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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
7New |
$564 - $653
|
7
$226
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
77.5K+ 87.13% |
$6.24M - $7.23M
|
166K
$5.37M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
16.6K+ 437.93% |
$1.34M - $1.55M
|
20.4K
$658K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
2.33KNew |
$188K - $217K
|
2.33K
$75.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
3.94K+ 10.46% |
$317K - $367K
|
41.5K
$1.34M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
9.43K+ 14.29% |
$760K - $880K
|
75.4K
$2.43M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.26KNew |
$182K - $211K
|
2.26K
$72.8K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
1.1K+ 41.6% |
$88.7K - $103K
|
3.74K
$121K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
1.9KNew |
$153K - $177K
|
1.9K
$61.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-4.5K- 78.95% |
$363K - $420K
|
1.2K
$38.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Alaska Permanent Capital Management
|
SELL
|
- |
-7K- 56.46% |
$564K - $653K
|
5.4K
$174K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
71+ 0.89% |
$5.72K - $6.63K
|
8.08K
$261K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.32KNew |
$187K - $216K
|
2.32K
$74.7K
|
|
| Q4 2023 | |||||||
|
Jan 05, 2026
Q4 2023
|
Chesapeake Asset Management LLC
New York, NY |
SELL
|
- |
-62- 29.52% |
$4.34K - $5.17K
|
148
$4.77K
|
|
|
Dec 08, 2025
Q4 2023
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-359- 3.72% |
$25.2K - $29.9K
|
9.29K
$300K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
129+ 0.44% |
$9.04K - $10.8K
|
29.5K
$952K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
786New |
$55.1K - $65.5K
|
786
$25.4K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
604New |
$42.3K - $50.4K
|
604
$19.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
119KNew |
$8.37M - $9.96M
|
119K
$3.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.14KNew |
$500K - $595K
|
7.14K
$230K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
4.78KNew |
$335K - $398K
|
4.78K
$154K
|
|
|
Feb 13, 2024
Q4 2023
|
Chartist Inc
Seal Beach, CA |
BUY
|
- |
1.61K+ 50.25% |
$112K - $134K
|
4.8K
$155K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
1.47MNew |
$103M - $122M
|
1.47M
$47.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.1KNew |
$147K - $175K
|
2.1K
$67.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-64- 54.7% |
$4.49K - $5.34K
|
53
$1.71K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-39.3K- 50.88% |
$2.75M - $3.28M
|
37.9K
$1.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-1.2K- 30.73% |
$84.2K - $100K
|
2.71K
$87.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-5.3K- 46.9% |
$371K - $442K
|
6K
$194K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
6.27KNew |
$439K - $522K
|
6.27K
$202K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
85.6K+ 37.09% |
$6M - $7.14M
|
316K
$10.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
251New |
$17.6K - $20.9K
|
251
$8.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.75K+ 2.27% |
$473K - $563K
|
305K
$9.83M
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
BUY
|
- |
2.63KNew |
$184K - $219K
|
2.63K
$84.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.51KNew |
$176K - $209K
|
2.51K
$80.9K
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.65KNew |
$186K - $221K
|
2.65K
$85.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-261- 2.42% |
$18.3K - $21.8K
|
10.5K
$339K
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
2.96KNew |
$208K - $247K
|
2.96K
$95.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.49KNew |
$174K - $207K
|
2.49K
$80.2K
|
|
|
Jan 17, 2024
Q4 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-293- 0.51% |
$20.5K - $24.4K
|
57.5K
$1.85M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
2.69KNew |
$188K - $224K
|
2.69K
$86.6K
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
119KNew |
$8.37M - $9.96M
|
119K
$3.85M
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
2.5KNew |
$175K - $208K
|
2.5K
$80.7K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.78K+ 10.1% |
$125K - $148K
|
19.4K
$626K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-389- 0.8% |
$27.3K - $32.4K
|
48.4K
$1.56M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
5+ 0.13% |
$350 - $417
|
3.75K
$121K
|
|
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
2.67KNew |
$187K - $223K
|
2.67K
$86.2K
|
|
| Q3 2023 | |||||||
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 21, 2023
Q3 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
4.76KNew |
$342K - $371K
|
4.76K
$153K
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
11.5KNew |
$828K - $898K
|
11.5K
$371K
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.23K+ 22.27% |
$88.8K - $96.3K
|
6.78K
$219K
|
|