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
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
118KNew |
$3.06M - $12.4M
|
118K
$2.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.19M+ 254.2% |
$30.9M - $126M
|
1.66M
$41.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
188K+ 323.82% |
$4.87M - $19.8M
|
246K
$6.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
6.67K+ 300.0% |
$173K - $702K
|
8.89K
$222K
|
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
114K+ 217.52% |
$2.96M - $12M
|
167K
$4.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1.09K+ 300.55% |
$28.2K - $115K
|
1.45K
$36.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
55.9K+ 308.02% |
$1.45M - $5.89M
|
74.1K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
16.3K+ 377.61% |
$422K - $1.71M
|
20.6K
$514K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.66KNew |
$43K - $175K
|
1.66K
$41.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
22.3K+ 322.78% |
$578K - $2.35M
|
29.2K
$731K
|
|
|
Feb 14, 2025
Q4 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
124K+ 197.45% |
$3.22M - $13.1M
|
187K
$4.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
60.7KNew |
$1.58M - $6.4M
|
60.7K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
3.41K+ 300.0% |
$88.4K - $359K
|
4.55K
$114K
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
119KNew |
$3.09M - $12.5M
|
119K
$2.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
47+ 13.62% |
$1.22K - $4.95K
|
392
$9.81K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
15+ 300.0% |
$389 - $1.58K
|
20
$500
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
86K+ 280.0% |
$2.23M - $9.05M
|
117K
$2.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
732KNew |
$19M - $77.1M
|
732K
$18.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
452New |
$11.7K - $47.6K
|
452
$11.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
71.5KNew |
$1.85M - $7.52M
|
71.5K
$1.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
404KNew |
$10.5M - $42.5M
|
404K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
432KNew |
$11.2M - $45.5M
|
432K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.86M+ 427.37% |
$230M - $933M
|
10.9M
$274M
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
10.8K+ 300.0% |
$280K - $1.14M
|
14.4K
$360K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
218K+ 675.48% |
$5.65M - $22.9M
|
250K
$6.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
307K+ 293.67% |
$7.97M - $32.4M
|
412K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisors Network, Inc.
|
BUY
|
- |
890K+ 325.48% |
$23.1M - $93.7M
|
1.16M
$29.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
35.8K+ 285.37% |
$929K - $3.77M
|
48.4K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
284K+ 28.57% |
$7.36M - $29.9M
|
1.28M
$32M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
88.1K+ 433.46% |
$2.28M - $9.28M
|
108K
$2.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
44.6K+ 408.12% |
$1.16M - $4.7M
|
55.6K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.14K+ 17.21% |
$133K - $541K
|
35K
$876K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
54.5K+ 490.99% |
$1.41M - $5.74M
|
65.6K
$1.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
14.6K+ 351.48% |
$378K - $1.53M
|
18.7K
$468K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
8.03KNew |
$208K - $845K
|
8.03K
$201K
|
|
|
Feb 14, 2025
Q4 2024
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
37.6K+ 300.0% |
$975K - $3.96M
|
50.1K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
65.8K+ 3171.42% |
$1.71M - $6.93M
|
67.9K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
10.1K+ 300.45% |
$262K - $1.06M
|
13.5K
$337K
|
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
13.8K+ 274.1% |
$357K - $1.45M
|
18.8K
$471K
|
|
|
Feb 14, 2025
Q4 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
9.44K+ 300.0% |
$245K - $994K
|
12.6K
$315K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
8K+ 184.42% |
$207K - $843K
|
12.3K
$309K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.28K+ 300.0% |
$33.2K - $135K
|
1.71K
$42.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
32.5K+ 306.82% |
$843K - $3.42M
|
43.1K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
141K+ 297.4% |
$3.66M - $14.9M
|
189K
$4.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
750+ 300.0% |
$19.4K - $79K
|
1K
$25K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
5.64KNew |
$146K - $593K
|
5.64K
$141K
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
367KNew |
$9.52M - $38.7M
|
367K
$9.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
363KNew |
$9.42M - $38.3M
|
363K
$9.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
41.8KNew |
$1.08M - $4.4M
|
41.8K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.92K+ 326.84% |
$179K - $728K
|
9.03K
$226K
|