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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.12% |
$55.7 - $76.6
|
841
$25K
|
|
|
Aug 15, 2022
Q2 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-134- 20.87% |
$7.47K - $10.3K
|
508
$15.1K
|
|
|
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
$83.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.99KNew |
$111K - $153K
|
1.99K
$59.2K
|
|
|
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
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
90New |
$5.02K - $6.89K
|
90
$2.67K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-697- 5.24% |
$38.8K - $53.4K
|
12.6K
$374K
|
|
|
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
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
24.2KNew |
$1.35M - $1.85M
|
24.2K
$718K
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-400Closed |
$22.3K - $30.6K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
8.85KNew |
$493K - $677K
|
8.85K
$263K
|
|
|
Aug 10, 2022
Q2 2022
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-11.9KClosed |
$662K - $910K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
528+ 1.82% |
$29.4K - $40.4K
|
29.6K
$878K
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-288K- 58.5% |
$16M - $22M
|
204K
$6.07M
|
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-125- 11.19% |
$6.97K - $9.57K
|
992
$29.5K
|
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-3.4KClosed |
$190K - $260K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Gds Wealth Management
|
BUY
|
- |
5.56KNew |
$310K - $425K
|
5.56K
$165K
|
|
|
Aug 05, 2022
Q2 2022
|
Marco Investment Management LLC
|
SELL
|
- |
-3KClosed |
$167K - $230K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Jacobsen Capital Management
|
SELL
|
- |
-5.96KClosed |
$332K - $456K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-3.24KClosed |
$180K - $248K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
26New |
$1.45K - $1.99K
|
26
$772
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-5.09KClosed |
$284K - $390K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-26.1K- 87.54% |
$1.46M - $2M
|
3.72K
$110K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-184- 1.51% |
$10.3K - $14.1K
|
12K
$355K
|
|
|
Jul 26, 2022
Q2 2022
|
Wt Wealth Management
|
SELL
|
- |
-3.09K- 39.38% |
$172K - $236K
|
4.75K
$141K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
1.65KNew |
$92K - $126K
|
1.65K
$49K
|
|
|
Jul 22, 2022
Q2 2022
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
1.75K+ 19.02% |
$97.3K - $134K
|
10.9K
$324K
|
|
|
Jul 22, 2022
Q2 2022
|
Granite Investment Partners, LLC
|
BUY
|
- |
3New |
$167 - $230
|
3
$89.1
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
SELL
|
- |
-19- 0.48% |
$1.06K - $1.45K
|
3.97K
$118K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-370- 78.72% |
$20.6K - $28.3K
|
100
$2.97K
|
|
|
Jul 21, 2022
Q2 2022
|
Welch Group, LLC
|
SELL
|
- |
-7K- 64.54% |
$390K - $536K
|
3.85K
$114K
|
|
|
Jul 20, 2022
Q2 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-176- 8.91% |
$9.81K - $13.5K
|
1.8K
$53.4K
|
|
|
Jul 19, 2022
Q2 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
12.5KNew |
$696K - $956K
|
12.5K
$371K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
530New |
$29.5K - $40.6K
|
530
$15.7K
|
|
|
Jul 18, 2022
Q2 2022
|
Strategic Capital Advisers, Inc.
|
SELL
|
- |
-431- 8.07% |
$24K - $33K
|
4.91K
$146K
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
69.9KNew |
$3.9M - $5.35M
|
69.9K
$2.08M
|
|
|
Jul 12, 2022
Q2 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-9.45K- 15.36% |
$526K - $723K
|
52K
$1.55M
|
|
|
Jul 11, 2022
Q2 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-198Closed |
$11K - $15.2K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Prism Advisors, Inc.
|
SELL
|
- |
-3.02KClosed |
$168K - $231K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Bath Savings Trust CO
|
SELL
|
- |
-3.35KClosed |
$187K - $256K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
1.58K+ 100.0% |
$88.3K - $121K
|
3.17K
$94.1K
|
|
|
Jul 05, 2022
Q2 2022
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-15K- 15.44% |
$838K - $1.15M
|
82.3K
$2.44M
|
|
| Q1 2022 | |||||||
|
May 31, 2022
Q1 2022
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-39.9KClosed |
$2.62M - $3.3M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
232+ 100.0% |
$15.2K - $19.2K
|
464
$13.8K
|
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-58Closed |
$3.81K - $4.79K
|
0
$0
|
|