Latest Institutional Transactions on Schwab Strategic Tr Us Large C (SCHG)

SCHG Quotes by TradingView

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
Oct 22, 2021 Q3 2021
Parallel Advisors, LLC

BUY
 CALL
1.84K
New
$135K - $145K
1.84K $53.2K
Oct 14, 2021 Q3 2021
Marino, Stram & Associates LLC

SELL
 -
-6.25K
Closed
$458K - $493K
0 $0
Oct 14, 2021 Q3 2021
Farmers & Merchants Trust CO Of Long Beach

SELL
 -
-1.5K
Closed
$110K - $119K
0 $0
Oct 12, 2021 Q3 2021
Bedel Financial Consulting, Inc.

SELL
 -
-127
Closed
$9.3K - $10K
0 $0
Q2 2021
Aug 16, 2021 Q2 2021
Rmr Wealth Builders

SELL
 -
-175
Closed
$11.4K - $12.8K
0 $0
Aug 16, 2021 Q2 2021
Capital Bank & Trust CO

Irvine, CA
SELL
 -
-2.64K
Closed
$172K - $193K
0 $0
Aug 16, 2021 Q2 2021
Voya Financial Advisors, Inc.

Windsor, CT
SELL
 -
-146K
Closed
$9.54M - $10.7M
0 $0
Aug 13, 2021 Q2 2021
Advisor Resource Council

BUY
 -
156
New
$10.2K - $11.4K
156 $4.51K
Aug 13, 2021 Q2 2021
Cable Hill Partners, LLC

Portland, OR
SELL
 -
-2.49K
Closed
$163K - $183K
0 $0
Aug 11, 2021 Q2 2021
Vaughan David Investments LLC

Peoria, IL
SELL
 -
-1.64K
Closed
$107K - $120K
0 $0
Aug 09, 2021 Q2 2021
Meeder Asset Management Inc

SELL
 -
-2
Closed
$131 - $146
0 $0
Aug 05, 2021 Q2 2021
Platform Technology Partners

SELL
 -
-2.22K
Closed
$145K - $163K
0 $0
Aug 03, 2021 Q2 2021
Financial Advocates Investment Management

Olympia, WA
BUY
 CALL
28.8K
New
$1.88M - $2.11M
28.8K $833K
Jul 29, 2021 Q2 2021
Slow Capital, Inc.

SELL
 -
-9.29K
Closed
$607K - $681K
0 $0
Jul 27, 2021 Q2 2021
Destiny Wealth Partners, LLC

SELL
 -
-353
Closed
$23.1K - $25.9K
0 $0
Jul 27, 2021 Q2 2021
Litman Gregory Wealth Management LLC

SELL
 -
-86
Closed
$5.62K - $6.3K
0 $0
Jul 27, 2021 Q2 2021
Seven Springs Wealth Group, LLC

SELL
 -
-250
Closed
$16.3K - $18.3K
0 $0
Jul 21, 2021 Q2 2021
Manchester Financial Inc

SELL
 -
-408
Closed
$26.6K - $29.9K
0 $0
Jul 19, 2021 Q2 2021
Lehman & Derafelo Financial Resources LLC

SELL
 -
-15
Closed
$980 - $1.1K
0 $0
Q1 2021
May 17, 2021 Q1 2021
Asset Planning Corporation

SELL
 -
-166
Closed
$10.2K - $11.3K
0 $0
May 17, 2021 Q1 2021
Capstone Triton Financial Group, LLC

Oklahoma City, OK
SELL
 -
-176
Closed
$10.8K - $12K
0 $0
May 13, 2021 Q1 2021
Manchester Capital Management LLC

Manchester, VT
SELL
 -
-1.56K
Closed
$95.6K - $106K
0 $0
May 13, 2021 Q1 2021
Cabana LLC

Fayetteville, AR
SELL
 -
-12
Closed
$737 - $820
0 $0
May 13, 2021 Q1 2021
Trexquant Investment LP

Stamford, CT
SELL
 -
-1.73K
Closed
$106K - $118K
0 $0
May 11, 2021 Q1 2021
Sheaff Brock Investment Advisors, LLC

