Latest Institutional Purchases of Schwab Strategic Tr Us Large C (SCHG)

SCHG Quotes by TradingView

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
Jul 25, 2022 Q2 2022
Hc Financial Advisors Inc

BUY
 -
1.65K
New
$92K - $126K
1.65K $47.7K
Jul 06, 2022 Q2 2022
Paladin Advisory Group, LLC

BUY
 CALL
1.58K
+ 100.0%
$88.3K - $121K
3.17K $91.6K
Jul 26, 2022 Q2 2022
Venture Visionary Partners LLC

BUY
 -
860
New
$47.9K - $65.8K
860 $24.9K
Jul 27, 2022 Q2 2022
Jackson Hole Capital Partners, LLC

BUY
 -
720
New
$40.1K - $55.1K
720 $20.8K
Jul 19, 2022 Q2 2022
Heritage Financial Services, LLC

BUY
 -
530
New
$29.5K - $40.6K
530 $15.3K
Aug 09, 2022 Q2 2022
Ntb Financial Corp

Centennial, CO
BUY
 -
528
+ 1.82%
$29.4K - $40.4K
29.6K $855K
Aug 15, 2022 Q2 2022
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
90
New
$5.02K - $6.89K
90 $2.6K
Jul 29, 2022 Q2 2022
Total Clarity Wealth Management, Inc.

BUY
 -
26
New
$1.45K - $1.99K
26 $751
Aug 15, 2022 Q2 2022
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
4
+ 0.14%
$223 - $306
2.82K $81.6K
Jul 22, 2022 Q2 2022
Granite Investment Partners, LLC

BUY
 -
3
New
$167 - $230
3 $86.7
Q1 2022
Apr 21, 2022 Q1 2022
Bck Partners, Inc.

BUY
 -
5.34K
New
$350K - $441K
5.34K $154K
May 13, 2022 Q1 2022
Permanens Capital L.P.

New York, NY
BUY
 -
4.4K
New
$289K - $364K
4.4K $127K
Apr 27, 2022 Q1 2022
Advisor Partners LLC

Walnut Creek, CA
BUY
 -
3.46K
+ 100.0%
$227K - $286K
6.92K $200K
May 06, 2022 Q1 2022
Great Lakes Advisors, LLC

Chicago, IL
BUY
 -
2.83K
+ 100.0%
$186K - $234K
5.66K $164K
Apr 25, 2022 Q1 2022
Cubic Asset Management, LLC

BUY
 -
2.73K
+ 100.0%
$179K - $225K
5.45K $158K
Apr 04, 2022 Q1 2022
Private Asset Management Inc

BUY
 -
2.41K
+ 100.0%
$158K - $199K
4.82K $139K
Apr 18, 2022 Q1 2022
Geometric Wealth Advisors

BUY
 -
2.09K
+ 100.0%
$137K - $172K
4.17K $121K
Apr 07, 2022 Q1 2022
Acg Wealth

BUY
 -
2.06K
+ 100.0%
$135K - $171K
4.13K $119K
May 03, 2022 Q1 2022
Hohimer Wealth Management, LLC

BUY
 -
1.8K
+ 100.0%
$118K - $149K
3.6K $104K
Apr 18, 2022 Q1 2022
Time Scale Financial, Inc.

BUY
 -
1K
+ 100.0%
$65.9K - $83K
2.01K $58K
Apr 29, 2022 Q1 2022
Four Thought Financial, LLC

Venice, FL
BUY
 -
970
+ 100.0%
$63.7K - $80.1K
1.94K $56.1K
Apr 29, 2022 Q1 2022
First Bank & Trust

BUY
 -
619
+ 100.0%
$40.6K - $51.1K
1.24K $35.8K
Apr 25, 2022 Q1 2022
Country Trust Bank

BUY
 -
385
+ 93.22%
$25.3K - $31.8K
798 $23.1K
May 06, 2022 Q1 2022
Morling Financial Advisors, LLC

BUY
 -
314
+ 100.0%
$20.6K - $25.9K
628 $18.1K
Apr 29, 2022 Q1 2022
Whittier Trust CO Of Nevada Inc

