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 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
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-420- 5.14% |
$38.9K - $44.4K
|
7.75K
$220K
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
2.78K+ 16.31% |
$258K - $294K
|
19.9K
$564K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
3.37KNew |
$312K - $356K
|
3.37K
$95.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
7.25K+ 1.5% |
$672K - $766K
|
491K
$14M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-664- 9.09% |
$61.5K - $70.2K
|
6.64K
$189K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.98K+ 21.03% |
$184K - $210K
|
11.4K
$324K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
465K+ 12.16% |
$43.1M - $49.2M
|
4.29M
$122M
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
633+ 6.14% |
$58.6K - $66.9K
|
10.9K
$311K
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
5.01K+ 3.81% |
$464K - $530K
|
137K
$3.88M
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-587- 3.75% |
$54.4K - $62K
|
15.1K
$428K
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.03% |
$92.6 - $106
|
3.65K
$104K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-16- 5.11% |
$1.48K - $1.69K
|
297
$8.44K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-78.4K- 10.41% |
$7.26M - $8.28M
|
675K
$19.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-549- 8.24% |
$50.9K - $58K
|
6.11K
$174K
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-6.22K- 27.8% |
$576K - $657K
|
16.1K
$459K
|
|
|
Nov 07, 2024
Q3 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
15.6K+ 17.58% |
$1.45M - $1.65M
|
105K
$2.97M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
550+ 0.11% |
$50.9K - $58.1K
|
519K
$14.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.31K+ 16.07% |
$121K - $138K
|
9.45K
$269K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
871+ 25.36% |
$80.7K - $92.1K
|
4.31K
$122K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
400+ 119.76% |
$37.1K - $42.3K
|
734
$20.9K
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
SELL
|
- |
-162- 6.37% |
$15K - $17.1K
|
2.38K
$67.6K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
11.5KNew |
$1.07M - $1.22M
|
11.5K
$328K
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-55- 0.19% |
$5.09K - $5.81K
|
28.3K
$805K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-501- 4.51% |
$46.4K - $53K
|
10.6K
$301K
|
|
|
Nov 07, 2024
Q3 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
1.59K+ 3.46% |
$147K - $168K
|
47.5K
$1.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
5.48KNew |
$508K - $579K
|
5.48K
$156K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
342New |
$31.7K - $36.1K
|
342
$9.72K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-34.5K- 1.57% |
$3.19M - $3.64M
|
2.16M
$61.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-384- 1.23% |
$35.6K - $40.6K
|
30.9K
$877K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
7+ 0.12% |
$648 - $740
|
5.64K
$160K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
368+ 4.63% |
$34.1K - $38.9K
|
8.32K
$237K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.18K+ 14.91% |
$109K - $125K
|
9.11K
$259K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
473+ 2.37% |
$43.8K - $50K
|
20.4K
$581K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 1.39% |
$92.6 - $106
|
73
$2.07K
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-1.61M- 99.29% |
$149M - $170M
|
11.5K
$326K
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
7+ 0.21% |
$648 - $740
|
3.36K
$95.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.63K+ 10.1% |
$151K - $172K
|
17.8K
$505K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
961K+ 9.63% |
$89M - $102M
|
10.9M
$311M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-25.1K- 4.84% |
$2.32M - $2.65M
|
493K
$14M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
16K+ 62.67% |
$1.48M - $1.69M
|
41.4K
$1.18M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
2.21KNew |
$205K - $233K
|
2.21K
$62.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-300- 84.27% |
$27.8K - $31.7K
|
56
$1.59K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
8.36K+ 2.08% |
$774K - $883K
|
409K
$11.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
177+ 8.82% |
$16.4K - $18.7K
|
2.18K
$62K
|