Latest Institutional Transactions on Schwab Strategic Tr Us Large C (SCHG)
This table provides information on the latest institutional transactions involving Schwab Strategic Tr Us Large C (SCHG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
SELL
|
- |
-483- 0.8% |
$15.2K - $16.3K
|
59.8K
$1.93M
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-56.1K- 4.49% |
$1.76M - $1.89M
|
1.2M
$38.6M
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
203K+ 26.95% |
$6.37M - $6.83M
|
955K
$30.8M
|
|
|
Jan 06, 2026
Q4 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-2.55K- 4.66% |
$80K - $85.8K
|
52.1K
$1.68M
|
|
|
Jan 06, 2026
Q4 2025
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
563KNew |
$17.7M - $19M
|
563K
$18.2M
|
|
|
Jan 06, 2026
Q4 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
6.32K+ 4.75% |
$198K - $213K
|
139K
$4.49M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-27.2K- 14.11% |
$854K - $916K
|
165K
$5.34M
|
|
|
Jan 06, 2026
Q4 2025
|
Omc Financial Services LTD
Dewitt, NY |
SELL
|
- |
-473- 1.65% |
$14.9K - $15.9K
|
28.3K
$912K
|
|
|
Jan 06, 2026
Q4 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-13- 0.08% |
$408 - $438
|
16.4K
$528K
|
|
|
Jan 06, 2026
Q4 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-5.86K- 17.71% |
$184K - $197K
|
27.2K
$879K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
201New |
$6.31K - $6.77K
|
201
$6.48K
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
272+ 1.26% |
$8.54K - $9.16K
|
21.8K
$704K
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
14.2K+ 24.76% |
$447K - $479K
|
71.7K
$2.31M
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
SELL
|
- |
-110- 1.5% |
$3.46K - $3.71K
|
7.23K
$233K
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-793- 7.6% |
$24.9K - $26.7K
|
9.64K
$311K
|
|
|
Jan 05, 2026
Q4 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-62.2K- 3.74% |
$1.95M - $2.1M
|
1.6M
$51.6M
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-616- 25.5% |
$19.3K - $20.8K
|
1.8K
$58.1K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-759- 1.89% |
$23.8K - $25.6K
|
39.5K
$1.27M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
414K+ 12.79% |
$13M - $13.9M
|
3.65M
$118M
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
151+ 28.65% |
$4.74K - $5.09K
|
678
$21.9K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
6.06K+ 20.63% |
$190K - $204K
|
35.4K
$1.14M
|
|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1+ 0.01% |
$31.4 - $33.7
|
7.89K
$255K
|
|
| Q3 2025 | |||||||
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-65.4K- 8.48% |
$1.89M - $2.1M
|
706K
$22.8M
|
|
|
Jan 06, 2026
Q3 2025
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
45+ 1.69% |
$1.3K - $1.45K
|
2.71K
$87.4K
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-250K- 95.79% |
$7.23M - $8.05M
|
11K
$355K
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.99K- 4.1% |
$57.4K - $63.9K
|
46.4K
$1.5M
|
|
|
Dec 16, 2025
Q3 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-5.56K- 0.6% |
$161K - $179K
|
925K
$29.8M
|
|
|
Dec 08, 2025
Q3 2025
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
519+ 4.99% |
$15K - $16.7K
|
10.9K
$352K
|
|
|
Dec 08, 2025
Q3 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
4.76K+ 69.11% |
$138K - $153K
|
11.6K
$376K
|
|
|
Dec 05, 2025
Q3 2025
|
Vestwell Advisors, LLC
New York, NY |
BUY
|
- |
1.61K+ 0.14% |
$46.5K - $51.8K
|
1.17M
$37.7M
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
2.77K+ 7.15% |
$80.1K - $89.2K
|
41.5K
$1.34M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
995+ 0.1% |
$28.8K - $32K
|
949K
$30.6M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
77.4K+ 13.83% |
$2.24M - $2.49M
|
637K
$20.6M
|
|
|
Dec 01, 2025
Q3 2025
|
Payne Capital Management, LLC
New York, NY |
BUY
|
- |
27.5K+ 5.26% |
$795K - $885K
|
550K
$17.7M
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
14.1KNew |
$407K - $453K
|
14.1K
$454K
|
|
|
Nov 26, 2025
Q3 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-161- 0.52% |
$4.66K - $5.18K
|
30.8K
$994K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-423- 0.56% |
$12.2K - $13.6K
|
75.1K
$2.42M
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
11.9KNew |
$345K - $384K
|
11.9K
$385K
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
5+ 0.1% |
$145 - $161
|
4.91K
$158K
|
|
|
Nov 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.78K+ 0.44% |
$51.4K - $57.3K
|
411K
$13.2M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-632- 0.66% |
$18.3K - $20.3K
|
95K
$3.07M
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 0.09% |
$174 - $193
|
6.75K
$218K
|
|
|
Nov 21, 2025
Q3 2025
|
Capital Square, LLC
|
SELL
|
- |
-368- 0.97% |
$10.6K - $11.8K
|
37.7K
$1.22M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-9.81K- 7.29% |
$284K - $316K
|
125K
$4.02M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
7.37K+ 4.9% |
$213K - $237K
|
158K
$5.09M
|
|
|
Nov 20, 2025
Q3 2025
|
Portus Wealth Advisors, LLC
Charlotte, NC |
BUY
|
- |
393KNew |
$11.4M - $12.7M
|
393K
$12.7M
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-476- 2.22% |
$13.8K - $15.3K
|
21K
$677K
|
|
|
Nov 19, 2025
Q3 2025
|
Penobscot Wealth Management
|
BUY
|
- |
7+ 0.09% |
$202 - $225
|
7.66K
$247K
|
|
|
Nov 19, 2025
Q3 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
37.3K+ 75.78% |
$1.08M - $1.2M
|
86.6K
$2.79M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.32K- 0.99% |
$96.1K - $107K
|
331K
$10.7M
|
|