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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-110- 46.22% |
$9.57K - $11.2K
|
128
$3.55K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-4.09K- 9.45% |
$356K - $416K
|
39.2K
$1.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
56New |
$4.87K - $5.69K
|
56
$1.55K
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
BUY
|
- |
193+ 3.66% |
$16.8K - $19.6K
|
5.47K
$151K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-414- 4.07% |
$36K - $42.1K
|
9.75K
$270K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-20- 9.43% |
$1.74K - $2.03K
|
192
$5.32K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.16K+ 5.48% |
$275K - $321K
|
60.8K
$1.69M
|
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
218+ 39.56% |
$19K - $22.2K
|
769
$21.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
105New |
$9.14K - $10.7K
|
105
$2.91K
|
|
|
Aug 09, 2024
Q2 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-221K- 28.52% |
$19.2M - $22.5M
|
554K
$15.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.1KNew |
$183K - $214K
|
2.1K
$58.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-144- 3.4% |
$12.5K - $14.6K
|
4.1K
$113K
|
|
|
Aug 09, 2024
Q2 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
2.21KNew |
$193K - $225K
|
2.21K
$61.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.2K+ 92.54% |
$540K - $630K
|
12.9K
$357K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
7.31KNew |
$636K - $743K
|
7.31K
$203K
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2KNew |
$174K - $203K
|
2K
$55.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.86K- 92.14% |
$336K - $392K
|
329
$9.12K
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-58- 0.8% |
$5.05K - $5.89K
|
7.16K
$198K
|
|
|
Aug 08, 2024
Q2 2024
|
Stolper CO
|
SELL
|
- |
-68- 2.71% |
$5.92K - $6.91K
|
2.44K
$67.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.03K- 11.68% |
$89.3K - $104K
|
7.76K
$215K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-7.82K- 30.44% |
$681K - $795K
|
17.9K
$495K
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-760- 5.04% |
$66.2K - $77.2K
|
14.3K
$397K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
4.39KNew |
$382K - $446K
|
4.39K
$122K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5New |
$435 - $508
|
5
$139
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-50- 0.68% |
$4.35K - $5.08K
|
7.28K
$202K
|
|
|
Aug 06, 2024
Q2 2024
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-110- 1.72% |
$9.57K - $11.2K
|
6.27K
$174K
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
63.1KNew |
$5.49M - $6.41M
|
63.1K
$1.75M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-30.8K- 91.94% |
$2.69M - $3.13M
|
2.7K
$74.9K
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
19.8KNew |
$1.73M - $2.02M
|
19.8K
$550K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-27- 2.32% |
$2.35K - $2.74K
|
1.14K
$31.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Win Advisors, Inc
|
BUY
|
- |
46.6K+ 39.62% |
$4.05M - $4.73M
|
164K
$4.55M
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
418+ 0.46% |
$36.4K - $42.5K
|
91.6K
$2.54M
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-135- 1.95% |
$11.8K - $13.7K
|
6.79K
$188K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.56KNew |
$223K - $260K
|
2.56K
$71K
|
|
|
Aug 01, 2024
Q2 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
4.25KNew |
$370K - $432K
|
4.25K
$118K
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
4.67K+ 1.06% |
$406K - $474K
|
444K
$12.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-247- 6.25% |
$21.5K - $25.1K
|
3.71K
$103K
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.64KNew |
$230K - $268K
|
2.64K
$73.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
2.11KNew |
$184K - $215K
|
2.11K
$58.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-70- 0.32% |
$6.09K - $7.11K
|
21.5K
$596K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
591New |
$51.4K - $60.1K
|
591
$16.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-364- 8.99% |
$31.7K - $37K
|
3.69K
$102K
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
2.33K+ 69.51% |
$202K - $236K
|
5.67K
$157K
|
|
|
Jul 31, 2024
Q2 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
3.89KNew |
$338K - $395K
|
3.89K
$108K
|
|
|
Jul 31, 2024
Q2 2024
|
Strategic Equity Management
|
BUY
|
- |
2.4KNew |
$209K - $244K
|
2.4K
$66.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.28K- 23.7% |
$112K - $130K
|
4.13K
$115K
|
|
|
Jul 31, 2024
Q2 2024
|
Retireful, LLC
|
BUY
|
- |
4.46KNew |
$388K - $453K
|
4.46K
$124K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.92K+ 1.31% |
$254K - $297K
|
225K
$6.24M
|
|
|
Jul 30, 2024
Q2 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-391K- 98.92% |
$34M - $39.7M
|
4.26K
$118K
|