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 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-53- 0.56% |
$4.91K - $5.6K
|
9.43K
$261K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-464- 0.76% |
$43K - $49K
|
60.4K
$1.67M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-15- 0.44% |
$1.39K - $1.59K
|
3.38K
$93.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-15- 0.48% |
$1.39K - $1.59K
|
3.14K
$86.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
146K+ 4448.77% |
$13.6M - $15.5M
|
150K
$4.15M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
11.3K+ 163.51% |
$1.05M - $1.19M
|
18.2K
$504K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
3.15K+ 19.58% |
$292K - $333K
|
19.3K
$534K
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
1.97KNew |
$182K - $208K
|
1.97K
$54.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
226New |
$20.9K - $23.9K
|
226
$6.26K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.08K- 4.36% |
$99.8K - $114K
|
23.6K
$654K
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
2.89KNew |
$268K - $305K
|
2.89K
$80K
|
|
|
Oct 24, 2024
Q3 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
2.3KNew |
$213K - $243K
|
2.3K
$63.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.47K+ 7.74% |
$136K - $155K
|
20.4K
$567K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.2K- 1.22% |
$296K - $338K
|
259K
$7.17M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-75- 1.93% |
$6.95K - $7.93K
|
3.81K
$106K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.5K+ 0.69% |
$231K - $264K
|
366K
$10.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-69.7K- 29.67% |
$6.46M - $7.37M
|
165K
$4.58M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-54.8K- 10.8% |
$5.08M - $5.79M
|
453K
$12.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-82.6K- 34.89% |
$7.65M - $8.73M
|
154K
$4.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
5.03K+ 2.66% |
$466K - $532K
|
195K
$5.39M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-100- 1.42% |
$9.26K - $10.6K
|
6.95K
$193K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
2+ 0.08% |
$185 - $211
|
2.43K
$67.4K
|
|
|
Oct 24, 2024
Q3 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-21.7K- 15.65% |
$2.01M - $2.3M
|
117K
$3.24M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.73K+ 32.41% |
$160K - $182K
|
7.05K
$195K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
717+ 2.73% |
$66.4K - $75.8K
|
27K
$748K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.04K+ 3.96% |
$560K - $639K
|
159K
$4.39M
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-1.67K- 2.12% |
$154K - $176K
|
77.1K
$2.14M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
187+ 0.85% |
$17.3K - $19.8K
|
22.2K
$615K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-3.69K- 0.78% |
$342K - $390K
|
470K
$13M
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-919- 11.19% |
$85.1K - $97.1K
|
7.29K
$202K
|
|
|
Oct 24, 2024
Q3 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-1.1K- 15.57% |
$102K - $116K
|
5.96K
$165K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.6K+ 19.94% |
$1.17M - $1.33M
|
75.8K
$2.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
3.04KNew |
$282K - $322K
|
3.04K
$84.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
1.96KNew |
$181K - $207K
|
1.96K
$54.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-300- 4.66% |
$27.8K - $31.7K
|
6.14K
$170K
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-1.25K- 9.88% |
$116K - $132K
|
11.4K
$317K
|
|
|
Oct 24, 2024
Q3 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-537- 0.12% |
$49.7K - $56.8K
|
441K
$12.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
195+ 7.39% |
$18.1K - $20.6K
|
2.83K
$78.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-159- 3.44% |
$14.7K - $16.8K
|
4.46K
$124K
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-222- 0.29% |
$20.6K - $23.5K
|
76.4K
$2.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.84K- 2.87% |
$263K - $300K
|
96K
$2.66M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
77.3K+ 419.93% |
$7.16M - $8.17M
|
95.7K
$2.65M
|
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
5.82K+ 15.3% |
$539K - $615K
|
43.8K
$1.21M
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
10.2KNew |
$941K - $1.07M
|
10.2K
$282K
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
2.12K+ 3.75% |
$197K - $224K
|
58.8K
$1.63M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-2.24K- 4.07% |
$208K - $237K
|
52.9K
$1.47M
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-298- 2.17% |
$27.6K - $31.5K
|
13.4K
$372K
|
|
|
Oct 23, 2024
Q3 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-30- 0.48% |
$2.78K - $3.17K
|
6.2K
$172K
|
|
|
Oct 23, 2024
Q3 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
160+ 3.42% |
$14.8K - $16.9K
|
4.83K
$134K
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.02K- 1.6% |
$94.2K - $107K
|
62.7K
$1.74M
|