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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
101K+ 314.54% |
$2.61M - $10.6M
|
133K
$3.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
99.9K+ 309.05% |
$2.59M - $10.5M
|
132K
$3.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
98.7K+ 253.7% |
$2.56M - $10.4M
|
138K
$3.94M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
98.5K+ 300.01% |
$2.55M - $10.4M
|
131K
$3.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
96.8K+ 300.17% |
$2.51M - $10.2M
|
129K
$3.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
95.3K+ 300.0% |
$2.47M - $10M
|
127K
$3.63M
|
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
BUY
|
- |
94.9K+ 302.28% |
$2.46M - $9.99M
|
126K
$3.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
94.9K+ 291.17% |
$2.46M - $9.99M
|
127K
$3.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
92.4K+ 362.16% |
$2.4M - $9.73M
|
118K
$3.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
92.4K+ 300.43% |
$2.4M - $9.73M
|
123K
$3.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
92.3K+ 278.5% |
$2.39M - $9.72M
|
125K
$3.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
90.3K+ 302.52% |
$2.34M - $9.51M
|
120K
$3.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
89.4KNew |
$2.32M - $9.42M
|
89.4K
$2.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
87.8K+ 280.78% |
$2.28M - $9.24M
|
119K
$3.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
87.4K+ 301.82% |
$2.27M - $9.21M
|
116K
$3.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
87.2K+ 268.92% |
$2.26M - $9.19M
|
120K
$3.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
87K+ 301.17% |
$2.26M - $9.16M
|
116K
$3.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
86.3K+ 334.75% |
$2.24M - $9.09M
|
112K
$3.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
85.9K+ 845.39% |
$2.23M - $9.05M
|
96.1K
$2.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
85K+ 315.23% |
$2.2M - $8.95M
|
112K
$3.2M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
84.8K+ 301.89% |
$2.2M - $8.93M
|
113K
$3.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
84.7K+ 296.29% |
$2.2M - $8.92M
|
113K
$3.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
84.7K+ 276.73% |
$2.2M - $8.91M
|
115K
$3.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
83.7K+ 112.09% |
$2.17M - $8.82M
|
158K
$4.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
83.4K+ 212.0% |
$2.16M - $8.78M
|
123K
$3.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
80.4K+ 312.75% |
$2.09M - $8.47M
|
106K
$3.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
80.3K+ 270.86% |
$2.08M - $8.46M
|
110K
$3.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
79.3K+ 300.19% |
$2.06M - $8.35M
|
106K
$3.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
78.2KNew |
$2.03M - $8.23M
|
78.2K
$2.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
77.4K+ 315.56% |
$2.01M - $8.15M
|
102K
$2.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
76.1K+ 296.17% |
$1.97M - $8.01M
|
102K
$2.91M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
75.8K+ 301.71% |
$1.97M - $7.99M
|
101K
$2.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
74.7K+ 291.26% |
$1.94M - $7.87M
|
100K
$2.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
74.1K+ 299.6% |
$1.92M - $7.8M
|
98.8K
$2.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
72.7KNew |
$1.89M - $7.66M
|
72.7K
$2.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
72.5K+ 326.05% |
$1.88M - $7.63M
|
94.7K
$2.71M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
72.1K+ 288.36% |
$1.87M - $7.59M
|
97.1K
$2.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
70.9KNew |
$1.84M - $7.46M
|
70.9K
$2.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
70.8K+ 320.46% |
$1.83M - $7.45M
|
92.9K
$2.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
70.7K+ 299.31% |
$1.83M - $7.44M
|
94.3K
$2.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
69.7K+ 202.91% |
$1.81M - $7.34M
|
104K
$2.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
68.9KNew |
$1.79M - $7.25M
|
68.9K
$1.97M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
68.4K+ 308.98% |
$1.77M - $7.21M
|
90.6K
$2.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
68.2K+ 244.57% |
$1.77M - $7.18M
|
96.1K
$2.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
68.1K+ 263.29% |
$1.77M - $7.18M
|
94K
$2.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
67.6K+ 3136.91% |
$1.75M - $7.12M
|
69.7K
$1.99M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
67.1K+ 284.35% |
$1.74M - $7.07M
|
90.7K
$2.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
66.9K+ 303.89% |
$1.73M - $7.04M
|
88.9K
$2.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
66.1K+ 352.09% |
$1.71M - $6.96M
|
84.9K
$2.43M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
65.1K+ 292.04% |
$1.69M - $6.85M
|
87.3K
$2.5M
|