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 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
34.3K+ 300.03% |
$889K - $3.61M
|
45.7K
$1.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-57.7K- 1.19% |
$1.5M - $6.08M
|
4.8M
$120M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
122K+ 913.44% |
$3.15M - $12.8M
|
135K
$3.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
31.9K+ 349.92% |
$826K - $3.36M
|
41K
$1.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
436K+ 319.28% |
$11.3M - $45.9M
|
573K
$14.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.89M+ 318.03% |
$153M - $620M
|
7.74M
$194M
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
7.11K+ 300.0% |
$184K - $749K
|
9.48K
$237K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
28.1K+ 293.32% |
$728K - $2.96M
|
37.7K
$942K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.8M+ 413.67% |
$461M - $1.87B
|
22.1M
$552M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
102K+ 322.51% |
$2.64M - $10.7M
|
134K
$3.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
6.65K+ 295.21% |
$173K - $701K
|
8.91K
$223K
|
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
486KNew |
$12.6M - $51.1M
|
486K
$12.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
76.7K+ 300.0% |
$1.99M - $8.07M
|
102K
$2.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
252K+ 283.7% |
$6.52M - $26.5M
|
340K
$8.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
11.1KNew |
$287K - $1.16M
|
11.1K
$277K
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
106K+ 571.32% |
$2.74M - $11.1M
|
124K
$3.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
42.8K+ 393.69% |
$1.11M - $4.51M
|
53.7K
$1.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.49M+ 302.63% |
$38.7M - $157M
|
1.99M
$49.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
512+ 299.42% |
$13.3K - $53.9K
|
683
$17.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
53.3K+ 299.81% |
$1.38M - $5.61M
|
71K
$1.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
887K+ 544.46% |
$23M - $93.4M
|
1.05M
$26.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
86.3K+ 304.51% |
$2.24M - $9.09M
|
115K
$2.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
132+ 300.0% |
$3.42K - $13.9K
|
176
$4.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
28.5M+ 253.67% |
$740M - $3.01B
|
39.8M
$996M
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
13K+ 352.03% |
$337K - $1.37M
|
16.7K
$417K
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
1.83M+ 395.25% |
$47.4M - $193M
|
2.29M
$57.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
13.2KNew |
$342K - $1.39M
|
13.2K
$330K
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
7.18KNew |
$186K - $756K
|
7.18K
$180K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
116KNew |
$3.02M - $12.3M
|
116K
$2.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
51.7K+ 290.74% |
$1.34M - $5.44M
|
69.4K
$1.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
BUY
|
- |
7.63KNew |
$198K - $804K
|
7.63K
$191K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
47.2K+ 317.79% |
$1.22M - $4.97M
|
62.1K
$1.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.97M+ 311.9% |
$76.9M - $312M
|
3.92M
$98M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
64K+ 332.12% |
$1.66M - $6.74M
|
83.2K
$2.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.84K+ 1118.9% |
$73.7K - $299K
|
3.1K
$77.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
8.76KNew |
$227K - $922K
|
8.76K
$219K
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
30KNew |
$778K - $3.16M
|
30K
$750K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
180K+ 394.9% |
$4.68M - $19M
|
226K
$5.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
BUY
|
- |
13K+ 80.44% |
$337K - $1.37M
|
29.1K
$729K
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1.8K+ 300.0% |
$46.7K - $190K
|
2.4K
$60K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.64M+ 237.71% |
$42.4M - $172M
|
2.32M
$58.1M
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
BUY
|
- |
8.24K+ 346.05% |
$214K - $867K
|
10.6K
$266K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
13.8KNew |
$358K - $1.45M
|
13.8K
$345K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
20.4K+ 300.0% |
$528K - $2.14M
|
27.1K
$679K
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
68.1KNew |
$1.77M - $7.17M
|
68.1K
$1.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
83.7KNew |
$2.17M - $8.82M
|
83.7K
$2.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.43K+ 300.0% |
$37.2K - $151K
|
1.91K
$47.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
160K+ 245.19% |
$4.15M - $16.9M
|
225K
$5.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2.2K+ 300.0% |
$57.1K - $232K
|
2.94K
$73.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
4.32K+ 300.0% |
$112K - $455K
|
5.76K
$144K
|