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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
6.96K+ 108.64% |
$644K - $735K
|
13.4K
$366K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
6.81K+ 4.91% |
$631K - $720K
|
145K
$3.98M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
6.76K+ 6.42% |
$627K - $715K
|
112K
$3.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
6.4K+ 228.57% |
$593K - $676K
|
9.2K
$252K
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
BUY
|
- |
6.4K+ 2.23% |
$593K - $676K
|
294K
$8.05M
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.38K+ 8.98% |
$591K - $674K
|
77.5K
$2.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
6.38K+ 1.92% |
$591K - $674K
|
339K
$9.29M
|
|
|
Oct 29, 2024
Q3 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
6.34K+ 12.18% |
$587K - $670K
|
58.4K
$1.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
6.27K+ 3.32% |
$581K - $663K
|
195K
$5.35M
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
6.26K+ 3.94% |
$580K - $662K
|
165K
$4.52M
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
6.15K+ 2.0% |
$570K - $650K
|
313K
$8.58M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
6.14KNew |
$569K - $649K
|
6.14K
$168K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.04K+ 3.96% |
$560K - $639K
|
159K
$4.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
6.04K+ 23.9% |
$560K - $639K
|
31.3K
$858K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6.03K+ 22.63% |
$558K - $637K
|
32.7K
$895K
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
5.86K+ 12.1% |
$543K - $619K
|
54.3K
$1.49M
|
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
5.82K+ 15.3% |
$539K - $615K
|
43.8K
$1.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Resolute Advisors LLC
|
BUY
|
- |
5.78KNew |
$536K - $611K
|
5.78K
$158K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.77K+ 254.39% |
$534K - $610K
|
8.03K
$220K
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
5.75K+ 20.85% |
$533K - $608K
|
33.3K
$914K
|
|
|
Nov 08, 2024
Q3 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
5.71KNew |
$529K - $603K
|
5.71K
$156K
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
5.61KNew |
$519K - $593K
|
5.61K
$154K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
5.48KNew |
$508K - $579K
|
5.48K
$150K
|
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
5.47K+ 3.37% |
$506K - $578K
|
168K
$4.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
5.44K+ 2.13% |
$504K - $575K
|
261K
$7.16M
|
|
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
5.3KNew |
$491K - $560K
|
5.3K
$145K
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
5.23K+ 72.56% |
$484K - $552K
|
12.4K
$340K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.13KNew |
$475K - $542K
|
5.13K
$140K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
5.12K+ 104.32% |
$474K - $541K
|
10K
$275K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
5.1K+ 16.49% |
$472K - $539K
|
36K
$987K
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
5.05K+ 5.18% |
$468K - $534K
|
103K
$2.81M
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
5.03K+ 2.66% |
$466K - $532K
|
195K
$5.33M
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
5.01K+ 3.81% |
$464K - $530K
|
137K
$3.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.97K+ 6.27% |
$460K - $525K
|
84.1K
$2.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4.86K+ 25.35% |
$450K - $513K
|
24K
$658K
|
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
4.74K+ 11.54% |
$439K - $501K
|
45.8K
$1.25M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.67K+ 19.0% |
$433K - $494K
|
29.3K
$802K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
4.61K+ 3.78% |
$427K - $487K
|
127K
$3.47M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
4.58KNew |
$425K - $484K
|
4.58K
$126K
|
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
4.56K+ 35.59% |
$423K - $482K
|
17.4K
$476K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.54K+ 27.49% |
$421K - $480K
|
21.1K
$577K
|
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.48KNew |
$415K - $474K
|
4.48K
$123K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.36K+ 2.41% |
$404K - $461K
|
185K
$5.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4.36K+ 38.91% |
$404K - $461K
|
15.6K
$426K
|
|
|
Nov 14, 2024
Q3 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
4.35KNew |
$403K - $460K
|
4.35K
$119K
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
4.34K+ 0.9% |
$402K - $459K
|
486K
$13.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
4.34K+ 4.59% |
$402K - $459K
|
98.8K
$2.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
4.29K+ 82.44% |
$397K - $453K
|
9.49K
$260K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.14KNew |
$384K - $438K
|
4.14K
$114K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
4.13K+ 39.5% |
$383K - $436K
|
14.6K
$400K
|