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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
24.2KNew |
$1.35M - $1.85M
|
24.2K
$670K
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-400Closed |
$22.3K - $30.6K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
8.85KNew |
$493K - $677K
|
8.85K
$245K
|
|
|
Aug 10, 2022
Q2 2022
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-11.9KClosed |
$662K - $910K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
528+ 1.82% |
$29.4K - $40.4K
|
29.6K
$820K
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-288K- 58.5% |
$16M - $22M
|
204K
$5.66M
|
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-125- 11.19% |
$6.97K - $9.57K
|
992
$27.5K
|
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-3.4KClosed |
$190K - $260K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Gds Wealth Management
|
BUY
|
- |
5.56KNew |
$310K - $425K
|
5.56K
$154K
|
|
|
Aug 05, 2022
Q2 2022
|
Marco Investment Management LLC
|
SELL
|
- |
-3KClosed |
$167K - $230K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Jacobsen Capital Management
|
SELL
|
- |
-5.96KClosed |
$332K - $456K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-3.24KClosed |
$180K - $248K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
26New |
$1.45K - $1.99K
|
26
$720
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-5.09KClosed |
$284K - $390K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
720New |
$40.1K - $55.1K
|
720
$20K
|
|
|
Jul 27, 2022
Q2 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-26.1K- 87.54% |
$1.46M - $2M
|
3.72K
$103K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-184- 1.51% |
$10.3K - $14.1K
|
12K
$331K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
860New |
$47.9K - $65.8K
|
860
$23.8K
|
|
|
Jul 26, 2022
Q2 2022
|
Wt Wealth Management
|
SELL
|
- |
-3.09K- 39.38% |
$172K - $236K
|
4.75K
$132K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
1.65KNew |
$92K - $126K
|
1.65K
$45.7K
|
|
|
Jul 22, 2022
Q2 2022
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
1.75K+ 19.02% |
$97.3K - $134K
|
10.9K
$303K
|
|
|
Jul 22, 2022
Q2 2022
|
Granite Investment Partners, LLC
|
BUY
|
- |
3New |
$167 - $230
|
3
$83.1
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
SELL
|
- |
-19- 0.48% |
$1.06K - $1.45K
|
3.97K
$110K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-370- 78.72% |
$20.6K - $28.3K
|
100
$2.77K
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-870- 46.82% |
$48.5K - $66.6K
|
988
$27.4K
|
|
|
Jul 21, 2022
Q2 2022
|
Welch Group, LLC
|
SELL
|
- |
-7K- 64.54% |
$390K - $536K
|
3.85K
$107K
|
|
|
Jul 20, 2022
Q2 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-176- 8.91% |
$9.81K - $13.5K
|
1.8K
$49.9K
|
|
|
Jul 19, 2022
Q2 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
12.5KNew |
$696K - $956K
|
12.5K
$346K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
530New |
$29.5K - $40.6K
|
530
$14.7K
|
|
|
Jul 18, 2022
Q2 2022
|
Strategic Capital Advisers, Inc.
|
SELL
|
- |
-431- 8.07% |
$24K - $33K
|
4.91K
$136K
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
69.9KNew |
$3.9M - $5.35M
|
69.9K
$1.94M
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-4.13KClosed |
$230K - $316K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-9.45K- 15.36% |
$526K - $723K
|
52K
$1.44M
|
|
|
Jul 11, 2022
Q2 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-198Closed |
$11K - $15.2K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Prism Advisors, Inc.
|
SELL
|
- |
-3.02KClosed |
$168K - $231K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Bath Savings Trust CO
|
SELL
|
- |
-3.35KClosed |
$187K - $256K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
1.58K+ 100.0% |
$88.3K - $121K
|
3.17K
$87.8K
|
|
|
Jul 05, 2022
Q2 2022
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-15K- 15.44% |
$838K - $1.15M
|
82.3K
$2.28M
|
|
| Q1 2022 | |||||||
|
May 31, 2022
Q1 2022
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-39.9KClosed |
$2.62M - $3.3M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
232+ 100.0% |
$15.2K - $19.2K
|
464
$12.9K
|
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-58Closed |
$3.81K - $4.79K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-608Closed |
$39.9K - $50.2K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
4.4KNew |
$289K - $364K
|
4.4K
$122K
|
|
|
May 12, 2022
Q1 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-10.5KClosed |
$690K - $868K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
22+ 100.0% |
$1.44K - $1.82K
|
44
$1.22K
|
|
|
May 11, 2022
Q1 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.5KClosed |
$98.4K - $124K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
10+ 100.0% |
$656 - $826
|
20
$554
|
|
|
May 10, 2022
Q1 2022
|
Ifs Advisors, LLC
|
SELL
|
- |
-1Closed |
$65.6 - $82.6
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-435Closed |
$28.5K - $35.9K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Canandaigua National Corp
|
SELL
|
- |
-1.24KClosed |
$81.5K - $103K
|
0
$0
|
|