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 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-708- 4.41% |
$65.6K - $74.8K
|
15.4K
$426K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
83.8K+ 160.15% |
$7.76M - $8.86M
|
136K
$3.77M
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
2.29K+ 5.01% |
$212K - $242K
|
48K
$1.33M
|
|
|
Oct 21, 2024
Q3 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
101+ 1.85% |
$9.36K - $10.7K
|
5.58K
$154K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
104K+ 234.55% |
$9.66M - $11M
|
149K
$4.12M
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-936- 0.82% |
$86.7K - $98.9K
|
113K
$3.13M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
7.37K+ 242.61% |
$682K - $779K
|
10.4K
$288K
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-6.66K- 64.23% |
$617K - $704K
|
3.71K
$103K
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-4.33K- 5.67% |
$401K - $457K
|
71.9K
$1.99M
|
|
|
Oct 21, 2024
Q3 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-12- 0.65% |
$1.11K - $1.27K
|
1.83K
$50.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
437+ 1.51% |
$40.5K - $46.2K
|
29.4K
$815K
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
376+ 0.6% |
$34.8K - $39.7K
|
63.4K
$1.76M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.54K- 3.45% |
$420K - $480K
|
127K
$3.52M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
147New |
$13.6K - $15.5K
|
147
$4.07K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
409+ 9.24% |
$37.9K - $43.2K
|
4.84K
$134K
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
1.97K+ 64.99% |
$183K - $209K
|
5.01K
$139K
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
SELL
|
- |
-12- 0.28% |
$1.11K - $1.27K
|
4.29K
$119K
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
439+ 5.01% |
$40.7K - $46.4K
|
9.2K
$255K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
38.1K+ 83.14% |
$3.53M - $4.03M
|
83.9K
$2.33M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Consulate, Inc
|
BUY
|
- |
7.01K+ 148.2% |
$649K - $741K
|
11.7K
$325K
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Life Advisors
|
SELL
|
- |
-5- 0.06% |
$463 - $528
|
8.5K
$235K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
348+ 0.99% |
$32.2K - $36.8K
|
35.3K
$979K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-249- 3.43% |
$23.1K - $26.3K
|
7.01K
$194K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 0.47% |
$92.6 - $106
|
212
$5.87K
|
|
|
Oct 21, 2024
Q3 2024
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-3.67K- 33.78% |
$340K - $388K
|
7.2K
$199K
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-27.9K- 46.59% |
$2.58M - $2.95M
|
32K
$886K
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-7.87K- 1.2% |
$729K - $832K
|
647K
$17.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
45.8K+ 5.06% |
$4.24M - $4.84M
|
951K
$26.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-35.9K- 5.13% |
$3.32M - $3.79M
|
663K
$18.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.08K+ 2.59% |
$656K - $749K
|
281K
$7.78M
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
7+ 0.09% |
$648 - $740
|
7.97K
$221K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-592- 45.47% |
$54.8K - $62.6K
|
710
$19.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-128K- 3.86% |
$11.8M - $13.5M
|
3.18M
$88.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-29- 1.8% |
$2.69K - $3.07K
|
1.58K
$43.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
50+ 5.68% |
$4.63K - $5.28K
|
930
$25.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-4.55K- 9.77% |
$422K - $481K
|
42K
$1.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 0.86% |
$185 - $211
|
234
$6.48K
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-2.73K- 2.99% |
$253K - $288K
|
88.7K
$2.46M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
147+ 7.32% |
$13.6K - $15.5K
|
2.15K
$59.7K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
11+ 0.21% |
$1.02K - $1.16K
|
5.33K
$148K
|
|
|
Oct 18, 2024
Q3 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
239+ 0.49% |
$22.1K - $25.3K
|
48.7K
$1.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-295- 3.41% |
$27.3K - $31.2K
|
8.35K
$231K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
12.2KNew |
$1.13M - $1.29M
|
12.2K
$339K
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
318+ 3.54% |
$29.5K - $33.6K
|
9.29K
$257K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
126+ 1.71% |
$11.7K - $13.3K
|
7.5K
$208K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.96K+ 2.49% |
$274K - $313K
|
122K
$3.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
1.79K+ 3.33% |
$166K - $189K
|
55.5K
$1.54M
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
3.85K+ 5.91% |
$357K - $407K
|
69.1K
$1.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-3.97K- 10.71% |
$368K - $420K
|
33.1K
$918K
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
9.91K+ 14.59% |
$918K - $1.05M
|
77.8K
$2.16M
|