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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
211+ 4.56% |
$19.5K - $22.3K
|
4.84K
$134K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-2.11K- 33.87% |
$196K - $223K
|
4.12K
$114K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-6- 0.03% |
$556 - $634
|
19.6K
$543K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
36.5K+ 2.53% |
$3.38M - $3.86M
|
1.48M
$41M
|
|
|
Oct 29, 2024
Q3 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
2.08K+ 2.27% |
$192K - $220K
|
93.6K
$2.59M
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-399- 2.11% |
$37K - $42.2K
|
18.5K
$513K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-117- 33.14% |
$10.8K - $12.4K
|
236
$6.54K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
48.1K+ 8.27% |
$4.46M - $5.09M
|
630K
$17.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
1.97KNew |
$183K - $209K
|
1.97K
$54.7K
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1.45K+ 2.05% |
$134K - $153K
|
72K
$2M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-15- 0.26% |
$1.39K - $1.59K
|
5.65K
$157K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-5.34K- 2.66% |
$494K - $564K
|
195K
$5.41M
|
|
|
Oct 28, 2024
Q3 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
534+ 11.52% |
$49.5K - $56.4K
|
5.17K
$143K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
6.81K+ 4.91% |
$631K - $720K
|
145K
$4.03M
|
|
|
Oct 28, 2024
Q3 2024
|
Omc Financial Services LTD
Dewitt, NY |
SELL
|
- |
-30- 0.42% |
$2.78K - $3.17K
|
7.18K
$199K
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
4.34K+ 0.9% |
$402K - $459K
|
486K
$13.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
151+ 0.39% |
$14K - $16K
|
38.9K
$1.08M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-211- 9.6% |
$19.5K - $22.3K
|
1.99K
$55.1K
|
|
|
Oct 28, 2024
Q3 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
5+ 0.24% |
$463 - $528
|
2.08K
$57.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-34- 0.98% |
$3.15K - $3.59K
|
3.44K
$95.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-8.22K- 13.19% |
$761K - $869K
|
54.1K
$1.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
178+ 5.5% |
$16.5K - $18.8K
|
3.42K
$94.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
16K+ 9.2% |
$1.48M - $1.69M
|
190K
$5.27M
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
5.05K+ 5.18% |
$468K - $534K
|
103K
$2.84M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-687- 3.53% |
$63.6K - $72.6K
|
18.8K
$520K
|
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
6.27K+ 3.32% |
$581K - $663K
|
195K
$5.41M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.6K+ 0.14% |
$148K - $169K
|
1.14M
$31.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-24- 0.14% |
$2.22K - $2.54K
|
17.6K
$489K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
199K+ 322.56% |
$18.4M - $21M
|
261K
$7.22M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.28K- 65.89% |
$675K - $770K
|
3.77K
$104K
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-323- 8.52% |
$29.9K - $34.1K
|
3.47K
$96.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
429+ 195.0% |
$39.7K - $45.3K
|
649
$18K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
101K+ 330.48% |
$9.33M - $10.6M
|
131K
$3.63M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-70- 3.86% |
$6.48K - $7.4K
|
1.74K
$48.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
21+ 0.21% |
$1.95K - $2.22K
|
10.1K
$280K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
27.5K+ 8.43% |
$2.55M - $2.91M
|
354K
$9.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.08K- 8.46% |
$286K - $326K
|
33.4K
$925K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
484K+ 311.11% |
$44.8M - $51.2M
|
640K
$17.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-898- 4.37% |
$83.2K - $94.9K
|
19.6K
$544K
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
136+ 3.28% |
$12.6K - $14.4K
|
4.28K
$119K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.85K- 16.23% |
$264K - $301K
|
14.7K
$408K
|
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
2.8KNew |
$259K - $296K
|
2.8K
$77.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-94- 0.27% |
$8.71K - $9.93K
|
34.6K
$959K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
100+ 0.51% |
$9.26K - $10.6K
|
19.7K
$546K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1+ 0.01% |
$92.6 - $106
|
9.76K
$270K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
504+ 14.59% |
$46.7K - $53.3K
|
3.96K
$110K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-237- 11.44% |
$22K - $25K
|
1.84K
$50.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-437- 0.75% |
$40.5K - $46.2K
|
58.1K
$1.61M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 1.67% |
$92.6 - $106
|
61
$1.69K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-468- 9.14% |
$43.4K - $49.5K
|
4.65K
$129K
|