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
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
7.44K+ 300.0% |
$193K - $783K
|
9.92K
$248K
|
|
| Q3 2024 | |||||||
|
Feb 26, 2025
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-56.8K- 72.27% |
$5.26M - $6M
|
21.8K
$545K
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-47.5K- 72.44% |
$4.4M - $5.02M
|
18.1K
$452K
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
4.41K+ 8.86% |
$408K - $466K
|
54.1K
$1.35M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
5.44K+ 14.6% |
$504K - $575K
|
42.7K
$1.07M
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
2.66KNew |
$247K - $282K
|
2.66K
$66.7K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
31.5K+ 458.88% |
$2.92M - $3.33M
|
38.4K
$960K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
255New |
$23.6K - $27K
|
255
$6.38K
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
11.3K+ 300.0% |
$1.05M - $1.19M
|
15.1K
$377K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
336+ 300.0% |
$31.1K - $35.5K
|
448
$11.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.48KNew |
$415K - $474K
|
4.48K
$112K
|
|
|
Nov 14, 2024
Q3 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
4.35KNew |
$403K - $460K
|
4.35K
$109K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.35K+ 56.66% |
$681K - $777K
|
20.3K
$509K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
237+ 300.0% |
$22K - $25K
|
316
$7.91K
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
6.4K+ 228.57% |
$593K - $676K
|
9.2K
$230K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
6.14KNew |
$569K - $649K
|
6.14K
$154K
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-52.9K- 73.2% |
$4.9M - $5.59M
|
19.4K
$485K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-535- 81.8% |
$49.6K - $56.5K
|
119
$2.98K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
2.06K+ 20.23% |
$191K - $218K
|
12.3K
$307K
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.01KNew |
$93.6K - $107K
|
1.01K
$25.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.08KNew |
$285K - $325K
|
3.08K
$77K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
28.2K+ 8.71% |
$2.62M - $2.99M
|
352K
$8.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.15K+ 10.83% |
$106K - $121K
|
11.7K
$293K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.13KNew |
$475K - $542K
|
5.13K
$128K
|
|
|
Nov 12, 2024
Q3 2024
|
Cypress Capital, LLC
|
BUY
|
- |
2.4KNew |
$222K - $253K
|
2.4K
$60K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-8.43K- 8.72% |
$781K - $891K
|
88.3K
$2.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
37.3K+ 22.98% |
$3.46M - $3.94M
|
200K
$5M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.95KNew |
$274K - $312K
|
2.95K
$73.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
8.9KNew |
$825K - $941K
|
8.9K
$223K
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-262- 4.26% |
$24.3K - $27.7K
|
5.89K
$147K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-420- 5.14% |
$38.9K - $44.4K
|
7.75K
$194K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
3.37KNew |
$312K - $356K
|
3.37K
$84.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
633+ 6.14% |
$58.6K - $66.9K
|
10.9K
$274K
|
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-549- 8.24% |
$50.9K - $58K
|
6.11K
$153K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
11.5KNew |
$1.07M - $1.22M
|
11.5K
$289K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
7+ 0.12% |
$648 - $740
|
5.64K
$141K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
2.21KNew |
$205K - $233K
|
2.21K
$55.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
177+ 8.82% |
$16.4K - $18.7K
|
2.18K
$54.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
1+ 0.05% |
$92.6 - $106
|
2.15K
$53.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-5.83K- 6.51% |
$540K - $616K
|
83.6K
$2.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
63New |
$5.84K - $6.66K
|
63
$1.58K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-484- 7.29% |
$44.8K - $51.2K
|
6.16K
$154K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-20.3K- 13.5% |
$1.88M - $2.14M
|
130K
$3.25M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-949- 2.67% |
$87.9K - $100K
|
34.6K
$866K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
11.1K+ 319.83% |
$1.03M - $1.17M
|
14.5K
$363K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-126- 2.12% |
$11.7K - $13.3K
|
5.82K
$146K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-273- 3.07% |
$25.3K - $28.9K
|
8.62K
$216K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.41K+ 1.85% |
$316K - $360K
|
188K
$4.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
2.46K+ 1.34% |
$228K - $260K
|
187K
$4.67M
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-1.48K- 25.47% |
$137K - $156K
|
4.32K
$108K
|
|