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 |
|---|---|---|---|---|---|---|---|
|
Mar 06, 2025
Q4 2024
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
8.25KNew |
$214K - $869K
|
8.25K
$266K
|
|
|
Feb 26, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-46.7K- 77.17% |
$1.21M - $4.92M
|
13.8K
$446K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
3.76KNew |
$97.5K - $396K
|
3.76K
$121K
|
|
|
Feb 14, 2025
Q4 2024
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
14.1KNew |
$364K - $1.48M
|
14.1K
$453K
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
19.1KNew |
$496K - $2.02M
|
19.1K
$618K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.6K- 34.28% |
$300K - $1.22M
|
22.2K
$715K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.37K+ 299.78% |
$35.5K - $144K
|
1.83K
$58.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
112New |
$2.9K - $11.8K
|
112
$3.61K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
20KNew |
$518K - $2.11M
|
20K
$645K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
7.34KNew |
$190K - $773K
|
7.34K
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
17.5K+ 300.0% |
$454K - $1.84M
|
23.3K
$752K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
4.94K+ 300.0% |
$128K - $520K
|
6.58K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
11.4K+ 300.0% |
$296K - $1.2M
|
15.2K
$490K
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
27.2K+ 275.25% |
$706K - $2.87M
|
37.1K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
6.67K+ 300.0% |
$173K - $702K
|
8.89K
$287K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
8.03KNew |
$208K - $845K
|
8.03K
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
10.1K+ 300.45% |
$262K - $1.06M
|
13.5K
$434K
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
750+ 300.0% |
$19.4K - $79K
|
1K
$32.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.31K+ 300.0% |
$34K - $138K
|
1.75K
$56.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
74.7K+ 332.54% |
$1.94M - $7.86M
|
97.1K
$3.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
384+ 300.0% |
$9.96K - $40.4K
|
512
$16.5K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
392New |
$10.2K - $41.3K
|
392
$12.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.28KNew |
$33.1K - $134K
|
1.28K
$41.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
102KNew |
$2.63M - $10.7M
|
102K
$3.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
10.6K+ 300.0% |
$274K - $1.11M
|
14.1K
$455K
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
296+ 336.36% |
$7.68K - $31.2K
|
384
$12.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
7.91K+ 300.0% |
$205K - $833K
|
10.6K
$340K
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
7.43K+ 300.0% |
$193K - $782K
|
9.91K
$320K
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
31.5K+ 329.72% |
$817K - $3.32M
|
41.1K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
992K+ 292.63% |
$25.7M - $104M
|
1.33M
$42.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
16.9K+ 299.98% |
$437K - $1.78M
|
22.5K
$726K
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
136K+ 88260.39% |
$3.52M - $14.3M
|
136K
$4.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
24.5K+ 300.01% |
$636K - $2.58M
|
32.7K
$1.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
612+ 300.0% |
$15.9K - $64.4K
|
816
$26.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
13.9K+ 228.74% |
$362K - $1.47M
|
20K
$647K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
368+ 657.14% |
$9.54K - $38.8K
|
424
$13.7K
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
16.4K+ 300.0% |
$426K - $1.73M
|
21.9K
$707K
|
|
|
Feb 12, 2025
Q4 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
9.63K+ 410.92% |
$250K - $1.01M
|
12K
$386K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
347+ 53.47% |
$9K - $36.5K
|
996
$32.1K
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.5K+ 707.55% |
$38.9K - $158K
|
1.71K
$55.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
700New |
$18.2K - $73.7K
|
700
$22.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
8.41KNew |
$218K - $885K
|
8.41K
$271K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
51New |
$1.32K - $5.37K
|
51
$1.65K
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
8.06K+ 300.0% |
$209K - $848K
|
10.7K
$346K
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
7.11K+ 300.0% |
$184K - $749K
|
9.48K
$306K
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
132+ 300.0% |
$3.42K - $13.9K
|
176
$5.68K
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
1.83M+ 395.25% |
$47.4M - $193M
|
2.29M
$73.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
7.18KNew |
$186K - $756K
|
7.18K
$232K
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
BUY
|
- |
13K+ 80.44% |
$337K - $1.37M
|
29.1K
$940K
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1.8K+ 300.0% |
$46.7K - $190K
|
2.4K
$77.4K
|
|