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
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
56.5K+ 408.89% |
$5.23M - $5.97M
|
70.3K
$1.93M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
52.1K+ 13.2% |
$4.83M - $5.51M
|
447K
$12.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
50.1K+ 275.27% |
$4.64M - $5.3M
|
68.3K
$1.87M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
48.1K+ 8.27% |
$4.46M - $5.09M
|
630K
$17.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
46.2K+ 6.86% |
$4.28M - $4.88M
|
720K
$19.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
46.1K+ 18.83% |
$4.27M - $4.87M
|
291K
$7.97M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
45.8K+ 5.06% |
$4.24M - $4.84M
|
951K
$26.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
42.5K+ 25.08% |
$3.93M - $4.49M
|
212K
$5.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
41.8K+ 13.36% |
$3.87M - $4.42M
|
355K
$9.72M
|
|
|
Nov 15, 2024
Q3 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
40.7KNew |
$3.77M - $4.3M
|
40.7K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
39.3K+ 85.98% |
$3.64M - $4.15M
|
84.9K
$2.33M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
38.1K+ 83.14% |
$3.53M - $4.03M
|
83.9K
$2.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
37.3K+ 22.98% |
$3.46M - $3.94M
|
200K
$5.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
37.1K+ 305.62% |
$3.44M - $3.93M
|
49.3K
$1.35M
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
36.5K+ 2.53% |
$3.38M - $3.86M
|
1.48M
$40.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
34.4K+ 49.25% |
$3.19M - $3.64M
|
104K
$2.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
34.3K+ 7.37% |
$3.18M - $3.63M
|
500K
$13.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
33.6K+ 30.3% |
$3.11M - $3.55M
|
145K
$3.96M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
33.3K+ 9.03% |
$3.09M - $3.52M
|
403K
$11M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
31.5K+ 458.88% |
$2.92M - $3.33M
|
38.4K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
30.3K+ 35.54% |
$2.8M - $3.2M
|
115K
$3.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
29.9KNew |
$2.77M - $3.16M
|
29.9K
$818K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
28.2K+ 8.71% |
$2.62M - $2.99M
|
352K
$9.65M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
27.5K+ 8.43% |
$2.55M - $2.91M
|
354K
$9.69M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
25.8KNew |
$2.39M - $2.73M
|
25.8K
$707K
|
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
25.7KNew |
$2.38M - $2.72M
|
25.7K
$704K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
25.5K+ 22.92% |
$2.36M - $2.7M
|
137K
$3.75M
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
25.4K+ 198.52% |
$2.35M - $2.69M
|
38.2K
$1.05M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
25.2K+ 217.34% |
$2.33M - $2.66M
|
36.8K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
24.9K+ 3.21% |
$2.3M - $2.63M
|
801K
$21.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
24.8KNew |
$2.3M - $2.62M
|
24.8K
$680K
|
|
|
Oct 29, 2024
Q3 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
24.5KNew |
$2.27M - $2.59M
|
24.5K
$672K
|
|
|
Oct 22, 2024
Q3 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
23.8K+ 4.28% |
$2.2M - $2.51M
|
579K
$15.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
23.3K+ 276.33% |
$2.16M - $2.46M
|
31.7K
$869K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
22.1K+ 16.07% |
$2.04M - $2.33M
|
159K
$4.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
21.6K+ 210.45% |
$2M - $2.28M
|
31.8K
$872K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
21.5K+ 306.01% |
$2M - $2.28M
|
28.6K
$783K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
20.1K+ 19.33% |
$1.86M - $2.13M
|
124K
$3.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
20K+ 139.1% |
$1.85M - $2.11M
|
34.4K
$942K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
18.5K+ 80.93% |
$1.71M - $1.95M
|
41.3K
$1.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
17.9K+ 11.49% |
$1.66M - $1.9M
|
174K
$4.77M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
16.8K+ 32.58% |
$1.56M - $1.78M
|
68.4K
$1.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
16.5KNew |
$1.53M - $1.75M
|
16.5K
$453K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
16.3K+ 1.29% |
$1.51M - $1.72M
|
1.28M
$35.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
16K+ 9.2% |
$1.48M - $1.69M
|
190K
$5.21M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
16K+ 62.67% |
$1.48M - $1.69M
|
41.4K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
15.9K+ 82.52% |
$1.47M - $1.68M
|
35.1K
$962K
|
|
|
Nov 07, 2024
Q3 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
15.6K+ 17.58% |
$1.45M - $1.65M
|
105K
$2.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
15K+ 31.37% |
$1.39M - $1.59M
|
62.9K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.8K+ 3.75% |
$1.37M - $1.56M
|
408K
$11.2M
|