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 31, 2024
Q3 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
1.94K+ 6.03% |
$180K - $205K
|
34.1K
$935K
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1.93K+ 17.71% |
$179K - $204K
|
12.8K
$352K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.93KNew |
$179K - $204K
|
1.93K
$52.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
1.92KNew |
$178K - $203K
|
1.92K
$52.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Advocate Group LLC
|
BUY
|
- |
1.92KNew |
$178K - $203K
|
1.92K
$52.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.9K+ 31.48% |
$176K - $201K
|
7.95K
$218K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.9K+ 10.84% |
$176K - $200K
|
19.4K
$531K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.89K+ 1.6% |
$175K - $200K
|
120K
$3.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
1.83K+ 0.35% |
$170K - $194K
|
527K
$14.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.83K+ 10.53% |
$170K - $193K
|
19.2K
$526K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
1.79K+ 3.33% |
$166K - $189K
|
55.5K
$1.52M
|
|
|
Oct 23, 2024
Q3 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
1.76K+ 7.15% |
$163K - $186K
|
26.4K
$724K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.73K+ 32.41% |
$160K - $182K
|
7.05K
$193K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1.7K+ 300.35% |
$158K - $180K
|
2.27K
$62.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
1.68K+ 18.91% |
$155K - $177K
|
10.5K
$289K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.68K+ 10.48% |
$155K - $177K
|
17.7K
$484K
|
|
|
Nov 04, 2024
Q3 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
1.68K+ 8.95% |
$155K - $177K
|
20.4K
$559K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.67K+ 4.28% |
$155K - $176K
|
40.6K
$1.11M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.63K+ 10.1% |
$151K - $172K
|
17.8K
$487K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.62K+ 80.58% |
$150K - $171K
|
3.63K
$99.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.61K+ 28.28% |
$149K - $170K
|
7.29K
$200K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.6K+ 0.14% |
$148K - $169K
|
1.14M
$31.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
PUT |
1.6KNew |
$148K - $169K
|
1.6K
$43.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
1.59K+ 3.46% |
$147K - $168K
|
47.5K
$1.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.55K+ 66.64% |
$144K - $164K
|
3.88K
$106K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.54KNew |
$143K - $163K
|
1.54K
$42.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
1.52K+ 7.24% |
$140K - $160K
|
22.5K
$615K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.47K+ 7.74% |
$136K - $155K
|
20.4K
$560K
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
1.46K+ 0.88% |
$135K - $154K
|
167K
$4.59M
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1.45K+ 2.05% |
$134K - $153K
|
72K
$1.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.41K+ 300.0% |
$131K - $149K
|
1.88K
$51.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.39K+ 2.88% |
$129K - $147K
|
49.6K
$1.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
1.34K+ 31.81% |
$124K - $142K
|
5.55K
$152K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.32K+ 24.47% |
$122K - $140K
|
6.71K
$184K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.31K+ 16.07% |
$121K - $138K
|
9.45K
$259K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
1.29K+ 26.12% |
$119K - $136K
|
6.22K
$171K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.29K+ 17.42% |
$119K - $136K
|
8.67K
$238K
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
1.25K+ 33.76% |
$116K - $132K
|
4.96K
$136K
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
1.25K+ 24.38% |
$116K - $132K
|
6.38K
$175K
|
|
|
Nov 14, 2024
Q3 2024
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
1.25K+ 3.05% |
$115K - $132K
|
42K
$1.15M
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1.22K+ 659.46% |
$113K - $129K
|
1.41K
$38.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
1.21K+ 21.31% |
$112K - $128K
|
6.91K
$189K
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.2K+ 0.88% |
$111K - $127K
|
138K
$3.78M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.19K+ 2.93% |
$110K - $125K
|
41.7K
$1.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.18K+ 14.91% |
$109K - $125K
|
9.11K
$250K
|
|
|
Oct 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
1.15K+ 11.1% |
$107K - $122K
|
11.5K
$316K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.15K+ 18.46% |
$107K - $122K
|
7.39K
$203K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.15K+ 10.83% |
$106K - $121K
|
11.7K
$321K
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.12K+ 18.38% |
$104K - $118K
|
7.21K
$198K
|
|
|
Nov 04, 2024
Q3 2024
|
Systelligence, LLC
|
BUY
|
- |
1.11K+ 0.86% |
$103K - $117K
|
130K
$3.57M
|