Latest Institutional Purchases of Schwab Strategic Tr Us Large C (SCHG)
This list provides information on the latest institutional transactions involving Schwab Strategic Tr Us Large C (SCHG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.36M+ 339.59% |
$35.2M - $143M
|
1.76M
$48.6M
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1.27M+ 285.68% |
$33M - $134M
|
1.72M
$47.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
103K+ 298.45% |
$2.66M - $10.8M
|
137K
$3.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
84.8K+ 301.89% |
$2.2M - $8.93M
|
113K
$3.13M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
72.1K+ 288.36% |
$1.87M - $7.59M
|
97.1K
$2.69M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
65.1K+ 292.04% |
$1.69M - $6.85M
|
87.3K
$2.42M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
57.3K+ 944.7% |
$1.48M - $6.03M
|
63.3K
$1.75M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
38.7K+ 283.01% |
$1M - $4.07M
|
52.3K
$1.45M
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
BUY
|
- |
33.6K+ 281.79% |
$872K - $3.54M
|
45.6K
$1.26M
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
24.3K+ 297.94% |
$630K - $2.56M
|
32.4K
$899K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
23.5K+ 286.22% |
$608K - $2.47M
|
31.7K
$877K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
21.1K+ 1690.45% |
$546K - $2.22M
|
22.3K
$618K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
12.8K+ 563.76% |
$331K - $1.34M
|
15K
$416K
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
10.6KNew |
$276K - $1.12M
|
10.6K
$295K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
10.2K+ 296.69% |
$265K - $1.08M
|
13.7K
$378K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
7.87K+ 300.46% |
$204K - $829K
|
10.5K
$291K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
7.45K+ 300.0% |
$193K - $785K
|
9.94K
$275K
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
7.44K+ 300.0% |
$193K - $783K
|
9.92K
$275K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
5.92K+ 300.0% |
$153K - $623K
|
7.89K
$219K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4.34K+ 300.0% |
$112K - $457K
|
5.78K
$160K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.38K+ 209.09% |
$35.8K - $145K
|
2.04K
$56.5K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
763+ 300.39% |
$19.8K - $80.3K
|
1.02K
$28.2K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
610+ 300.49% |
$15.8K - $64.2K
|
813
$22.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
225+ 300.0% |
$5.83K - $23.7K
|
300
$8.31K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
51+ 300.0% |
$1.32K - $5.37K
|
68
$1.88K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 0.09% |
$51.9 - $211
|
2.27K
$63K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.67M+ 307.98% |
$340M - $388M
|
4.86M
$135M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
961K+ 9.63% |
$89M - $102M
|
10.9M
$303M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
761K+ 325.83% |
$70.5M - $80.4M
|
994K
$27.5M
|
|
|
Dec 30, 2024
Q3 2024
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
703KNew |
$65.1M - $74.3M
|
703K
$19.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
685K+ 7.54% |
$63.4M - $72.4M
|
9.76M
$271M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
642KNew |
$59.5M - $67.8M
|
642K
$17.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
638K+ 6.01% |
$59.1M - $67.5M
|
11.3M
$312M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
506K+ 76.11% |
$46.9M - $53.5M
|
1.17M
$32.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
484K+ 311.11% |
$44.8M - $51.2M
|
640K
$17.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
465K+ 12.16% |
$43.1M - $49.2M
|
4.29M
$119M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
453K+ 4.97% |
$41.9M - $47.9M
|
9.56M
$265M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
366K+ 24.6% |
$33.9M - $38.6M
|
1.85M
$51.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
343K+ 321.67% |
$31.8M - $36.2M
|
450K
$12.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
324K+ 11.7% |
$30M - $34.3M
|
3.09M
$85.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
320K+ 8.05% |
$29.6M - $33.8M
|
4.29M
$119M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
273K+ 249.22% |
$25.3M - $28.8M
|
382K
$10.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
251K+ 621.69% |
$23.3M - $26.6M
|
292K
$8.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
236KNew |
$21.9M - $25M
|
236K
$6.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
233K+ 98.32% |
$21.5M - $24.6M
|
469K
$13M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
199K+ 322.56% |
$18.4M - $21M
|
261K
$7.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
195K+ 290.87% |
$18.1M - $20.6M
|
262K
$7.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
179K+ 317.24% |
$16.6M - $18.9M
|
235K
$6.52M
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
BUY
|
- |
173K+ 207.98% |
$16M - $18.3M
|
257K
$7.11M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
146K+ 4448.77% |
$13.6M - $15.5M
|
150K
$4.15M
|
|