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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.8K+ 3.75% |
$1.37M - $1.56M
|
408K
$11.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
14.7K+ 0.8% |
$1.36M - $1.55M
|
1.85M
$50.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
14.4K+ 18.85% |
$1.34M - $1.52M
|
91K
$2.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
14.4K+ 185.94% |
$1.33M - $1.52M
|
22.1K
$607K
|
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
13.7K+ 5.85% |
$1.27M - $1.45M
|
248K
$6.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
13.7K+ 1.94% |
$1.27M - $1.45M
|
720K
$19.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
13.6K+ 7.7% |
$1.26M - $1.44M
|
191K
$5.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
13.5K+ 11.93% |
$1.25M - $1.43M
|
127K
$3.49M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
13.2K+ 15.54% |
$1.22M - $1.4M
|
98.1K
$2.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
12.8K+ 11.52% |
$1.19M - $1.35M
|
124K
$3.41M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.6K+ 19.94% |
$1.17M - $1.33M
|
75.8K
$2.09M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.5K+ 14.06% |
$1.16M - $1.32M
|
102K
$2.79M
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
12.5K+ 20.23% |
$1.15M - $1.32M
|
74K
$2.04M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
12.4K+ 15.72% |
$1.15M - $1.31M
|
91.1K
$2.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
12.3KNew |
$1.14M - $1.3M
|
12.3K
$337K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
12.2KNew |
$1.13M - $1.29M
|
12.2K
$337K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
12.2KNew |
$1.13M - $1.29M
|
12.2K
$335K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
11.8K+ 139.22% |
$1.1M - $1.25M
|
20.3K
$559K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
11.7KNew |
$1.09M - $1.24M
|
11.7K
$322K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
11.7K+ 271.87% |
$1.08M - $1.23M
|
16K
$439K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
11.5KNew |
$1.07M - $1.22M
|
11.5K
$317K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
11.3K+ 163.51% |
$1.05M - $1.19M
|
18.2K
$500K
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
11.3K+ 300.0% |
$1.05M - $1.19M
|
15.1K
$414K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
11.1K+ 319.83% |
$1.03M - $1.17M
|
14.5K
$399K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11.1K+ 55280.0% |
$1.02M - $1.17M
|
11.1K
$304K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11K+ 9.78% |
$1.01M - $1.16M
|
123K
$3.38M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
10.9K+ 2.98% |
$1.01M - $1.15M
|
377K
$10.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
10.8K+ 254.3% |
$1M - $1.15M
|
15.1K
$415K
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
10.2K+ 48.72% |
$946K - $1.08M
|
31.2K
$857K
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
10.2KNew |
$941K - $1.07M
|
10.2K
$279K
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
10KNew |
$929K - $1.06M
|
10K
$276K
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
9.91K+ 14.59% |
$918K - $1.05M
|
77.8K
$2.14M
|
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
9.87K+ 3.17% |
$914K - $1.04M
|
321K
$8.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
9.22KNew |
$854K - $975K
|
9.22K
$254K
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
9.05K+ 7.37% |
$838K - $957K
|
132K
$3.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
8.9KNew |
$825K - $941K
|
8.9K
$245K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8.49K+ 1.79% |
$786K - $897K
|
482K
$13.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
8.36K+ 5.85% |
$775K - $884K
|
151K
$4.16M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
8.36K+ 2.08% |
$774K - $883K
|
409K
$11.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
8.03K+ 87.47% |
$743K - $848K
|
17.2K
$473K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
7.6K+ 217.14% |
$704K - $803K
|
11.1K
$305K
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
7.54K+ 11.96% |
$698K - $797K
|
70.6K
$1.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
7.5K+ 5.05% |
$694K - $792K
|
156K
$4.28M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
7.37K+ 242.61% |
$682K - $779K
|
10.4K
$286K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.35K+ 56.66% |
$681K - $777K
|
20.3K
$559K
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
7.25K+ 1.5% |
$672K - $766K
|
491K
$13.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
7.11K+ 6.81% |
$659K - $752K
|
112K
$3.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.08K+ 2.59% |
$656K - $749K
|
281K
$7.72M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
7.02K+ 33.31% |
$650K - $742K
|
28.1K
$772K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
BUY
|
- |
7.02K+ 6.92% |
$650K - $742K
|
108K
$2.98M
|