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 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.7K- 1.6% |
$993K - $1.13M
|
657K
$19M
|
|
Nov 14, 2024
Q3 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-1.45K- 1.71% |
$134K - $153K
|
83.6K
$2.42M
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
6.4K+ 228.57% |
$593K - $676K
|
9.2K
$266K
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-136- 2.24% |
$12.6K - $14.4K
|
5.94K
$172K
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-110- 2.94% |
$10.2K - $11.6K
|
3.63K
$105K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-47.5K- 58.49% |
$4.4M - $5.02M
|
33.7K
$975K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
50.1K+ 275.27% |
$4.64M - $5.3M
|
68.3K
$1.97M
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
1.52K+ 7.24% |
$140K - $160K
|
22.5K
$649K
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
6.14KNew |
$569K - $649K
|
6.14K
$178K
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
11.8K+ 139.22% |
$1.1M - $1.25M
|
20.3K
$587K
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-102- 0.92% |
$9.45K - $10.8K
|
10.9K
$316K
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.19KNew |
$203K - $231K
|
2.19K
$63.2K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
29.9KNew |
$2.77M - $3.16M
|
29.9K
$863K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
7.6K+ 217.14% |
$704K - $803K
|
11.1K
$321K
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.14KNew |
$384K - $438K
|
4.14K
$120K
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-52.9K- 73.2% |
$4.9M - $5.59M
|
19.4K
$560K
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
24.8KNew |
$2.3M - $2.62M
|
24.8K
$717K
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
233K+ 98.32% |
$21.5M - $24.6M
|
469K
$13.6M
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-53- 0.43% |
$4.91K - $5.6K
|
12.2K
$353K
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
944+ 61.26% |
$87.4K - $99.8K
|
2.49K
$71.8K
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
7.11K+ 6.81% |
$659K - $752K
|
112K
$3.22M
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.41K+ 300.0% |
$131K - $149K
|
1.88K
$54.3K
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
830+ 16.55% |
$76.9K - $87.7K
|
5.85K
$169K
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
5New |
$463 - $528
|
5
$145
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
124+ 1.76% |
$11.5K - $13.1K
|
7.16K
$207K
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-224- 1.24% |
$20.7K - $23.7K
|
17.8K
$513K
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.97K+ 6.27% |
$460K - $525K
|
84.1K
$2.43M
|
|
Nov 14, 2024
Q3 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
27+ 0.5% |
$2.5K - $2.85K
|
5.47K
$158K
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-70.5K- 97.14% |
$6.53M - $7.45M
|
2.08K
$60K
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-535- 81.8% |
$49.6K - $56.5K
|
119
$3.44K
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
102New |
$9.45K - $10.8K
|
102
$2.95K
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-54- 0.89% |
$5K - $5.71K
|
6.05K
$175K
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
540+ 15.68% |
$50K - $57.1K
|
3.98K
$115K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
13.7K+ 1.94% |
$1.27M - $1.45M
|
720K
$20.8M
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
206+ 0.81% |
$19.1K - $21.8K
|
25.6K
$739K
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
843+ 2.09% |
$78.1K - $89.1K
|
41.2K
$1.19M
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
1.34K+ 31.81% |
$124K - $142K
|
5.55K
$160K
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
2.06K+ 20.23% |
$191K - $218K
|
12.3K
$354K
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.83K+ 10.53% |
$170K - $193K
|
19.2K
$555K
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
6.76K+ 6.42% |
$627K - $715K
|
112K
$3.24M
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
142+ 1.54% |
$13.2K - $15K
|
9.34K
$270K
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2.13K+ 18.39% |
$197K - $225K
|
13.7K
$396K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
8.03K+ 87.47% |
$743K - $848K
|
17.2K
$497K
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
2.04KNew |
$189K - $216K
|
2.04K
$59K
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
320+ 5.67% |
$29.6K - $33.8K
|
5.97K
$172K
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.25KNew |
$209K - $238K
|
2.25K
$65.1K
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
457New |
$42.3K - $48.3K
|
457
$13.2K
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
30.3K+ 35.54% |
$2.8M - $3.2M
|
115K
$3.34M
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-110- 1.0% |
$10.2K - $11.6K
|
10.9K
$314K
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
272+ 372.6% |
$25.2K - $28.7K
|
345
$9.97K
|