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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7+ 0.2% |
$648 - $740
|
3.44K
$94.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
6+ 0.2% |
$556 - $634
|
2.99K
$82K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
6+ 0.24% |
$556 - $634
|
2.52K
$69.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
6+ 0.2% |
$556 - $634
|
3.08K
$84.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
6+ 0.12% |
$556 - $634
|
5.17K
$142K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
5New |
$463 - $528
|
5
$137
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
5+ 0.1% |
$463 - $528
|
5.15K
$141K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
5+ 0.07% |
$463 - $528
|
7.45K
$204K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5+ 0.12% |
$463 - $528
|
4.11K
$113K
|
|
|
Oct 28, 2024
Q3 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
5+ 0.24% |
$463 - $528
|
2.08K
$57K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
5+ 0.19% |
$463 - $528
|
2.62K
$71.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
5+ 0.09% |
$463 - $528
|
5.41K
$148K
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
4+ 0.05% |
$371 - $423
|
8.76K
$240K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
4+ 0.2% |
$371 - $423
|
2.03K
$55.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
3+ 0.04% |
$278 - $317
|
7.62K
$209K
|
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$278 - $317
|
18.7K
$513K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 0.25% |
$278 - $317
|
1.22K
$33.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
2+ 0.08% |
$185 - $211
|
2.64K
$72.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
2+ 0.05% |
$185 - $211
|
4.02K
$110K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
2+ 0.03% |
$185 - $211
|
7.28K
$200K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
2+ 0.08% |
$185 - $211
|
2.43K
$66.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 0.86% |
$185 - $211
|
234
$6.41K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2+ 0.08% |
$185 - $211
|
2.36K
$64.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1+ 0.05% |
$92.6 - $106
|
2.18K
$59.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1+ 0.01% |
$92.6 - $106
|
18.2K
$498K
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.03% |
$92.6 - $106
|
3.65K
$100K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 1.39% |
$92.6 - $106
|
73
$2K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1+ 0.51% |
$92.6 - $106
|
196
$5.37K
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
BUY
|
- |
1+ 0.0% |
$92.6 - $106
|
22.2K
$607K
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
1+ 0.05% |
$92.6 - $106
|
2.15K
$58.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 1.67% |
$92.6 - $106
|
61
$1.67K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1+ 0.01% |
$92.6 - $106
|
9.76K
$267K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 0.47% |
$92.6 - $106
|
212
$5.81K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.2% |
$92.6 - $106
|
511
$14K
|
|
|
Oct 15, 2024
Q3 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
1+ 0.04% |
$92.6 - $106
|
2.36K
$64.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
1+ 0.03% |
$92.6 - $106
|
3.42K
$93.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
1+ 0.02% |
$92.6 - $106
|
4.78K
$131K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
1+ 0.04% |
$92.6 - $106
|
2.66K
$72.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
1+ 0.29% |
$92.6 - $106
|
351
$9.62K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.26% |
$92.6 - $106
|
383
$10.5K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
63.1KNew |
$5.49M - $6.41M
|
63.1K
$1.73M
|
|
|
Aug 02, 2024
Q2 2024
|
Win Advisors, Inc
|
BUY
|
- |
46.6K+ 39.62% |
$4.05M - $4.73M
|
164K
$4.5M
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
19.8KNew |
$1.73M - $2.02M
|
19.8K
$543K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
18.5KNew |
$1.61M - $1.88M
|
18.5K
$508K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
16.9KNew |
$1.47M - $1.71M
|
16.9K
$462K
|
|
|
Jul 11, 2024
Q2 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
12K+ 6.45% |
$1.05M - $1.22M
|
199K
$5.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Winslow Capital Management, LLC
Minneapolis, MN |
BUY
|
- |
8.8KNew |
$766K - $894K
|
8.8K
$241K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
7.32KNew |
$637K - $743K
|
7.32K
$200K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
7.31KNew |
$636K - $743K
|
7.31K
$200K
|
|