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 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
218New |
$20.2K - $23K
|
218
$5.99K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
213+ 1.88% |
$19.7K - $22.5K
|
11.6K
$318K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
211+ 4.56% |
$19.5K - $22.3K
|
4.84K
$133K
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
206+ 0.81% |
$19.1K - $21.8K
|
25.6K
$703K
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
206+ 0.81% |
$19.1K - $21.8K
|
25.6K
$703K
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
200+ 4.22% |
$18.5K - $21.1K
|
4.94K
$136K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
200+ 2.42% |
$18.5K - $21.1K
|
8.46K
$232K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
199+ 24.33% |
$18.4K - $21K
|
1.02K
$28K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
199+ 0.5% |
$18.4K - $21K
|
40K
$1.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
195+ 7.39% |
$18.1K - $20.6K
|
2.83K
$77.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
187+ 0.85% |
$17.3K - $19.8K
|
22.2K
$610K
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
BUY
|
- |
182+ 3.11% |
$16.9K - $19.2K
|
6.04K
$166K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
181+ 2.81% |
$16.8K - $19.1K
|
6.63K
$182K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
179New |
$16.6K - $18.9K
|
179
$4.92K
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
178+ 2.88% |
$16.5K - $18.8K
|
6.35K
$175K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
178+ 5.5% |
$16.5K - $18.8K
|
3.42K
$93.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
177+ 8.82% |
$16.4K - $18.7K
|
2.18K
$60K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
166+ 0.68% |
$15.4K - $17.5K
|
24.7K
$680K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
166+ 20.65% |
$15.4K - $17.5K
|
970
$26.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
163+ 4.11% |
$15.1K - $17.2K
|
4.13K
$113K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
161+ 0.79% |
$14.9K - $17K
|
20.5K
$564K
|
|
|
Oct 23, 2024
Q3 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
160+ 3.42% |
$14.8K - $16.9K
|
4.83K
$133K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
151+ 0.39% |
$14K - $16K
|
38.9K
$1.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
150+ 1.59% |
$13.9K - $15.9K
|
9.58K
$263K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
148+ 1.83% |
$13.7K - $15.6K
|
8.24K
$227K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
147New |
$13.6K - $15.5K
|
147
$4.04K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
147+ 7.32% |
$13.6K - $15.5K
|
2.15K
$59.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Athena Investment Management
|
BUY
|
- |
146+ 0.47% |
$13.5K - $15.4K
|
31.4K
$863K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
142+ 1.54% |
$13.2K - $15K
|
9.34K
$257K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
142New |
$13.2K - $15K
|
142
$3.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
140New |
$13K - $14.8K
|
140
$3.85K
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
136+ 3.28% |
$12.6K - $14.4K
|
4.28K
$118K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
129+ 1.81% |
$11.9K - $13.6K
|
7.24K
$199K
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
127+ 0.21% |
$11.8K - $13.4K
|
60.1K
$1.65M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
126+ 1.71% |
$11.7K - $13.3K
|
7.5K
$206K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
124+ 1.76% |
$11.5K - $13.1K
|
7.16K
$197K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
123+ 0.56% |
$11.4K - $13K
|
22.2K
$611K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
113+ 3.65% |
$10.5K - $11.9K
|
3.21K
$88.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
109+ 2.19% |
$10.1K - $11.5K
|
5.08K
$140K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
102New |
$9.45K - $10.8K
|
102
$2.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
101+ 1.85% |
$9.36K - $10.7K
|
5.58K
$153K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
100+ 0.51% |
$9.26K - $10.6K
|
19.7K
$542K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
97New |
$8.99K - $10.3K
|
97
$2.67K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
90+ 3.54% |
$8.34K - $9.51K
|
2.63K
$72.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
87New |
$8.06K - $9.2K
|
87
$2.39K
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
87+ 0.03% |
$8.06K - $9.2K
|
287K
$7.88M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
86+ 4.24% |
$7.97K - $9.09K
|
2.12K
$58.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
82+ 2.08% |
$7.6K - $8.67K
|
4.03K
$111K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
75New |
$6.95K - $7.93K
|
75
$2.06K
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
BUY
|
- |
70+ 1.11% |
$6.48K - $7.4K
|
6.4K
$176K
|