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 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
4.13K+ 39.5% |
$383K - $436K
|
14.6K
$401K
|
|
|
Oct 16, 2024
Q3 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
4.11K+ 1.31% |
$381K - $434K
|
318K
$8.75M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.08K+ 0.28% |
$378K - $431K
|
1.44M
$39.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.98KNew |
$368K - $420K
|
3.98K
$109K
|
|
|
Oct 23, 2024
Q3 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
3.87K+ 4.45% |
$358K - $408K
|
90.8K
$2.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
3.85K+ 5.91% |
$357K - $407K
|
69.1K
$1.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
3.8KNew |
$352K - $401K
|
3.8K
$104K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.72K+ 3.53% |
$345K - $394K
|
109K
$3M
|
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
3.72K+ 2.72% |
$345K - $393K
|
141K
$3.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
3.69KNew |
$342K - $390K
|
3.69K
$101K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.65K+ 45.54% |
$338K - $385K
|
11.7K
$320K
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
3.6K+ 1.4% |
$333K - $380K
|
260K
$7.15M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
3.53KNew |
$327K - $373K
|
3.53K
$96.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.52K+ 7.14% |
$326K - $372K
|
52.8K
$1.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
3.49K+ 58.97% |
$323K - $368K
|
9.4K
$258K
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
3.43K+ 11.6% |
$318K - $363K
|
33K
$908K
|
|
|
Oct 10, 2024
Q3 2024
|
Asio Capital, LLC
|
BUY
|
- |
3.43KNew |
$318K - $362K
|
3.43K
$94.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
BUY
|
- |
3.43K+ 0.74% |
$318K - $362K
|
468K
$12.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.41K+ 1.85% |
$316K - $360K
|
188K
$5.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.39K+ 0.43% |
$314K - $358K
|
796K
$21.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
3.37KNew |
$312K - $356K
|
3.37K
$92.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
3.29K+ 7.77% |
$305K - $348K
|
45.7K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
BUY
|
- |
3.29K+ 2.95% |
$305K - $348K
|
115K
$3.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.27K+ 155.24% |
$303K - $346K
|
5.38K
$148K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.25K+ 1.93% |
$301K - $344K
|
172K
$4.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
3.17K+ 1.02% |
$294K - $335K
|
313K
$8.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
3.15K+ 19.58% |
$292K - $333K
|
19.3K
$530K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.14KNew |
$291K - $332K
|
3.14K
$86.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.08KNew |
$285K - $325K
|
3.08K
$84.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
3.04KNew |
$282K - $322K
|
3.04K
$83.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.04KNew |
$282K - $322K
|
3.04K
$83.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.96K+ 2.49% |
$274K - $313K
|
122K
$3.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.95KNew |
$274K - $312K
|
2.95K
$81.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.94K+ 2.4% |
$272K - $310K
|
125K
$3.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.89K+ 122.27% |
$268K - $305K
|
5.25K
$144K
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
2.89KNew |
$268K - $305K
|
2.89K
$79.4K
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
BUY
|
- |
2.86K+ 27.93% |
$265K - $302K
|
13.1K
$360K
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2.85K+ 1.61% |
$264K - $301K
|
180K
$4.95M
|
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
2.8KNew |
$259K - $296K
|
2.8K
$76.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
2.78K+ 16.31% |
$258K - $294K
|
19.9K
$546K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.7K+ 2.32% |
$250K - $285K
|
119K
$3.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.69K+ 10.91% |
$249K - $284K
|
27.3K
$751K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.69K+ 5.48% |
$249K - $284K
|
51.7K
$1.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
2.68K+ 10.21% |
$248K - $283K
|
28.9K
$794K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.65K+ 3.84% |
$246K - $280K
|
71.6K
$1.97M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.65K+ 33.84% |
$245K - $280K
|
10.5K
$288K
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
2.65K+ 4.23% |
$245K - $280K
|
65.2K
$1.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
2.53K+ 43.11% |
$234K - $267K
|
8.39K
$231K
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.51KNew |
$232K - $265K
|
2.51K
$68.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.5KNew |
$232K - $264K
|
2.5K
$68.7K
|