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 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
1+ 0.29% |
$92.6 - $106
|
351
$9.73K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
547+ 5.77% |
$50.7K - $57.8K
|
10K
$278K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
685K+ 7.54% |
$63.4M - $72.4M
|
9.76M
$271M
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-1.34K- 1.23% |
$124K - $141K
|
107K
$2.98M
|
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
SELL
|
- |
-1- 0.03% |
$92.6 - $106
|
3.05K
$84.4K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-175- 7.8% |
$16.2K - $18.5K
|
2.07K
$57.3K
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-542- 3.27% |
$50.2K - $57.3K
|
16K
$444K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
16.3K+ 1.29% |
$1.51M - $1.72M
|
1.28M
$35.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
9.87K+ 3.17% |
$914K - $1.04M
|
321K
$8.89M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
294+ 0.18% |
$27.2K - $31.1K
|
163K
$4.51M
|
|
|
Oct 04, 2024
Q3 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-204- 1.49% |
$18.9K - $21.6K
|
13.5K
$374K
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-35.9K- 10.73% |
$3.32M - $3.79M
|
299K
$8.28M
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-820- 0.58% |
$76K - $86.7K
|
140K
$3.87M
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-751- 9.65% |
$69.6K - $79.4K
|
7.03K
$195K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
33.3K+ 9.03% |
$3.09M - $3.52M
|
403K
$11.2M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.26% |
$92.6 - $106
|
383
$10.6K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-55- 0.25% |
$5.09K - $5.81K
|
21.7K
$602K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
982+ 8.47% |
$91K - $104K
|
12.6K
$348K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1.22K+ 659.46% |
$113K - $129K
|
1.41K
$38.9K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-25- 0.15% |
$2.32K - $2.64K
|
16.9K
$468K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-3.52K- 7.46% |
$326K - $372K
|
43.7K
$1.21M
|
|
| Q2 2024 | |||||||
|
Dec 09, 2024
Q2 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-193- 0.47% |
$16.8K - $19.6K
|
40.5K
$1.12M
|
|
|
Dec 05, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-699- 15.34% |
$60.8K - $71K
|
3.86K
$107K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1+ 0.02% |
$87 - $102
|
4.12K
$114K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
1K+ 84.06% |
$87.2K - $102K
|
2.19K
$60.8K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
SELL
|
CALL |
-400- 10.81% |
$34.8K - $40.6K
|
3.3K
$91.4K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
5.5K+ 200.0% |
$479K - $559K
|
8.25K
$229K
|
|
|
Aug 21, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
6.48KNew |
$564K - $659K
|
6.48K
$180K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
387+ 41.21% |
$33.7K - $39.3K
|
1.33K
$36.7K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
18.5KNew |
$1.61M - $1.88M
|
18.5K
$513K
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
1.84KNew |
$160K - $187K
|
1.84K
$50.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-14.6K- 81.11% |
$1.27M - $1.48M
|
3.4K
$94.2K
|
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2.15KNew |
$187K - $219K
|
2.15K
$59.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
478New |
$41.6K - $48.6K
|
478
$13.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.14K- 49.59% |
$98.9K - $115K
|
1.16K
$32K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
121+ 4.03% |
$10.5K - $12.3K
|
3.12K
$86.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-114- 1.04% |
$9.92K - $11.6K
|
10.9K
$302K
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-2.75K- 34.2% |
$240K - $280K
|
5.3K
$147K
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.41KNew |
$297K - $347K
|
3.41K
$94.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-384- 11.91% |
$33.4K - $39K
|
2.84K
$78.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-6.61K- 50.0% |
$575K - $672K
|
6.61K
$183K
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
106+ 0.13% |
$9.23K - $10.8K
|
78.8K
$2.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
240+ 169.01% |
$20.9K - $24.4K
|
382
$10.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.12K- 3.77% |
$97.5K - $114K
|
28.6K
$793K
|
|
|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-1.6K- 14.63% |
$139K - $163K
|
9.34K
$259K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
58+ 0.2% |
$5.05K - $5.89K
|
29.4K
$814K
|
|
|
Aug 13, 2024
Q2 2024
|
Winslow Capital Management, LLC
Minneapolis, MN |
BUY
|
- |
8.8KNew |
$766K - $894K
|
8.8K
$244K
|
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
2KNew |
$174K - $203K
|
2K
$55.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.19K+ 54.42% |
$103K - $121K
|
3.37K
$93.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-61- 12.25% |
$5.31K - $6.2K
|
437
$12.1K
|
|