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
May 15, 2024 Q1 2024
Price T Rowe Associates Inc

Baltimore, MD
BUY
 -
6.32K
New
$509K - $590K
6.32K $180K
Jun 04, 2024 Q1 2024
Tactive Advisors, LLC

Jacksonville, FL
BUY
 -
5.9K
New
$476K - $551K
5.9K $168K
Apr 25, 2024 Q1 2024
Eudaimonia Advisors LLC

Winchester, TN
BUY
 -
3.94K
+ 10.46%
$317K - $367K
41.5K $1.18M
May 06, 2024 Q1 2024
Penobscot Wealth Management

BUY
 -
3.79K
New
$305K - $353K
3.79K $108K
Nov 07, 2024 Q1 2024
Verity & Verity, LLC

Beaufort, SC
BUY
 -
3.58K
New
$288K - $334K
3.58K $102K
May 13, 2024 Q1 2024
Umpqua Bank

Lake Oswego, OR
BUY
 -
2.69K
New
$216K - $251K
2.69K $76.4K
May 01, 2024 Q1 2024
Palisade Asset Management, LLC

BUY
 -
2.37K
New
$191K - $221K
2.37K $67.5K
Apr 26, 2024 Q1 2024
Crestone Asset Management LLC

BUY
 -
2.33K
New
$188K - $217K
2.33K $66.3K
Apr 17, 2024 Q1 2024
Symphony Financial, Ltd. Co.

BUY
 -
2.32K
New
$187K - $217K
2.32K $66.1K
Apr 12, 2024 Q1 2024
Southland Equity Partners LLC

Wildwood, MO
BUY
 -
2.32K
New
$187K - $216K
2.32K $65.9K
Apr 23, 2024 Q1 2024
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
2.26K
New
$182K - $211K
2.26K $64.2K
Jun 13, 2024 Q1 2024
Mosaic Family Wealth Partners, LLC

St. Louis, MO
BUY
 -
2.21K
New
$178K - $206K
2.21K $62.9K
May 08, 2024 Q1 2024
Delta Investment Management, LLC

BUY
 -
2.19K
New
$176K - $204K
2.19K $62.2K
Apr 19, 2024 Q1 2024
Cutler Group LP

BUY
 -
1.9K
New
$153K - $177K
1.9K $54.1K
Apr 22, 2024 Q1 2024
First Purpose Wealth LLC

BUY
 -
1.1K
+ 41.6%
$88.7K - $103K
3.74K $107K
May 14, 2024 Q1 2024
1832 Asset Management L.P.

Toronto, A6
BUY
 -
890
+ 18.02%
$71.7K - $83.1K
5.83K $166K
Jun 21, 2024 Q1 2024
Abich Financial Wealth Management LLC

Ashburn, VA
BUY
 -
777
New
$62.6K - $72.5K
777 $22.1K
May 03, 2024 Q1 2024
Briaud Financial Planning, Inc

College Station, TX
BUY
 -
684
New
$55.1K - $63.8K
684 $19.5K
Apr 26, 2024 Q1 2024
Horizon Financial Services, LLC

BUY
 -
583
New
$47K - $54.4K
583 $16.6K
Apr 30, 2024 Q1 2024
Mogy Joel R Investment Counsel Inc

Beverly Hills, CA
BUY
 -
500
New
$40.3K - $46.7K
500 $14.2K
Apr 25, 2024 Q1 2024
Mtm Investment Management, LLC

Spartanburg, SC
BUY
 -
343
New
$27.6K - $32K
343 $9.76K
Aug 09, 2024 Q1 2024
Tucker Asset Management LLC

Littleton, CO
BUY
 -
184
+ 17.73%
$14.8K - $17.2K
1.22K $34.8K
May 02, 2024 Q1 2024
En Rich Financial Partners LLC

Madison, WI
BUY
 -
88
New
$7.09K - $8.21K
88 $2.5K
May 14, 2024 Q1 2024
M Holdings Securities, Inc.

