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
Jan 26, 2023 Q4 2022
Vigilant Capital Management, LLC

BUY
 -
2.9K
New
$157K - $176K
2.9K $93.6K
Jan 25, 2023 Q4 2022
Wall Capital Group, Inc.

BUY
 -
1.13K
New
$61.5K - $68.8K
1.13K $36.5K
Jan 31, 2023 Q4 2022
Wfa Of San Diego, LLC

BUY
 -
632
New
$34.3K - $38.4K
632 $20.4K
Jan 26, 2023 Q4 2022
York Bridge Wealth Partners, LLC

BUY
 -
613
+ 3.94%
$33.3K - $37.2K
16.2K $522K
Feb 14, 2023 Q4 2022
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
229
New
$12.4K - $13.9K
229 $7.39K
Jan 26, 2023 Q4 2022
Regent Investment Management LLC

BUY
 -
120
+ 1.48%
$6.52K - $7.29K
8.24K $266K
Jan 19, 2023 Q4 2022
Field & Main Bank

BUY
 -
105
New
$5.7K - $6.38K
105 $3.39K
Feb 23, 2023 Q4 2022
Wc Walker & Associates, Inc.

BUY
 -
53
+ 0.62%
$2.88K - $3.22K
8.59K $277K
Feb 07, 2023 Q4 2022
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
26
New
$1.41K - $1.58K
26 $839
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
22
New
$1.19K - $1.34K
22 $710
Q3 2022
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
BUY
 -
401K
+ 191.37%
$22.4M - $27.8M
610K $19.7M
Nov 14, 2022 Q3 2022
Corient Capital Partners, LLC

Newport Beach, CA
BUY
 -
47.9K
+ 964.75%
$2.67M - $3.32M
52.9K $1.71M
Nov 14, 2022 Q3 2022
Beaumont Financial Partners, LLC

BUY
 -
40.1K
New
$2.24M - $2.78M
40.1K $1.29M
Nov 22, 2022 Q3 2022
Continental Investors Services, Inc.

Longview, WA
BUY
 -
22.1K
New
$1.23M - $1.53M
22.1K $712K
Nov 03, 2022 Q3 2022
Shilanski & Associates, Inc.

BUY
 -
21.2K
New
$1.18M - $1.47M
21.2K $684K
Oct 11, 2022 Q3 2022
Clarus Wealth Advisors

BUY
 -
13.7K
New
$763K - $947K
13.7K $441K
Nov 08, 2022 Q3 2022
Argent Advisors, Inc.

Monroe, LA
BUY
 -
4.89K
New
$273K - $339K
4.89K $158K
Oct 26, 2022 Q3 2022
Udine Wealth Management, Inc.

BUY
 -
4.79K
New
$267K - $332K
4.79K $154K
Nov 10, 2022 Q3 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
4.09K
+ 3.35%
$228K - $283K
126K $4.08M
Nov 09, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
3.29K
New
$184K - $228K
3.29K $106K
Nov 14, 2022 Q3 2022
Covington Capital Management

BUY
 -
1.58K
+ 1.0%
$88.3K - $110K
160K $5.17M
Oct 17, 2022 Q3 2022
Burleson & Company, LLC

BUY
 -
1.35K
+ 1.29%
$75.4K - $93.6K
106K $3.43M
Oct 13, 2022 Q3 2022
Schwab Charitable Fund

BUY
 -
778
+ 14.79%
$43.4K - $53.9K
6.04K $195K
Nov 14, 2022 Q3 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
615
New
$34.3K - $42.6K
615 $19.8K
Oct 31, 2022 Q3 2022
Baltimore Washington Financial Advisors, Inc.

BUY
 -
462
New
$25.8K - $32K
462 $14.9K
Oct 14, 2022 Q3 2022
Danda Trouve Investment Management, Inc.

BUY
 -
74
New
$4.13K - $5.12K
74 $2.39K
Oct 21, 2022 Q3 2022
Selective Wealth Management, Inc.

BUY
 -
68
New
$3.8K - $4.71K
68 $2.19K
Nov 14, 2022 Q3 2022
Portfolio Solutions, LLC

Troy, MI
BUY
 -
5
+ 0.12%
$279 - $346
4.08K $132K
Q2 2022
Jul 15, 2022 Q2 2022
Oak Asset Management, LLC

BUY
 -
69.9K
New
$3.9M - $5.35M
69.9K $2.26M
Aug 12, 2022 Q2 2022
Ergoteles LLC

New York, NY
BUY
 -
24.2K
New
$1.35M - $1.85M
24.2K $780K
Jul 19, 2022 Q2 2022
Bell Rock Capital LLC

BUY
 -
12.5K
New
$696K - $956K
12.5K $403K
Aug 11, 2022 Q2 2022
Kerber Rose Wealth Management, LLC

Shawano, WI
BUY
 -
8.85K
New
$493K - $677K
8.85K $285K
Aug 05, 2022 Q2 2022
Gds Wealth Management

BUY
 -
5.56K
New
$310K - $425K
5.56K $179K
Aug 15, 2022 Q2 2022
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
1.99K
New
$111K - $153K
1.99K $64.3K
Jul 22, 2022 Q2 2022
Briggs Advisory Group, Inc.

BUY
 -
1.75K
+ 19.02%
$97.3K - $134K
10.9K $352K
Jul 25, 2022 Q2 2022
Hc Financial Advisors Inc

BUY
 -
1.65K
New
$92K - $126K
1.65K $53.2K
Jul 06, 2022 Q2 2022
Paladin Advisory Group, LLC

BUY
 CALL
1.58K
+ 100.0%
$88.3K - $121K
3.17K $102K
Jul 19, 2022 Q2 2022
Heritage Financial Services, LLC

BUY
 -
530
New
$29.5K - $40.6K
530 $17.1K
Aug 09, 2022 Q2 2022
Ntb Financial Corp

Centennial, CO
BUY
 -
528
+ 1.82%
$29.4K - $40.4K
29.6K $954K
Aug 15, 2022 Q2 2022
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
4
+ 0.14%
$223 - $306
2.82K $91.1K
Jul 22, 2022 Q2 2022
Granite Investment Partners, LLC

BUY
 -
3
New
$167 - $230
3 $96.8
Aug 16, 2022 Q2 2022
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
BUY
 -
1
+ 0.12%
$55.7 - $76.6
841 $27.1K
Q1 2022
Apr 21, 2022 Q1 2022
Bck Partners, Inc.

BUY
 -
5.34K
New
$350K - $441K
5.34K $172K
May 13, 2022 Q1 2022
Permanens Capital L.P.

New York, NY
BUY
 -
4.4K
New
$289K - $364K
4.4K $142K
Apr 27, 2022 Q1 2022
Advisor Partners LLC

Walnut Creek, CA
BUY
 -
3.46K
+ 100.0%
$227K - $286K
6.92K $223K
May 06, 2022 Q1 2022
Great Lakes Advisors, LLC

Chicago, IL
BUY
 -
2.83K
+ 100.0%
$186K - $234K
5.66K $183K
Apr 25, 2022 Q1 2022
Cubic Asset Management, LLC

BUY
 -
2.73K
+ 100.0%
$179K - $225K
5.45K $176K
Apr 04, 2022 Q1 2022
Private Asset Management Inc

BUY
 -
2.41K
+ 100.0%
$158K - $199K
4.82K $155K
Apr 07, 2022 Q1 2022
Acg Wealth

BUY
 -
2.06K
+ 100.0%
$135K - $171K
4.13K $133K

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