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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.67M+ 307.98% |
$340M - $388M
|
4.86M
$133M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
961K+ 9.63% |
$89M - $102M
|
10.9M
$300M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
866K+ 17788.68% |
$80.2M - $91.5M
|
871K
$23.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
761K+ 325.83% |
$70.5M - $80.4M
|
994K
$27.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
685K+ 7.54% |
$63.4M - $72.4M
|
9.76M
$268M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
638K+ 6.01% |
$59.1M - $67.5M
|
11.3M
$308M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
506K+ 76.11% |
$46.9M - $53.5M
|
1.17M
$32.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
484K+ 311.11% |
$44.8M - $51.2M
|
640K
$17.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
465K+ 12.16% |
$43.1M - $49.2M
|
4.29M
$118M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
453K+ 4.97% |
$41.9M - $47.9M
|
9.56M
$262M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
366K+ 24.6% |
$33.9M - $38.6M
|
1.85M
$50.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
343K+ 321.67% |
$31.8M - $36.2M
|
450K
$12.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
324K+ 11.7% |
$30M - $34.3M
|
3.09M
$84.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
320K+ 8.05% |
$29.6M - $33.8M
|
4.29M
$118M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
273K+ 249.22% |
$25.3M - $28.8M
|
382K
$10.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
251K+ 621.69% |
$23.3M - $26.6M
|
292K
$8M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
236KNew |
$21.9M - $25M
|
236K
$6.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
233K+ 98.32% |
$21.5M - $24.6M
|
469K
$12.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
199K+ 322.56% |
$18.4M - $21M
|
261K
$7.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
195K+ 290.87% |
$18.1M - $20.6M
|
262K
$7.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
179K+ 317.24% |
$16.6M - $18.9M
|
235K
$6.44M
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
BUY
|
- |
173K+ 207.98% |
$16M - $18.3M
|
257K
$7.03M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
146K+ 4448.77% |
$13.6M - $15.5M
|
150K
$4.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
144K+ 356.05% |
$13.4M - $15.2M
|
185K
$5.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
140K+ 804.0% |
$13M - $14.8M
|
157K
$4.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
135K+ 245.35% |
$12.5M - $14.3M
|
191K
$5.22M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
130K+ 9.25% |
$12.1M - $13.8M
|
1.54M
$42.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
124K+ 612.48% |
$11.4M - $13.1M
|
144K
$3.94M
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
113K+ 95.57% |
$10.5M - $12M
|
232K
$6.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
111KNew |
$10.2M - $11.7M
|
111K
$3.03M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
104K+ 234.55% |
$9.66M - $11M
|
149K
$4.07M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
104K+ 1882.16% |
$9.63M - $11M
|
109K
$3M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
101K+ 330.48% |
$9.33M - $10.6M
|
131K
$3.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
96.3K+ 5.58% |
$8.92M - $10.2M
|
1.82M
$50M
|
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
95.8K+ 39.95% |
$8.88M - $10.1M
|
336K
$9.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
90.5KNew |
$8.39M - $9.57M
|
90.5K
$2.48M
|
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
88.8KNew |
$8.23M - $9.39M
|
88.8K
$2.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
86.9K+ 1490.05% |
$8.05M - $9.18M
|
92.7K
$2.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
83.8K+ 160.15% |
$7.76M - $8.86M
|
136K
$3.73M
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
83.6K+ 115.48% |
$7.74M - $8.83M
|
156K
$4.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
78.3K+ 10.23% |
$7.25M - $8.27M
|
844K
$23.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
77.3K+ 419.93% |
$7.16M - $8.17M
|
95.7K
$2.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
73.6K+ 86.1% |
$6.82M - $7.78M
|
159K
$4.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
68.2KNew |
$6.32M - $7.21M
|
68.2K
$1.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
67.9K+ 9.87% |
$6.29M - $7.17M
|
755K
$20.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
63.8KNew |
$5.91M - $6.74M
|
63.8K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
63.7KNew |
$5.9M - $6.74M
|
63.7K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
60.1K+ 5.86% |
$5.57M - $6.35M
|
1.09M
$29.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
58.5K+ 3.28% |
$5.42M - $6.18M
|
1.84M
$50.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
58KNew |
$5.38M - $6.13M
|
58K
$1.59M
|