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 11, 2020
Q2 2020
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-2.5KClosed |
$95K - $128K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Argent Capital Management LLC
|
SELL
|
- |
-4.61KClosed |
$175K - $237K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-1Closed |
$38 - $51.3
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-24.7KClosed |
$939K - $1.27M
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-4.53KClosed |
$172K - $232K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Steph & CO
|
SELL
|
- |
-975Closed |
$37K - $50K
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-5.65KClosed |
$215K - $290K
|
0
$0
|
|
|
Jul 07, 2020
Q2 2020
|
American National Bank
|
SELL
|
- |
-25Closed |
$950 - $1.28K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Nov 18, 2020
Q1 2020
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-20Closed |
$692 - $1.02K
|
0
$0
|
|
|
May 19, 2020
Q1 2020
|
Tru Independence LLC
|
SELL
|
- |
-2.1KClosed |
$72.8K - $108K
|
0
$0
|
|
|
May 18, 2020
Q1 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-30Closed |
$1.04K - $1.54K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5Closed |
$173 - $256
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
S.A. Mason LLC
|
SELL
|
- |
-570Closed |
$19.7K - $29.2K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-219Closed |
$7.58K - $11.2K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-24Closed |
$830 - $1.23K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.37KClosed |
$47.4K - $70.1K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Orser Capital Management, LLC
|
SELL
|
- |
-4.3KClosed |
$149K - $220K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Sns Financial Group, LLC
|
SELL
|
- |
-3.8KClosed |
$132K - $195K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-53Closed |
$1.83K - $2.71K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-13.6KClosed |
$470K - $695K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-11.8KClosed |
$409K - $606K
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.15KClosed |
$74.5K - $110K
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-2.39KClosed |
$82.8K - $123K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Sep 02, 2020
Q4 2019
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-32.4KClosed |
$1.33M - $1.51M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-10.7KClosed |
$436K - $498K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Next Capital Management LLC
|
SELL
|
- |
-95Closed |
$3.89K - $4.44K
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-21.6KClosed |
$886K - $1.01M
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-740Closed |
$30.3K - $34.6K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-3.09KClosed |
$126K - $144K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2020
Q4 2019
|
Lincoln Capital Corp
|
SELL
|
- |
-57KClosed |
$2.33M - $2.66M
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-70.6KClosed |
$2.89M - $3.3M
|
0
$0
|
|
|
Jan 14, 2020
Q4 2019
|
Corbenic Partners LLC
|
SELL
|
- |
-1.2KClosed |
$49.3K - $56.2K
|
0
$0
|
|
|
Jan 09, 2020
Q4 2019
|
Mcia Inc
|
SELL
|
- |
-10.4KClosed |
$426K - $485K
|
0
$0
|
|
|
Jan 06, 2020
Q4 2019
|
Spence Asset Management
|
SELL
|
- |
-23.3KClosed |
$956K - $1.09M
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.1KClosed |
$45.8K - $47.1K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-2KClosed |
$83.4K - $85.7K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-7Closed |
$292 - $300
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-400Closed |
$16.7K - $17.1K
|
0
$0
|
|
|
Oct 28, 2019
Q3 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-108Closed |
$4.5K - $4.63K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-2Closed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-11Closed |
N/A
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
First National Corp
|
SELL
|
- |
-54Closed |
N/A
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-30Closed |
N/A
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Kwmg, LLC
|
SELL
|
- |
-300Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-8.4KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-36Closed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-209Closed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-3.38KClosed |
N/A
|
0
$0
|
|