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 16, 2024
Q3 2024
|
Flc Capital Advisors
|
BUY
|
- |
6.4K+ 2.23% |
$593K - $676K
|
294K
$8.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-59- 1.38% |
$5.47K - $6.24K
|
4.22K
$117K
|
|
|
Oct 16, 2024
Q3 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
4.11K+ 1.31% |
$381K - $434K
|
318K
$8.82M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-269- 1.43% |
$24.9K - $28.4K
|
18.5K
$513K
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.98KNew |
$183K - $209K
|
1.98K
$54.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-107K- 38.61% |
$9.9M - $11.3M
|
170K
$4.71M
|
|
|
Oct 16, 2024
Q3 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-19.7K- 2.33% |
$1.83M - $2.09M
|
828K
$23M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.39K+ 2.42% |
$222K - $253K
|
101K
$2.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-290- 0.83% |
$26.9K - $30.7K
|
34.5K
$956K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
199+ 0.5% |
$18.4K - $21K
|
40K
$1.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
7.5K+ 5.05% |
$694K - $792K
|
156K
$4.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
8+ 0.21% |
$741 - $846
|
3.76K
$104K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
274+ 7.81% |
$25.4K - $29K
|
3.78K
$105K
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1.01K+ 1.74% |
$93.2K - $106K
|
58.9K
$1.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
1.29K+ 26.12% |
$119K - $136K
|
6.22K
$172K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-125- 1.26% |
$11.6K - $13.2K
|
9.77K
$271K
|
|
|
Oct 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
1.15K+ 11.1% |
$107K - $122K
|
11.5K
$320K
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
340+ 47.82% |
$31.5K - $35.9K
|
1.05K
$29.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
847+ 11.68% |
$78.5K - $89.5K
|
8.1K
$224K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-4.93K- 25.04% |
$457K - $521K
|
14.8K
$409K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-45- 9.43% |
$4.17K - $4.76K
|
432
$12K
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
2.68K+ 10.21% |
$248K - $283K
|
28.9K
$800K
|
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-100- 79.37% |
$9.26K - $10.6K
|
26
$720
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
48+ 5.6% |
$4.45K - $5.07K
|
905
$25.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-995- 6.51% |
$92.2K - $105K
|
14.3K
$396K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.17K- 1.03% |
$386K - $440K
|
399K
$11.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
3.49K+ 58.97% |
$323K - $368K
|
9.4K
$260K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-7.09K- 2.83% |
$656K - $749K
|
244K
$6.75M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-1.99K- 20.32% |
$184K - $210K
|
7.8K
$216K
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-13.4K- 65.01% |
$1.24M - $1.42M
|
7.23K
$200K
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
BUY
|
- |
182+ 3.11% |
$16.9K - $19.2K
|
6.04K
$167K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-12- 0.55% |
$1.11K - $1.27K
|
2.16K
$59.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-81- 0.54% |
$7.5K - $8.56K
|
14.9K
$413K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
179K+ 317.24% |
$16.6M - $18.9M
|
235K
$6.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-2.89K- 1.58% |
$268K - $305K
|
180K
$4.99M
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
5+ 0.09% |
$463 - $528
|
5.41K
$150K
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-588- 0.87% |
$54.5K - $62.1K
|
66.6K
$1.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-24.3K- 3.19% |
$2.25M - $2.57M
|
737K
$20.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-232- 1.68% |
$21.5K - $24.5K
|
13.6K
$377K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
2.35KNew |
$218K - $248K
|
2.35K
$65.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
127+ 0.21% |
$11.8K - $13.4K
|
60.1K
$1.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
33.6K+ 30.3% |
$3.11M - $3.55M
|
145K
$4.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2.09K+ 9.05% |
$193K - $220K
|
25.1K
$696K
|
|
|
Oct 15, 2024
Q3 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
1+ 0.04% |
$92.6 - $106
|
2.36K
$65.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-3.79K- 18.76% |
$351K - $401K
|
16.4K
$455K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
415+ 23.46% |
$38.4K - $43.9K
|
2.18K
$60.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-138- 0.17% |
$12.8K - $14.6K
|
82.9K
$2.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-761- 2.87% |
$70.5K - $80.4K
|
25.7K
$713K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
24+ 1.16% |
$2.22K - $2.54K
|
2.09K
$58K
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-365- 0.52% |
$33.8K - $38.6K
|
69.4K
$1.92M
|