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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
6New |
$382 - $450
|
6
$194
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
125New |
$7.95K - $9.37K
|
125
$4.03K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-117- 11.91% |
$7.44K - $8.77K
|
865
$27.9K
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
85.3KNew |
$5.43M - $6.39M
|
85.3K
$2.75M
|
|
| Q1 2023 | |||||||
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.19K+ 119.49% |
$444K - $533K
|
15K
$485K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
800+ 11.56% |
$43.4K - $52.1K
|
7.72K
$249K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-12.4K- 99.76% |
$673K - $810K
|
30
$968
|
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
4.31KNew |
$233K - $281K
|
4.31K
$139K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
555+ 2.97% |
$30.1K - $36.2K
|
19.3K
$621K
|
|
|
May 10, 2023
Q1 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3.77KNew |
$204K - $245K
|
3.77K
$122K
|
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
6.75KNew |
$366K - $440K
|
6.75K
$218K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
274+ 57.68% |
$14.8K - $17.9K
|
749
$24.2K
|
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
3.37KNew |
$183K - $220K
|
3.37K
$109K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
38.8K+ 38.04% |
$2.1M - $2.53M
|
141K
$4.54M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.35KNew |
$73.3K - $88.2K
|
1.35K
$43.6K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
SELL
|
- |
-365- 4.15% |
$19.8K - $23.8K
|
8.44K
$272K
|
|
|
Apr 17, 2023
Q1 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-3.53K- 51.83% |
$191K - $230K
|
3.28K
$106K
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
2.09K+ 0.51% |
$113K - $136K
|
415K
$13.4M
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
119KNew |
$6.45M - $7.76M
|
119K
$3.84M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-11.9K- 3.8% |
$643K - $774K
|
300K
$9.69M
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
29+ 0.11% |
$1.57K - $1.89K
|
27K
$871K
|
|
| Q4 2022 | |||||||
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
5.57KNew |
$303K - $339K
|
5.57K
$180K
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
53+ 0.62% |
$2.88K - $3.22K
|
8.59K
$277K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
22New |
$1.19K - $1.34K
|
22
$710
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
229New |
$12.4K - $13.9K
|
229
$7.39K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-302- 2.15% |
$16.4K - $18.3K
|
13.8K
$444K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.05KNew |
$220K - $246K
|
4.05K
$130K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
3.69KNew |
$200K - $224K
|
3.69K
$119K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-1.76K- 66.2% |
$95.7K - $107K
|
900
$29K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
20New |
$1.09K - $1.22K
|
20
$645
|
|
|
Feb 08, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
3.97KNew |
$216K - $241K
|
3.97K
$128K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
26New |
$1.41K - $1.58K
|
26
$839
|
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
34.2KNew |
$1.86M - $2.08M
|
34.2K
$1.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-5.46K- 42.71% |
$296K - $332K
|
7.32K
$236K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
5.57KNew |
$303K - $339K
|
5.57K
$180K
|
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
195KNew |
$10.6M - $11.9M
|
195K
$6.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
632New |
$34.3K - $38.4K
|
632
$20.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-599- 75.54% |
$32.5K - $36.4K
|
194
$6.26K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
613+ 3.94% |
$33.3K - $37.2K
|
16.2K
$522K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
120+ 1.48% |
$6.52K - $7.29K
|
8.24K
$266K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
2.9KNew |
$157K - $176K
|
2.9K
$93.6K
|
|
|
Jan 25, 2023
Q4 2022
|
Wall Capital Group, Inc.
|
BUY
|
- |
1.13KNew |
$61.5K - $68.8K
|
1.13K
$36.5K
|
|
|
Jan 25, 2023
Q4 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
12.5KNew |
$680K - $760K
|
12.5K
$404K
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
11.4KNew |
$621K - $695K
|
11.4K
$369K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-21.7K- 70.8% |
$1.18M - $1.32M
|
8.95K
$289K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
SELL
|
- |
-1.16K- 8.49% |
$62.9K - $70.4K
|
12.5K
$403K
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
105New |
$5.7K - $6.38K
|
105
$3.39K
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
61.5KNew |
$3.34M - $3.74M
|
61.5K
$1.98M
|
|
| Q3 2022 | |||||||
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-5.74K- 1.2% |
$320K - $397K
|
474K
$15.3M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
22.1KNew |
$1.23M - $1.53M
|
22.1K
$712K
|
|