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
|
Cypress Capital, LLC
|
BUY
|
- |
2.4KNew |
$222K - $253K
|
2.4K
$69.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
2.35KNew |
$218K - $248K
|
2.35K
$68.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
2.3KNew |
$213K - $243K
|
2.3K
$66.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
2.21KNew |
$205K - $233K
|
2.21K
$64.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
2.06K+ 20.23% |
$191K - $218K
|
12.3K
$357K
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
1.96KNew |
$181K - $207K
|
1.96K
$56.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
1.79K+ 3.33% |
$166K - $189K
|
55.5K
$1.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.54KNew |
$143K - $163K
|
1.54K
$44.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.15K+ 10.83% |
$106K - $121K
|
11.7K
$341K
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.01KNew |
$93.6K - $107K
|
1.01K
$29.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
805+ 178.1% |
$74.6K - $85.1K
|
1.26K
$36.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
717+ 2.73% |
$66.4K - $75.8K
|
27K
$785K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
633+ 6.14% |
$58.6K - $66.9K
|
10.9K
$318K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
407+ 1.96% |
$37.7K - $43K
|
21.1K
$614K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
336+ 300.0% |
$31.1K - $35.5K
|
448
$13K
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
318+ 3.54% |
$29.5K - $33.6K
|
9.29K
$270K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
255New |
$23.6K - $27K
|
255
$7.42K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
226New |
$20.9K - $23.9K
|
226
$6.57K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
179New |
$16.6K - $18.9K
|
179
$5.21K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
147New |
$13.6K - $15.5K
|
147
$4.28K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
126+ 1.71% |
$11.7K - $13.3K
|
7.5K
$218K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
113+ 3.65% |
$10.5K - $11.9K
|
3.21K
$93.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
97New |
$8.99K - $10.3K
|
97
$2.82K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
7+ 0.12% |
$648 - $740
|
5.64K
$164K
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
1+ 0.05% |
$92.6 - $106
|
2.15K
$62.5K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.26% |
$92.6 - $106
|
383
$11.1K
|
|
| Q2 2024 | |||||||
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
19.8KNew |
$1.73M - $2.02M
|
19.8K
$577K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
16.9KNew |
$1.47M - $1.71M
|
16.9K
$491K
|
|
|
Aug 13, 2024
Q2 2024
|
Winslow Capital Management, LLC
Minneapolis, MN |
BUY
|
- |
8.8KNew |
$766K - $894K
|
8.8K
$256K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
7.31KNew |
$636K - $743K
|
7.31K
$213K
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
4.67K+ 1.06% |
$406K - $474K
|
444K
$12.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
4.25KNew |
$370K - $432K
|
4.25K
$124K
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
3.85KNew |
$335K - $392K
|
3.85K
$112K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.77K+ 52.95% |
$328K - $383K
|
10.9K
$317K
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.41KNew |
$297K - $347K
|
3.41K
$99.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.16K+ 5.48% |
$275K - $321K
|
60.8K
$1.77M
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.56KNew |
$223K - $260K
|
2.56K
$74.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
2.21KNew |
$193K - $225K
|
2.21K
$64.4K
|
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2.15KNew |
$187K - $219K
|
2.15K
$62.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
BUY
|
- |
2.14KNew |
$186K - $218K
|
2.14K
$62.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2KNew |
$174K - $203K
|
2K
$58.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
1.94KNew |
$169K - $197K
|
1.94K
$56.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.19K+ 54.42% |
$103K - $121K
|
3.37K
$98.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.01KNew |
$87.5K - $102K
|
1.01K
$29.2K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
1K+ 84.06% |
$87.2K - $102K
|
2.19K
$63.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
156New |
$13.6K - $15.9K
|
156
$4.54K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
112+ 4.22% |
$9.75K - $11.4K
|
2.76K
$80.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
105New |
$9.14K - $10.7K
|
105
$3.05K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
56New |
$4.87K - $5.69K
|
56
$1.63K
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|