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 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-2- 0.04% |
$185 - $211
|
5.14K
$142K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
587+ 5.91% |
$54.4K - $62K
|
10.5K
$292K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.76K- 7.81% |
$256K - $292K
|
32.6K
$903K
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-409- 10.07% |
$37.9K - $43.2K
|
3.65K
$101K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
885+ 39.6% |
$82K - $93.5K
|
3.12K
$86.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
6.04K+ 23.9% |
$560K - $639K
|
31.3K
$868K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.54KNew |
$143K - $163K
|
1.54K
$42.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-200- 0.71% |
$18.5K - $21.1K
|
27.9K
$772K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-304- 4.35% |
$28.2K - $32.1K
|
6.69K
$185K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-43.9K- 19.7% |
$4.07M - $4.64M
|
179K
$4.96M
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1.41K- 4.39% |
$130K - $148K
|
30.6K
$848K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
113+ 3.65% |
$10.5K - $11.9K
|
3.21K
$88.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-8.8K- 13.84% |
$815K - $930K
|
54.8K
$1.52M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12.2K- 2.57% |
$1.13M - $1.29M
|
461K
$12.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
1+ 0.03% |
$92.6 - $106
|
3.42K
$94.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-24- 0.88% |
$2.22K - $2.54K
|
2.7K
$74.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
12.4K+ 15.72% |
$1.15M - $1.31M
|
91.1K
$2.53M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
805+ 178.1% |
$74.6K - $85.1K
|
1.26K
$34.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
5.61KNew |
$519K - $593K
|
5.61K
$155K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-18.9K- 3.26% |
$1.75M - $1.99M
|
560K
$15.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
60+ 0.52% |
$5.56K - $6.34K
|
11.7K
$323K
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-536- 4.38% |
$49.6K - $56.6K
|
11.7K
$324K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
142New |
$13.2K - $15K
|
142
$3.93K
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
90.5KNew |
$8.39M - $9.57M
|
90.5K
$2.51M
|
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
1+ 0.02% |
$92.6 - $106
|
4.78K
$132K
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.79K- 2.24% |
$166K - $190K
|
78.3K
$2.17M
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-389- 0.92% |
$36K - $41.1K
|
41.9K
$1.16M
|
|
|
Oct 10, 2024
Q3 2024
|
Asio Capital, LLC
|
BUY
|
- |
3.43KNew |
$318K - $362K
|
3.43K
$95K
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.63K- 8.98% |
$151K - $172K
|
16.5K
$457K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8.49K+ 1.79% |
$786K - $897K
|
482K
$13.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-585- 2.78% |
$54.2K - $61.8K
|
20.5K
$567K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.49K- 4.12% |
$694K - $792K
|
174K
$4.83M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
52New |
$4.82K - $5.5K
|
52
$1.44K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.15K- 0.5% |
$107K - $122K
|
230K
$6.37M
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-75- 0.18% |
$6.95K - $7.93K
|
41K
$1.14M
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.97K- 7.14% |
$183K - $208K
|
25.7K
$711K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-53- 1.28% |
$4.91K - $5.6K
|
4.08K
$113K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-210- 0.72% |
$19.5K - $22.2K
|
29.1K
$807K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-318- 9.47% |
$29.5K - $33.6K
|
3.04K
$84.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
24+ 23.76% |
$2.22K - $2.54K
|
125
$3.46K
|
|
|
Oct 09, 2024
Q3 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-5.89K- 2.92% |
$545K - $622K
|
195K
$5.41M
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
BUY
|
- |
2.86K+ 27.93% |
$265K - $302K
|
13.1K
$363K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
6.96K+ 108.64% |
$644K - $735K
|
13.4K
$370K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
5.1K+ 16.49% |
$472K - $539K
|
36K
$998K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2+ 0.08% |
$185 - $211
|
2.36K
$65.4K
|
|
|
Oct 09, 2024
Q3 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-6.2K- 4.02% |
$575K - $656K
|
148K
$4.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
6.26K+ 3.94% |
$580K - $662K
|
165K
$4.57M
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.12K+ 18.38% |
$104K - $118K
|
7.21K
$200K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-123- 27.39% |
$11.4K - $13K
|
326
$9.03K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
1+ 0.04% |
$92.6 - $106
|
2.66K
$73.8K
|