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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2.3KNew |
$185K - $214K
|
2.3K
$68.2K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-1.41K- 75.0% |
$114K - $132K
|
470
$14K
|
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-9.79KClosed |
$789K - $913K
|
0
$0
|
|
|
Nov 07, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
3.58KNew |
$288K - $334K
|
3.58K
$106K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
777New |
$62.6K - $72.5K
|
777
$23.1K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
31New |
$2.5K - $2.89K
|
31
$920
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5.9KNew |
$476K - $551K
|
5.9K
$175K
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
6.32KNew |
$509K - $590K
|
6.32K
$188K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
25.3K+ 60.46% |
$2.04M - $2.36M
|
67.1K
$1.99M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
67.4K+ 8.34% |
$5.43M - $6.29M
|
875K
$26M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.7K+ 3.15% |
$860K - $996K
|
350K
$10.4M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3New |
$242 - $280
|
3
$89.1
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
26K+ 204.11% |
$2.1M - $2.43M
|
38.7K
$1.15M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
25.4KNew |
$2.04M - $2.37M
|
25.4K
$753K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-121- 3.04% |
$9.75K - $11.3K
|
3.87K
$115K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-7.3K- 9.96% |
$588K - $681K
|
65.9K
$1.96M
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-18.1K- 69.44% |
$1.45M - $1.68M
|
7.94K
$236K
|
|
|
May 06, 2024
Q1 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-498- 21.65% |
$40.1K - $46.5K
|
1.8K
$53.5K
|
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-264- 4.95% |
$21.3K - $24.6K
|
5.07K
$150K
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
50.7KNew |
$4.09M - $4.73M
|
50.7K
$1.51M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
22.6KNew |
$1.82M - $2.11M
|
22.6K
$671K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
7New |
$564 - $653
|
7
$208
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
77.5K+ 87.13% |
$6.24M - $7.23M
|
166K
$4.94M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
16.6K+ 437.93% |
$1.34M - $1.55M
|
20.4K
$605K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
2.33KNew |
$188K - $217K
|
2.33K
$69.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
3.94K+ 10.46% |
$317K - $367K
|
41.5K
$1.23M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
9.43K+ 14.29% |
$760K - $880K
|
75.4K
$2.24M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.26KNew |
$182K - $211K
|
2.26K
$67K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
1.1K+ 41.6% |
$88.7K - $103K
|
3.74K
$111K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
1.9KNew |
$153K - $177K
|
1.9K
$56.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-4.5K- 78.95% |
$363K - $420K
|
1.2K
$35.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Alaska Permanent Capital Management
|
SELL
|
- |
-7K- 56.46% |
$564K - $653K
|
5.4K
$160K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
71+ 0.89% |
$5.72K - $6.63K
|
8.08K
$240K
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
2.32KNew |
$187K - $217K
|
2.32K
$69K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.32KNew |
$187K - $216K
|
2.32K
$68.8K
|
|
| Q4 2023 | |||||||
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
129+ 0.44% |
$9.04K - $10.8K
|
29.5K
$876K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
786New |
$55.1K - $65.5K
|
786
$23.3K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
604New |
$42.3K - $50.4K
|
604
$17.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
119KNew |
$8.37M - $9.96M
|
119K
$3.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.14KNew |
$500K - $595K
|
7.14K
$212K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
18.1KNew |
$1.27M - $1.51M
|
18.1K
$538K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
4.78KNew |
$335K - $398K
|
4.78K
$142K
|
|
|
Feb 13, 2024
Q4 2023
|
Chartist Inc
Seal Beach, CA |
BUY
|
- |
1.61K+ 50.25% |
$112K - $134K
|
4.8K
$142K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
1.47MNew |
$103M - $122M
|
1.47M
$43.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.1KNew |
$147K - $175K
|
2.1K
$62.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-64- 54.7% |
$4.49K - $5.34K
|
53
$1.57K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-39.3K- 50.88% |
$2.75M - $3.28M
|
37.9K
$1.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-1.2K- 30.73% |
$84.2K - $100K
|
2.71K
$80.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-5.3K- 46.9% |
$371K - $442K
|
6K
$178K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
6.27KNew |
$439K - $522K
|
6.27K
$186K
|
|