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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
SELL
|
- |
-1.16K- 8.49% |
$62.9K - $70.4K
|
12.5K
$346K
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
105New |
$5.7K - $6.38K
|
105
$2.91K
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
61.5KNew |
$3.34M - $3.74M
|
61.5K
$1.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-86- 1.71% |
$4.67K - $5.23K
|
4.93K
$137K
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
456New |
$24.8K - $27.7K
|
456
$12.6K
|
|
| Q3 2022 | |||||||
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
10+ 2.34% |
$558 - $693
|
437
$12.1K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-5.74K- 1.2% |
$320K - $397K
|
474K
$13.1M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
22.1KNew |
$1.23M - $1.53M
|
22.1K
$611K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
40.1KNew |
$2.24M - $2.78M
|
40.1K
$1.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
504+ 1400.0% |
$28.1K - $34.9K
|
540
$15K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
47.9K+ 964.75% |
$2.67M - $3.32M
|
52.9K
$1.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-29.6KClosed |
$1.65M - $2.05M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
401K+ 191.37% |
$22.4M - $27.8M
|
610K
$16.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
5+ 0.12% |
$279 - $346
|
4.08K
$113K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
615New |
$34.3K - $42.6K
|
615
$17K
|
|
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
11.1KNew |
$617K - $766K
|
11.1K
$306K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
1.58K+ 1.0% |
$88.3K - $110K
|
160K
$4.44M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
4.09K+ 3.35% |
$228K - $283K
|
126K
$3.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3.29KNew |
$184K - $228K
|
3.29K
$91.3K
|
|
|
Nov 08, 2022
Q3 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
4.89KNew |
$273K - $339K
|
4.89K
$136K
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
254New |
$14.2K - $17.6K
|
254
$7.04K
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-90- 1.86% |
$5.02K - $6.23K
|
4.75K
$132K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
21.2KNew |
$1.18M - $1.47M
|
21.2K
$588K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-118- 1.55% |
$6.59K - $8.17K
|
7.5K
$208K
|
|
|
Nov 01, 2022
Q3 2022
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-1.37K- 3.51% |
$76.6K - $95K
|
37.7K
$1.04M
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
4.45K+ 510.78% |
$249K - $308K
|
5.33K
$148K
|
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
462New |
$25.8K - $32K
|
462
$12.8K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-2.91K- 2.35% |
$162K - $201K
|
121K
$3.34M
|
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
4.79KNew |
$267K - $332K
|
4.79K
$133K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
68New |
$3.8K - $4.71K
|
68
$1.88K
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
BUY
|
- |
1.35K+ 1.29% |
$75.4K - $93.6K
|
106K
$2.94M
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
74New |
$4.13K - $5.12K
|
74
$2.05K
|
|
|
Oct 13, 2022
Q3 2022
|
Schwab Charitable Fund
|
BUY
|
- |
778+ 14.79% |
$43.4K - $53.9K
|
6.04K
$167K
|
|
|
Oct 12, 2022
Q3 2022
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-1.41M- 99.24% |
$78.9M - $97.9M
|
10.8K
$299K
|
|
|
Oct 11, 2022
Q3 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
13.7KNew |
$763K - $947K
|
13.7K
$379K
|
|
| Q2 2022 | |||||||
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-200Closed |
$11.1K - $15.3K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.12% |
$55.7 - $76.6
|
841
$23.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-134- 20.87% |
$7.47K - $10.3K
|
508
$14.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-2.98KClosed |
$166K - $228K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4+ 0.14% |
$223 - $306
|
2.82K
$78.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.99KNew |
$111K - $153K
|
1.99K
$55.2K
|
|
|
Aug 15, 2022
Q2 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-110Closed |
$6.13K - $8.42K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1K- 20.83% |
$55.7K - $76.6K
|
3.8K
$105K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
90New |
$5.02K - $6.89K
|
90
$2.49K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-697- 5.24% |
$38.8K - $53.4K
|
12.6K
$349K
|
|
|
Aug 15, 2022
Q2 2022
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-3.24KClosed |
$180K - $248K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-20.5KClosed |
$1.14M - $1.57M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-6.31KClosed |
$352K - $483K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-3.25KClosed |
$181K - $249K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-2.93KClosed |
$163K - $224K
|
0
$0
|
|