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 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.15K+ 18.46% |
$107K - $122K
|
7.39K
$213K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.15K+ 10.83% |
$106K - $121K
|
11.7K
$337K
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.12K+ 18.38% |
$104K - $118K
|
7.21K
$207K
|
|
|
Nov 04, 2024
Q3 2024
|
Systelligence, LLC
|
BUY
|
- |
1.11K+ 0.86% |
$103K - $117K
|
130K
$3.75M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.1K+ 0.48% |
$102K - $116K
|
229K
$6.57M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
1.08KNew |
$99.6K - $114K
|
1.08K
$30.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.07K+ 3.84% |
$99.3K - $113K
|
29K
$833K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.06K+ 15.23% |
$98.6K - $112K
|
8.05K
$232K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.04K+ 2.49% |
$96.3K - $110K
|
42.8K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.01KNew |
$93.6K - $107K
|
1.01K
$29K
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1.01K+ 1.74% |
$93.2K - $106K
|
58.9K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
993+ 0.24% |
$92K - $105K
|
418K
$12M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
982+ 8.47% |
$91K - $104K
|
12.6K
$362K
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
951+ 15.05% |
$88.1K - $101K
|
7.27K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
944+ 61.26% |
$87.4K - $99.8K
|
2.49K
$71.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
927+ 0.81% |
$85.9K - $98K
|
115K
$3.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
920+ 1.25% |
$85.2K - $97.2K
|
74.7K
$2.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
901+ 35.77% |
$83.5K - $95.2K
|
3.42K
$98.4K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
885+ 39.6% |
$82K - $93.5K
|
3.12K
$89.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
871+ 25.36% |
$80.7K - $92.1K
|
4.31K
$124K
|
|
|
Oct 18, 2024
Q3 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
863+ 2.56% |
$79.9K - $91.2K
|
34.5K
$993K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
860+ 34.83% |
$79.7K - $90.9K
|
3.33K
$95.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
848+ 3.25% |
$78.6K - $89.6K
|
27K
$776K
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
847+ 11.68% |
$78.5K - $89.5K
|
8.1K
$233K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
843+ 2.09% |
$78.1K - $89.1K
|
41.2K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
830+ 16.55% |
$76.9K - $87.7K
|
5.85K
$168K
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
820+ 0.22% |
$76K - $86.7K
|
377K
$10.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
815+ 38.5% |
$75.5K - $86.1K
|
2.93K
$84.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
805+ 178.1% |
$74.6K - $85.1K
|
1.26K
$36.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
784+ 1.67% |
$72.6K - $82.9K
|
47.8K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
748+ 9.18% |
$69.3K - $79.1K
|
8.89K
$256K
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
743+ 0.26% |
$68.8K - $78.5K
|
290K
$8.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
739+ 1.43% |
$68.5K - $78.1K
|
52.5K
$1.51M
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
728+ 1.64% |
$67.4K - $76.9K
|
45.1K
$1.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
717+ 2.73% |
$66.4K - $75.8K
|
27K
$776K
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
714+ 0.5% |
$66.1K - $75.5K
|
145K
$4.16M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
714+ 0.83% |
$66.1K - $75.5K
|
87K
$2.5M
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
672+ 0.29% |
$62.2K - $71K
|
229K
$6.58M
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
652+ 7.43% |
$60.4K - $68.9K
|
9.43K
$271K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
645+ 106.97% |
$59.7K - $68.2K
|
1.25K
$35.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
633+ 6.14% |
$58.6K - $66.9K
|
10.9K
$315K
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
596+ 6.37% |
$55.2K - $63K
|
9.95K
$286K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
587+ 5.91% |
$54.4K - $62K
|
10.5K
$303K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
579+ 8.9% |
$53.6K - $61.2K
|
7.09K
$204K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
579+ 7.48% |
$53.6K - $61.2K
|
8.32K
$239K
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
570+ 3.72% |
$52.8K - $60.2K
|
15.9K
$457K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
569+ 3.07% |
$52.7K - $60.1K
|
19.1K
$550K
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
565+ 1.6% |
$52.3K - $59.7K
|
36K
$1.03M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
550+ 0.11% |
$50.9K - $58.1K
|
519K
$14.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
547+ 5.77% |
$50.7K - $57.8K
|
10K
$288K
|