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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
10+ 100.0% |
$656 - $826
|
20
$578
|
|
|
Apr 29, 2022
Q1 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-1KClosed |
$65.6K - $82.6K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
First Bank & Trust
|
BUY
|
- |
619+ 100.0% |
$40.6K - $51.1K
|
1.24K
$35.8K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
240+ 100.0% |
$15.8K - $19.8K
|
480
$13.9K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
20+ 100.0% |
$1.31K - $1.65K
|
40
$1.16K
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
970+ 100.0% |
$63.7K - $80.1K
|
1.94K
$56.1K
|
|
|
Apr 28, 2022
Q1 2022
|
Planning Alternatives LTD
|
SELL
|
- |
-79.3KClosed |
$5.2M - $6.55M
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
3.46K+ 100.0% |
$227K - $286K
|
6.92K
$200K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
32+ 100.0% |
$2.1K - $2.64K
|
64
$1.85K
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-506Closed |
$33.2K - $41.8K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-245Closed |
$16.1K - $20.2K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Country Trust Bank
|
BUY
|
- |
385+ 93.22% |
$25.3K - $31.8K
|
798
$23.1K
|
|
|
Apr 25, 2022
Q1 2022
|
Cubic Asset Management, LLC
|
BUY
|
- |
2.73K+ 100.0% |
$179K - $225K
|
5.45K
$158K
|
|
|
Apr 25, 2022
Q1 2022
|
First Premier Bank
|
BUY
|
- |
202+ 100.0% |
$13.3K - $16.7K
|
404
$11.7K
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
198+ 2475.0% |
$13K - $16.4K
|
206
$5.95K
|
|
|
Apr 21, 2022
Q1 2022
|
Bck Partners, Inc.
|
BUY
|
- |
5.34KNew |
$350K - $441K
|
5.34K
$154K
|
|
|
Apr 21, 2022
Q1 2022
|
Empowered Funds, LLC
|
SELL
|
- |
-45.2KClosed |
$2.97M - $3.73M
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-80Closed |
$5.25K - $6.61K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-2.74KClosed |
$180K - $226K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-108Closed |
$7.09K - $8.92K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Geometric Wealth Advisors
|
BUY
|
- |
2.09K+ 100.0% |
$137K - $172K
|
4.17K
$121K
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1K+ 100.0% |
$65.9K - $83K
|
2.01K
$58K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
BUY
|
- |
175+ 100.0% |
$11.5K - $14.5K
|
350
$10.1K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
175+ 100.0% |
$11.5K - $14.5K
|
350
$10.1K
|
|
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-400Closed |
$26.3K - $33K
|
0
$0
|
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
BUY
|
- |
2.06K+ 100.0% |
$135K - $171K
|
4.13K
$119K
|
|
|
Apr 04, 2022
Q1 2022
|
Private Asset Management Inc
|
BUY
|
- |
2.41K+ 100.0% |
$158K - $199K
|
4.82K
$139K
|
|
| Q4 2021 | |||||||
|
Mar 28, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
2.55KNew |
$186K - $212K
|
2.55K
$73.6K
|
|
|
Dec 30, 2022
Q4 2021
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-69- 0.83% |
$5.04K - $5.75K
|
8.2K
$237K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-661Closed |
$48.3K - $55.1K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-874Closed |
$63.9K - $72.9K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-473Closed |
$34.6K - $39.4K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
SELL
|
- |
-2.38KClosed |
$174K - $199K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Seaview Investment Managers LLC
|
SELL
|
- |
-20.4KClosed |
$1.49M - $1.71M
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-5.44KClosed |
$397K - $453K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-56.8KClosed |
$4.15M - $4.74M
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-380Closed |
$27.8K - $31.7K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Signify Wealth
|
SELL
|
- |
-47.8KClosed |
$3.49M - $3.98M
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Purus Wealth Management, LLC
|
SELL
|
- |
-1.35KClosed |
$98.6K - $113K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3.64KNew |
$266K - $304K
|
3.64K
$105K
|
|
| Q3 2021 | |||||||
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-105KClosed |
$7.66M - $8.26M
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-2.39KClosed |
$175K - $189K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-6.57KClosed |
$481K - $518K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-6.61KClosed |
$484K - $522K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.38KClosed |
$101K - $109K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
465New |
$34.1K - $36.7K
|
465
$13.4K
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-33Closed |
$2.42K - $2.61K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-103Closed |
$7.54K - $8.13K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
44KNew |
$3.22M - $3.47M
|
44K
$1.27M
|
|
|
Nov 01, 2021
Q3 2021
|
Sfmg, LLC
|
SELL
|
- |
-2.06KClosed |
$151K - $162K
|
0
$0
|
|