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
May 10, 2023 Q1 2023
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
130
New
$7.04K - $8.47K
130 $3.78K
Apr 05, 2023 Q1 2023
Stillwater Investment Management, LLC

BUY
 -
29
+ 0.11%
$1.57K - $1.89K
27K $785K
Q4 2022
Jan 31, 2023 Q4 2022
Canal Capital Management, LLC

BUY
 -
195K
New
$10.6M - $11.9M
195K $5.68M
Jan 18, 2023 Q4 2022
Altus Wealth Group LLC

Colorado Springs, CO
BUY
 -
61.5K
New
$3.34M - $3.74M
61.5K $1.79M
Feb 02, 2023 Q4 2022
Capital Wealth Management, LLC

W. Warwick, RI
BUY
 -
34.2K
New
$1.86M - $2.08M
34.2K $995K
Jan 25, 2023 Q4 2022
Eagle Rock Investment Company, LLC

Atlanta, GA
BUY
 -
12.5K
New
$680K - $760K
12.5K $364K
Jan 23, 2023 Q4 2022
Roman Butler Fullerton & CO

BUY
 -
11.4K
New
$621K - $695K
11.4K $333K
Mar 30, 2023 Q4 2022
Reframe Wealth, LLC

Fairfax, VA
BUY
 -
5.57K
New
$303K - $339K
5.57K $162K
Feb 01, 2023 Q4 2022
Capital Directions Investment Advisors, LLC

BUY
 -
5.57K
New
$303K - $339K
5.57K $162K
Feb 14, 2023 Q4 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
4.05K
New
$220K - $246K
4.05K $118K
Feb 14, 2023 Q4 2022
Personal Capital Advisors Corp

BUY
 -
3.69K
New
$200K - $224K
3.69K $107K
Jan 26, 2023 Q4 2022
Vigilant Capital Management, LLC

BUY
 -
2.9K
New
$157K - $176K
2.9K $84.4K
Jan 25, 2023 Q4 2022
Wall Capital Group, Inc.

BUY
 -
1.13K
New
$61.5K - $68.8K
1.13K $32.9K
Jan 31, 2023 Q4 2022
Wfa Of San Diego, LLC

BUY
 -
632
New
$34.3K - $38.4K
632 $18.4K
Jan 26, 2023 Q4 2022
York Bridge Wealth Partners, LLC

BUY
 -
613
+ 3.94%
$33.3K - $37.2K
16.2K $471K
Jan 24, 2023 Q4 2022
Mascoma Wealth Management LLC

BUY
 -
460
New
$25K - $27.9K
460 $13.4K
Feb 14, 2023 Q4 2022
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
229
New
$12.4K - $13.9K
229 $6.66K
Jan 26, 2023 Q4 2022
Regent Investment Management LLC

BUY
 -
120
+ 1.48%
$6.52K - $7.29K
8.24K $240K
Jan 19, 2023 Q4 2022
Field & Main Bank

BUY
 -
105
New
$5.7K - $6.38K
105 $3.05K
Feb 23, 2023 Q4 2022
Wc Walker & Associates, Inc.

BUY
 -
53
+ 0.62%
$2.88K - $3.22K
8.59K $250K
Feb 07, 2023 Q4 2022
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
26
New
$1.41K - $1.58K
26 $756
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
22
New
$1.19K - $1.34K
22 $640
Feb 13, 2023 Q4 2022
Clear Street Markets LLC

BUY
 -
20
New
$1.09K - $1.22K
20 $582
Q3 2022
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
BUY
 -
401K
+ 191.37%
$22.4M - $27.8M
610K $17.8M
Nov 14, 2022 Q3 2022
Corient Capital Partners, LLC

Newport Beach, CA
BUY
 -
47.9K
+ 964.75%
$2.67M - $3.32M
52.9K $1.54M
Nov 14, 2022 Q3 2022
Beaumont Financial Partners, LLC

BUY
 -
40.1K
New
$2.24M - $2.78M
40.1K $1.17M
Nov 22, 2022 Q3 2022
Continental Investors Services, Inc.

Longview, WA
BUY
 -
22.1K
New
$1.23M - $1.53M
22.1K $642K
Nov 03, 2022 Q3 2022
Shilanski & Associates, Inc.

BUY
 -
21.2K
New
$1.18M - $1.47M
21.2K $617K
Oct 11, 2022 Q3 2022
Clarus Wealth Advisors

BUY
 -
13.7K
New
$763K - $947K
13.7K $398K
Nov 08, 2022 Q3 2022
Argent Advisors, Inc.

Monroe, LA
BUY
 -
4.89K
New
$273K - $339K
4.89K $142K
Oct 26, 2022 Q3 2022
Udine Wealth Management, Inc.

BUY
 -
4.79K
New
$267K - $332K
4.79K $139K
Nov 10, 2022 Q3 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
4.09K
+ 3.35%
$228K - $283K
126K $3.68M
Nov 09, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
3.29K
New
$184K - $228K
3.29K $95.8K
Nov 14, 2022 Q3 2022
Covington Capital Management

BUY
 -
1.58K
+ 1.0%
$88.3K - $110K
160K $4.66M
Oct 17, 2022 Q3 2022
Burleson & Company, LLC

BUY
 -
1.35K
+ 1.29%
$75.4K - $93.6K
106K $3.09M
Oct 13, 2022 Q3 2022
Schwab Charitable Fund

BUY
 -
778
+ 14.79%
$43.4K - $53.9K
6.04K $176K
Nov 14, 2022 Q3 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
615
New
$34.3K - $42.6K
615 $17.9K
Oct 31, 2022 Q3 2022
Baltimore Washington Financial Advisors, Inc.

BUY
 -
462
New
$25.8K - $32K
462 $13.4K
Oct 14, 2022 Q3 2022
Danda Trouve Investment Management, Inc.

BUY
 -
74
New
$4.13K - $5.12K
74 $2.15K
Oct 21, 2022 Q3 2022
Selective Wealth Management, Inc.

BUY
 -
68
New
$3.8K - $4.71K
68 $1.98K
Nov 14, 2022 Q3 2022
Portfolio Solutions, LLC

Troy, MI
BUY
 -
5
+ 0.12%
$279 - $346
4.08K $119K
Q2 2022
Jul 15, 2022 Q2 2022
Oak Asset Management, LLC

BUY
 -
69.9K
New
$3.9M - $5.35M
69.9K $2.03M
Aug 12, 2022 Q2 2022
Ergoteles LLC

New York, NY
BUY
 -
24.2K
New
$1.35M - $1.85M
24.2K $703K
Jul 19, 2022 Q2 2022
Bell Rock Capital LLC

BUY
 -
12.5K
New
$696K - $956K
12.5K $363K
Aug 11, 2022 Q2 2022
Kerber Rose Wealth Management, LLC

Shawano, WI
BUY
 -
8.85K
New
$493K - $677K
8.85K $257K
Aug 05, 2022 Q2 2022
Gds Wealth Management

BUY
 -
5.56K
New
$310K - $425K
5.56K $162K
Aug 15, 2022 Q2 2022
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
1.99K
New
$111K - $153K
1.99K $58K
Jul 22, 2022 Q2 2022
Briggs Advisory Group, Inc.

BUY
 -
1.75K
+ 19.02%
$97.3K - $134K
10.9K $318K
Jul 25, 2022 Q2 2022
Hc Financial Advisors Inc

BUY
 -
1.65K
New
$92K - $126K
1.65K $48K

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