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 |
|---|---|---|---|---|---|---|---|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
165New |
$10.5K - $12.4K
|
165
$4.57K
|
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
8.5K+ 326.92% |
$541K - $637K
|
11.1K
$308K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
200New |
$12.7K - $15K
|
200
$5.54K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1+ 0.12% |
$63.6 - $75
|
820
$22.7K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
959New |
$61K - $71.9K
|
959
$26.6K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
6New |
$382 - $450
|
6
$166
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-309- 0.24% |
$19.7K - $23.2K
|
126K
$3.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
270New |
$17.2K - $20.2K
|
270
$7.48K
|
|
|
Aug 10, 2023
Q2 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
5+ 0.11% |
$318 - $375
|
4.62K
$128K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-149- 5.29% |
$9.48K - $11.2K
|
2.67K
$73.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
173+ 0.29% |
$11K - $13K
|
60.5K
$1.68M
|
|
|
Aug 08, 2023
Q2 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
212New |
$13.5K - $15.9K
|
212
$5.87K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.15% |
$63.6 - $75
|
657
$18.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.44KNew |
$91.5K - $108K
|
1.44K
$39.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-7- 4.46% |
$445 - $525
|
150
$4.16K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
110New |
$7K - $8.24K
|
110
$3.05K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
728+ 6.37% |
$46.3K - $54.6K
|
12.2K
$337K
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-4.83K- 45.83% |
$307K - $362K
|
5.71K
$158K
|
|
|
Jul 31, 2023
Q2 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-743- 15.59% |
$47.3K - $55.7K
|
4.02K
$111K
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
282KNew |
$18M - $21.2M
|
282K
$7.83M
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-1.28K- 1.49% |
$81.6K - $96.2K
|
84.7K
$2.35M
|
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
SELL
|
- |
-1.16K- 29.96% |
$73.8K - $87K
|
2.71K
$75.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
13.1KNew |
$832K - $980K
|
13.1K
$362K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-742- 1.63% |
$47.2K - $55.6K
|
44.9K
$1.24M
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
255New |
$16.2K - $19.1K
|
255
$7.07K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-314- 0.48% |
$20K - $23.5K
|
65K
$1.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
3.92KNew |
$249K - $294K
|
3.92K
$109K
|
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
330New |
$21K - $24.7K
|
330
$9.14K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-3.34K- 1.02% |
$213K - $251K
|
324K
$8.97M
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
19+ 5.69% |
$1.21K - $1.42K
|
353
$9.78K
|
|
|
Jul 14, 2023
Q2 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1+ 0.03% |
$63.6 - $75
|
3.13K
$86.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
480New |
$30.5K - $36K
|
480
$13.3K
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
6New |
$382 - $450
|
6
$166
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
125New |
$7.95K - $9.37K
|
125
$3.46K
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-450- 12.93% |
$28.6K - $33.7K
|
3.03K
$83.9K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-117- 11.91% |
$7.44K - $8.77K
|
865
$24K
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
85.3KNew |
$5.43M - $6.39M
|
85.3K
$2.36M
|
|
| Q1 2023 | |||||||
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.19K+ 119.49% |
$444K - $533K
|
15K
$417K
|
|
|
May 15, 2023
Q1 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
3.51KNew |
$190K - $229K
|
3.51K
$97.3K
|
|
|
May 15, 2023
Q1 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
3.43KNew |
$186K - $224K
|
3.43K
$95K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
800+ 11.56% |
$43.4K - $52.1K
|
7.72K
$214K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-91- 2.12% |
$4.93K - $5.93K
|
4.21K
$117K
|
|
|
May 15, 2023
Q1 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
6.32KNew |
$342K - $412K
|
6.32K
$175K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-12.4K- 99.76% |
$673K - $810K
|
30
$831
|
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
4.31KNew |
$233K - $281K
|
4.31K
$119K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
555+ 2.97% |
$30.1K - $36.2K
|
19.3K
$534K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-8.44K- 66.45% |
$457K - $550K
|
4.26K
$118K
|
|
|
May 10, 2023
Q1 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3.77KNew |
$204K - $245K
|
3.77K
$104K
|
|
|
May 10, 2023
Q1 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
43.2KNew |
$2.34M - $2.81M
|
43.2K
$1.2M
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
350+ 21.83% |
$19K - $22.8K
|
1.95K
$54.1K
|
|