Latest Institutional Purchases of Schwab Strategic Tr Us Large C (SCHG)

SCHG Quotes by TradingView

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 13, 2022 Q3 2022
Schwab Charitable Fund

BUY
 -
778
+ 14.79%
$43.4K - $53.9K
6.04K $165K
Nov 14, 2022 Q3 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
615
New
$34.3K - $42.6K
615 $16.9K
Nov 14, 2022 Q3 2022
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
504
+ 1400.0%
$28.1K - $34.9K
540 $14.8K
Oct 31, 2022 Q3 2022
Baltimore Washington Financial Advisors, Inc.

BUY
 -
462
New
$25.8K - $32K
462 $12.7K
Nov 08, 2022 Q3 2022
Phillips Financial Management, LLC

BUY
 -
254
New
$14.2K - $17.6K
254 $6.96K
Oct 14, 2022 Q3 2022
Danda Trouve Investment Management, Inc.

BUY
 -
74
New
$4.13K - $5.12K
74 $2.03K
Oct 21, 2022 Q3 2022
Selective Wealth Management, Inc.

BUY
 -
68
New
$3.8K - $4.71K
68 $1.86K
Dec 18, 2023 Q3 2022
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
10
+ 2.34%
$558 - $693
437 $12K
Nov 14, 2022 Q3 2022
Portfolio Solutions, LLC

Troy, MI
BUY
 -
5
+ 0.12%
$279 - $346
4.08K $112K
Q2 2022
Jul 15, 2022 Q2 2022
Oak Asset Management, LLC

BUY
 -
69.9K
New
$3.9M - $5.35M
69.9K $1.92M
Jul 19, 2022 Q2 2022
Bell Rock Capital LLC

BUY
 -
12.5K
New
$696K - $956K
12.5K $342K
Aug 11, 2022 Q2 2022
Kerber Rose Wealth Management, LLC

Shawano, WI
BUY
 -
8.85K
New
$493K - $677K
8.85K $242K
Aug 05, 2022 Q2 2022
Gds Wealth Management

BUY
 -
5.56K
New
$310K - $425K
5.56K $152K
Aug 15, 2022 Q2 2022
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
1.99K
New
$111K - $153K
1.99K $54.6K
Jul 22, 2022 Q2 2022
Briggs Advisory Group, Inc.

BUY
 -
1.75K
+ 19.02%
$97.3K - $134K
10.9K $299K
Jul 25, 2022 Q2 2022
Hc Financial Advisors Inc

BUY
 -
1.65K
New
$92K - $126K
1.65K $45.2K
Jul 06, 2022 Q2 2022
Paladin Advisory Group, LLC

BUY
 CALL
1.58K
+ 100.0%
$88.3K - $121K
3.17K $86.8K
Jul 26, 2022 Q2 2022
Venture Visionary Partners LLC

BUY
 -
860
New
$47.9K - $65.8K
860 $23.6K
Jul 27, 2022 Q2 2022
Jackson Hole Capital Partners, LLC

BUY
 -
720
New
$40.1K - $55.1K
720 $19.7K
Jul 19, 2022 Q2 2022
Heritage Financial Services, LLC

BUY
 -
530
New
$29.5K - $40.6K
530 $14.5K
Aug 09, 2022 Q2 2022
Ntb Financial Corp

Centennial, CO
BUY
 -
528
+ 1.82%
$29.4K - $40.4K
29.6K $811K
Aug 15, 2022 Q2 2022
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
90
New
$5.02K - $6.89K
90 $2.47K
Jul 29, 2022 Q2 2022
Total Clarity Wealth Management, Inc.

BUY
 -
26
New
$1.45K - $1.99K
26 $712
Aug 15, 2022 Q2 2022
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
4
+ 0.14%
$223 - $306
2.82K $77.4K
Jul 22, 2022 Q2 2022
Granite Investment Partners, LLC

BUY
 -
3
New
$167 - $230
3 $82.2
Aug 16, 2022 Q2 2022
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
BUY
 -
1
+ 0.12%
$55.7 - $76.6
841 $23K
Q1 2022
Apr 21, 2022 Q1 2022
Bck Partners, Inc.

