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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
34.3K+ 300.03% |
$889K - $3.61M
|
45.7K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
34.2K+ 298.47% |
$888K - $3.6M
|
45.7K
$1.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
34.2K+ 325.07% |
$887K - $3.6M
|
44.7K
$1.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
34.2K+ 278.62% |
$886K - $3.6M
|
46.4K
$1.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
BUY
|
- |
33.7K+ 279.97% |
$874K - $3.55M
|
45.7K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
33.4KNew |
$866K - $3.52M
|
33.4K
$836K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
33.3KNew |
$863K - $3.5M
|
33.3K
$833K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
32.9K+ 336.65% |
$853K - $3.46M
|
42.7K
$1.07M
|
|
|
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
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
32.4K+ 2047.13% |
$841K - $3.42M
|
34K
$851K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
32.4K+ 346.78% |
$840K - $3.41M
|
41.7K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
32K+ 257.61% |
$830K - $3.37M
|
44.4K
$1.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
32K+ 318.84% |
$829K - $3.37M
|
42K
$1.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
31.9K+ 349.92% |
$826K - $3.36M
|
41K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
31.6K+ 297.79% |
$820K - $3.33M
|
42.3K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
31.6K+ 300.0% |
$820K - $3.33M
|
42.1K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
31.5K+ 329.72% |
$817K - $3.32M
|
41.1K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
31.3KNew |
$812K - $3.3M
|
31.3K
$784K
|
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
31.3KNew |
$811K - $3.3M
|
31.3K
$783K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
31.2K+ 294.1% |
$809K - $3.29M
|
41.8K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
31.1K+ 329.27% |
$805K - $3.27M
|
40.5K
$1.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
31K+ 210.55% |
$804K - $3.26M
|
45.7K
$1.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
30.8K+ 318.35% |
$799K - $3.25M
|
40.5K
$1.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
30.5K+ 412.93% |
$791K - $3.21M
|
37.9K
$949K
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
30.4K+ 300.44% |
$788K - $3.2M
|
40.5K
$1.01M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
30.1K+ 246.63% |
$780K - $3.17M
|
42.3K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
30KNew |
$778K - $3.16M
|
30K
$750K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
30K+ 671.39% |
$777K - $3.16M
|
34.4K
$861K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
29.8K+ 296.86% |
$772K - $3.13M
|
39.8K
$996K
|
|
|
Mar 10, 2025
Q4 2024
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
29.5KNew |
$765K - $3.11M
|
29.5K
$739K
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
29.3K+ 291.93% |
$760K - $3.09M
|
39.3K
$984K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
29.3K+ 300.15% |
$759K - $3.08M
|
39K
$977K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
29KNew |
$752K - $3.05M
|
29K
$725K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
28.9KNew |
$749K - $3.04M
|
28.9K
$722K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
28.8K+ 260.68% |
$748K - $3.04M
|
39.9K
$998K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
28.5K+ 340.15% |
$740K - $3.01M
|
36.9K
$924K
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
28.5K+ 296.39% |
$740K - $3M
|
38.2K
$955K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
28.4K+ 243.05% |
$735K - $2.99M
|
40K
$1M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
28.3K+ 302.47% |
$734K - $2.98M
|
37.7K
$943K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
28.3K+ 290.29% |
$734K - $2.98M
|
38.1K
$952K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
28.1K+ 293.32% |
$728K - $2.96M
|
37.7K
$942K
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
28K+ 300.0% |
$726K - $2.95M
|
37.4K
$935K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
28KNew |
$726K - $2.95M
|
28K
$700K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
28K+ 347.31% |
$725K - $2.94M
|
36K
$901K
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
27.9K+ 296.4% |
$724K - $2.94M
|
37.4K
$935K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
27.6K+ 339.64% |
$717K - $2.91M
|
35.8K
$895K
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
27.6K+ 299.05% |
$715K - $2.9M
|
36.8K
$921K
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
27.2K+ 275.25% |
$706K - $2.87M
|
37.1K
$929K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
27K+ 300.0% |
$699K - $2.84M
|
35.9K
$899K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
27K+ 274.02% |
$699K - $2.84M
|
36.8K
$920K
|