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
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
206+ 0.81% |
$19.1K - $21.8K
|
25.6K
$739K
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
200+ 4.22% |
$18.5K - $21.1K
|
4.94K
$143K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
200+ 2.42% |
$18.5K - $21.1K
|
8.46K
$244K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
199+ 24.33% |
$18.4K - $21K
|
1.02K
$29.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
187+ 0.85% |
$17.3K - $19.8K
|
22.2K
$641K
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
BUY
|
- |
182+ 3.11% |
$16.9K - $19.2K
|
6.04K
$174K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
181+ 2.81% |
$16.8K - $19.1K
|
6.63K
$192K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
179New |
$16.6K - $18.9K
|
179
$5.17K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
178+ 5.5% |
$16.5K - $18.8K
|
3.42K
$98.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
177+ 8.82% |
$16.4K - $18.7K
|
2.18K
$63.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
166+ 0.68% |
$15.4K - $17.5K
|
24.7K
$715K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
163+ 4.11% |
$15.1K - $17.2K
|
4.13K
$119K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
151+ 0.39% |
$14K - $16K
|
38.9K
$1.12M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
150+ 1.59% |
$13.9K - $15.9K
|
9.58K
$277K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
147New |
$13.6K - $15.5K
|
147
$4.25K
|
|
|
Nov 12, 2024
Q3 2024
|
Athena Investment Management
|
BUY
|
- |
146+ 0.47% |
$13.5K - $15.4K
|
31.4K
$907K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
142+ 1.54% |
$13.2K - $15K
|
9.34K
$270K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
140New |
$13K - $14.8K
|
140
$4.05K
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
136+ 3.28% |
$12.6K - $14.4K
|
4.28K
$124K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
129+ 1.81% |
$11.9K - $13.6K
|
7.24K
$209K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
126+ 1.71% |
$11.7K - $13.3K
|
7.5K
$217K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
124+ 1.76% |
$11.5K - $13.1K
|
7.16K
$207K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
113+ 3.65% |
$10.5K - $11.9K
|
3.21K
$92.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
102New |
$9.45K - $10.8K
|
102
$2.95K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
97New |
$8.99K - $10.3K
|
97
$2.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
90+ 3.54% |
$8.34K - $9.51K
|
2.63K
$76K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
87New |
$8.06K - $9.2K
|
87
$2.51K
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
87+ 0.03% |
$8.06K - $9.2K
|
287K
$8.29M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
86+ 4.24% |
$7.97K - $9.09K
|
2.12K
$61.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
82+ 2.08% |
$7.6K - $8.67K
|
4.03K
$116K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
63New |
$5.84K - $6.66K
|
63
$1.82K
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
63+ 0.21% |
$5.84K - $6.66K
|
30.8K
$889K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
60+ 0.52% |
$5.56K - $6.34K
|
11.7K
$337K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
55+ 0.56% |
$5.09K - $5.81K
|
9.87K
$285K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
53+ 0.22% |
$4.91K - $5.6K
|
24.7K
$713K
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
50+ 5.68% |
$4.63K - $5.28K
|
930
$26.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
41+ 1.86% |
$3.8K - $4.33K
|
2.25K
$65K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
38+ 0.88% |
$3.52K - $4.02K
|
4.34K
$125K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
31+ 9.37% |
$2.87K - $3.28K
|
362
$10.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
30+ 1.35% |
$2.78K - $3.17K
|
2.25K
$65K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
28+ 0.02% |
$2.59K - $2.96K
|
115K
$3.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
27+ 0.5% |
$2.5K - $2.85K
|
5.47K
$158K
|
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
27+ 0.21% |
$2.5K - $2.85K
|
12.8K
$371K
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
26+ 0.08% |
$2.41K - $2.75K
|
32.3K
$932K
|
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
BUY
|
- |
24+ 0.95% |
$2.22K - $2.54K
|
2.54K
$73.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
24+ 23.76% |
$2.22K - $2.54K
|
125
$3.61K
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
22+ 0.32% |
$2.04K - $2.33K
|
6.8K
$196K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
21+ 0.22% |
$1.95K - $2.22K
|
9.63K
$278K
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
21+ 0.21% |
$1.95K - $2.22K
|
10.1K
$292K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
20+ 0.19% |
$1.85K - $2.11K
|
10.6K
$307K
|