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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
8.66K+ 300.0% |
$225K - $912K
|
11.6K
$295K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
8.66K+ 387.3% |
$225K - $912K
|
10.9K
$278K
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
8.65K+ 300.03% |
$224K - $911K
|
11.5K
$295K
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
8.65KNew |
$224K - $911K
|
8.65K
$221K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
8.62K+ 313.04% |
$223K - $907K
|
11.4K
$291K
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
8.61K+ 248.23% |
$223K - $907K
|
12.1K
$309K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
8.61KNew |
$223K - $906K
|
8.61K
$220K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
8.57K+ 195.19% |
$222K - $902K
|
13K
$331K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
8.5K+ 404.71% |
$220K - $895K
|
10.6K
$271K
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
8.43K+ 299.72% |
$219K - $887K
|
11.2K
$287K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
8.41K+ 356.16% |
$218K - $885K
|
10.8K
$275K
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
8.41KNew |
$218K - $885K
|
8.41K
$215K
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
BUY
|
- |
8.38K+ 300.39% |
$217K - $883K
|
11.2K
$285K
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
8.3K+ 300.04% |
$215K - $874K
|
11.1K
$283K
|
|
|
Mar 06, 2025
Q4 2024
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
8.25KNew |
$214K - $869K
|
8.25K
$211K
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
BUY
|
- |
8.24K+ 346.05% |
$214K - $867K
|
10.6K
$271K
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
8.23K+ 343.18% |
$213K - $866K
|
10.6K
$271K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
8.18K+ 386.57% |
$212K - $861K
|
10.3K
$263K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
8.17K+ 300.0% |
$212K - $861K
|
10.9K
$278K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
8.11K+ 300.3% |
$210K - $854K
|
10.8K
$276K
|
|
|
Jan 23, 2025
Q4 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
8.06KNew |
$209K - $849K
|
8.06K
$206K
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
8.06K+ 300.0% |
$209K - $848K
|
10.7K
$274K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
8.03KNew |
$208K - $845K
|
8.03K
$205K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
8.02K+ 300.0% |
$208K - $844K
|
10.7K
$273K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
8K+ 184.42% |
$207K - $843K
|
12.3K
$315K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
7.99K+ 299.96% |
$207K - $841K
|
10.6K
$272K
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
7.96K+ 261.41% |
$206K - $838K
|
11K
$281K
|
|
|
Feb 04, 2025
Q4 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
7.96K+ 315.42% |
$206K - $838K
|
10.5K
$268K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
7.95K+ 300.0% |
$206K - $837K
|
10.6K
$271K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
BUY
|
- |
7.94K+ 300.0% |
$206K - $836K
|
10.6K
$271K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
7.94KNew |
$206K - $836K
|
7.94K
$203K
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
7.93KNew |
$205K - $835K
|
7.93K
$202K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
7.91K+ 300.0% |
$205K - $833K
|
10.6K
$270K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
7.91K+ 300.0% |
$205K - $833K
|
10.6K
$270K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
7.89K+ 401.68% |
$205K - $831K
|
9.86K
$252K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
7.88K+ 300.0% |
$204K - $830K
|
10.5K
$269K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
7.87K+ 300.46% |
$204K - $829K
|
10.5K
$268K
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
7.81K+ 339.04% |
$202K - $822K
|
10.1K
$258K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
7.76KNew |
$201K - $817K
|
7.76K
$198K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.76K+ 354.73% |
$201K - $817K
|
9.95K
$254K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
7.71KNew |
$200K - $812K
|
7.71K
$197K
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
BUY
|
- |
7.63KNew |
$198K - $804K
|
7.63K
$195K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
7.62KNew |
$198K - $802K
|
7.62K
$195K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
7.61K+ 244.1% |
$197K - $801K
|
10.7K
$274K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
7.6KNew |
$197K - $800K
|
7.6K
$194K
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
7.57KNew |
$196K - $797K
|
7.57K
$193K
|
|
|
Feb 04, 2025
Q4 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
7.56KNew |
$196K - $796K
|
7.56K
$193K
|
|
|
Feb 14, 2025
Q4 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
7.54KNew |
$195K - $794K
|
7.54K
$193K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
7.53KNew |
$195K - $792K
|
7.53K
$192K
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
7.5K+ 300.0% |
$194K - $790K
|
10K
$256K
|