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 |
|---|---|---|---|---|---|---|---|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
8.17KNew |
$573K - $681K
|
8.17K
$233K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.14KNew |
$500K - $595K
|
7.14K
$203K
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
6.76KNew |
$474K - $563K
|
6.76K
$192K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.75K+ 2.27% |
$473K - $563K
|
305K
$8.67M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
6.27KNew |
$439K - $522K
|
6.27K
$178K
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
5.48KNew |
$384K - $457K
|
5.48K
$156K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
4.78KNew |
$335K - $398K
|
4.78K
$136K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3KNew |
$210K - $250K
|
3K
$85.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
2.96KNew |
$208K - $247K
|
2.96K
$84.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.92KNew |
$204K - $243K
|
2.92K
$83K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
2.69KNew |
$188K - $224K
|
2.69K
$76.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.67KNew |
$187K - $223K
|
2.67K
$76K
|
|
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
2.67KNew |
$187K - $223K
|
2.67K
$76K
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.65KNew |
$186K - $221K
|
2.65K
$75.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
BUY
|
- |
2.63KNew |
$184K - $219K
|
2.63K
$74.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.51KNew |
$176K - $209K
|
2.51K
$71.4K
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
2.5KNew |
$175K - $208K
|
2.5K
$71.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
2.5KNew |
$175K - $208K
|
2.5K
$71K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.49KNew |
$174K - $207K
|
2.49K
$70.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.48KNew |
$174K - $207K
|
2.48K
$70.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.1KNew |
$147K - $175K
|
2.1K
$59.7K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.78K+ 10.1% |
$125K - $148K
|
19.4K
$552K
|
|
|
Feb 13, 2024
Q4 2023
|
Chartist Inc
Seal Beach, CA |
BUY
|
- |
1.61K+ 50.25% |
$112K - $134K
|
4.8K
$137K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
786New |
$55.1K - $65.5K
|
786
$22.4K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
604New |
$42.3K - $50.4K
|
604
$17.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
506+ 0.55% |
$35.5K - $42.2K
|
92.3K
$2.63M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
251New |
$17.6K - $20.9K
|
251
$7.14K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
250New |
$17.5K - $20.8K
|
250
$7.11K
|
|
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
214+ 9.41% |
$15K - $17.8K
|
2.49K
$70.8K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
129+ 0.44% |
$9.04K - $10.8K
|
29.5K
$839K
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
100+ 1.06% |
$7.01K - $8.34K
|
9.56K
$272K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
9+ 0.03% |
$631 - $750
|
31.1K
$886K
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
5+ 0.13% |
$350 - $417
|
3.75K
$107K
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1+ 0.41% |
$70.1 - $83.4
|
247
$7.03K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
11.5KNew |
$828K - $898K
|
11.5K
$327K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
7.54KNew |
$543K - $589K
|
7.54K
$215K
|
|
|
Nov 08, 2023
Q3 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
5KNew |
$360K - $390K
|
5K
$142K
|
|
|
Nov 21, 2023
Q3 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
4.76KNew |
$342K - $371K
|
4.76K
$135K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
4.32KNew |
$311K - $337K
|
4.32K
$123K
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3.94KNew |
$284K - $307K
|
3.94K
$112K
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
3.36KNew |
$242K - $262K
|
3.36K
$95.5K
|
|
|
Oct 31, 2023
Q3 2023
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
3.03KNew |
$218K - $237K
|
3.03K
$86.3K
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
2.87KNew |
$207K - $224K
|
2.87K
$81.7K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.55KNew |
$112K - $121K
|
1.55K
$44.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.44KNew |
$104K - $113K
|
1.44K
$41.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.23K+ 22.27% |
$88.8K - $96.3K
|
6.78K
$193K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
877New |
$63.1K - $68.4K
|
877
$25K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
673New |
$48.4K - $52.5K
|
673
$19.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
645+ 6.94% |
$46.4K - $50.3K
|
9.94K
$283K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
603New |
$43.4K - $47K
|
603
$17.2K
|
|