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 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
23.8KNew |
$618K - $2.51M
|
23.8K
$612K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2.13K+ 299.86% |
$55.2K - $224K
|
2.84K
$72.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
108New |
$2.8K - $11.4K
|
108
$2.77K
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
2.1K+ 226.02% |
$54.5K - $221K
|
3.03K
$77.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
23.8KNew |
$618K - $2.51M
|
23.8K
$612K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
300+ 300.0% |
$7.78K - $31.6K
|
400
$10.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
5.69K+ 238.33% |
$148K - $599K
|
8.08K
$207K
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
24.8K+ 293.33% |
$644K - $2.62M
|
33.3K
$856K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
12.4K+ 294.2% |
$322K - $1.31M
|
16.7K
$428K
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
39.8K+ 293.37% |
$1.03M - $4.19M
|
53.3K
$1.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
10.8K+ 300.0% |
$279K - $1.13M
|
14.3K
$368K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
198K+ 310.74% |
$5.14M - $20.9M
|
262K
$6.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
155K+ 377.26% |
$4.03M - $16.4M
|
196K
$5.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
9.38K+ 300.1% |
$243K - $988K
|
12.5K
$321K
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
141K+ 292.72% |
$3.65M - $14.8M
|
189K
$4.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
369K+ 299.67% |
$9.57M - $38.9M
|
492K
$12.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
27.9K+ 296.4% |
$724K - $2.94M
|
37.4K
$959K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
259K+ 297.78% |
$6.72M - $27.3M
|
346K
$8.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6.75K+ 299.78% |
$175K - $710K
|
9K
$231K
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
35.5K+ 249.4% |
$920K - $3.73M
|
49.7K
$1.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
5.46KNew |
$142K - $575K
|
5.46K
$140K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
23.1K+ 79.21% |
$599K - $2.43M
|
52.3K
$1.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
346K+ 301.15% |
$8.96M - $36.4M
|
461K
$11.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
535+ 300.56% |
$13.9K - $56.3K
|
713
$18.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
60.2K+ 306.39% |
$1.56M - $6.34M
|
79.8K
$2.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
11K+ 216.6% |
$285K - $1.16M
|
16.1K
$412K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
8.57K+ 195.19% |
$222K - $902K
|
13K
$333K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
52.4K+ 310.39% |
$1.36M - $5.52M
|
69.3K
$1.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10.3K+ 300.38% |
$268K - $1.09M
|
13.8K
$353K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
11.5KNew |
$298K - $1.21M
|
11.5K
$295K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
269K+ 240.95% |
$6.98M - $28.3M
|
381K
$9.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
BUY
|
- |
416K+ 300.0% |
$10.8M - $43.8M
|
555K
$14.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
331K+ 363.57% |
$8.57M - $34.8M
|
422K
$10.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
247K+ 311.62% |
$6.39M - $26M
|
326K
$8.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
92.4K+ 300.43% |
$2.4M - $9.73M
|
123K
$3.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
137K+ 286.1% |
$3.55M - $14.4M
|
185K
$4.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
304K+ 289.46% |
$7.89M - $32M
|
409K
$10.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
845K+ 360.46% |
$21.9M - $89M
|
1.08M
$27.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
296K+ 288.0% |
$7.67M - $31.1M
|
398K
$10.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
79.3K+ 300.19% |
$2.06M - $8.35M
|
106K
$2.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
16K+ 300.0% |
$414K - $1.68M
|
21.3K
$547K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
20KNew |
$518K - $2.11M
|
20K
$513K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
78+ 300.0% |
$2.02K - $8.21K
|
104
$2.67K
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.14M+ 292.7% |
$29.6M - $120M
|
1.53M
$39.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
BUY
|
- |
25.5K+ 299.86% |
$661K - $2.68M
|
34K
$872K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
24.4K+ 292.74% |
$634K - $2.57M
|
32.8K
$842K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
19.2K+ 562.81% |
$498K - $2.02M
|
22.6K
$581K
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
813K+ 310.96% |
$21.1M - $85.6M
|
1.07M
$27.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
40.4K+ 302.15% |
$1.05M - $4.25M
|
53.7K
$1.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
16K+ 200.89% |
$414K - $1.68M
|
23.9K
$614K
|