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 19, 2022 Q2 2022
Bell Rock Capital LLC

BUY
 -
12.5K
New
$696K - $956K
12.5K $355K
Aug 11, 2022 Q2 2022
Kerber Rose Wealth Management, LLC

Shawano, WI
BUY
 -
8.85K
New
$493K - $677K
8.85K $252K
Aug 05, 2022 Q2 2022
Gds Wealth Management

BUY
 -
5.56K
New
$310K - $425K
5.56K $158K
Aug 15, 2022 Q2 2022
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
1.99K
New
$111K - $153K
1.99K $56.7K
Jul 22, 2022 Q2 2022
Briggs Advisory Group, Inc.

BUY
 -
1.75K
+ 19.02%
$97.3K - $134K
10.9K $311K
Jul 25, 2022 Q2 2022
Hc Financial Advisors Inc

BUY
 -
1.65K
New
$92K - $126K
1.65K $46.9K
Jul 06, 2022 Q2 2022
Paladin Advisory Group, LLC

BUY
 CALL
1.58K
+ 100.0%
$88.3K - $121K
3.17K $90.1K
Jul 26, 2022 Q2 2022
Venture Visionary Partners LLC

BUY
 -
860
New
$47.9K - $65.8K
860 $24.5K
Jul 27, 2022 Q2 2022
Jackson Hole Capital Partners, LLC

BUY
 -
720
New
$40.1K - $55.1K
720 $20.5K
Jul 19, 2022 Q2 2022
Heritage Financial Services, LLC

BUY
 -
530
New
$29.5K - $40.6K
530 $15.1K
Aug 15, 2022 Q2 2022
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
90
New
$5.02K - $6.89K
90 $2.56K
Jul 29, 2022 Q2 2022
Total Clarity Wealth Management, Inc.

BUY
 -
26
New
$1.45K - $1.99K
26 $740
Aug 15, 2022 Q2 2022
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
4
+ 0.14%
$223 - $306
2.82K $80.3K
Jul 22, 2022 Q2 2022
Granite Investment Partners, LLC

BUY
 -
3
New
$167 - $230
3 $85.4
Aug 16, 2022 Q2 2022
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
BUY
 -
1
+ 0.12%
$55.7 - $76.6
841 $23.9K
Q1 2022
Apr 21, 2022 Q1 2022
Bck Partners, Inc.

BUY
 -
5.34K
New
$350K - $441K
5.34K $152K
May 13, 2022 Q1 2022
Permanens Capital L.P.

New York, NY
BUY
 -
4.4K
New
$289K - $364K
4.4K $125K
Apr 27, 2022 Q1 2022
Advisor Partners LLC

Walnut Creek, CA
BUY
 -
3.46K
+ 100.0%
$227K - $286K
6.92K $197K
May 06, 2022 Q1 2022
Great Lakes Advisors, LLC

Chicago, IL
BUY
 -
2.83K
+ 100.0%
$186K - $234K
5.66K $161K
Apr 25, 2022 Q1 2022
Cubic Asset Management, LLC

BUY
 -
2.73K
+ 100.0%
$179K - $225K
5.45K $155K
Apr 04, 2022 Q1 2022
Private Asset Management Inc

BUY
 -
2.41K
+ 100.0%
$158K - $199K
4.82K $137K
Apr 18, 2022 Q1 2022
Geometric Wealth Advisors

BUY
 -
2.09K
+ 100.0%
$137K - $172K
4.17K $119K
Apr 07, 2022 Q1 2022
Acg Wealth

BUY
 -
2.06K
+ 100.0%
$135K - $171K
4.13K $117K
May 03, 2022 Q1 2022
Hohimer Wealth Management, LLC

BUY
 -
1.8K
+ 100.0%
$118K - $149K
3.6K $102K
Apr 18, 2022 Q1 2022
Time Scale Financial, Inc.

