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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-88- 3.34% |
$8.15K - $9.3K
|
2.55K
$72.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.39K+ 2.88% |
$129K - $147K
|
49.6K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
380+ 2.63% |
$35.2K - $40.2K
|
14.9K
$422K
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
1.21K+ 21.31% |
$112K - $128K
|
6.91K
$196K
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
10KNew |
$929K - $1.06M
|
10K
$285K
|
|
|
Nov 12, 2024
Q3 2024
|
Cypress Capital, LLC
|
BUY
|
- |
2.4KNew |
$222K - $253K
|
2.4K
$68.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-20- 0.59% |
$1.85K - $2.11K
|
3.37K
$95.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
14+ 46.67% |
$1.3K - $1.48K
|
44
$1.25K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.78K- 5.32% |
$165K - $188K
|
31.6K
$899K
|
|
|
Nov 12, 2024
Q3 2024
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-19- 0.15% |
$1.76K - $2.01K
|
12.5K
$356K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-8.43K- 8.72% |
$781K - $891K
|
88.3K
$2.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Northern Capital Management, Inc.
|
SELL
|
- |
-3.37K- 0.69% |
$312K - $356K
|
484K
$13.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-65- 0.57% |
$6.02K - $6.87K
|
11.4K
$325K
|
|
|
Nov 12, 2024
Q3 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-8.36K- 7.13% |
$774K - $884K
|
109K
$3.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
34.3K+ 7.37% |
$3.18M - $3.63M
|
500K
$14.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.39K+ 0.43% |
$314K - $358K
|
796K
$22.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
124K+ 612.48% |
$11.4M - $13.1M
|
144K
$4.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
37.3K+ 22.98% |
$3.46M - $3.94M
|
200K
$5.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-2.93K- 2.17% |
$271K - $310K
|
132K
$3.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
10+ 0.2% |
$926 - $1.06K
|
5.07K
$144K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
1.83K+ 0.35% |
$170K - $194K
|
527K
$15M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.27K+ 155.24% |
$303K - $346K
|
5.38K
$153K
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-4- 0.14% |
$371 - $423
|
2.79K
$79.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-365- 0.73% |
$33.8K - $38.6K
|
49.7K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-10.8K- 3.17% |
$1M - $1.14M
|
331K
$9.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.95KNew |
$274K - $312K
|
2.95K
$83.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.67M+ 307.98% |
$340M - $388M
|
4.86M
$138M
|
|
|
Nov 12, 2024
Q3 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
3.17K+ 1.02% |
$294K - $335K
|
313K
$8.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
4.13K+ 39.5% |
$383K - $436K
|
14.6K
$415K
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
1.25K+ 33.76% |
$116K - $132K
|
4.96K
$141K
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
206+ 0.81% |
$19.1K - $21.8K
|
25.6K
$726K
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
9.22KNew |
$854K - $975K
|
9.22K
$262K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-143- 1.11% |
$13.2K - $15.1K
|
12.8K
$363K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-129- 0.58% |
$11.9K - $13.6K
|
22.1K
$629K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-820- 11.85% |
$76K - $86.7K
|
6.1K
$173K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.23K- 2.12% |
$114K - $130K
|
56.9K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
23.3K+ 276.33% |
$2.16M - $2.46M
|
31.7K
$902K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.69K+ 10.91% |
$249K - $284K
|
27.3K
$777K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
8.9KNew |
$825K - $941K
|
8.9K
$253K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.42K+ 3.93% |
$225K - $256K
|
64.1K
$1.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.3K+ 48.94% |
$213K - $243K
|
7K
$199K
|
|
|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-863- 14.64% |
$79.9K - $91.2K
|
5.03K
$143K
|
|
|
Nov 12, 2024
Q3 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
15K+ 31.37% |
$1.39M - $1.59M
|
62.9K
$1.79M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
111KNew |
$10.2M - $11.7M
|
111K
$3.14M
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-262- 4.26% |
$24.3K - $27.7K
|
5.89K
$167K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
652+ 7.43% |
$60.4K - $68.9K
|
9.43K
$268K
|
|
|
Nov 08, 2024
Q3 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
5.71KNew |
$529K - $603K
|
5.71K
$162K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
213+ 1.88% |
$19.7K - $22.5K
|
11.6K
$329K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-260- 10.61% |
$24.1K - $27.5K
|
2.19K
$62.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-303- 1.11% |
$28.1K - $32K
|
27.1K
$769K
|