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 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
7.54K+ 11.96% |
$698K - $797K
|
70.6K
$1.96M
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
SELL
|
- |
-1.1K- 9.04% |
$102K - $116K
|
11.1K
$307K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.74K- 8.25% |
$161K - $183K
|
19.3K
$535K
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
8+ 0.09% |
$741 - $846
|
8.95K
$248K
|
|
|
Oct 09, 2024
Q3 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
19+ 0.09% |
$1.76K - $2.01K
|
22K
$610K
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
41.8K+ 13.36% |
$3.87M - $4.42M
|
355K
$9.83M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
1.46K+ 0.88% |
$135K - $154K
|
167K
$4.64M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.35KNew |
$218K - $249K
|
2.35K
$65.2K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-291K- 99.27% |
$26.9M - $30.7M
|
2.14K
$59.4K
|
|
|
Oct 09, 2024
Q3 2024
|
Madden Securities Corp
|
SELL
|
- |
-547- 0.77% |
$50.7K - $57.8K
|
70.7K
$1.96M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
46.1K+ 18.83% |
$4.27M - $4.87M
|
291K
$8.06M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.77K- 3.43% |
$256K - $293K
|
77.9K
$2.16M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.61K+ 28.28% |
$149K - $170K
|
7.29K
$202K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.84K- 28.25% |
$171K - $195K
|
4.68K
$130K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-17.1K- 1.72% |
$1.59M - $1.81M
|
981K
$27.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
109+ 2.19% |
$10.1K - $11.5K
|
5.08K
$141K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.18K- 5.23% |
$294K - $336K
|
57.5K
$1.59M
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
7+ 0.11% |
$648 - $740
|
6.64K
$184K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-3.82K- 0.22% |
$354K - $404K
|
1.73M
$48M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
645+ 106.97% |
$59.7K - $68.2K
|
1.25K
$34.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.62K- 41.95% |
$150K - $172K
|
2.25K
$62.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
83.6K+ 115.48% |
$7.74M - $8.83M
|
156K
$4.32M
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-229- 1.62% |
$21.2K - $24.2K
|
13.9K
$386K
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-145- 0.1% |
$13.4K - $15.3K
|
142K
$3.93M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
860+ 34.83% |
$79.7K - $90.9K
|
3.33K
$92.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-600- 12.51% |
$55.6K - $63.4K
|
4.2K
$116K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.57K- 22.39% |
$238K - $271K
|
8.9K
$247K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-269- 5.51% |
$24.9K - $28.4K
|
4.62K
$128K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7+ 0.2% |
$648 - $740
|
3.44K
$95.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
179New |
$16.6K - $18.9K
|
179
$4.96K
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-12.3K- 5.62% |
$1.14M - $1.3M
|
207K
$5.74M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.69K- 16.38% |
$157K - $179K
|
8.64K
$239K
|
|
|
Oct 08, 2024
Q3 2024
|
Advocate Group LLC
|
BUY
|
- |
1.92KNew |
$178K - $203K
|
1.92K
$53.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
8+ 0.22% |
$741 - $846
|
3.73K
$103K
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-7.36K- 34.11% |
$682K - $778K
|
14.2K
$394K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
920+ 1.25% |
$85.2K - $97.2K
|
74.7K
$2.07M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-766- 1.63% |
$71K - $81K
|
46.1K
$1.28M
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
10+ 0.33% |
$926 - $1.06K
|
3.04K
$84.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
480+ 9.04% |
$44.5K - $50.7K
|
5.79K
$160K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
SELL
|
- |
-100- 39.68% |
$9.26K - $10.6K
|
152
$4.21K
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-370- 0.45% |
$34.3K - $39.1K
|
82.7K
$2.29M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
280+ 10.21% |
$25.9K - $29.6K
|
3.02K
$83.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-184- 4.94% |
$17K - $19.4K
|
3.54K
$98K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.1K+ 0.48% |
$102K - $116K
|
229K
$6.33M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-6.42K- 7.46% |
$594K - $678K
|
79.6K
$2.21M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
407+ 1.96% |
$37.7K - $43K
|
21.1K
$585K
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-223- 0.07% |
$20.7K - $23.6K
|
311K
$8.61M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
4+ 0.2% |
$371 - $423
|
2.03K
$56.2K
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
12+ 0.44% |
$1.11K - $1.27K
|
2.75K
$76.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
12.5K+ 20.23% |
$1.15M - $1.32M
|
74K
$2.05M
|