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 |
|---|---|---|---|---|---|---|---|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
777New |
$62.6K - $72.5K
|
777
$21.5K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
31New |
$2.5K - $2.89K
|
31
$859
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
2.21KNew |
$178K - $206K
|
2.21K
$61.2K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
26New |
$2.1K - $2.43K
|
26
$720
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5.9KNew |
$476K - $551K
|
5.9K
$164K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-371- 6.48% |
$29.9K - $34.6K
|
5.36K
$148K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
5.87K+ 165.25% |
$473K - $548K
|
9.43K
$261K
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
2.28KNew |
$184K - $213K
|
2.28K
$63.3K
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
6.32KNew |
$509K - $590K
|
6.32K
$175K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-22- 31.88% |
$1.77K - $2.05K
|
47
$1.3K
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-243- 9.9% |
$19.6K - $22.7K
|
2.21K
$61.3K
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
83+ 0.58% |
$6.69K - $7.75K
|
14.5K
$401K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
25.3K+ 60.46% |
$2.04M - $2.36M
|
67.1K
$1.86M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-92- 2.03% |
$7.42K - $8.59K
|
4.43K
$123K
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
890+ 18.02% |
$71.7K - $83.1K
|
5.83K
$162K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
67.4K+ 8.34% |
$5.43M - $6.29M
|
875K
$24.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.7K+ 3.15% |
$860K - $996K
|
350K
$9.69M
|
|
|
May 14, 2024
Q1 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-475- 11.88% |
$38.3K - $44.3K
|
3.53K
$97.7K
|
|
|
May 13, 2024
Q1 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
2.69KNew |
$216K - $251K
|
2.69K
$74.4K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3New |
$242 - $280
|
3
$83.1
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-255- 8.84% |
$20.6K - $23.8K
|
2.63K
$72.8K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
26K+ 204.11% |
$2.1M - $2.43M
|
38.7K
$1.07M
|
|
|
May 10, 2024
Q1 2024
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-20- 0.4% |
$1.61K - $1.87K
|
5K
$139K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
72+ 67.92% |
$5.8K - $6.72K
|
178
$4.93K
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
25.4KNew |
$2.04M - $2.37M
|
25.4K
$703K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-1.07K- 5.28% |
$86.5K - $100K
|
19.3K
$534K
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
2.19KNew |
$176K - $204K
|
2.19K
$60.5K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-121- 3.04% |
$9.75K - $11.3K
|
3.87K
$107K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-7.3K- 9.96% |
$588K - $681K
|
65.9K
$1.83M
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-18.1K- 69.44% |
$1.45M - $1.68M
|
7.94K
$220K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
8.99KNew |
$724K - $838K
|
8.99K
$249K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-4- 0.08% |
$322 - $373
|
4.79K
$133K
|
|
|
May 06, 2024
Q1 2024
|
Penobscot Wealth Management
|
BUY
|
- |
3.79KNew |
$305K - $353K
|
3.79K
$105K
|
|
|
May 06, 2024
Q1 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-498- 21.65% |
$40.1K - $46.5K
|
1.8K
$49.9K
|
|
|
May 06, 2024
Q1 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-438- 0.86% |
$35.3K - $40.9K
|
50.3K
$1.39M
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.86KNew |
$150K - $174K
|
1.86K
$51.6K
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
684New |
$55.1K - $63.8K
|
684
$19K
|
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-264- 4.95% |
$21.3K - $24.6K
|
5.07K
$140K
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
50.7KNew |
$4.09M - $4.73M
|
50.7K
$1.41M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
22.6KNew |
$1.82M - $2.11M
|
22.6K
$626K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
165New |
$13.3K - $15.4K
|
165
$4.57K
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
201+ 1.93% |
$16.2K - $18.8K
|
10.6K
$294K
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-104- 2.82% |
$8.38K - $9.71K
|
3.59K
$99.3K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
88New |
$7.09K - $8.21K
|
88
$2.44K
|
|
|
May 02, 2024
Q1 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
2.47KNew |
$199K - $230K
|
2.47K
$68.4K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
20+ 6.67% |
$1.61K - $1.87K
|
320
$8.87K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
7New |
$564 - $653
|
7
$194
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
2.37KNew |
$191K - $221K
|
2.37K
$65.7K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
77.5K+ 87.13% |
$6.24M - $7.23M
|
166K
$4.61M
|
|
|
Apr 30, 2024
Q1 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
5+ 1.63% |
$403 - $467
|
311
$8.62K
|