Latest Institutional Purchases of Schwab Strategic Tr Us Large C (SCHG)
This list provides information on the latest institutional transactions involving Schwab Strategic Tr Us Large C (SCHG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
31.5M+ 288.4% |
$818M - $3.32B
|
42.5M
$1.23B
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
29.4M+ 301.39% |
$763M - $3.1B
|
39.2M
$1.13B
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
28.6M+ 299.28% |
$742M - $3.01B
|
38.2M
$1.1B
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
28.5M+ 253.67% |
$740M - $3.01B
|
39.8M
$1.15B
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.8M+ 413.67% |
$461M - $1.87B
|
22.1M
$638M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
14.5MNew |
$376M - $1.53B
|
14.5M
$419M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.9M+ 300.28% |
$334M - $1.36B
|
17.2M
$497M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
11.5M+ 293.85% |
$297M - $1.21B
|
15.4M
$444M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11M+ 330.5% |
$286M - $1.16B
|
14.4M
$415M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.86M+ 427.37% |
$230M - $933M
|
10.9M
$316M
|
|
|
Feb 12, 2025
Q4 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
7.8M+ 251.9% |
$202M - $821M
|
10.9M
$315M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.4M+ 160.01% |
$166M - $674M
|
10.4M
$301M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.06M+ 280.83% |
$157M - $638M
|
8.22M
$238M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.89M+ 318.03% |
$153M - $620M
|
7.74M
$224M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
5.83M+ 81532.72% |
$151M - $614M
|
5.84M
$169M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
5.77M+ 312.27% |
$150M - $608M
|
7.62M
$220M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.46M+ 296.15% |
$142M - $575M
|
7.3M
$211M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.29M+ 289.91% |
$137M - $557M
|
7.11M
$206M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
5.25M+ 303.02% |
$136M - $553M
|
6.98M
$202M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.75M+ 308.25% |
$123M - $500M
|
6.29M
$182M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.56M+ 316.26% |
$118M - $480M
|
6M
$173M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
3.85M+ 300.43% |
$99.8M - $405M
|
5.13M
$148M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.47M+ 303.65% |
$89.9M - $365M
|
4.61M
$133M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.37M+ 310.61% |
$87.5M - $355M
|
4.46M
$129M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.32M+ 283.25% |
$86M - $349M
|
4.49M
$130M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.29M+ 389.85% |
$85.3M - $346M
|
4.13M
$119M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
3.05M+ 310.55% |
$79M - $321M
|
4.03M
$116M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.97M+ 311.9% |
$76.9M - $312M
|
3.92M
$113M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
2.75M+ 612.86% |
$71.4M - $290M
|
3.2M
$92.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.68M+ 334.75% |
$69.5M - $282M
|
3.48M
$101M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.57M+ 295.87% |
$66.5M - $270M
|
3.43M
$99.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
2.49M+ 429.86% |
$64.6M - $262M
|
3.07M
$88.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.43M+ 5708.95% |
$63M - $256M
|
2.47M
$71.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.41M+ 319.46% |
$62.6M - $254M
|
3.17M
$91.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
2.36M+ 284.86% |
$61.2M - $248M
|
3.19M
$92.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.34M+ 371.71% |
$60.7M - $247M
|
2.97M
$85.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.29M+ 317.46% |
$59.3M - $241M
|
3.01M
$86.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
2.28M+ 270.27% |
$59.1M - $240M
|
3.12M
$90.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.26M+ 313.93% |
$58.6M - $238M
|
2.98M
$86.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.12M+ 266.66% |
$55.1M - $224M
|
2.92M
$84.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.11M+ 320.9% |
$54.7M - $222M
|
2.77M
$79.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.09M+ 306.0% |
$54.1M - $220M
|
2.77M
$80M
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
2.09M+ 314.69% |
$54.1M - $220M
|
2.75M
$79.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
2.08M+ 282.96% |
$54.1M - $220M
|
2.82M
$81.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
1.93M+ 298.91% |
$50.2M - $204M
|
2.58M
$74.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
1.83M+ 395.25% |
$47.4M - $193M
|
2.29M
$66.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.81M+ 267.74% |
$46.9M - $190M
|
2.48M
$71.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.72M+ 331.13% |
$44.6M - $181M
|
2.24M
$64.7M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.66M+ 291.64% |
$43.1M - $175M
|
2.23M
$64.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.66M+ 296.11% |
$43M - $175M
|
2.22M
$64.1M
|