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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3.7K+ 302.78% |
$95.9K - $390K
|
4.92K
$143K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3.49K+ 120.86% |
$90.6K - $368K
|
6.39K
$186K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
2.9K+ 146.46% |
$75.2K - $305K
|
4.88K
$142K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
2.87K+ 300.0% |
$74.4K - $302K
|
3.82K
$111K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
2.78KNew |
$72.2K - $293K
|
2.78K
$81K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2.2K+ 300.0% |
$57.1K - $232K
|
2.94K
$85.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
2.17K+ 199.08% |
$56.3K - $229K
|
3.26K
$94.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2.16K+ 300.0% |
$56K - $227K
|
2.88K
$83.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2.14K+ 299.86% |
$55.5K - $225K
|
2.86K
$83.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2.13K+ 299.86% |
$55.2K - $224K
|
2.84K
$82.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
2.1K+ 226.02% |
$54.5K - $221K
|
3.03K
$88.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
2.05K+ 300.0% |
$53.2K - $216K
|
2.74K
$79.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1.8K+ 300.0% |
$46.7K - $190K
|
2.4K
$69.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
1.58KNew |
$41.1K - $167K
|
1.58K
$46.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
1.57K+ 300.0% |
$40.6K - $165K
|
2.09K
$60.7K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
1.56K+ 287.45% |
$40.4K - $164K
|
2.1K
$61.1K
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.5K+ 707.55% |
$38.9K - $158K
|
1.71K
$49.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.44K+ 300.0% |
$37.3K - $152K
|
1.92K
$55.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.43K+ 300.0% |
$37.2K - $151K
|
1.91K
$55.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.39K+ 300.0% |
$36K - $146K
|
1.85K
$53.9K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.38K+ 209.09% |
$35.8K - $145K
|
2.04K
$59.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.37K+ 299.78% |
$35.5K - $144K
|
1.83K
$53.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.37K+ 300.22% |
$35.5K - $144K
|
1.83K
$53.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
1.34K+ 307.11% |
$34.7K - $141K
|
1.78K
$51.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.31K+ 300.0% |
$34K - $138K
|
1.75K
$50.8K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.28K+ 300.0% |
$33.2K - $135K
|
1.71K
$49.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.28KNew |
$33.1K - $134K
|
1.28K
$37.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.2K+ 300.0% |
$31.1K - $126K
|
1.6K
$46.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1.09K+ 300.55% |
$28.2K - $115K
|
1.45K
$42.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
1.07K+ 300.0% |
$27.7K - $112K
|
1.42K
$41.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
1.03KNew |
$26.6K - $108K
|
1.03K
$29.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
978+ 300.0% |
$25.4K - $103K
|
1.3K
$37.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
972+ 300.0% |
$25.2K - $102K
|
1.3K
$37.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
960+ 300.0% |
$24.9K - $101K
|
1.28K
$37.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
933+ 300.0% |
$24.2K - $98.2K
|
1.24K
$36.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
750+ 300.0% |
$19.4K - $79K
|
1K
$29.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
743+ 299.6% |
$19.3K - $78.2K
|
991
$28.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
732New |
$19K - $77.1K
|
732
$21.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
708+ 300.0% |
$18.4K - $74.6K
|
944
$27.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
700New |
$18.2K - $73.7K
|
700
$20.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
692New |
$17.9K - $72.9K
|
692
$20.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
678+ 300.0% |
$17.6K - $71.4K
|
904
$26.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
657New |
$17K - $69.2K
|
657
$19.1K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
644New |
$16.7K - $67.8K
|
644
$18.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
636+ 300.0% |
$16.5K - $67K
|
848
$24.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
612+ 300.0% |
$15.9K - $64.4K
|
816
$23.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
535+ 300.56% |
$13.9K - $56.3K
|
713
$20.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
516+ 1474.29% |
$13.4K - $54.3K
|
551
$16K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
495+ 300.0% |
$12.8K - $52.1K
|
660
$19.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
BUY
|
- |
456+ 300.0% |
$11.8K - $48K
|
608
$17.7K
|