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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2020
Q4 2019
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-70.6KClosed |
$2.89M - $3.3M
|
0
$0
|
|
|
Jan 14, 2020
Q4 2019
|
Corbenic Partners LLC
|
SELL
|
- |
-1.2KClosed |
$49.3K - $56.2K
|
0
$0
|
|
|
Jan 09, 2020
Q4 2019
|
Mcia Inc
|
SELL
|
- |
-10.4KClosed |
$426K - $485K
|
0
$0
|
|
|
Jan 06, 2020
Q4 2019
|
Spence Asset Management
|
SELL
|
- |
-23.3KClosed |
$956K - $1.09M
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.1KClosed |
$45.8K - $47.1K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-2KClosed |
$83.4K - $85.7K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-7Closed |
$292 - $300
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-400Closed |
$16.7K - $17.1K
|
0
$0
|
|
|
Oct 28, 2019
Q3 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-108Closed |
$4.5K - $4.63K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-2Closed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-11Closed |
N/A
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
First National Corp
|
SELL
|
- |
-54Closed |
N/A
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-30Closed |
N/A
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Kwmg, LLC
|
SELL
|
- |
-300Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-8.4KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-36Closed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-209Closed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-3.38KClosed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-150Closed |
N/A
|
0
$0
|
|
|
Apr 26, 2019
Q1 2019
|
Brightworth
|
SELL
|
- |
-5.73KClosed |
N/A
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Washington Trust Bank
|
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
|
Apr 01, 2019
Q1 2019
|
Park National Corp
|
SELL
|
- |
-4.3KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 19, 2019
Q4 2018
|
Executive Wealth Management, LLC
|
BUY
|
- |
26New |
N/A
|
26
$720
|
|
|
Feb 15, 2019
Q4 2018
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-2.61KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-7.26KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-4.56KClosed |
N/A
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Girard Partners Ltd.
|
SELL
|
- |
-2.79KClosed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.91KClosed |
N/A
|
0
$0
|
|
|
Feb 06, 2019
Q4 2018
|
D. Scott Neal, Inc.
|
SELL
|
- |
-45.5KClosed |
N/A
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-7.32KClosed |
N/A
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-185Closed |
N/A
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-3.83KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
2.81KNew |
N/A
|
2.81K
$77.9K
|
|
|
Nov 13, 2018
Q3 2018
|
Employees Retirement System Of Texas
|
SELL
|
- |
-22KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 23, 2018
Q2 2018
|
Mainstay Capital Management LLC
|
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
|
Aug 15, 2018
Q2 2018
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-72Closed |
N/A
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-528Closed |
N/A
|
0
$0
|
|
|
Jul 17, 2018
Q2 2018
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-123Closed |
N/A
|
0
$0
|
|
|
Jul 13, 2018
Q2 2018
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-373Closed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
Apr 27, 2018
Q1 2018
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-395Closed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Mar 02, 2018
Q4 2017
|
Aldebaran Financial Inc.
|
SELL
|
- |
-11.6KClosed |
N/A
|
0
$0
|
|
|
Feb 09, 2018
Q4 2017
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-39.6KClosed |
N/A
|
0
$0
|
|
|
Jan 16, 2018
Q4 2017
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-90Closed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$27.7
|
|