SELL
 -
-1.7K
Closed
$104K - $116K
0 $0
May 04, 2021 Q1 2021
Ascension Asset Management LLC

SELL
 -
-74.4K
Closed
$4.57M - $5.08M
0 $0
May 03, 2021 Q1 2021
Manufacturers Life Insurance Company, The

Toronto, A6
SELL
 -
-434K
Closed
$26.6M - $29.6M
0 $0
Apr 30, 2021 Q1 2021
Claraphi Advisory Network, LLC

SELL
 -
-3.5K
Closed
$215K - $239K
0 $0
Apr 30, 2021 Q1 2021
Inspire Advisors, LLC

Meridian, ID
SELL
 -
-2.05K
Closed
$126K - $140K
0 $0
Q4 2020
Mar 05, 2021 Q4 2020
Catalyst Private Wealth, LLC

SELL
 -
-966
Closed
$54K - $62.2K
0 $0
Mar 05, 2021 Q4 2020
Jeppson Wealth Management, LLC

SELL
 -
-401
Closed
$22.4K - $25.8K
0 $0
Feb 17, 2021 Q4 2020
Jane Street Group, LLC

New York, NY
SELL
 CALL
-119K
Closed
$6.66M - $7.66M
0 $0
Feb 16, 2021 Q4 2020
Meridian Wealth Advisors, LLC

BUY
 -
484
New
$27.1K - $31.2K
484 $14K
Feb 16, 2021 Q4 2020
Marietta Investment Partners LLC

Milwaukee, WI
SELL
 -
-2.25K
Closed
$126K - $145K
0 $0
Feb 16, 2021 Q4 2020
Corepath Wealth Partners LLC

Scottsdale, AZ
BUY
 -
2.26K
New
$126K - $145K
2.26K $65.3K
Feb 10, 2021 Q4 2020
Tfc Financial Management

SELL
 -
-25
Closed
$1.4K - $1.61K
0 $0
Feb 08, 2021 Q4 2020
Jacobi Capital Management LLC

SELL
 -
-14
Closed
$783 - $901
0 $0
Feb 05, 2021 Q4 2020
Tompkins Financial Corp

BUY
 -
240
New
$13.4K - $15.5K
240 $6.94K
Jan 26, 2021 Q4 2020
Paragon Advisors, LLC

SELL
 -
-4.92K
Closed
$275K - $317K
0 $0
Q3 2020
Jan 11, 2021 Q3 2020
Droms Strauss Advisors Inc

St. Louis, MO
SELL
 -
-2.85K
Closed
$147K - $176K
0 $0
Nov 16, 2020 Q3 2020
Ranch Capital Advisors Inc.

Sarasota, FL
SELL
 -
-13
Closed
$668 - $800
0 $0
Nov 16, 2020 Q3 2020
Old Mission Capital LLC

SELL
 -
-15K
Closed
$774K - $926K
0 $0
Nov 13, 2020 Q3 2020
Truvestments Capital LLC

Sarasota, FL
SELL
 -
-200
Closed
$10.3K - $12.3K
0 $0
Nov 09, 2020 Q3 2020
Shelton Capital Management

Denver, CO
SELL
 -
-5K
Closed
$257K - $308K
0 $0
Nov 09, 2020 Q3 2020
Sun Life Financial Inc

Toronto, A6
SELL
 -
-4.57K
Closed
$235K - $281K
0 $0
Nov 06, 2020 Q3 2020
John G Ullman & Associates Inc

SELL
 -
-2.23K
Closed
$115K - $137K
0 $0
Nov 03, 2020 Q3 2020
Brr Op Co, LLC

SELL
 -
-2.26K
Closed
$116K - $139K
0 $0
Oct 08, 2020 Q3 2020
Beese Fulmer Investment Management, Inc.

SELL
 -
-855
Closed
$44K - $52.6K
0 $0
Oct 07, 2020 Q3 2020
Polianta LTD

SELL
 -
-116K
Closed
$5.94M - $7.12M
0 $0

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