Latest Institutional Purchases of Schwab Strategic Tr Us Large C (SCHG)

SCHG Quotes by TradingView

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 13, 2023 Q3 2023
Four Thought Financial Partners, LLC

Venice, FL
BUY
 -
3.36K
New
$242K - $262K
3.36K $97K
Oct 31, 2023 Q3 2023
Financial Designs Corp

Claremont, CA
BUY
 -
3.03K
New
$218K - $237K
3.03K $87.6K
Oct 20, 2023 Q3 2023
Lake Street Financial LLC

BUY
 -
2.87K
New
$207K - $224K
2.87K $83K
Oct 23, 2023 Q3 2023
Sheets Smith Wealth Management

BUY
 -
1.55K
New
$112K - $121K
1.55K $44.9K
Oct 17, 2023 Q3 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
1.44K
New
$104K - $113K
1.44K $41.7K
Nov 14, 2023 Q3 2023
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
1.23K
+ 22.27%
$88.8K - $96.3K
6.78K $196K
Nov 03, 2023 Q3 2023
Aspire Private Capital, LLC

BUY
 -
877
New
$63.1K - $68.4K
877 $25.3K
Nov 03, 2023 Q3 2023
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
673
New
$48.4K - $52.5K
673 $19.4K
Oct 24, 2023 Q3 2023
Windsor Group LTD

BUY
 -
645
+ 6.94%
$46.4K - $50.3K
9.94K $287K
Oct 24, 2023 Q3 2023
Legacy Financial Group LLC

BUY
 -
603
New
$43.4K - $47K
603 $17.4K
Nov 02, 2023 Q3 2023
Clarkston Capital Partners, LLC

Bloomfield Hills, MI
BUY
 -
279
New
$20.1K - $21.8K
279 $8.06K
Oct 20, 2023 Q3 2023
Prairie View Partners, LLC

BUY
 -
100
New
$7.2K - $7.8K
100 $2.89K
Nov 14, 2023 Q3 2023
Financial Avengers, Inc.

Oakland, CA
BUY
 -
20
New
$1.44K - $1.56K
20 $578
Nov 08, 2023 Q3 2023
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
1
+ 0.01%
$72 - $78
10.6K $308K
Aug 08, 2024 Q3 2023
Syntrinsic LLC

Denver, CO
BUY
 -
0
New
$0 - $0
0 $0
Oct 10, 2023 Q3 2023
Activest Wealth Management

BUY
 -
0
New
$0 - $0
0 $0
Q2 2023
Jul 27, 2023 Q2 2023
Carlsbad Wealth Advisory Group, Inc.

Carlsbad, CA
BUY
 -
282K
New
$18M - $21.2M
282K $8.16M
Jul 06, 2023 Q2 2023
Piershale Financial Group, Inc.

BUY
 -
85.3K
New
$5.43M - $6.39M
85.3K $2.47M
Sep 21, 2023 Q2 2023
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
8.5K
+ 326.92%
$541K - $637K
11.1K $321K
Oct 30, 2023 Q2 2023
Iams Wealth Management, LLC

Omaha, NE
BUY
 PUT
7.49K
New
$476K - $561K
7.49K $216K
Jul 20, 2023 Q2 2023
Naviter Wealth, LLC

BUY
 -
3.92K
New
$249K - $294K
3.92K $113K
Aug 08, 2023 Q2 2023
Clearstead Trust, LLC

Portland, ME
BUY
 -
1.44K
New
$91.5K - $108K
1.44K $41.6K
Aug 16, 2023 Q2 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
959
New
$61K - $71.9K
959 $27.7K
Jul 31, 2023 Q2 2023
Tiaa, Fsb

St. Louis, MO
BUY
 -
728
+ 6.37%
$46.3K - $54.6K
12.2K $351K
Jul 14, 2023 Q2 2023
Level Financial Advisors, Inc.

