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 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
24.5K+ 300.01% |
$636K - $2.58M
|
32.7K
$946K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
18K+ 438.19% |
$467K - $1.89M
|
22.1K
$640K
|
|
|
Feb 12, 2025
Q4 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
7.8M+ 251.9% |
$202M - $821M
|
10.9M
$315M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
76.1K+ 291.73% |
$1.97M - $8.01M
|
102K
$2.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
21.1K+ 210.64% |
$548K - $2.22M
|
31.1K
$901K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
76.7K+ 300.0% |
$1.99M - $8.07M
|
102K
$2.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
14.4K+ 300.0% |
$373K - $1.51M
|
19.2K
$555K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
15.5K+ 283.22% |
$403K - $1.64M
|
21K
$608K
|
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
920K+ 293.92% |
$23.9M - $96.9M
|
1.23M
$35.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
16.3K+ 286.86% |
$422K - $1.71M
|
21.9K
$635K
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
10.6K+ 165.6% |
$274K - $1.11M
|
17K
$491K
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
2.31K+ 300.78% |
$60K - $244K
|
3.08K
$89.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
612+ 300.0% |
$15.9K - $64.4K
|
816
$23.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
49.5K+ 339.71% |
$1.28M - $5.22M
|
64.1K
$1.86M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
930+ 479.38% |
$24.1K - $97.9K
|
1.12K
$32.5K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
10.4K+ 477.69% |
$270K - $1.1M
|
12.6K
$364K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
3.34K+ 10.53% |
$86.6K - $352K
|
35.1K
$1.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
13.9K+ 228.74% |
$362K - $1.47M
|
20K
$580K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
104K+ 896.9% |
$2.69M - $10.9M
|
115K
$3.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Resolute Advisors LLC
|
BUY
|
- |
17.4K+ 300.43% |
$450K - $1.83M
|
23.2K
$670K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
42.4KNew |
$1.1M - $4.46M
|
42.4K
$1.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
25.9KNew |
$672K - $2.73M
|
25.9K
$750K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
16.7K+ 281.27% |
$433K - $1.76M
|
22.6K
$655K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
368+ 657.14% |
$9.54K - $38.8K
|
424
$12.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
25.4K+ 300.11% |
$658K - $2.67M
|
33.8K
$979K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
6.27KNew |
$163K - $660K
|
6.27K
$182K
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
393K+ 340.88% |
$10.2M - $41.4M
|
509K
$14.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
300+ 300.0% |
$7.78K - $31.6K
|
400
$11.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
541+ 886.89% |
$14K - $57K
|
602
$17.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
60.6KNew |
$1.57M - $6.38M
|
60.6K
$1.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
66+ 19.3% |
$1.71K - $6.95K
|
408
$11.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.09M+ 1093.51% |
$28.2M - $115M
|
1.19M
$34.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.76K+ 354.73% |
$201K - $817K
|
9.95K
$288K
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
888K+ 299.55% |
$23M - $93.5M
|
1.18M
$34.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
98.6KNew |
$2.56M - $10.4M
|
98.6K
$2.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.41M+ 319.46% |
$62.6M - $254M
|
3.17M
$91.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
286K+ 305.53% |
$7.42M - $30.1M
|
380K
$11M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
31.5M+ 288.4% |
$818M - $3.32B
|
42.5M
$1.23B
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5.39K+ 12254.55% |
$140K - $568K
|
5.44K
$157K
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
28K+ 300.0% |
$726K - $2.95M
|
37.4K
$1.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
16K+ 240.31% |
$414K - $1.68M
|
22.6K
$654K
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
16.4K+ 300.0% |
$426K - $1.73M
|
21.9K
$634K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
36.8K+ 166.54% |
$955K - $3.88M
|
58.9K
$1.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
25K+ 300.01% |
$648K - $2.63M
|
33.3K
$964K
|
|
|
Feb 12, 2025
Q4 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
13.1K+ 300.46% |
$339K - $1.38M
|
17.4K
$505K
|
|
|
Feb 12, 2025
Q4 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
315K+ 269.22% |
$8.17M - $33.2M
|
432K
$12.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
9.63K+ 410.92% |
$250K - $1.01M
|
12K
$347K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
82.1KNew |
$2.13M - $8.65M
|
82.1K
$2.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
71.5K+ 256.73% |
$1.85M - $7.53M
|
99.4K
$2.88M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
347+ 53.47% |
$9K - $36.5K
|
996
$28.8K
|