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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
359+ 6.52% |
$28.9K - $33.5K
|
5.87K
$163K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
659+ 12.19% |
$53.1K - $61.5K
|
6.07K
$168K
|
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
500New |
$40.3K - $46.7K
|
500
$13.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-574- 97.62% |
$46.3K - $53.6K
|
14
$388
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
16.6K+ 437.93% |
$1.34M - $1.55M
|
20.4K
$565K
|
|
|
Apr 30, 2024
Q1 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
2.77KNew |
$223K - $258K
|
2.77K
$76.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
13+ 0.22% |
$1.05K - $1.21K
|
5.84K
$162K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
583New |
$47K - $54.4K
|
583
$16.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-400- 7.03% |
$32.2K - $37.3K
|
5.29K
$147K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
2.33KNew |
$188K - $217K
|
2.33K
$64.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
343New |
$27.6K - $32K
|
343
$9.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
3.94K+ 10.46% |
$317K - $367K
|
41.5K
$1.15M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
9.43K+ 14.29% |
$760K - $880K
|
75.4K
$2.09M
|
|
|
Apr 25, 2024
Q1 2024
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
2.28KNew |
$184K - $213K
|
2.28K
$63.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.26KNew |
$182K - $211K
|
2.26K
$62.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
12New |
$967 - $1.12K
|
12
$333
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
1.1K+ 41.6% |
$88.7K - $103K
|
3.74K
$104K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
1.9KNew |
$153K - $177K
|
1.9K
$52.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-4.5K- 78.95% |
$363K - $420K
|
1.2K
$33.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-59- 2.83% |
$4.76K - $5.51K
|
2.02K
$56.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Alaska Permanent Capital Management
|
SELL
|
- |
-7K- 56.46% |
$564K - $653K
|
5.4K
$150K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
71+ 0.89% |
$5.72K - $6.63K
|
8.08K
$224K
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
2.32KNew |
$187K - $217K
|
2.32K
$64.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.28KNew |
$183K - $212K
|
2.28K
$63.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-150- 0.37% |
$12.1K - $14K
|
40.5K
$1.12M
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
2.72KNew |
$220K - $254K
|
2.72K
$75.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-60- 32.61% |
$4.84K - $5.6K
|
124
$3.44K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.32KNew |
$187K - $216K
|
2.32K
$64.2K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.46% |
$80.6 - $93.3
|
219
$6.07K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
12+ 0.1% |
$967 - $1.12K
|
11.9K
$330K
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
3+ 0.12% |
$242 - $280
|
2.52K
$69.9K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
SELL
|
- |
-105- 2.55% |
$8.46K - $9.8K
|
4.01K
$111K
|
|
|
Apr 08, 2024
Q1 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
5.99KNew |
$483K - $559K
|
5.99K
$166K
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-70- 1.23% |
$5.64K - $6.53K
|
5.62K
$156K
|
|
| Q4 2023 | |||||||
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-5.4K- 97.65% |
$378K - $450K
|
130
$3.6K
|
|
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
214+ 9.41% |
$15K - $17.8K
|
2.49K
$68.9K
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1+ 0.41% |
$70.1 - $83.4
|
247
$6.84K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
129+ 0.44% |
$9.04K - $10.8K
|
29.5K
$818K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
250New |
$17.5K - $20.8K
|
250
$6.93K
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
8.17KNew |
$573K - $681K
|
8.17K
$227K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
786New |
$55.1K - $65.5K
|
786
$21.8K
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
17.7KNew |
$1.24M - $1.48M
|
17.7K
$491K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
604New |
$42.3K - $50.4K
|
604
$16.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
119KNew |
$8.37M - $9.96M
|
119K
$3.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.14KNew |
$500K - $595K
|
7.14K
$198K
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
506+ 0.55% |
$35.5K - $42.2K
|
92.3K
$2.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
6.76KNew |
$474K - $563K
|
6.76K
$187K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
18.1KNew |
$1.27M - $1.51M
|
18.1K
$502K
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
23.4KNew |
$1.64M - $1.95M
|
23.4K
$649K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
9+ 0.03% |
$631 - $750
|
31.1K
$863K
|
|