Latest Institutional Transactions on Schwab Strategic Tr Us Large C (SCHG)

SCHG Quotes by TradingView

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
Feb 16, 2021 Q4 2020
Marietta Investment Partners LLC

Milwaukee, WI
SELL
 -
-2.25K
Closed
$126K - $145K
0 $0
Feb 16, 2021 Q4 2020
Corepath Wealth Partners LLC

Scottsdale, AZ
BUY
 -
2.26K
New
$126K - $145K
2.26K $72.8K
Feb 08, 2021 Q4 2020
Jacobi Capital Management LLC

SELL
 -
-14
Closed
$783 - $901
0 $0
Q3 2020
Jan 11, 2021 Q3 2020
Droms Strauss Advisors Inc

St. Louis, MO
SELL
 -
-2.85K
Closed
$147K - $176K
0 $0
Nov 16, 2020 Q3 2020
Ranch Capital Advisors Inc.

Sarasota, FL
SELL
 -
-13
Closed
$668 - $800
0 $0
Nov 16, 2020 Q3 2020
Old Mission Capital LLC

SELL
 -
-15K
Closed
$774K - $926K
0 $0
Nov 09, 2020 Q3 2020
Shelton Capital Management

Denver, CO
SELL
 -
-5K
Closed
$257K - $308K
0 $0
Nov 09, 2020 Q3 2020
Sun Life Financial Inc

Toronto, A6
SELL
 -
-4.57K
Closed
$235K - $281K
0 $0
Nov 06, 2020 Q3 2020
John G Ullman & Associates Inc

SELL
 -
-2.23K
Closed
$115K - $137K
0 $0
Nov 03, 2020 Q3 2020
Brr Op Co, LLC

SELL
 -
-2.26K
Closed
$116K - $139K
0 $0
Q2 2020
Mar 24, 2023 Q2 2020
American Portfolios Advisors

Holbrook, NY
BUY
 -
23.7K
+ 350.48%
$899K - $1.22M
30.4K $982K
Aug 14, 2020 Q2 2020
Capital Wealth Planning, LLC

SELL
 -
-23.8K
Closed
$905K - $1.22M
0 $0
Aug 14, 2020 Q2 2020
Financial Enhancement Group LLC

Anderson, IN
SELL
 -
-148
Closed
$5.62K - $7.6K
0 $0
Aug 14, 2020 Q2 2020
Little House Capital LLC

Braintree, MA
BUY
 -
7.16K
New
$272K - $367K
7.16K $231K
Aug 11, 2020 Q2 2020
Wealthquest Corp

Cincinnati, OH
SELL
 -
-2.5K
Closed
$95K - $128K
0 $0
Aug 10, 2020 Q2 2020
Argent Capital Management LLC

SELL
 -
-4.61K
Closed
$175K - $237K
0 $0
Jul 27, 2020 Q2 2020
Berkshire Money Management, Inc.

SELL
 -
-1
Closed
$38 - $51.3
0 $0
Jul 21, 2020 Q2 2020
Gateway Advisory, LLC

Westfield, NJ
SELL
 -
-24.7K
Closed
$939K - $1.27M
0 $0
Jul 16, 2020 Q2 2020
Walter & Keenan Wealth Management LLC

SELL
 -
-4.53K
Closed
$172K - $232K
0 $0
Jul 15, 2020 Q2 2020
Steph & CO

SELL
 -
-975
Closed
$37K - $50K
0 $0
Jul 10, 2020 Q2 2020
Leicht Financial Planning & Wealth Management, Inc.

SELL
 -
-5.65K
Closed
$215K - $290K
0 $0
Jul 07, 2020 Q2 2020
American National Bank

SELL
 -
-25
Closed
$950 - $1.28K
0 $0
Q1 2020
Nov 18, 2020 Q1 2020
Cordant, Inc.

