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 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.29K+ 17.42% |
$119K - $136K
|
8.67K
$240K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.67K+ 4.28% |
$155K - $176K
|
40.6K
$1.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-967- 23.67% |
$89.6K - $102K
|
3.12K
$86.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
1.99K+ 5.79% |
$184K - $210K
|
36.3K
$1.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
4.34K+ 4.59% |
$402K - $459K
|
98.8K
$2.74M
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
BUY
|
- |
70+ 1.11% |
$6.48K - $7.4K
|
6.4K
$177K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.5KNew |
$232K - $264K
|
2.5K
$69.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
863+ 2.56% |
$79.9K - $91.2K
|
34.5K
$957K
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.18K- 3.84% |
$110K - $125K
|
29.7K
$822K
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
596+ 6.37% |
$55.2K - $63K
|
9.95K
$276K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-63- 0.83% |
$5.84K - $6.66K
|
7.53K
$209K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-624- 0.59% |
$57.8K - $66K
|
105K
$2.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
113K+ 95.57% |
$10.5M - $12M
|
232K
$6.42M
|
|
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
5.3KNew |
$491K - $560K
|
5.3K
$147K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.2% |
$92.6 - $106
|
511
$14.2K
|
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
2.23K+ 18.67% |
$206K - $235K
|
14.2K
$392K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.16K+ 296.03% |
$200K - $228K
|
2.89K
$80.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-511- 27.55% |
$47.3K - $54K
|
1.34K
$37.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.65K+ 45.54% |
$338K - $385K
|
11.7K
$323K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.65K+ 33.84% |
$245K - $280K
|
10.5K
$290K
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
45+ 4.94% |
$4.17K - $4.76K
|
956
$26.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
25.4K+ 198.52% |
$2.35M - $2.69M
|
38.2K
$1.06M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
58+ 0.12% |
$5.37K - $6.13K
|
49.6K
$1.38M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.55K+ 66.64% |
$144K - $164K
|
3.88K
$107K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
25.8KNew |
$2.39M - $2.73M
|
25.8K
$715K
|
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
88.8KNew |
$8.23M - $9.39M
|
88.8K
$2.46M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
11.7K+ 271.87% |
$1.08M - $1.23M
|
16K
$442K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-14.3K- 3.59% |
$1.33M - $1.51M
|
384K
$10.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
25.5K+ 22.92% |
$2.36M - $2.7M
|
137K
$3.79M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-417- 13.25% |
$38.6K - $44.1K
|
2.73K
$75.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-3.22K- 10.36% |
$298K - $340K
|
27.8K
$771K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
3.8KNew |
$352K - $401K
|
3.8K
$105K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
579+ 7.48% |
$53.6K - $61.2K
|
8.32K
$231K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.94K+ 2.4% |
$272K - $310K
|
125K
$3.46M
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
6.15K+ 2.0% |
$570K - $650K
|
313K
$8.68M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-248- 21.79% |
$23K - $26.2K
|
890
$24.7K
|
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-112- 3.2% |
$10.4K - $11.8K
|
3.39K
$94K
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.2K+ 0.88% |
$111K - $127K
|
138K
$3.82M
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
743+ 0.26% |
$68.8K - $78.5K
|
290K
$8.04M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
466+ 1.92% |
$43.2K - $49.3K
|
24.7K
$685K
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-1.32K- 18.97% |
$123K - $140K
|
5.65K
$157K
|
|
|
Oct 16, 2024
Q3 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-678- 2.55% |
$62.8K - $71.7K
|
25.9K
$717K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
23New |
$2.13K - $2.43K
|
23
$637
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-227- 5.17% |
$21K - $24K
|
4.17K
$115K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-28.9K- 9.84% |
$2.67M - $3.05M
|
264K
$7.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
22+ 0.32% |
$2.04K - $2.33K
|
6.8K
$188K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-876- 19.21% |
$81.1K - $92.6K
|
3.68K
$102K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
66+ 0.77% |
$6.11K - $6.98K
|
8.63K
$239K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.23K- 5.6% |
$207K - $236K
|
37.6K
$1.04M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-219- 0.41% |
$20.3K - $23.1K
|
53.2K
$1.48M
|