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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
464KNew |
$12M - $48.9M
|
464K
$11.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
112New |
$2.9K - $11.8K
|
112
$2.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.29M+ 289.91% |
$137M - $557M
|
7.11M
$178M
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
32K+ 257.61% |
$830K - $3.37M
|
44.4K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Jentner Corp
|
BUY
|
- |
18.1K+ 182.67% |
$468K - $1.9M
|
27.9K
$699K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
49.9K+ 313.94% |
$1.29M - $5.25M
|
65.8K
$1.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
13.2KNew |
$343K - $1.39M
|
13.2K
$331K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.72M+ 331.13% |
$44.6M - $181M
|
2.24M
$56M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
11.3K+ 300.35% |
$293K - $1.19M
|
15K
$377K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
20KNew |
$518K - $2.11M
|
20K
$500K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
31.6K+ 300.0% |
$820K - $3.33M
|
42.1K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
5.83M+ 81532.72% |
$151M - $614M
|
5.84M
$146M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
9.52K+ 281.53% |
$247K - $1M
|
12.9K
$323K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
16.1K+ 269.27% |
$417K - $1.69M
|
22K
$551K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
33.4KNew |
$866K - $3.52M
|
33.4K
$836K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
22.9KNew |
$593K - $2.41M
|
22.9K
$573K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
7.34KNew |
$190K - $773K
|
7.34K
$184K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.34M+ 349.14% |
$34.6M - $141M
|
1.72M
$43M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
268K+ 296.23% |
$6.96M - $28.2M
|
359K
$8.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.39M+ 316.7% |
$36.1M - $146M
|
1.83M
$45.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
7.54KNew |
$195K - $794K
|
7.54K
$189K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
25K+ 420.41% |
$649K - $2.64M
|
31K
$775K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.64M+ 327.86% |
$42.5M - $173M
|
2.14M
$53.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
161K+ 145.67% |
$4.18M - $17M
|
272K
$6.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
412+ 294.29% |
$10.7K - $43.4K
|
552
$13.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
464K+ 288.72% |
$12M - $48.8M
|
624K
$15.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
119K+ 287.81% |
$3.08M - $12.5M
|
160K
$4M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
700K+ 287.3% |
$18.2M - $73.7M
|
944K
$23.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
73.5K+ 384.52% |
$1.91M - $7.74M
|
92.7K
$2.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
57.5K+ 291.36% |
$1.49M - $6.06M
|
77.3K
$1.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.68M+ 334.75% |
$69.5M - $282M
|
3.48M
$87.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
50.4K+ 300.0% |
$1.31M - $5.31M
|
67.2K
$1.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
188K+ 294.96% |
$4.88M - $19.8M
|
252K
$6.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.63K+ 160.55% |
$68.1K - $276K
|
4.26K
$107K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.43M+ 5708.95% |
$63M - $256M
|
2.47M
$61.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
2.75M+ 612.86% |
$71.4M - $290M
|
3.2M
$80.2M
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
17.5K+ 300.0% |
$454K - $1.84M
|
23.3K
$583K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.11M+ 320.9% |
$54.7M - $222M
|
2.77M
$69.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
170K+ 299.66% |
$4.42M - $17.9M
|
227K
$5.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
4.94K+ 300.0% |
$128K - $520K
|
6.58K
$165K
|
|
|
Feb 14, 2025
Q4 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
242K+ 289.52% |
$6.27M - $25.5M
|
326K
$8.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
6.03K+ 288.15% |
$156K - $635K
|
8.12K
$203K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11M+ 330.5% |
$286M - $1.16B
|
14.4M
$360M
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
11.4K+ 300.0% |
$296K - $1.2M
|
15.2K
$380K
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
27.2K+ 275.25% |
$706K - $2.87M
|
37.1K
$929K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.37M+ 296.16% |
$35.4M - $144M
|
1.83M
$45.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.56K+ 300.0% |
$92.4K - $375K
|
4.75K
$119K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
10.8K+ 380.7% |
$280K - $1.14M
|
13.7K
$342K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
26.2K+ 657.78% |
$678K - $2.75M
|
30.1K
$754K
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
295K+ 1186.78% |
$7.64M - $31M
|
319K
$7.99M
|