BUY
 -
5.34K
New
$350K - $441K
5.34K $146K
May 13, 2022 Q1 2022
Permanens Capital L.P.

New York, NY
BUY
 -
4.4K
New
$289K - $364K
4.4K $121K
Apr 27, 2022 Q1 2022
Advisor Partners LLC

Walnut Creek, CA
BUY
 -
3.46K
+ 100.0%
$227K - $286K
6.92K $190K
May 06, 2022 Q1 2022
Great Lakes Advisors, LLC

Chicago, IL
BUY
 -
2.83K
+ 100.0%
$186K - $234K
5.66K $155K
Apr 25, 2022 Q1 2022
Cubic Asset Management, LLC

BUY
 -
2.73K
+ 100.0%
$179K - $225K
5.45K $149K
Apr 04, 2022 Q1 2022
Private Asset Management Inc

BUY
 -
2.41K
+ 100.0%
$158K - $199K
4.82K $132K
Apr 18, 2022 Q1 2022
Geometric Wealth Advisors

BUY
 -
2.09K
+ 100.0%
$137K - $172K
4.17K $114K
Apr 07, 2022 Q1 2022
Acg Wealth

BUY
 -
2.06K
+ 100.0%
$135K - $171K
4.13K $113K
May 03, 2022 Q1 2022
Hohimer Wealth Management, LLC

BUY
 -
1.8K
+ 100.0%
$118K - $149K
3.6K $98.6K
Apr 18, 2022 Q1 2022
Time Scale Financial, Inc.

BUY
 -
1K
+ 100.0%
$65.9K - $83K
2.01K $55K
Apr 29, 2022 Q1 2022
Four Thought Financial, LLC

Venice, FL
BUY
 -
970
+ 100.0%
$63.7K - $80.1K
1.94K $53.2K
Apr 14, 2022 Q1 2022
Pflug Koory, LLC

BUY
 -
683
+ 100.0%
$44.8K - $56.4K
1.37K $37.4K
Apr 29, 2022 Q1 2022
First Bank & Trust

BUY
 -
619
+ 100.0%
$40.6K - $51.1K
1.24K $33.9K
Apr 25, 2022 Q1 2022
Country Trust Bank

BUY
 -
385
+ 93.22%
$25.3K - $31.8K
798 $21.9K
May 06, 2022 Q1 2022
Morling Financial Advisors, LLC

BUY
 -
314
+ 100.0%
$20.6K - $25.9K
628 $17.2K
Apr 15, 2022 Q1 2022
City Holding CO

BUY
 -
271
+ 100.0%
$17.8K - $22.4K
542 $14.9K
Apr 29, 2022 Q1 2022
Whittier Trust CO Of Nevada Inc

BUY
 -
240
+ 100.0%
$15.8K - $19.8K
480 $13.2K
May 16, 2022 Q1 2022
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
232
+ 100.0%
$15.2K - $19.2K
464 $12.7K
Apr 25, 2022 Q1 2022
First Premier Bank

BUY
 -
202
+ 100.0%
$13.3K - $16.7K
404 $11.1K
Apr 21, 2022 Q1 2022
Cordasco Financial Network

BUY
 -
198
+ 2475.0%
$13K - $16.4K
206 $5.64K
Apr 14, 2022 Q1 2022
First Command Bank

BUY
 -
175
+ 100.0%
$11.5K - $14.5K
350 $9.59K
Apr 14, 2022 Q1 2022
First Command Financial Services, Inc.

BUY
 -
175
+ 100.0%
$11.5K - $14.5K
350 $9.59K
Apr 26, 2022 Q1 2022
Costello Asset Management, Inc

BUY
 -
32
+ 100.0%
$2.1K - $2.64K
64 $1.75K

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