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 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3.49K+ 120.86% |
$90.6K - $368K
|
6.39K
$206K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
2.78KNew |
$72.2K - $293K
|
2.78K
$89.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2.2K+ 300.0% |
$57.1K - $232K
|
2.94K
$94.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
2.17K+ 199.08% |
$56.3K - $229K
|
3.26K
$105K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2.16K+ 300.0% |
$56K - $227K
|
2.88K
$92.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
2.05K+ 300.0% |
$53.2K - $216K
|
2.74K
$88.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1.8K+ 300.0% |
$46.7K - $190K
|
2.4K
$77.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
1.58KNew |
$41.1K - $167K
|
1.58K
$51.1K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
1.56K+ 287.45% |
$40.4K - $164K
|
2.1K
$67.7K
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.5K+ 707.55% |
$38.9K - $158K
|
1.71K
$55.2K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.38K+ 209.09% |
$35.8K - $145K
|
2.04K
$65.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.37K+ 299.78% |
$35.5K - $144K
|
1.83K
$58.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.37K+ 300.22% |
$35.5K - $144K
|
1.83K
$58.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
1.34K+ 307.11% |
$34.7K - $141K
|
1.78K
$57.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.31K+ 300.0% |
$34K - $138K
|
1.75K
$56.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.28KNew |
$33.1K - $134K
|
1.28K
$41.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.2K+ 300.0% |
$31.1K - $126K
|
1.6K
$51.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
1.03KNew |
$26.6K - $108K
|
1.03K
$33.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
978+ 300.0% |
$25.4K - $103K
|
1.3K
$42.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
743+ 299.6% |
$19.3K - $78.2K
|
991
$32K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
732New |
$19K - $77.1K
|
732
$23.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
700New |
$18.2K - $73.7K
|
700
$22.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
692New |
$17.9K - $72.9K
|
692
$22.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
678+ 300.0% |
$17.6K - $71.4K
|
904
$29.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
657New |
$17K - $69.2K
|
657
$21.2K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
644New |
$16.7K - $67.8K
|
644
$20.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
636+ 300.0% |
$16.5K - $67K
|
848
$27.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
612+ 300.0% |
$15.9K - $64.4K
|
816
$26.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
516+ 1474.29% |
$13.4K - $54.3K
|
551
$17.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
495+ 300.0% |
$12.8K - $52.1K
|
660
$21.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
BUY
|
- |
456+ 300.0% |
$11.8K - $48K
|
608
$19.6K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
392New |
$10.2K - $41.3K
|
392
$12.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
384+ 300.0% |
$9.96K - $40.4K
|
512
$16.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
368+ 657.14% |
$9.54K - $38.8K
|
424
$13.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
360New |
$9.33K - $37.9K
|
360
$11.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
347+ 53.47% |
$9K - $36.5K
|
996
$32.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
300+ 300.0% |
$7.78K - $31.6K
|
400
$12.9K
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
296+ 336.36% |
$7.68K - $31.2K
|
384
$12.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
226+ 869.23% |
$5.86K - $23.8K
|
252
$8.13K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
225+ 300.0% |
$5.83K - $23.7K
|
300
$9.68K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
186+ 300.0% |
$4.82K - $19.6K
|
248
$8K
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
132+ 300.0% |
$3.42K - $13.9K
|
176
$5.68K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
125New |
$3.24K - $13.2K
|
125
$4.03K
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
112New |
$2.9K - $11.8K
|
112
$3.61K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
78+ 300.0% |
$2.02K - $8.21K
|
104
$3.36K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
60+ 300.0% |
$1.56K - $6.32K
|
80
$2.58K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
57+ 9.64% |
$1.48K - $6K
|
648
$20.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
51New |
$1.32K - $5.37K
|
51
$1.65K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
11New |
$285 - $1.16K
|
11
$355
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
6+ 300.0% |
$156 - $632
|
8
$258
|
|