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 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-608Closed |
$39.9K - $50.2K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
4.4KNew |
$289K - $364K
|
4.4K
$131K
|
|
|
May 12, 2022
Q1 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-10.5KClosed |
$690K - $868K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.5KClosed |
$98.4K - $124K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
10+ 100.0% |
$656 - $826
|
20
$594
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-435Closed |
$28.5K - $35.9K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Canandaigua National Corp
|
SELL
|
- |
-1.24KClosed |
$81.5K - $103K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.34KClosed |
$88.2K - $111K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
2.83K+ 100.0% |
$186K - $234K
|
5.66K
$168K
|
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-246Closed |
$16.1K - $20.3K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.53KClosed |
$101K - $127K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-1.22KClosed |
$80.2K - $101K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
10+ 100.0% |
$656 - $826
|
20
$594
|
|
|
Apr 29, 2022
Q1 2022
|
First Bank & Trust
|
BUY
|
- |
619+ 100.0% |
$40.6K - $51.1K
|
1.24K
$36.8K
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
970+ 100.0% |
$63.7K - $80.1K
|
1.94K
$57.6K
|
|
|
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
$205K
|
|
|
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
$23.7K
|
|
|
Apr 25, 2022
Q1 2022
|
Cubic Asset Management, LLC
|
BUY
|
- |
2.73K+ 100.0% |
$179K - $225K
|
5.45K
$162K
|
|
|
Apr 25, 2022
Q1 2022
|
First Premier Bank
|
BUY
|
- |
202+ 100.0% |
$13.3K - $16.7K
|
404
$12K
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
198+ 2475.0% |
$13K - $16.4K
|
206
$6.12K
|
|
|
Apr 21, 2022
Q1 2022
|
Bck Partners, Inc.
|
BUY
|
- |
5.34KNew |
$350K - $441K
|
5.34K
$159K
|
|
|
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
|
Time Scale Financial, Inc.
|
BUY
|
- |
1K+ 100.0% |
$65.9K - $83K
|
2.01K
$59.6K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
BUY
|
- |
175+ 100.0% |
$11.5K - $14.5K
|
350
$10.4K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
175+ 100.0% |
$11.5K - $14.5K
|
350
$10.4K
|
|
|
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
$123K
|
|
|
Apr 04, 2022
Q1 2022
|
Private Asset Management Inc
|
BUY
|
- |
2.41K+ 100.0% |
$158K - $199K
|
4.82K
$143K
|
|
| Q4 2021 | |||||||
|
Mar 28, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
2.55KNew |
$186K - $212K
|
2.55K
$75.6K
|
|
|
Dec 30, 2022
Q4 2021
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-69- 0.83% |
$5.04K - $5.75K
|
8.2K
$244K
|
|
|
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
$108K
|
|
| 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
|
|