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 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
86.3K+ 200.0% |
$2.24M - $9.09M
|
130K
$4.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
74.7K+ 332.54% |
$1.94M - $7.86M
|
97.1K
$3.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
69.7K+ 202.91% |
$1.81M - $7.34M
|
104K
$3.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
65.1K+ 299.29% |
$1.69M - $6.85M
|
86.8K
$2.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
61.3K+ 300.02% |
$1.59M - $6.45M
|
81.7K
$2.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
59.7K+ 291.75% |
$1.55M - $6.29M
|
80.2K
$2.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Lindenwold Advisors
|
BUY
|
- |
49.5KNew |
$1.28M - $5.21M
|
49.5K
$1.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
42.8K+ 300.0% |
$1.11M - $4.51M
|
57.1K
$1.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
41.7K+ 310.26% |
$1.08M - $4.39M
|
55.1K
$1.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
38K+ 300.0% |
$985K - $4M
|
50.6K
$1.63M
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
32.5KNew |
$843K - $3.42M
|
32.5K
$1.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
32K+ 318.84% |
$829K - $3.37M
|
42K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
31.5K+ 329.72% |
$817K - $3.32M
|
41.1K
$1.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
31.3KNew |
$812K - $3.3M
|
31.3K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
27.2K+ 275.25% |
$706K - $2.87M
|
37.1K
$1.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
26.8K+ 779.23% |
$695K - $2.82M
|
30.2K
$975K
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
26K+ 300.0% |
$675K - $2.74M
|
34.7K
$1.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
24.5K+ 300.01% |
$636K - $2.58M
|
32.7K
$1.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
23.3K+ 300.0% |
$604K - $2.45M
|
31K
$1M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
21.7K+ 241.97% |
$562K - $2.28M
|
30.6K
$989K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
20KNew |
$518K - $2.11M
|
20K
$645K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
20KNew |
$518K - $2.11M
|
20K
$645K
|
|
|
Mar 13, 2025
Q4 2024
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
19.7KNew |
$511K - $2.07M
|
19.7K
$635K
|
|
|
Apr 16, 2025
Q4 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
19.2K+ 370.46% |
$497K - $2.02M
|
24.3K
$785K
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
19.1KNew |
$496K - $2.02M
|
19.1K
$618K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
18.7KNew |
$484K - $1.97M
|
18.7K
$603K
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
18K+ 247.24% |
$467K - $1.89M
|
25.3K
$815K
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
17.5K+ 300.0% |
$454K - $1.84M
|
23.3K
$752K
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
16.9K+ 299.98% |
$437K - $1.78M
|
22.5K
$726K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
16.8K+ 289.64% |
$435K - $1.77M
|
22.6K
$728K
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
16.4K+ 300.0% |
$426K - $1.73M
|
21.9K
$707K
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
16KNew |
$416K - $1.69M
|
16K
$517K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
16K+ 300.0% |
$414K - $1.68M
|
21.3K
$687K
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
15.9K+ 300.0% |
$412K - $1.67M
|
21.2K
$683K
|
|
|
Feb 14, 2025
Q4 2024
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
14.1KNew |
$364K - $1.48M
|
14.1K
$453K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
13.9K+ 228.74% |
$362K - $1.47M
|
20K
$647K
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
BUY
|
- |
13K+ 80.44% |
$337K - $1.37M
|
29.1K
$940K
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
12.5K+ 300.0% |
$325K - $1.32M
|
16.7K
$538K
|
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
12.1K+ 300.0% |
$313K - $1.27M
|
16.1K
$519K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
12K+ 300.0% |
$312K - $1.27M
|
16.1K
$518K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
11.8K+ 300.0% |
$307K - $1.25M
|
15.8K
$509K
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
11.7K+ 300.0% |
$302K - $1.23M
|
15.5K
$501K
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
11.6KNew |
$301K - $1.22M
|
11.6K
$375K
|
|
|
Apr 29, 2025
Q4 2024
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
11.5KNew |
$298K - $1.21M
|
11.5K
$370K
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
11.4K+ 300.0% |
$296K - $1.2M
|
15.2K
$490K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
11.2K+ 332.83% |
$290K - $1.18M
|
14.6K
$470K
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
10.7KNew |
$278K - $1.13M
|
10.7K
$346K
|
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
10.6K+ 300.0% |
$274K - $1.11M
|
14.1K
$455K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
10.6K+ 300.0% |
$274K - $1.11M
|
14.1K
$455K
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
10.5K+ 300.0% |
$273K - $1.11M
|
14K
$453K
|
|