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 |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
72.1K+ 288.36% |
$1.87M - $7.59M
|
97.1K
$2.76M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4.34K+ 300.0% |
$112K - $457K
|
5.78K
$165K
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
7.44K+ 300.0% |
$193K - $783K
|
9.92K
$282K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
763+ 300.39% |
$19.8K - $80.3K
|
1.02K
$28.9K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
51+ 300.0% |
$1.32K - $5.37K
|
68
$1.93K
|
|
| Q3 2024 | |||||||
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-188- 0.61% |
$17.4K - $19.9K
|
30.7K
$874K
|
|
|
Dec 30, 2024
Q3 2024
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
703KNew |
$65.1M - $74.3M
|
703K
$20M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.08K+ 0.28% |
$378K - $431K
|
1.44M
$41M
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-7.26K- 8.62% |
$673K - $768K
|
77K
$2.19M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.88K+ 15.66% |
$267K - $304K
|
21.3K
$605K
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
5.44K+ 14.6% |
$504K - $575K
|
42.7K
$1.21M
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
2.66KNew |
$247K - $282K
|
2.66K
$75.8K
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-303- 1.77% |
$28.1K - $32K
|
16.8K
$478K
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-5.42K- 2.2% |
$502K - $573K
|
241K
$6.85M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-424- 3.1% |
$39.3K - $44.8K
|
13.2K
$377K
|
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
38.1K+ 82.18% |
$3.53M - $4.03M
|
84.5K
$2.4M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-5- 0.3% |
$463 - $528
|
1.65K
$47.1K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
181+ 2.81% |
$16.8K - $19.1K
|
6.63K
$189K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-44.9K- 14.73% |
$4.16M - $4.75M
|
260K
$7.4M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.36K+ 2.41% |
$404K - $461K
|
185K
$5.27M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
31.5K+ 458.88% |
$2.92M - $3.33M
|
38.4K
$1.09M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
255New |
$23.6K - $27K
|
255
$7.25K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
13.2K+ 15.54% |
$1.22M - $1.4M
|
98.1K
$2.79M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
130K+ 9.25% |
$12.1M - $13.8M
|
1.54M
$43.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
166+ 0.68% |
$15.4K - $17.5K
|
24.7K
$704K
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
11.3K+ 300.0% |
$1.05M - $1.19M
|
15.1K
$428K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
336+ 300.0% |
$31.1K - $35.5K
|
448
$12.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.77K+ 254.39% |
$534K - $610K
|
8.03K
$229K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.67K+ 19.0% |
$433K - $494K
|
29.3K
$832K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-122- 1.48% |
$11.3K - $12.9K
|
8.14K
$231K
|
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-14.5K- 7.74% |
$1.34M - $1.53M
|
173K
$4.91M
|
|
|
Nov 15, 2024
Q3 2024
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
410+ 0.43% |
$38K - $43.3K
|
96.5K
$2.74M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.17K- 2.33% |
$201K - $229K
|
90.6K
$2.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.09KNew |
$194K - $221K
|
2.09K
$59.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-309K- 75.61% |
$28.6M - $32.6M
|
99.6K
$2.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
21.6K+ 210.45% |
$2M - $2.28M
|
31.8K
$905K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.19K- 72.55% |
$388K - $443K
|
1.59K
$45.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-7.59K- 98.7% |
$703K - $802K
|
100
$2.85K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.14KNew |
$291K - $332K
|
3.14K
$89.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-20.4K- 67.33% |
$1.89M - $2.16M
|
9.89K
$281K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
34.4K+ 49.25% |
$3.19M - $3.64M
|
104K
$2.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.25K+ 1.93% |
$301K - $344K
|
172K
$4.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
46.2K+ 6.86% |
$4.28M - $4.88M
|
720K
$20.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-1.24K- 14.52% |
$115K - $131K
|
7.31K
$208K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-36- 0.21% |
$3.33K - $3.8K
|
17.1K
$485K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.98K- 0.9% |
$369K - $421K
|
439K
$12.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
10.2K+ 48.72% |
$946K - $1.08M
|
31.2K
$887K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-858- 1.29% |
$79.5K - $90.7K
|
65.6K
$1.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
73.6K+ 86.1% |
$6.82M - $7.78M
|
159K
$4.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
579+ 8.9% |
$53.6K - $61.2K
|
7.09K
$202K
|
|