Portland, OR
BUY
 -
83
+ 0.58%
$6.69K - $7.75K
14.5K $412K
Apr 17, 2024 Q1 2024
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
71
+ 0.89%
$5.72K - $6.63K
8.08K $230K
Jun 17, 2024 Q1 2024
Tru North Capital Management, LLC

Kalamazoo, MI
BUY
 -
31
New
$2.5K - $2.89K
31 $882
Apr 30, 2024 Q1 2024
Beam Wealth Advisors, Inc.

BUY
 -
13
+ 0.22%
$1.05K - $1.21K
5.84K $166K
Apr 22, 2024 Q1 2024
Kessler Investment Group, LLC

BUY
 -
12
New
$967 - $1.12K
12 $341
May 02, 2024 Q1 2024
New England Capital Financial Advisors LLC

Meriden, CT
BUY
 -
7
New
$564 - $653
7 $199
May 13, 2024 Q1 2024
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
3
New
$242 - $280
3 $85.4
Apr 11, 2024 Q1 2024
Optimum Investment Advisors

BUY
 -
1
+ 0.46%
$80.6 - $93.3
219 $6.23K
Q4 2023
Feb 12, 2024 Q4 2023
Focus Financial Network Inc /Adv

Minneapolis, MN
BUY
 -
1.47M
New
$103M - $122M
1.47M $41.8M
Feb 14, 2024 Q4 2023
Cambridge Associates LLC

Boston, MA
BUY
 -
119K
New
$8.37M - $9.96M
119K $3.4M
Jan 11, 2024 Q4 2023
Moody National Bank Trust Division

BUY
 -
119K
New
$8.37M - $9.96M
119K $3.4M
Feb 06, 2024 Q4 2023
Rollins Financial

BUY
 -
85.6K
+ 37.09%
$6M - $7.14M
316K $9M
Feb 09, 2024 Q4 2023
Winthrop Capital Management, LLC

Carmel, IN
BUY
 -
59.1K
New
$4.14M - $4.93M
59.1K $1.68M
Feb 14, 2024 Q4 2023
Gts Securities LLC

New York, NY
BUY
 -
18.1K
New
$1.27M - $1.51M
18.1K $516K
Feb 22, 2024 Q4 2023
Napa Wealth Management

Napa, CA
BUY
 -
17.7K
New
$1.24M - $1.48M
17.7K $505K
Feb 09, 2024 Q4 2023
Financial Advisors Network, Inc.

BUY
 -
8.34K
+ 3.15%
$585K - $695K
274K $7.78M
Mar 01, 2024 Q4 2023
Ark & Tlk Investments, LLC

Oklahoma City, OK
BUY
 -
8.17K
New
$573K - $681K
8.17K $233K
Feb 14, 2024 Q4 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
7.14K
New
$500K - $595K
7.14K $203K
Feb 14, 2024 Q4 2023
Bos Asset Management, LLC

Springfield, IL
BUY
 -
6.76K
New
$474K - $563K
6.76K $192K
Jan 29, 2024 Q4 2023
Sawtooth Solutions, LLC

BUY
 -
6.75K
+ 2.27%
$473K - $563K
305K $8.67M
Feb 07, 2024 Q4 2023
Wrapmanager Inc

BUY
 -
6.27K
New
$439K - $522K
6.27K $178K
Feb 07, 2024 Q4 2023
First Western Trust Bank

Denver, CO
BUY
 -
5.48K
New
$384K - $457K
5.48K $156K
Feb 13, 2024 Q4 2023
Benchmark Investment Advisors LLC

Chicago, IL
BUY
 -
4.78K
New
$335K - $398K
4.78K $136K
Jan 18, 2024 Q4 2023
Well Done, LLC

BUY
 -
2.96K
New
$208K - $247K
2.96K $84.3K
Feb 07, 2024 Q4 2023
Qrg Capital Management, Inc.

Berwyn, PA
BUY
 -
2.92K
New
$204K - $243K
2.92K $83K
Jan 17, 2024 Q4 2023
Columbia Trust CO 01012016

BUY
 -
2.69K
New
$188K - $224K
2.69K $76.4K

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