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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2022
Q2 2022
|
Marco Investment Management LLC
|
SELL
|
- |
-3KClosed |
$167K - $230K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Jacobsen Capital Management
|
SELL
|
- |
-5.96KClosed |
$332K - $456K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-3.24KClosed |
$180K - $248K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-5.09KClosed |
$284K - $390K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-26.1K- 87.54% |
$1.46M - $2M
|
3.72K
$120K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-184- 1.51% |
$10.3K - $14.1K
|
12K
$386K
|
|
|
Jul 26, 2022
Q2 2022
|
Wt Wealth Management
|
SELL
|
- |
-3.09K- 39.38% |
$172K - $236K
|
4.75K
$153K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
1.65KNew |
$92K - $126K
|
1.65K
$53.2K
|
|
|
Jul 22, 2022
Q2 2022
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
1.75K+ 19.02% |
$97.3K - $134K
|
10.9K
$352K
|
|
|
Jul 22, 2022
Q2 2022
|
Granite Investment Partners, LLC
|
BUY
|
- |
3New |
$167 - $230
|
3
$96.8
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
SELL
|
- |
-19- 0.48% |
$1.06K - $1.45K
|
3.97K
$128K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-370- 78.72% |
$20.6K - $28.3K
|
100
$3.23K
|
|
|
Jul 21, 2022
Q2 2022
|
Welch Group, LLC
|
SELL
|
- |
-7K- 64.54% |
$390K - $536K
|
3.85K
$124K
|
|
|
Jul 20, 2022
Q2 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-176- 8.91% |
$9.81K - $13.5K
|
1.8K
$58.1K
|
|
|
Jul 19, 2022
Q2 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
12.5KNew |
$696K - $956K
|
12.5K
$403K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
530New |
$29.5K - $40.6K
|
530
$17.1K
|
|
|
Jul 18, 2022
Q2 2022
|
Strategic Capital Advisers, Inc.
|
SELL
|
- |
-431- 8.07% |
$24K - $33K
|
4.91K
$158K
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
69.9KNew |
$3.9M - $5.35M
|
69.9K
$2.26M
|
|
|
Jul 12, 2022
Q2 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-9.45K- 15.36% |
$526K - $723K
|
52K
$1.68M
|
|
|
Jul 11, 2022
Q2 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-198Closed |
$11K - $15.2K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Prism Advisors, Inc.
|
SELL
|
- |
-3.02KClosed |
$168K - $231K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Bath Savings Trust CO
|
SELL
|
- |
-3.35KClosed |
$187K - $256K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
1.58K+ 100.0% |
$88.3K - $121K
|
3.17K
$102K
|
|
|
Jul 05, 2022
Q2 2022
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-15K- 15.44% |
$838K - $1.15M
|
82.3K
$2.66M
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
232+ 100.0% |
$15.2K - $19.2K
|
464
$15K
|
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-58Closed |
$3.81K - $4.79K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-608Closed |
$39.9K - $50.2K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
4.4KNew |
$289K - $364K
|
4.4K
$142K
|
|
|
May 12, 2022
Q1 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-10.5KClosed |
$690K - $868K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.5KClosed |
$98.4K - $124K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
10+ 100.0% |
$656 - $826
|
20
$645
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-435Closed |
$28.5K - $35.9K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Canandaigua National Corp
|
SELL
|
- |
-1.24KClosed |
$81.5K - $103K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
2.83K+ 100.0% |
$186K - $234K
|
5.66K
$183K
|
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-246Closed |
$16.1K - $20.3K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.53KClosed |
$101K - $127K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-1.22KClosed |
$80.2K - $101K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
10+ 100.0% |
$656 - $826
|
20
$645
|
|
|
Apr 29, 2022
Q1 2022
|
First Bank & Trust
|
BUY
|
- |
619+ 100.0% |
$40.6K - $51.1K
|
1.24K
$39.9K
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
970+ 100.0% |
$63.7K - $80.1K
|
1.94K
$62.6K
|
|
|
Apr 28, 2022
Q1 2022
|
Planning Alternatives LTD
|
SELL
|
- |
-79.3KClosed |
$5.2M - $6.55M
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
3.46K+ 100.0% |
$227K - $286K
|
6.92K
$223K
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-506Closed |
$33.2K - $41.8K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-245Closed |
$16.1K - $20.2K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Country Trust Bank
|
BUY
|
- |
385+ 93.22% |
$25.3K - $31.8K
|
798
$25.7K
|
|
|
Apr 25, 2022
Q1 2022
|
Cubic Asset Management, LLC
|
BUY
|
- |
2.73K+ 100.0% |
$179K - $225K
|
5.45K
$176K
|
|
|
Apr 25, 2022
Q1 2022
|
First Premier Bank
|
BUY
|
- |
202+ 100.0% |
$13.3K - $16.7K
|
404
$13K
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
198+ 2475.0% |
$13K - $16.4K
|
206
$6.65K
|
|
|
Apr 21, 2022
Q1 2022
|
Bck Partners, Inc.
|
BUY
|
- |
5.34KNew |
$350K - $441K
|
5.34K
$172K
|
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-80Closed |
$5.25K - $6.61K
|
0
$0
|
|