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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2.2K+ 300.0% |
$57.1K - $232K
|
2.94K
$94.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
4.32K+ 300.0% |
$112K - $455K
|
5.76K
$186K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
8.02K+ 300.0% |
$208K - $844K
|
10.7K
$345K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.2K+ 300.0% |
$31.1K - $126K
|
1.6K
$51.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
41.7K+ 310.26% |
$1.08M - $4.39M
|
55.1K
$1.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
692New |
$17.9K - $72.9K
|
692
$22.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
6.3K+ 300.0% |
$163K - $663K
|
8.4K
$271K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
61.3K+ 300.02% |
$1.59M - $6.45M
|
81.7K
$2.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
11.2K+ 332.83% |
$290K - $1.18M
|
14.6K
$470K
|
|
|
Feb 10, 2025
Q4 2024
|
Lindenwold Advisors
|
BUY
|
- |
49.5KNew |
$1.28M - $5.21M
|
49.5K
$1.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
23.3K+ 300.0% |
$604K - $2.45M
|
31K
$1M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
743+ 299.6% |
$19.3K - $78.2K
|
991
$32K
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
8.23K+ 343.18% |
$213K - $866K
|
10.6K
$343K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
5.6KNew |
$145K - $590K
|
5.6K
$181K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2.16K+ 300.0% |
$56K - $227K
|
2.88K
$92.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
64.5K+ 300.0% |
$1.67M - $6.8M
|
86K
$2.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
10.3K+ 300.0% |
$267K - $1.08M
|
13.7K
$443K
|
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
12.1K+ 300.0% |
$313K - $1.27M
|
16.1K
$519K
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
86.3K+ 200.0% |
$2.24M - $9.09M
|
130K
$4.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
2.78KNew |
$72.2K - $293K
|
2.78K
$89.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
2.05K+ 300.0% |
$53.2K - $216K
|
2.74K
$88.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
12.5K+ 300.0% |
$325K - $1.32M
|
16.7K
$538K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
1.58KNew |
$41.1K - $167K
|
1.58K
$51.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
732New |
$19K - $77.1K
|
732
$23.6K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1New |
$25.9 - $105
|
1
$32.3
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
9.01KNew |
$234K - $949K
|
9.01K
$291K
|
|
|
Feb 05, 2025
Q4 2024
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
42.8K+ 300.0% |
$1.11M - $4.51M
|
57.1K
$1.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
57+ 9.64% |
$1.48K - $6K
|
648
$20.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3.49K+ 120.86% |
$90.6K - $368K
|
6.39K
$206K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
11.8K+ 300.0% |
$307K - $1.25M
|
15.8K
$509K
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
18K+ 247.24% |
$467K - $1.89M
|
25.3K
$815K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
978+ 300.0% |
$25.4K - $103K
|
1.3K
$42.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
7.34KNew |
$190K - $772K
|
7.34K
$237K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
26.8K+ 779.23% |
$695K - $2.82M
|
30.2K
$975K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
6.34K+ 300.0% |
$164K - $668K
|
8.46K
$273K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
21.7K+ 241.97% |
$562K - $2.28M
|
30.6K
$989K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
1.03KNew |
$26.6K - $108K
|
1.03K
$33.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
5.86K+ 300.0% |
$152K - $617K
|
7.81K
$252K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
678+ 300.0% |
$17.6K - $71.4K
|
904
$29.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.37K+ 300.22% |
$35.5K - $144K
|
1.83K
$58.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
69.7K+ 202.91% |
$1.81M - $7.34M
|
104K
$3.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Check Capital Management Inc
|
BUY
|
- |
7.35K+ 300.0% |
$191K - $774K
|
9.8K
$316K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
2.17K+ 199.08% |
$56.3K - $229K
|
3.26K
$105K
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
68.9KNew |
$1.79M - $7.25M
|
68.9K
$2.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
109K+ 300.0% |
$2.84M - $11.5M
|
146K
$4.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
8.65KNew |
$224K - $911K
|
8.65K
$279K
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
15.9K+ 300.0% |
$412K - $1.67M
|
21.2K
$683K
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
2.1K+ 226.02% |
$54.5K - $221K
|
3.03K
$97.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
300+ 300.0% |
$7.78K - $31.6K
|
400
$12.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
5.69K+ 238.33% |
$148K - $599K
|
8.08K
$261K
|
|