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 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
8.41K+ 356.16% |
$218K - $885K
|
10.8K
$269K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.02K+ 300.0% |
$26.4K - $107K
|
1.36K
$33.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
125New |
$3.24K - $13.2K
|
125
$3.13K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
124K+ 301.76% |
$3.21M - $13M
|
165K
$4.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
525K+ 318.33% |
$13.6M - $55.3M
|
691K
$17.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
BUY
|
- |
7.16K+ 293.04% |
$186K - $754K
|
9.61K
$240K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
597K+ 445.56% |
$15.5M - $62.8M
|
731K
$18.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
551K+ 283.03% |
$14.3M - $58M
|
745K
$18.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
1.07K+ 300.0% |
$27.7K - $112K
|
1.42K
$35.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
32K+ 318.84% |
$829K - $3.37M
|
42K
$1.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
12K+ 293.48% |
$311K - $1.26M
|
16.1K
$402K
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
122K+ 358.92% |
$3.18M - $12.9M
|
157K
$3.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
10.4K+ 294.35% |
$270K - $1.1M
|
13.9K
$349K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
9.37K+ 300.32% |
$243K - $987K
|
12.5K
$312K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
848K+ 292.26% |
$22M - $89.3M
|
1.14M
$28.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
34.2K+ 325.07% |
$887K - $3.6M
|
44.7K
$1.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
15K+ 295.85% |
$390K - $1.58M
|
20.1K
$503K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
179K+ 310.65% |
$4.63M - $18.8M
|
236K
$5.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
516+ 1474.29% |
$13.4K - $54.3K
|
551
$13.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
106K+ 308.26% |
$2.74M - $11.1M
|
140K
$3.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
215K+ 196.49% |
$5.58M - $22.6M
|
325K
$8.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
BUY
|
- |
456+ 300.0% |
$11.8K - $48K
|
608
$15.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
65.1K+ 299.29% |
$1.69M - $6.85M
|
86.8K
$2.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
5.92K+ 300.0% |
$154K - $624K
|
7.9K
$198K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
16.8K+ 300.25% |
$437K - $1.77M
|
22.4K
$561K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
2.87K+ 300.0% |
$74.4K - $302K
|
3.82K
$95.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
11.2K+ 300.43% |
$290K - $1.18M
|
14.9K
$373K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
900+ 300.0% |
$23.3K - $94.8K
|
1.2K
$30K
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
44.5K+ 346.94% |
$1.15M - $4.69M
|
57.4K
$1.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
10.6K+ 300.0% |
$274K - $1.11M
|
14.1K
$353K
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
11.3KNew |
$293K - $1.19M
|
11.3K
$283K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3.17K+ 300.0% |
$82.2K - $334K
|
4.23K
$106K
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
268K+ 296.41% |
$6.96M - $28.3M
|
359K
$8.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
31.3KNew |
$812K - $3.3M
|
31.3K
$784K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
678K+ 296.68% |
$17.6M - $71.4M
|
907K
$22.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
657New |
$17K - $69.2K
|
657
$16.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
177K+ 315.34% |
$4.59M - $18.6M
|
233K
$5.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
59.7K+ 291.75% |
$1.55M - $6.29M
|
80.2K
$2.01M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
21.1K+ 1690.45% |
$546K - $2.22M
|
22.3K
$558K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
610+ 300.49% |
$15.8K - $64.2K
|
813
$20.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
225+ 300.0% |
$5.83K - $23.7K
|
300
$7.51K
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
10.6KNew |
$276K - $1.12M
|
10.6K
$266K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
28.3K+ 302.47% |
$734K - $2.98M
|
37.7K
$943K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-851K- 97.76% |
$22.1M - $89.6M
|
19.5K
$487K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.38K+ 209.09% |
$35.8K - $145K
|
2.04K
$51K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
103K+ 298.45% |
$2.66M - $10.8M
|
137K
$3.43M
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
23.5K+ 286.22% |
$608K - $2.47M
|
31.7K
$792K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
5.92K+ 300.0% |
$153K - $623K
|
7.89K
$197K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
7.45K+ 300.0% |
$193K - $785K
|
9.94K
$249K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
72.1K+ 288.36% |
$1.87M - $7.59M
|
97.1K
$2.43M
|