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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-25.1K- 4.84% |
$2.32M - $2.65M
|
493K
$13.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
16K+ 62.67% |
$1.48M - $1.69M
|
41.4K
$1.15M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.62K+ 80.58% |
$150K - $171K
|
3.63K
$100K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
2.21KNew |
$205K - $233K
|
2.21K
$61.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
166+ 20.65% |
$15.4K - $17.5K
|
970
$26.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-3.2K- 5.75% |
$296K - $338K
|
52.4K
$1.45M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-300- 84.27% |
$27.8K - $31.7K
|
56
$1.55K
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
SELL
|
- |
-743- 2.95% |
$68.8K - $78.5K
|
24.5K
$678K
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
87+ 0.03% |
$8.06K - $9.2K
|
287K
$7.95M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
8.36K+ 2.08% |
$774K - $883K
|
409K
$11.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-7.99K- 6.04% |
$740K - $844K
|
124K
$3.44M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
16.8K+ 32.58% |
$1.56M - $1.78M
|
68.4K
$1.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-36- 0.62% |
$3.33K - $3.8K
|
5.73K
$159K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
177+ 8.82% |
$16.4K - $18.7K
|
2.18K
$60.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
30+ 1.35% |
$2.78K - $3.17K
|
2.25K
$62.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
SELL
|
- |
-14.6K- 7.78% |
$1.35M - $1.54M
|
173K
$4.79M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.88K- 46.45% |
$174K - $198K
|
2.17K
$60K
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
3.6K+ 1.4% |
$333K - $380K
|
260K
$7.21M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.47K- 4.36% |
$136K - $155K
|
32.3K
$894K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
86+ 4.24% |
$7.97K - $9.09K
|
2.12K
$58.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-1.11K- 12.47% |
$102K - $117K
|
7.77K
$215K
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
927+ 0.81% |
$85.9K - $98K
|
115K
$3.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Riverstone Advisors, LLC
|
SELL
|
- |
-150- 5.91% |
$13.9K - $15.9K
|
2.39K
$66.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
1.68K+ 8.95% |
$155K - $177K
|
20.4K
$565K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.15K+ 18.46% |
$107K - $122K
|
7.39K
$205K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-525- 11.46% |
$48.6K - $55.5K
|
4.06K
$112K
|
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
251K+ 621.69% |
$23.3M - $26.6M
|
292K
$8.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
140K+ 804.0% |
$13M - $14.8M
|
157K
$4.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
148+ 1.83% |
$13.7K - $15.6K
|
8.24K
$228K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
BUY
|
- |
1+ 0.0% |
$92.6 - $106
|
22.2K
$614K
|
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
BUY
|
- |
24+ 0.95% |
$2.22K - $2.54K
|
2.54K
$70.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2.85K+ 1.61% |
$264K - $301K
|
180K
$4.99M
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
1+ 0.05% |
$92.6 - $106
|
2.15K
$59.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-1.91K- 1.48% |
$177K - $202K
|
127K
$3.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-6.22K- 3.15% |
$576K - $657K
|
191K
$5.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-5.83K- 6.51% |
$540K - $616K
|
83.6K
$2.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-42- 1.0% |
$3.89K - $4.44K
|
4.14K
$115K
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
86.9K+ 1490.05% |
$8.05M - $9.18M
|
92.7K
$2.57M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-8.53K- 5.41% |
$790K - $901K
|
149K
$4.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
17.9K+ 11.49% |
$1.66M - $1.9M
|
174K
$4.82M
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
31+ 9.37% |
$2.87K - $3.28K
|
362
$10K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
1.08KNew |
$99.6K - $114K
|
1.08K
$29.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.89K+ 1.6% |
$175K - $200K
|
120K
$3.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Systelligence, LLC
|
BUY
|
- |
1.11K+ 0.86% |
$103K - $117K
|
130K
$3.61M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
22.1K+ 16.07% |
$2.04M - $2.33M
|
159K
$4.41M
|
|
|
Nov 04, 2024
Q3 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.43K- 1.49% |
$133K - $151K
|
94.5K
$2.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-12.3K- 5.6% |
$1.14M - $1.3M
|
208K
$5.76M
|
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-10.9K- 3.55% |
$1.01M - $1.15M
|
296K
$8.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
63New |
$5.84K - $6.66K
|
63
$1.75K
|