BUY
 -
1K
+ 100.0%
$65.9K - $83K
2.01K $57.1K
Apr 29, 2022 Q1 2022
Four Thought Financial, LLC

Venice, FL
BUY
 -
970
+ 100.0%
$63.7K - $80.1K
1.94K $55.2K
Apr 29, 2022 Q1 2022
First Bank & Trust

BUY
 -
619
+ 100.0%
$40.6K - $51.1K
1.24K $35.2K
Apr 25, 2022 Q1 2022
Country Trust Bank

BUY
 -
385
+ 93.22%
$25.3K - $31.8K
798 $22.7K
May 06, 2022 Q1 2022
Morling Financial Advisors, LLC

BUY
 -
314
+ 100.0%
$20.6K - $25.9K
628 $17.9K
Apr 29, 2022 Q1 2022
Whittier Trust CO Of Nevada Inc

BUY
 -
240
+ 100.0%
$15.8K - $19.8K
480 $13.7K
May 16, 2022 Q1 2022
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
232
+ 100.0%
$15.2K - $19.2K
464 $13.2K
Apr 25, 2022 Q1 2022
First Premier Bank

BUY
 -
202
+ 100.0%
$13.3K - $16.7K
404 $11.5K
Apr 21, 2022 Q1 2022
Cordasco Financial Network

BUY
 -
198
+ 2475.0%
$13K - $16.4K
206 $5.86K
Apr 14, 2022 Q1 2022
First Command Bank

BUY
 -
175
+ 100.0%
$11.5K - $14.5K
350 $9.96K
Apr 14, 2022 Q1 2022
First Command Financial Services, Inc.

BUY
 -
175
+ 100.0%
$11.5K - $14.5K
350 $9.96K
May 12, 2022 Q1 2022
Mark Sheptoff Financial Planning, LLC

Glastonbury, CT
BUY
 -
22
+ 100.0%
$1.44K - $1.82K
44 $1.25K
Apr 29, 2022 Q1 2022
Addison Advisors LLC

BUY
 -
20
+ 100.0%
$1.31K - $1.65K
40 $1.14K
May 10, 2022 Q1 2022
Horan Securities, Inc.

BUY
 -
10
+ 100.0%
$656 - $826
20 $569
May 02, 2022 Q1 2022
Montag A & Associates Inc

Atlanta, GA
BUY
 -
10
+ 100.0%
$656 - $826
20 $569
Q4 2021
Jan 19, 2022 Q4 2021
Intelligence Driven Advisers, LLC

BUY
 -
3.64K
New
$266K - $304K
3.64K $104K
Mar 28, 2023 Q4 2021
Prostatis Group LLC

Hanover, MD
BUY
 -
2.55K
New
$186K - $212K
2.55K $72.4K
Q3 2021
Nov 05, 2021 Q3 2021
Moors & Cabot, Inc.

Boston, MA
BUY
 -
44K
New
$3.22M - $3.47M
44K $1.25M
Oct 22, 2021 Q3 2021
Parallel Advisors, LLC

BUY
 CALL
1.84K
New
$135K - $145K
1.84K $52.4K
Nov 12, 2021 Q3 2021
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
465
New
$34.1K - $36.7K
465 $13.2K
Q2 2021
Aug 03, 2021 Q2 2021
Financial Advocates Investment Management

Olympia, WA
BUY
 CALL
28.8K
New
$1.88M - $2.11M
28.8K $820K
Aug 13, 2021 Q2 2021
Advisor Resource Council

BUY
 -
156
New
$10.2K - $11.4K
156 $4.44K
Q4 2020
Feb 16, 2021 Q4 2020
Corepath Wealth Partners LLC

Scottsdale, AZ
BUY
 -
2.26K
New
$126K - $145K
2.26K $64.2K
Feb 16, 2021 Q4 2020
Meridian Wealth Advisors, LLC

BUY
 -
484
New
$27.1K - $31.2K
484 $13.8K
Feb 05, 2021 Q4 2020
Tompkins Financial Corp

BUY
 -
240
New
$13.4K - $15.5K
240 $6.83K

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