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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.9M+ 300.28% |
$334M - $1.36B
|
17.2M
$497M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
13K+ 315.6% |
$338K - $1.37M
|
17.2K
$496K
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
20.2K+ 284.44% |
$523K - $2.12M
|
27.2K
$789K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.26M+ 309.12% |
$32.7M - $133M
|
1.67M
$48.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
15K+ 275.1% |
$390K - $1.58M
|
20.5K
$593K
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
58K+ 3488.45% |
$1.5M - $6.11M
|
59.7K
$1.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
382K+ 263.69% |
$9.9M - $40.2M
|
527K
$15.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
6.01K+ 300.0% |
$156K - $632K
|
8.01K
$232K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
8.66K+ 387.3% |
$225K - $912K
|
10.9K
$315K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
29.8K+ 296.86% |
$772K - $3.13M
|
39.8K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
330K+ 286.45% |
$8.55M - $34.7M
|
445K
$12.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
4.96K+ 300.0% |
$129K - $522K
|
6.62K
$191K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
169KNew |
$4.38M - $17.8M
|
169K
$4.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
78.2KNew |
$2.03M - $8.24M
|
78.2K
$2.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1.63KNew |
$42.2K - $171K
|
1.63K
$47.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
209KNew |
$5.42M - $22M
|
209K
$6.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
10.1KNew |
$263K - $1.07M
|
10.1K
$293K
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
16.9K+ 299.98% |
$437K - $1.78M
|
22.5K
$651K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
31.1K+ 329.27% |
$805K - $3.27M
|
40.5K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
194K+ 302.72% |
$5.03M - $20.4M
|
258K
$7.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
918+ 300.0% |
$23.8K - $96.7K
|
1.22K
$35.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
324K+ 385.42% |
$8.41M - $34.1M
|
408K
$11.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.57M+ 474.49% |
$40.7M - $165M
|
1.9M
$55M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.46M+ 296.15% |
$142M - $575M
|
7.3M
$211M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
37K+ 351.1% |
$960K - $3.9M
|
47.6K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
136K+ 88260.39% |
$3.52M - $14.3M
|
136K
$3.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
78.9K+ 295.57% |
$2.05M - $8.31M
|
106K
$3.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
306+ 300.0% |
$7.93K - $32.2K
|
408
$11.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
6.99K+ 319.36% |
$181K - $736K
|
9.18K
$266K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
193K+ 388.01% |
$4.99M - $20.3M
|
242K
$7.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.56M+ 316.26% |
$118M - $480M
|
6M
$174M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
157K+ 303.56% |
$4.07M - $16.5M
|
209K
$6.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
217+ 297.26% |
$5.63K - $22.9K
|
290
$8.39K
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.22KNew |
$187K - $760K
|
7.22K
$209K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
91.3K+ 312.21% |
$2.37M - $9.62M
|
121K
$3.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
11K+ 299.95% |
$284K - $1.15M
|
14.6K
$423K
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
10.6KNew |
$275K - $1.12M
|
10.6K
$307K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
14.7K+ 368.67% |
$381K - $1.55M
|
18.7K
$540K
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
38.4K+ 225.01% |
$995K - $4.04M
|
55.4K
$1.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.41M+ 286.36% |
$36.6M - $149M
|
1.91M
$55.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
54.6K+ 478.14% |
$1.42M - $5.75M
|
66K
$1.91M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
BUY
|
- |
8.38K+ 300.39% |
$217K - $883K
|
11.2K
$323K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
455K+ 365.89% |
$11.8M - $47.9M
|
579K
$16.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
373K+ 341.48% |
$9.67M - $39.3M
|
482K
$13.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3.7K+ 302.78% |
$95.9K - $390K
|
4.92K
$142K
|
|
|
Feb 12, 2025
Q4 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
1.63M+ 309.36% |
$42.3M - $172M
|
2.16M
$62.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
2.06K+ 352.49% |
$53.3K - $216K
|
2.64K
$76.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
90.4K+ 366.47% |
$2.34M - $9.52M
|
115K
$3.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.98K+ 300.0% |
$155K - $629K
|
7.97K
$231K
|
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
82.5K+ 291.31% |
$2.14M - $8.69M
|
111K
$3.21M
|