - $1.15M
|
14.6K
$365K
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
10.6KNew |
$275K - $1.12M
|
10.6K
$265K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
14.7K+ 368.67% |
$381K - $1.55M
|
18.7K
$467K
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
38.4K+ 225.01% |
$995K - $4.04M
|
55.4K
$1.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.41M+ 286.36% |
$36.6M - $149M
|
1.91M
$47.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
54.6K+ 478.14% |
$1.42M - $5.75M
|
66K
$1.65M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
BUY
|
- |
8.38K+ 300.39% |
$217K - $883K
|
11.2K
$279K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
455K+ 365.89% |
$11.8M - $47.9M
|
579K
$14.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
373K+ 341.48% |
$9.67M - $39.3M
|
482K
$12.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3.7K+ 302.78% |
$95.9K - $390K
|
4.92K
$123K
|
|
|
Feb 12, 2025
Q4 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
1.63M+ 309.36% |
$42.3M - $172M
|
2.16M
$54M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
2.06K+ 352.49% |
$53.3K - $216K
|
2.64K
$66K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
90.4K+ 366.47% |
$2.34M - $9.52M
|
115K
$2.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.98K+ 300.0% |
$155K - $629K
|
7.97K
$199K
|
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
82.5K+ 291.31% |
$2.14M - $8.69M
|
111K
$2.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
24.5K+ 300.01% |
$636K - $2.58M
|
32.7K
$818K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
18K+ 438.19% |
$467K - $1.89M
|
22.1K
$553K
|
|
|
Feb 12, 2025
Q4 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
7.8M+ 251.9% |
$202M - $821M
|
10.9M
$272M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
76.1K+ 291.73% |
$1.97M - $8.01M
|
102K
$2.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
21.1K+ 210.64% |
$548K - $2.22M
|
31.1K
$779K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
76.7K+ 300.0% |
$1.99M - $8.07M
|
102K
$2.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
14.4K+ 300.0% |
$373K - $1.51M
|
19.2K
$479K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
15.5K+ 283.22% |
$403K - $1.64M
|
21K
$526K
|
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
920K+ 293.92% |
$23.9M - $96.9M
|
1.23M
$30.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
16.3K+ 286.86% |
$422K - $1.71M
|
21.9K
$549K
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
10.6K+ 165.6% |
$274K - $1.11M
|
17K
$424K
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
2.31K+ 300.78% |
$60K - $244K
|
3.08K
$77.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
612+ 300.0% |
$15.9K - $64.4K
|
816
$20.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
49.5K+ 339.71% |
$1.28M - $5.22M
|
64.1K
$1.6M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
930+ 479.38% |
$24.1K - $97.9K
|
1.12K
$28.1K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
10.4K+ 477.69% |
$270K - $1.1M
|
12.6K
$315K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
3.34K+ 10.53% |
$86.6K - $352K
|
35.1K
$877K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
13.9K+ 228.74% |
$362K - $1.47M
|
20K
$501K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
104K+ 896.9% |
$2.69M - $10.9M
|
115K
$2.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Resolute Advisors LLC
|
BUY
|
- |
17.4K+ 300.43% |
$450K - $1.83M
|
23.2K
$579K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
42.4KNew |
$1.1M - $4.46M
|
42.4K
$1.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
25.9KNew |
$672K - $2.73M
|
25.9K
$649K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
16.7K+ 281.27% |
$433K - $1.76M
|
22.6K
$566K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
368+ 657.14% |
$9.54K - $38.8K
|
424
$10.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
25.4K+ 300.11% |
$658K - $2.67M
|
33.8K
$847K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
6.27KNew |
$163K - $660K
|
6.27K
$157K
|