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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
800+ 11.56% |
$43.4K - $52.1K
|
7.72K
$219K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
555+ 2.97% |
$30.1K - $36.2K
|
19.3K
$547K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
274+ 57.68% |
$14.8K - $17.9K
|
749
$21.3K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
130New |
$7.04K - $8.47K
|
130
$3.69K
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
29+ 0.11% |
$1.57K - $1.89K
|
27K
$767K
|
|
| Q4 2022 | |||||||
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
195KNew |
$10.6M - $11.9M
|
195K
$5.55M
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
61.5KNew |
$3.34M - $3.74M
|
61.5K
$1.75M
|
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
34.2KNew |
$1.86M - $2.08M
|
34.2K
$972K
|
|
|
Jan 25, 2023
Q4 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
12.5KNew |
$680K - $760K
|
12.5K
$356K
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
11.4KNew |
$621K - $695K
|
11.4K
$325K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
5.57KNew |
$303K - $339K
|
5.57K
$158K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
5.57KNew |
$303K - $339K
|
5.57K
$158K
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
4.56KNew |
$247K - $277K
|
4.56K
$130K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.05KNew |
$220K - $246K
|
4.05K
$115K
|
|
|
Feb 13, 2023
Q4 2022
|
Lindenwold Advisors
|
BUY
|
- |
3.97KNew |
$216K - $241K
|
3.97K
$113K
|
|
|
Feb 08, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
3.97KNew |
$216K - $241K
|
3.97K
$113K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
3.69KNew |
$200K - $224K
|
3.69K
$105K
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.68KNew |
$200K - $224K
|
3.68K
$105K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
2.9KNew |
$157K - $176K
|
2.9K
$82.4K
|
|
|
Jan 25, 2023
Q4 2022
|
Wall Capital Group, Inc.
|
BUY
|
- |
1.13KNew |
$61.5K - $68.8K
|
1.13K
$32.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
632New |
$34.3K - $38.4K
|
632
$18K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
613+ 3.94% |
$33.3K - $37.2K
|
16.2K
$460K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
460New |
$25K - $27.9K
|
460
$13.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
229New |
$12.4K - $13.9K
|
229
$6.51K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
120+ 1.48% |
$6.52K - $7.29K
|
8.24K
$234K
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
105New |
$5.7K - $6.38K
|
105
$2.98K
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
53+ 0.62% |
$2.88K - $3.22K
|
8.59K
$244K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
26New |
$1.41K - $1.58K
|
26
$739
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
22New |
$1.19K - $1.34K
|
22
$625
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
20New |
$1.09K - $1.22K
|
20
$568
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
401K+ 191.37% |
$22.4M - $27.8M
|
610K
$17.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
47.9K+ 964.75% |
$2.67M - $3.32M
|
52.9K
$1.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
40.1KNew |
$2.24M - $2.78M
|
40.1K
$1.14M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
22.1KNew |
$1.23M - $1.53M
|
22.1K
$627K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
21.2KNew |
$1.18M - $1.47M
|
21.2K
$603K
|
|
|
Oct 11, 2022
Q3 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
13.7KNew |
$763K - $947K
|
13.7K
$389K
|
|
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
11.1KNew |
$617K - $766K
|
11.1K
$314K
|
|
|
Nov 08, 2022
Q3 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
4.89KNew |
$273K - $339K
|
4.89K
$139K
|
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
4.79KNew |
$267K - $332K
|
4.79K
$136K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
4.09K+ 3.35% |
$228K - $283K
|
126K
$3.59M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3.29KNew |
$184K - $228K
|
3.29K
$93.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
1.58K+ 1.0% |
$88.3K - $110K
|
160K
$4.55M
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
BUY
|
- |
1.35K+ 1.29% |
$75.4K - $93.6K
|
106K
$3.02M
|
|
|
Oct 13, 2022
Q3 2022
|
Schwab Charitable Fund
|
BUY
|
- |
778+ 14.79% |
$43.4K - $53.9K
|
6.04K
$172K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
615New |
$34.3K - $42.6K
|
615
$17.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
504+ 1400.0% |
$28.1K - $34.9K
|
540
$15.3K
|
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
462New |
$25.8K - $32K
|
462
$13.1K
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
74New |
$4.13K - $5.12K
|
74
$2.1K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
68New |
$3.8K - $4.71K
|
68
$1.93K
|
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
10+ 2.34% |
$558 - $693
|
437
$12.4K
|
|