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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
11.3K+ 300.0% |
$1.05M - $1.19M
|
15.1K
$486K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
336+ 300.0% |
$31.1K - $35.5K
|
448
$14.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.48KNew |
$415K - $474K
|
4.48K
$145K
|
|
|
Nov 14, 2024
Q3 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
4.35KNew |
$403K - $460K
|
4.35K
$140K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.35K+ 56.66% |
$681K - $777K
|
20.3K
$656K
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-52.9K- 73.2% |
$4.9M - $5.59M
|
19.4K
$625K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-535- 81.8% |
$49.6K - $56.5K
|
119
$3.84K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
2.06K+ 20.23% |
$191K - $218K
|
12.3K
$395K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
28.2K+ 8.71% |
$2.62M - $2.99M
|
352K
$11.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.15K+ 10.83% |
$106K - $121K
|
11.7K
$378K
|
|
|
Nov 12, 2024
Q3 2024
|
Cypress Capital, LLC
|
BUY
|
- |
2.4KNew |
$222K - $253K
|
2.4K
$77.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-8.43K- 8.72% |
$781K - $891K
|
88.3K
$2.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
37.3K+ 22.98% |
$3.46M - $3.94M
|
200K
$6.44M
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-420- 5.14% |
$38.9K - $44.4K
|
7.75K
$250K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
3.37KNew |
$312K - $356K
|
3.37K
$109K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
633+ 6.14% |
$58.6K - $66.9K
|
10.9K
$353K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
7+ 0.12% |
$648 - $740
|
5.64K
$182K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
2.21KNew |
$205K - $233K
|
2.21K
$71.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-484- 7.29% |
$44.8K - $51.2K
|
6.16K
$199K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-20.3K- 13.5% |
$1.88M - $2.14M
|
130K
$4.19M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-949- 2.67% |
$87.9K - $100K
|
34.6K
$1.12M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-126- 2.12% |
$11.7K - $13.3K
|
5.82K
$188K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-273- 3.07% |
$25.3K - $28.9K
|
8.62K
$278K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
2.46K+ 1.34% |
$228K - $260K
|
187K
$6.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
97New |
$8.99K - $10.3K
|
97
$3.13K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-6- 0.03% |
$556 - $634
|
19.6K
$632K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
36.5K+ 2.53% |
$3.38M - $3.86M
|
1.48M
$47.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-468- 9.14% |
$43.4K - $49.5K
|
4.65K
$150K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
226New |
$20.9K - $23.9K
|
226
$7.29K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
717+ 2.73% |
$66.4K - $75.8K
|
27K
$870K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
3.04KNew |
$282K - $322K
|
3.04K
$98.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
1.96KNew |
$181K - $207K
|
1.96K
$63.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
2.3KNew |
$213K - $243K
|
2.3K
$74.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-3- 8.33% |
$278 - $317
|
33
$1.06K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
147New |
$13.6K - $15.5K
|
147
$4.74K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.08K+ 2.59% |
$656K - $749K
|
281K
$9.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-128K- 3.86% |
$11.8M - $13.5M
|
3.18M
$103M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-29- 1.8% |
$2.69K - $3.07K
|
1.58K
$51K
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
318+ 3.54% |
$29.5K - $33.6K
|
9.29K
$300K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
126+ 1.71% |
$11.7K - $13.3K
|
7.5K
$242K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
1.79K+ 3.33% |
$166K - $189K
|
55.5K
$1.79M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
2.35KNew |
$218K - $248K
|
2.35K
$75.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.54KNew |
$143K - $163K
|
1.54K
$49.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
113+ 3.65% |
$10.5K - $11.9K
|
3.21K
$103K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
805+ 178.1% |
$74.6K - $85.1K
|
1.26K
$40.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
179New |
$16.6K - $18.9K
|
179
$5.77K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
407+ 1.96% |
$37.7K - $43K
|
21.1K
$681K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.26% |
$92.6 - $106
|
383
$12.4K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-3.52K- 7.46% |
$326K - $372K
|
43.7K
$1.41M
|
|
| Q2 2024 | |||||||
|
Dec 15, 2025
Q2 2024
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
SELL
|
- |
-3.31KClosed |
$288K - $336K
|
0
$0
|
|