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 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
1K+ 84.06% |
$87.2K - $102K
|
2.19K
$70.8K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-14.6K- 81.11% |
$1.27M - $1.48M
|
3.4K
$110K
|
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2.15KNew |
$187K - $219K
|
2.15K
$69.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-114- 1.04% |
$9.92K - $11.6K
|
10.9K
$352K
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-2.75K- 34.2% |
$240K - $280K
|
5.3K
$171K
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.41KNew |
$297K - $347K
|
3.41K
$110K
|
|
|
Aug 13, 2024
Q2 2024
|
Winslow Capital Management, LLC
Minneapolis, MN |
BUY
|
- |
8.8KNew |
$766K - $894K
|
8.8K
$284K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.19K+ 54.42% |
$103K - $121K
|
3.37K
$109K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-4.09K- 9.45% |
$356K - $416K
|
39.2K
$1.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
56New |
$4.87K - $5.69K
|
56
$1.81K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-20- 9.43% |
$1.74K - $2.03K
|
192
$6.19K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.16K+ 5.48% |
$275K - $321K
|
60.8K
$1.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
105New |
$9.14K - $10.7K
|
105
$3.39K
|
|
|
Aug 09, 2024
Q2 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-221K- 28.52% |
$19.2M - $22.5M
|
554K
$17.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
2.21KNew |
$193K - $225K
|
2.21K
$71.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
7.31KNew |
$636K - $743K
|
7.31K
$236K
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2KNew |
$174K - $203K
|
2K
$64.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.86K- 92.14% |
$336K - $392K
|
329
$10.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-30.8K- 91.94% |
$2.69M - $3.13M
|
2.7K
$87.2K
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
19.8KNew |
$1.73M - $2.02M
|
19.8K
$640K
|
|
|
Aug 01, 2024
Q2 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
4.25KNew |
$370K - $432K
|
4.25K
$137K
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
4.67K+ 1.06% |
$406K - $474K
|
444K
$14.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
112+ 4.22% |
$9.75K - $11.4K
|
2.76K
$89.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-4.21K- 25.39% |
$367K - $428K
|
12.4K
$400K
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
BUY
|
- |
2.14KNew |
$186K - $218K
|
2.14K
$69.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
SELL
|
- |
-25- 0.27% |
$2.18K - $2.54K
|
9.19K
$296K
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
3.85KNew |
$335K - $392K
|
3.85K
$124K
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-7.45K- 66.17% |
$648K - $757K
|
3.81K
$123K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-3.64K- 5.98% |
$316K - $369K
|
57.1K
$1.84M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
16.9KNew |
$1.47M - $1.71M
|
16.9K
$544K
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
156New |
$13.6K - $15.9K
|
156
$5.03K
|
|
|
Jul 17, 2024
Q2 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-540- 14.75% |
$47K - $54.9K
|
3.12K
$101K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.77K+ 52.95% |
$328K - $383K
|
10.9K
$351K
|
|
|
Jul 15, 2024
Q2 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
1.94KNew |
$169K - $197K
|
1.94K
$62.5K
|
|
| Q1 2024 | |||||||
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-9.79KClosed |
$789K - $913K
|
0
$0
|
|
|
Nov 07, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
3.58KNew |
$288K - $334K
|
3.58K
$115K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
31New |
$2.5K - $2.89K
|
31
$1K
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
6.32KNew |
$509K - $590K
|
6.32K
$204K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
25.3K+ 60.46% |
$2.04M - $2.36M
|
67.1K
$2.17M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
67.4K+ 8.34% |
$5.43M - $6.29M
|
875K
$28.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.7K+ 3.15% |
$860K - $996K
|
350K
$11.3M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
25.4KNew |
$2.04M - $2.37M
|
25.4K
$818K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-121- 3.04% |
$9.75K - $11.3K
|
3.87K
$125K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-7.3K- 9.96% |
$588K - $681K
|
65.9K
$2.13M
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-18.1K- 69.44% |
$1.45M - $1.68M
|
7.94K
$256K
|
|
|
May 06, 2024
Q1 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-498- 21.65% |
$40.1K - $46.5K
|
1.8K
$58.1K
|
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-264- 4.95% |
$21.3K - $24.6K
|
5.07K
$164K
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
50.7KNew |
$4.09M - $4.73M
|
50.7K
$1.64M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
22.6KNew |
$1.82M - $2.11M
|
22.6K
$729K
|
|