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
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
8.5K+ 326.92% |
$541K - $637K
|
11.1K
$330K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1+ 0.12% |
$63.6 - $75
|
820
$24.3K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
959New |
$61K - $71.9K
|
959
$28.5K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
6New |
$382 - $450
|
6
$178
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
270New |
$17.2K - $20.2K
|
270
$8.02K
|
|
|
Aug 10, 2023
Q2 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
5+ 0.11% |
$318 - $375
|
4.62K
$137K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-149- 5.29% |
$9.48K - $11.2K
|
2.67K
$79.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
173+ 0.29% |
$11K - $13K
|
60.5K
$1.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.15% |
$63.6 - $75
|
657
$19.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
110New |
$7K - $8.24K
|
110
$3.27K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
728+ 6.37% |
$46.3K - $54.6K
|
12.2K
$361K
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-4.83K- 45.83% |
$307K - $362K
|
5.71K
$169K
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
282KNew |
$18M - $21.2M
|
282K
$8.39M
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-1.28K- 1.49% |
$81.6K - $96.2K
|
84.7K
$2.52M
|
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
SELL
|
- |
-1.16K- 29.96% |
$73.8K - $87K
|
2.71K
$80.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-742- 1.63% |
$47.2K - $55.6K
|
44.9K
$1.33M
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
255New |
$16.2K - $19.1K
|
255
$7.57K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-314- 0.48% |
$20K - $23.5K
|
65K
$1.93M
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
3.92KNew |
$249K - $294K
|
3.92K
$116K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-3.34K- 1.02% |
$213K - $251K
|
324K
$9.61M
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
19+ 5.69% |
$1.21K - $1.42K
|
353
$10.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1+ 0.03% |
$63.6 - $75
|
3.13K
$93K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
480New |
$30.5K - $36K
|
480
$14.3K
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
6New |
$382 - $450
|
6
$178
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
125New |
$7.95K - $9.37K
|
125
$3.71K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-117- 11.91% |
$7.44K - $8.77K
|
865
$25.7K
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
85.3KNew |
$5.43M - $6.39M
|
85.3K
$2.53M
|
|
| Q1 2023 | |||||||
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.19K+ 119.49% |
$444K - $533K
|
15K
$446K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
800+ 11.56% |
$43.4K - $52.1K
|
7.72K
$229K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-12.4K- 99.76% |
$673K - $810K
|
30
$891
|
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
4.31KNew |
$233K - $281K
|
4.31K
$128K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
555+ 2.97% |
$30.1K - $36.2K
|
19.3K
$572K
|
|
|
May 10, 2023
Q1 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3.77KNew |
$204K - $245K
|
3.77K
$112K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
130New |
$7.04K - $8.47K
|
130
$3.86K
|
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
6.75KNew |
$366K - $440K
|
6.75K
$200K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
274+ 57.68% |
$14.8K - $17.9K
|
749
$22.2K
|
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
3.37KNew |
$183K - $220K
|
3.37K
$100K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
38.8K+ 38.04% |
$2.1M - $2.53M
|
141K
$4.18M
|
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-29- 38.67% |
$1.57K - $1.89K
|
46
$1.37K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.35KNew |
$73.3K - $88.2K
|
1.35K
$40.2K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
SELL
|
- |
-365- 4.15% |
$19.8K - $23.8K
|
8.44K
$250K
|
|
|
Apr 17, 2023
Q1 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-3.53K- 51.83% |
$191K - $230K
|
3.28K
$97.4K
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
2.09K+ 0.51% |
$113K - $136K
|
415K
$12.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
119KNew |
$6.45M - $7.76M
|
119K
$3.53M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-11.9K- 3.8% |
$643K - $774K
|
300K
$8.92M
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
29+ 0.11% |
$1.57K - $1.89K
|
27K
$801K
|
|
| Q4 2022 | |||||||
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
5.57KNew |
$303K - $339K
|
5.57K
$165K
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
53+ 0.62% |
$2.88K - $3.22K
|
8.59K
$255K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
22New |
$1.19K - $1.34K
|
22
$653
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
229New |
$12.4K - $13.9K
|
229
$6.8K
|
|