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 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
527+ 1.56% |
$48.8K - $55.7K
|
34.2K
$938K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
504+ 14.59% |
$46.7K - $53.3K
|
3.96K
$108K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
488+ 8.39% |
$45.2K - $51.6K
|
6.31K
$173K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
480+ 9.04% |
$44.5K - $50.7K
|
5.79K
$159K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
473+ 2.37% |
$43.8K - $50K
|
20.4K
$560K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
466+ 1.92% |
$43.2K - $49.3K
|
24.7K
$678K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
457New |
$42.3K - $48.3K
|
457
$12.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
447+ 1.06% |
$41.4K - $47.2K
|
42.7K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
446+ 1.61% |
$41.3K - $47.1K
|
28.1K
$769K
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
442+ 0.79% |
$40.9K - $46.7K
|
56.1K
$1.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
439+ 5.01% |
$40.7K - $46.4K
|
9.2K
$252K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
437+ 1.51% |
$40.5K - $46.2K
|
29.4K
$806K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
429+ 195.0% |
$39.7K - $45.3K
|
649
$17.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
425+ 9.39% |
$39.4K - $44.9K
|
4.95K
$136K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
415+ 23.46% |
$38.4K - $43.9K
|
2.18K
$59.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
410+ 0.43% |
$38K - $43.3K
|
96.5K
$2.64M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
409+ 9.24% |
$37.9K - $43.2K
|
4.84K
$133K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
407+ 1.96% |
$37.7K - $43K
|
21.1K
$579K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
400+ 119.76% |
$37.1K - $42.3K
|
734
$20.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
398+ 3.42% |
$36.9K - $42.1K
|
12K
$330K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
388+ 7.21% |
$35.9K - $41K
|
5.77K
$158K
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
388+ 14.11% |
$35.9K - $41K
|
3.14K
$86K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
380+ 2.63% |
$35.2K - $40.2K
|
14.9K
$407K
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
376+ 0.6% |
$34.8K - $39.7K
|
63.4K
$1.74M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
368+ 4.63% |
$34.1K - $38.9K
|
8.32K
$228K
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
356+ 0.63% |
$33K - $37.6K
|
57.1K
$1.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
352+ 3.46% |
$32.6K - $37.2K
|
10.5K
$289K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
348+ 0.99% |
$32.2K - $36.8K
|
35.3K
$968K
|
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
342+ 6.96% |
$31.7K - $36.1K
|
5.26K
$144K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
342New |
$31.7K - $36.1K
|
342
$9.37K
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
340+ 47.82% |
$31.5K - $35.9K
|
1.05K
$28.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
338+ 20.44% |
$31.3K - $35.7K
|
1.99K
$54.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
336+ 300.0% |
$31.1K - $35.5K
|
448
$12.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
320+ 5.67% |
$29.6K - $33.8K
|
5.97K
$164K
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
318+ 3.54% |
$29.5K - $33.6K
|
9.29K
$255K
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
317+ 7.56% |
$29.4K - $33.5K
|
4.51K
$124K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
315+ 2.57% |
$29.2K - $33.3K
|
12.6K
$344K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
294+ 0.18% |
$27.2K - $31.1K
|
163K
$4.46M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
280+ 10.21% |
$25.9K - $29.6K
|
3.02K
$82.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
274+ 7.81% |
$25.4K - $29K
|
3.78K
$104K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
272+ 372.6% |
$25.2K - $28.7K
|
345
$9.45K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
263+ 1.51% |
$24.4K - $27.8K
|
17.7K
$485K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
255New |
$23.6K - $27K
|
255
$6.99K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
254New |
$23.5K - $26.8K
|
254
$6.96K
|
|
|
Oct 18, 2024
Q3 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
239+ 0.49% |
$22.1K - $25.3K
|
48.7K
$1.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
238+ 11.91% |
$22K - $25.2K
|
2.24K
$61.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
237+ 300.0% |
$22K - $25K
|
316
$8.66K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
226New |
$20.9K - $23.9K
|
226
$6.19K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
225+ 7.42% |
$20.8K - $23.8K
|
3.26K
$89.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
218New |
$20.2K - $23K
|
218
$5.97K
|