Latest Institutional Transactions on Schwab Strategic Tr Us Large C (SCHG)
This table provides information on the latest institutional transactions involving Schwab Strategic Tr Us Large C (SCHG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
75.8K+ 301.71% |
$1.97M - $7.99M
|
101K
$2.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
1.93M+ 298.91% |
$50.2M - $204M
|
2.58M
$74.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
62.5K+ 868.92% |
$1.62M - $6.58M
|
69.7K
$2.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
BUY
|
- |
315K+ 222.32% |
$8.16M - $33.1M
|
456K
$13.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
16.5K+ 228.87% |
$428K - $1.74M
|
23.7K
$685K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
192+ 300.0% |
$4.98K - $20.2K
|
256
$7.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
70.7K+ 299.31% |
$1.83M - $7.44M
|
94.3K
$2.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
16.8K+ 289.64% |
$435K - $1.77M
|
22.6K
$652K
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
127K+ 289.81% |
$3.29M - $13.4M
|
171K
$4.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
42.4K+ 451.38% |
$1.1M - $4.47M
|
51.8K
$1.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
7.17K+ 300.0% |
$186K - $755K
|
9.56K
$276K
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
1.49M+ 305.91% |
$38.5M - $156M
|
1.97M
$57M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
7.62KNew |
$198K - $802K
|
7.62K
$220K
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
10.3KNew |
$267K - $1.08M
|
10.3K
$297K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
168K+ 757.37% |
$4.37M - $17.7M
|
191K
$5.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
513K+ 333.15% |
$13.3M - $54M
|
667K
$19.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
972+ 300.0% |
$25.2K - $102K
|
1.3K
$37.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
600+ 300.0% |
$15.6K - $63.2K
|
800
$23.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
5.77M+ 312.27% |
$150M - $608M
|
7.62M
$220M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
519K+ 288.41% |
$13.5M - $54.7M
|
699K
$20.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
564New |
$14.6K - $59.4K
|
564
$16.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.39K+ 314.45% |
$62.1K - $252K
|
3.15K
$91.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
8.11K+ 300.3% |
$210K - $854K
|
10.8K
$312K
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-308- 1.56% |
$7.99K - $32.4K
|
19.4K
$561K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.57M+ 295.87% |
$66.5M - $270M
|
3.43M
$99.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
263K+ 339.19% |
$6.81M - $27.7M
|
340K
$9.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
90.3K+ 302.52% |
$2.34M - $9.51M
|
120K
$3.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
14.9K+ 300.06% |
$385K - $1.56M
|
19.8K
$572K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7.27KNew |
$188K - $765K
|
7.27K
$210K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
110K+ 305.57% |
$2.85M - $11.6M
|
146K
$4.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
6.85K+ 300.04% |
$178K - $722K
|
9.14K
$264K
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
18K+ 301.73% |
$466K - $1.89M
|
23.9K
$691K
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
21.9K+ 1094.2% |
$567K - $2.3M
|
23.9K
$690K
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
118K+ 299.59% |
$3.07M - $12.5M
|
158K
$4.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
18.5K+ 291.21% |
$479K - $1.95M
|
24.8K
$718K
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
13.6K+ 335.34% |
$353K - $1.43M
|
17.7K
$510K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
250New |
$6.48K - $26.3K
|
250
$7.23K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
8.5K+ 404.71% |
$220K - $895K
|
10.6K
$306K
|
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
15.8K+ 284.13% |
$411K - $1.67M
|
21.4K
$619K
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
365K+ 296.8% |
$9.48M - $38.5M
|
489K
$14.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
67.6K+ 3136.91% |
$1.75M - $7.12M
|
69.7K
$2.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
934K+ 293.43% |
$24.2M - $98.3M
|
1.25M
$36.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
84.7K+ 296.29% |
$2.2M - $8.92M
|
113K
$3.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
861K+ 290.73% |
$22.3M - $90.7M
|
1.16M
$33.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
5.8K+ 1071.16% |
$150K - $610K
|
6.34K
$183K
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
15.3K+ 316.25% |
$396K - $1.61M
|
20.1K
$581K
|
|
|
Jan 23, 2025
Q4 2024
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
11K+ 293.58% |
$285K - $1.16M
|
14.7K
$425K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
53.9K+ 262.8% |
$1.4M - $5.67M
|
74.4K
$2.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.12M+ 317.06% |
$29.1M - $118M
|
1.47M
$42.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
8.91K+ 300.0% |
$231K - $938K
|
11.9K
$343K
|