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 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
3.69KNew |
$342K - $390K
|
3.69K
$102K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.89K+ 122.27% |
$268K - $305K
|
5.25K
$145K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-18.9K- 7.46% |
$1.75M - $2M
|
234K
$6.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-816- 0.1% |
$75.6K - $86.2K
|
843K
$23.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-484- 7.29% |
$44.8K - $51.2K
|
6.16K
$171K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6.03K+ 22.63% |
$558K - $637K
|
32.7K
$905K
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-12.5K- 3.11% |
$1.16M - $1.32M
|
390K
$10.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
2.34KNew |
$217K - $248K
|
2.34K
$65K
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
SELL
|
- |
-2.87K- 2.1% |
$266K - $303K
|
134K
$3.71M
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-4.05K- 1.8% |
$376K - $428K
|
221K
$6.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
10.9K+ 2.98% |
$1.01M - $1.15M
|
377K
$10.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-20.3K- 13.5% |
$1.88M - $2.14M
|
130K
$3.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
2.22KNew |
$206K - $235K
|
2.22K
$61.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
2.1KNew |
$195K - $222K
|
2.1K
$58.2K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-949- 2.67% |
$87.9K - $100K
|
34.6K
$959K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11K+ 9.78% |
$1.01M - $1.16M
|
123K
$3.41M
|
|
|
Nov 01, 2024
Q3 2024
|
Resolute Advisors LLC
|
BUY
|
- |
5.78KNew |
$536K - $611K
|
5.78K
$160K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-6- 0.13% |
$556 - $634
|
4.65K
$129K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.7K+ 2.32% |
$250K - $285K
|
119K
$3.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
42.5K+ 25.08% |
$3.93M - $4.49M
|
212K
$5.87M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
848+ 3.25% |
$78.6K - $89.6K
|
27K
$747K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
2+ 0.03% |
$185 - $211
|
7.28K
$202K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-782- 8.89% |
$72.4K - $82.6K
|
8.01K
$222K
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
200+ 4.22% |
$18.5K - $21.1K
|
4.94K
$137K
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
5.75K+ 20.85% |
$533K - $608K
|
33.3K
$924K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.2K+ 3.62% |
$204K - $232K
|
62.9K
$1.74M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-6.22K- 5.59% |
$576K - $658K
|
105K
$2.91M
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
5.86K+ 12.1% |
$543K - $619K
|
54.3K
$1.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
BUY
|
- |
3.43K+ 0.74% |
$318K - $362K
|
468K
$13M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
38+ 0.88% |
$3.52K - $4.02K
|
4.34K
$120K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
11.1K+ 319.83% |
$1.03M - $1.17M
|
14.5K
$403K
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
565+ 1.6% |
$52.3K - $59.7K
|
36K
$996K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-29.2K- 4.1% |
$2.7M - $3.08M
|
682K
$18.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-126- 2.12% |
$11.7K - $13.3K
|
5.82K
$161K
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
2.11KNew |
$196K - $223K
|
2.11K
$58.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Hanseatic Management Services Inc
|
SELL
|
- |
-2- 0.46% |
$185 - $211
|
436
$12.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-3.34K- 7.66% |
$309K - $353K
|
40.2K
$1.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
41+ 1.86% |
$3.8K - $4.33K
|
2.25K
$62.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-201K- 84.62% |
$18.7M - $21.3M
|
36.6K
$1.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
6+ 0.24% |
$556 - $634
|
2.52K
$69.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
901+ 35.77% |
$83.5K - $95.2K
|
3.42K
$94.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
388+ 7.21% |
$35.9K - $41K
|
5.77K
$160K
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
3.43K+ 11.6% |
$318K - $363K
|
33K
$915K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-81- 0.05% |
$7.5K - $8.56K
|
166K
$4.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
150+ 1.59% |
$13.9K - $15.9K
|
9.58K
$265K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.98K- 16.72% |
$183K - $209K
|
9.84K
$273K
|
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-20- 0.68% |
$1.85K - $2.11K
|
2.93K
$81.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
1.94K+ 6.03% |
$180K - $205K
|
34.1K
$945K
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-173- 0.99% |
$16K - $18.3K
|
17.2K
$477K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
200+ 2.42% |
$18.5K - $21.1K
|
8.46K
$234K
|