BUY
 -
240
+ 100.0%
$15.8K - $19.8K
480 $13.9K
May 16, 2022 Q1 2022
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
232
+ 100.0%
$15.2K - $19.2K
464 $13.4K
Apr 25, 2022 Q1 2022
First Premier Bank

BUY
 -
202
+ 100.0%
$13.3K - $16.7K
404 $11.7K
Apr 21, 2022 Q1 2022
Cordasco Financial Network

BUY
 -
198
+ 2475.0%
$13K - $16.4K
206 $5.95K
Apr 14, 2022 Q1 2022
First Command Bank

BUY
 -
175
+ 100.0%
$11.5K - $14.5K
350 $10.1K
Apr 14, 2022 Q1 2022
First Command Financial Services, Inc.

BUY
 -
175
+ 100.0%
$11.5K - $14.5K
350 $10.1K
May 12, 2022 Q1 2022
Mark Sheptoff Financial Planning, LLC

Glastonbury, CT
BUY
 -
22
+ 100.0%
$1.44K - $1.82K
44 $1.27K
Apr 29, 2022 Q1 2022
Addison Advisors LLC

BUY
 -
20
+ 100.0%
$1.31K - $1.65K
40 $1.16K
May 10, 2022 Q1 2022
Horan Securities, Inc.

BUY
 -
10
+ 100.0%
$656 - $826
20 $578
May 02, 2022 Q1 2022
Montag A & Associates Inc

Atlanta, GA
BUY
 -
10
+ 100.0%
$656 - $826
20 $578
Q4 2021
Jan 19, 2022 Q4 2021
Intelligence Driven Advisers, LLC

BUY
 -
3.64K
New
$266K - $304K
3.64K $105K
Mar 28, 2023 Q4 2021
Prostatis Group LLC

Hanover, MD
BUY
 -
2.55K
New
$186K - $212K
2.55K $73.6K
Q3 2021
Nov 05, 2021 Q3 2021
Moors & Cabot, Inc.

Boston, MA
BUY
 -
44K
New
$3.22M - $3.47M
44K $1.27M
Oct 22, 2021 Q3 2021
Parallel Advisors, LLC

BUY
 CALL
1.84K
New
$135K - $145K
1.84K $53.2K
Nov 12, 2021 Q3 2021
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
465
New
$34.1K - $36.7K
465 $13.4K
Q2 2021
Aug 03, 2021 Q2 2021
Financial Advocates Investment Management

Olympia, WA
BUY
 CALL
28.8K
New
$1.88M - $2.11M
28.8K $833K
Aug 13, 2021 Q2 2021
Advisor Resource Council

BUY
 -
156
New
$10.2K - $11.4K
156 $4.51K
Q4 2020
Feb 16, 2021 Q4 2020
Corepath Wealth Partners LLC

Scottsdale, AZ
BUY
 -
2.26K
New
$126K - $145K
2.26K $65.3K
Feb 16, 2021 Q4 2020
Meridian Wealth Advisors, LLC

BUY
 -
484
New
$27.1K - $31.2K
484 $14K
Feb 05, 2021 Q4 2020
Tompkins Financial Corp

BUY
 -
240
New
$13.4K - $15.5K
240 $6.94K
Q2 2020
Mar 24, 2023 Q2 2020
American Portfolios Advisors

Holbrook, NY
BUY
 -
23.7K
+ 350.48%
$899K - $1.22M
30.4K $879K
Aug 14, 2020 Q2 2020
Little House Capital LLC

Braintree, MA
BUY
 -
7.16K
New
$272K - $367K
7.16K $207K
Q4 2018
Feb 19, 2019 Q4 2018
Executive Wealth Management, LLC

BUY
 -
26
New
N/A
26 $751
Q3 2018
Nov 14, 2018 Q3 2018
Janney Capital Management LLC

BUY
 -
2.81K
New
N/A
2.81K $81.2K
Q3 2017
Nov 14, 2017 Q3 2017
Parallax Volatility Advisers, L.P.

San Francisco, CA
BUY
 -
1
New
N/A
1 $28.9

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