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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
453K+ 4.97% |
$41.9M - $47.9M
|
9.56M
$272M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
366K+ 24.6% |
$33.9M - $38.6M
|
1.85M
$52.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
343K+ 321.67% |
$31.8M - $36.2M
|
450K
$12.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
324K+ 11.7% |
$30M - $34.3M
|
3.09M
$88M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
320K+ 8.05% |
$29.6M - $33.8M
|
4.29M
$122M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
273K+ 249.22% |
$25.3M - $28.8M
|
382K
$10.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
251K+ 621.69% |
$23.3M - $26.6M
|
292K
$8.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
236KNew |
$21.9M - $25M
|
236K
$6.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
233K+ 98.32% |
$21.5M - $24.6M
|
469K
$13.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
135K+ 245.35% |
$12.5M - $14.3M
|
191K
$5.42M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
130K+ 9.25% |
$12.1M - $13.8M
|
1.54M
$43.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
124K+ 612.48% |
$11.4M - $13.1M
|
144K
$4.09M
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
113K+ 95.57% |
$10.5M - $12M
|
232K
$6.59M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
111KNew |
$10.2M - $11.7M
|
111K
$3.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
96.3K+ 5.58% |
$8.92M - $10.2M
|
1.82M
$51.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
86.9K+ 1490.05% |
$8.05M - $9.18M
|
92.7K
$2.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
78.3K+ 10.23% |
$7.25M - $8.27M
|
844K
$24M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
73.6K+ 86.1% |
$6.82M - $7.78M
|
159K
$4.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
68.2KNew |
$6.32M - $7.21M
|
68.2K
$1.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
67.9K+ 9.87% |
$6.29M - $7.17M
|
755K
$21.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
63.7KNew |
$5.9M - $6.74M
|
63.7K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
60.1K+ 5.86% |
$5.57M - $6.35M
|
1.09M
$30.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
58.5K+ 3.28% |
$5.42M - $6.18M
|
1.84M
$52.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
58KNew |
$5.38M - $6.13M
|
58K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
50.1K+ 275.27% |
$4.64M - $5.3M
|
68.3K
$1.94M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
48.1K+ 8.27% |
$4.46M - $5.09M
|
630K
$17.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
46.2K+ 6.86% |
$4.28M - $4.88M
|
720K
$20.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
45.8K+ 5.06% |
$4.24M - $4.84M
|
951K
$27.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
39.3K+ 85.98% |
$3.64M - $4.15M
|
84.9K
$2.42M
|
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
38.1K+ 82.18% |
$3.53M - $4.03M
|
84.5K
$2.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
37.3K+ 22.98% |
$3.46M - $3.94M
|
200K
$5.68M
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
36.5K+ 2.53% |
$3.38M - $3.86M
|
1.48M
$42.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
34.4K+ 49.25% |
$3.19M - $3.64M
|
104K
$2.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
34.3K+ 7.37% |
$3.18M - $3.63M
|
500K
$14.2M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
31.5K+ 458.88% |
$2.92M - $3.33M
|
38.4K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
30.3K+ 35.54% |
$2.8M - $3.2M
|
115K
$3.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
29.9KNew |
$2.77M - $3.16M
|
29.9K
$850K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
28.2K+ 8.71% |
$2.62M - $2.99M
|
352K
$10M
|
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
25.7KNew |
$2.38M - $2.72M
|
25.7K
$731K
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
25.4K+ 198.52% |
$2.35M - $2.69M
|
38.2K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
24.9K+ 3.21% |
$2.3M - $2.63M
|
801K
$22.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
24.8KNew |
$2.3M - $2.62M
|
24.8K
$706K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
23.3K+ 276.33% |
$2.16M - $2.46M
|
31.7K
$903K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
22.1K+ 16.07% |
$2.04M - $2.33M
|
159K
$4.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
21.6K+ 210.45% |
$2M - $2.28M
|
31.8K
$905K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
21.5K+ 306.01% |
$2M - $2.28M
|
28.6K
$813K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
20.1K+ 19.33% |
$1.86M - $2.13M
|
124K
$3.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
18.5K+ 80.93% |
$1.71M - $1.95M
|
41.3K
$1.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
17.9K+ 11.49% |
$1.66M - $1.9M
|
174K
$4.95M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
16.8K+ 32.58% |
$1.56M - $1.78M
|
68.4K
$1.95M
|