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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-2.38K- 2.24% |
$68.9K - $76.7K
|
104K
$3.36M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
15.1K+ 32.72% |
$437K - $487K
|
61.3K
$1.98M
|
|
|
Nov 07, 2025
Q3 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-1.88K- 94.56% |
$54.3K - $60.4K
|
108
$3.48K
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
33.9K+ 11.92% |
$980K - $1.09M
|
318K
$10.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
135K+ 31.87% |
$3.9M - $4.34M
|
558K
$18M
|
|
|
Nov 07, 2025
Q3 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-756- 16.05% |
$21.9K - $24.3K
|
3.95K
$128K
|
|
|
Nov 07, 2025
Q3 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
921+ 13.38% |
$26.6K - $29.6K
|
7.81K
$252K
|
|
|
Nov 07, 2025
Q3 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-16.5K- 4.82% |
$478K - $532K
|
326K
$10.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-2.28K- 2.11% |
$65.8K - $73.2K
|
106K
$3.41M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-10.9K- 6.77% |
$316K - $351K
|
150K
$4.85M
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
6.3KNew |
$182K - $203K
|
6.3K
$203K
|
|
|
Nov 07, 2025
Q3 2025
|
Hc Advisors, LLC
|
BUY
|
- |
33.8K+ 17.23% |
$977K - $1.09M
|
230K
$7.41M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
27.9K+ 66.86% |
$806K - $897K
|
69.6K
$2.24M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-248- 0.23% |
$7.17K - $7.98K
|
110K
$3.54M
|
|
|
Nov 07, 2025
Q3 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
7.92KNew |
$229K - $255K
|
7.92K
$255K
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
SELL
|
- |
-2.24K- 9.46% |
$64.8K - $72.1K
|
21.4K
$692K
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-538- 5.44% |
$15.6K - $17.3K
|
9.35K
$301K
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
63.6K+ 14.18% |
$1.84M - $2.05M
|
512K
$16.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.08K- 0.89% |
$31.3K - $34.9K
|
121K
$3.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-2.05K- 0.39% |
$59.4K - $66.1K
|
522K
$16.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
113+ 1.04% |
$3.27K - $3.64K
|
11K
$355K
|
|
|
Nov 07, 2025
Q3 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
202K+ 39.12% |
$5.85M - $6.51M
|
719K
$23.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Amara Financial, Llc.
San Francisco, CA |
SELL
|
- |
-353- 0.15% |
$10.2K - $11.4K
|
242K
$7.79M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.49K- 1.79% |
$43K - $47.9K
|
81.8K
$2.64M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
28.3K+ 26.53% |
$820K - $912K
|
135K
$4.36M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
92.9K+ 8.78% |
$2.69M - $2.99M
|
1.15M
$37.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
BUY
|
- |
11.4K+ 22.91% |
$329K - $366K
|
61K
$1.97M
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
SELL
|
- |
-968- 7.79% |
$28K - $31.2K
|
11.5K
$370K
|
|
|
Nov 06, 2025
Q3 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
14.7K+ 1.07% |
$426K - $475K
|
1.39M
$44.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-3.1K- 1.98% |
$89.8K - $99.9K
|
154K
$4.96M
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2+ 0.01% |
$57.8 - $64.4
|
20.3K
$655K
|
|
|
Nov 06, 2025
Q3 2025
|
Financial Counselors Inc
|
SELL
|
- |
-2.45K- 0.33% |
$70.7K - $78.7K
|
740K
$23.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
16.4K+ 12.87% |
$475K - $529K
|
144K
$4.65M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
23.4K+ 1.51% |
$677K - $754K
|
1.57M
$50.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-28- 0.11% |
$810 - $901
|
25.7K
$828K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-839- 4.56% |
$24.3K - $27K
|
17.6K
$566K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-23.4K- 3.05% |
$676K - $753K
|
743K
$24M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
96.9K+ 38.37% |
$2.8M - $3.12M
|
350K
$11.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
5.63K+ 2.55% |
$163K - $181K
|
226K
$7.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-1.21K- 1.77% |
$34.8K - $38.8K
|
66.8K
$2.16M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.3K+ 24.16% |
$66.6K - $74.1K
|
11.8K
$382K
|
|
|
Nov 06, 2025
Q3 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-10.6K- 12.22% |
$308K - $343K
|
76.5K
$2.47M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
267K+ 9.06% |
$7.73M - $8.61M
|
3.22M
$104M
|
|
|
Nov 06, 2025
Q3 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
15.8K+ 6.99% |
$458K - $510K
|
242K
$7.82M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
97.8KNew |
$2.83M - $3.15M
|
97.8K
$3.16M
|
|
|
Nov 06, 2025
Q3 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
4.28K+ 0.67% |
$124K - $138K
|
647K
$20.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
429K+ 35.5% |
$12.4M - $13.8M
|
1.64M
$52.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-25- 0.18% |
$723 - $805
|
14.1K
$453K
|
|
|
Nov 06, 2025
Q3 2025
|
Plan A Wealth LLC
Lincoln, NE |
BUY
|
- |
871+ 9.73% |
$25.2K - $28K
|
9.83K
$317K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-124K- 3.86% |
$3.59M - $3.99M
|
3.08M
$99.5M
|
|