BUY
 -
480
New
$30.5K - $36K
480 $13.9K
Jul 20, 2023 Q2 2023
Investment Research & Advisory Group, Inc.

BUY
 -
330
New
$21K - $24.7K
330 $9.54K
Aug 11, 2023 Q2 2023
Penserra Capital Management LLC

Orinda, CA
BUY
 -
270
New
$17.2K - $20.2K
270 $7.8K
Jul 24, 2023 Q2 2023
Global Trust Asset Management, LLC

BUY
 -
255
New
$16.2K - $19.1K
255 $7.37K
Aug 08, 2023 Q2 2023
All Square Wealth Management LLC

Albany, NY
BUY
 -
212
New
$13.5K - $15.9K
212 $6.13K
Aug 09, 2023 Q2 2023
Financial Architects, Inc

Marlton, NJ
BUY
 -
173
+ 0.29%
$11K - $13K
60.5K $1.75M
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
165
New
$10.5K - $12.4K
165 $4.77K
Jul 13, 2023 Q2 2023
Tilia Fiduciary Partners, Inc.

BUY
 -
125
New
$7.95K - $9.37K
125 $3.61K
Aug 01, 2023 Q2 2023
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
110
New
$7K - $8.24K
110 $3.18K
Jul 19, 2023 Q2 2023
25 LLC

St. Louis, MO
BUY
 -
19
+ 5.69%
$1.21K - $1.42K
353 $10.2K
Aug 14, 2023 Q2 2023
First Manhattan CO

New York, NY
BUY
 -
6
New
$382 - $450
6 $173
Jul 14, 2023 Q2 2023
Pacifica Partners Inc.

BUY
 -
6
New
$382 - $450
6 $173
Aug 10, 2023 Q2 2023
Sonora Investment Management Group, LLC

Tucson, AZ
BUY
 -
5
+ 0.11%
$318 - $375
4.62K $134K
Aug 23, 2023 Q2 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
1
+ 0.12%
$63.6 - $75
820 $23.7K
Aug 08, 2023 Q2 2023
Column Capital Advisors, LLC

BUY
 -
1
+ 0.15%
$63.6 - $75
657 $19K
Jul 14, 2023 Q2 2023
Gilman Hill Asset Management, LLC

BUY
 -
1
+ 0.03%
$63.6 - $75
3.13K $90.5K
Q1 2023
Apr 11, 2023 Q1 2023
Stableford Capital Ii LLC

Scottsdale, AZ
BUY
 -
119K
New
$6.45M - $7.76M
119K $3.44M
May 10, 2023 Q1 2023
Staley Capital Advisers Inc

BUY
 -
43.2K
New
$2.34M - $2.81M
43.2K $1.25M
Apr 28, 2023 Q1 2023
Harvest Group Wealth Management, LLC

BUY
 -
38.8K
+ 38.04%
$2.1M - $2.53M
141K $4.07M
Jun 05, 2023 Q1 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
8.19K
+ 119.49%
$444K - $533K
15K $435K
May 04, 2023 Q1 2023
Bordeaux Wealth Advisors LLC

BUY
 -
6.75K
New
$366K - $440K
6.75K $195K
May 15, 2023 Q1 2023
Ruggaard & Associates LLC

Twinsburg, OH
BUY
 -
6.32K
New
$342K - $412K
6.32K $183K
May 05, 2023 Q1 2023
Retirement Income Solutions, Inc

Ann Arbor, MI
BUY
 -
5.42K
+ 62.8%
$294K - $353K
14.1K $406K
May 15, 2023 Q1 2023
Mid West One Financial Group, Inc.

Iowa City, IA
BUY
 -
4.31K
New
$233K - $281K
4.31K $124K
May 10, 2023 Q1 2023
San Luis Wealth Advisors LLC

San Luis Obispo, CA
BUY
 -
3.77K
New
$204K - $245K
3.77K $109K

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