Portland, OR
SELL
 -
-20
Closed
$692 - $1.02K
0 $0
May 19, 2020 Q1 2020
Tru Independence LLC

SELL
 -
-2.1K
Closed
$72.8K - $108K
0 $0
May 18, 2020 Q1 2020
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
SELL
 -
-30
Closed
$1.04K - $1.54K
0 $0
May 15, 2020 Q1 2020
Silicon Hills Wealth Management, LLC

Austin, TX
SELL
 -
-5
Closed
$173 - $256
0 $0
May 14, 2020 Q1 2020
S.A. Mason LLC

SELL
 -
-570
Closed
$19.7K - $29.2K
0 $0
May 14, 2020 Q1 2020
Stuart Chaussee & Associates, Inc.

SELL
 -
-219
Closed
$7.58K - $11.2K
0 $0
May 13, 2020 Q1 2020
Tobias Financial Advisors, Inc.

Plantation, FL
SELL
 -
-24
Closed
$830 - $1.23K
0 $0
May 13, 2020 Q1 2020
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
SELL
 -
-1.37K
Closed
$47.4K - $70.1K
0 $0
May 08, 2020 Q1 2020
Orser Capital Management, LLC

SELL
 -
-4.3K
Closed
$149K - $220K
0 $0
May 07, 2020 Q1 2020
Sns Financial Group, LLC

SELL
 -
-3.8K
Closed
$132K - $195K
0 $0
Apr 29, 2020 Q1 2020
Lionsbridge Wealth Management LLC

Jacksonville Beach, FL
SELL
 -
-53
Closed
$1.83K - $2.71K
0 $0
Apr 24, 2020 Q1 2020
Chicago Wealth Management, Inc.

Chicago, IL
SELL
 -
-13.6K
Closed
$470K - $695K
0 $0
Apr 20, 2020 Q1 2020
Edge Wealth Management LLC

SELL
 -
-11.8K
Closed
$409K - $606K
0 $0
Apr 10, 2020 Q1 2020
Fulton Breakefield Broenniman LLC

SELL
 -
-2.39K
Closed
$82.8K - $123K
0 $0
Q4 2019
Sep 02, 2020 Q4 2019
Balentine LLC

Atlanta, GA
SELL
 -
-32.4K
Closed
$1.33M - $1.51M
0 $0
Feb 14, 2020 Q4 2019
Veritable, L.P.

Newtown Square, PA
SELL
 -
-10.7K
Closed
$436K - $498K
0 $0
Feb 12, 2020 Q4 2019
Next Capital Management LLC

SELL
 -
-95
Closed
$3.89K - $4.44K
0 $0
Feb 11, 2020 Q4 2019
Bhk Investment Advisors, LLC

SELL
 -
-21.6K
Closed
$886K - $1.01M
0 $0
Feb 10, 2020 Q4 2019
Quantbot Technologies LP

New York, NY
SELL
 -
-740
Closed
$30.3K - $34.6K
0 $0
Feb 07, 2020 Q4 2019
Summitry LLC

Foster City, CA
SELL
 -
-3.09K
Closed
$126K - $144K
0 $0
Jan 28, 2020 Q4 2019
Personal Wealth Partners

Bloomington, MN
SELL
 -
0
Closed
$0 - $0
0 $0
Jan 17, 2020 Q4 2019
Lincoln Capital Corp

SELL
 -
-57K
Closed
$2.33M - $2.66M
0 $0
Jan 15, 2020 Q4 2019
Gainplan LLC

Bloomfield Hills, MI
SELL
 -
-70.6K
Closed
$2.89M - $3.3M
0 $0
Jan 14, 2020 Q4 2019
Corbenic Partners LLC

SELL
 -
-1.2K
Closed
$49.3K - $56.2K
0 $0
Jan 09, 2020 Q4 2019
Mcia Inc

SELL
 -
-10.4K
Closed
$426K - $485K
0 $0
Jan 06, 2020 Q4 2019
Spence Asset Management

SELL
 -
-23.3K
Closed
$956K - $1.09M
0 $0
Q3 2019
Nov 13, 2019 Q3 2019
Proficio Capital Partners LLC

Newton, MA
SELL
 -
-2K
Closed
$83.4K - $85.7K
0 $0

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