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 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
24K+ 3.82% |
$694K - $772K
|
652K
$21M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
556New |
$16.1K - $17.9K
|
556
$17.9K
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-179- 7.32% |
$5.18K - $5.76K
|
2.27K
$73.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
12.5K+ 91.5% |
$361K - $402K
|
26.1K
$843K
|
|
|
Nov 06, 2025
Q3 2025
|
Northern Capital Management, Inc.
|
SELL
|
- |
-24.8K- 1.37% |
$718K - $799K
|
1.78M
$57.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Gs Investments, Inc.
|
BUY
|
- |
5.1K+ 21.2% |
$147K - $164K
|
29.2K
$941K
|
|
|
Nov 06, 2025
Q3 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-390- 2.58% |
$11.3K - $12.6K
|
14.7K
$476K
|
|
|
Nov 06, 2025
Q3 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
10+ 0.09% |
$289 - $322
|
10.8K
$347K
|
|
|
Nov 06, 2025
Q3 2025
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
20.7K+ 8.38% |
$599K - $667K
|
268K
$8.64M
|
|
|
Nov 06, 2025
Q3 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-69K- 83.34% |
$2M - $2.22M
|
13.8K
$445K
|
|
|
Nov 06, 2025
Q3 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
6.73KNew |
$195K - $217K
|
6.73K
$217K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-144K- 72.04% |
$4.17M - $4.64M
|
56K
$1.81M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
137K+ 10451.42% |
$3.95M - $4.4M
|
138K
$4.45M
|
|
|
Nov 06, 2025
Q3 2025
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
400+ 0.63% |
$11.6K - $12.9K
|
64.2K
$2.07M
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-13.7K- 5.99% |
$395K - $439K
|
214K
$6.91M
|
|
|
Nov 06, 2025
Q3 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-8.73K- 36.19% |
$252K - $281K
|
15.4K
$496K
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
15.4K+ 5.26% |
$444K - $494K
|
307K
$9.91M
|
|
|
Nov 06, 2025
Q3 2025
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
52.1K+ 4.61% |
$1.51M - $1.68M
|
1.18M
$38.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-630- 0.35% |
$18.2K - $20.3K
|
180K
$5.81M
|
|
|
Nov 06, 2025
Q3 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-764- 7.76% |
$22.1K - $24.6K
|
9.08K
$293K
|
|
|
Nov 06, 2025
Q3 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-6- 0.01% |
$174 - $193
|
58.6K
$1.89M
|
|
|
Nov 06, 2025
Q3 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-18.8K- 4.6% |
$543K - $605K
|
389K
$12.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-17.1K- 8.74% |
$493K - $549K
|
178K
$5.75M
|
|
|
Nov 06, 2025
Q3 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-416- 0.4% |
$12K - $13.4K
|
104K
$3.37M
|
|
|
Nov 06, 2025
Q3 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
6.41K+ 17.04% |
$185K - $206K
|
44K
$1.42M
|
|
|
Nov 06, 2025
Q3 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
15.3K+ 18.01% |
$442K - $493K
|
100K
$3.23M
|
|
|
Nov 06, 2025
Q3 2025
|
Mason & Associates Inc
|
SELL
|
- |
-50- 0.45% |
$1.45K - $1.61K
|
11.2K
$360K
|
|
|
Nov 06, 2025
Q3 2025
|
Wulff, Hansen & Co.
|
BUY
|
- |
135+ 1.04% |
$3.9K - $4.35K
|
13.2K
$425K
|
|
|
Nov 06, 2025
Q3 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-320- 2.65% |
$9.25K - $10.3K
|
11.8K
$379K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
236K+ 2.98% |
$6.82M - $7.59M
|
8.13M
$262M
|
|
|
Nov 06, 2025
Q3 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-22.3K- 4.76% |
$646K - $719K
|
448K
$14.4M
|
|
|
Nov 06, 2025
Q3 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-21- 0.07% |
$607 - $676
|
28K
$904K
|
|
|
Nov 06, 2025
Q3 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
2.44K+ 18.92% |
$70.5K - $78.4K
|
15.3K
$494K
|
|
|
Nov 06, 2025
Q3 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
7.99K+ 6.64% |
$231K - $257K
|
128K
$4.13M
|
|
|
Nov 06, 2025
Q3 2025
|
Valpey Financial Services, LLC
Concord, NH |
SELL
|
- |
-13.6K- 5.15% |
$395K - $439K
|
251K
$8.11M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
985New |
$28.5K - $31.7K
|
985
$31.8K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-43.1K- 82.31% |
$1.25M - $1.39M
|
9.25K
$298K
|
|
|
Nov 05, 2025
Q3 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-43- 0.03% |
$1.24K - $1.38K
|
135K
$4.35M
|
|
|
Nov 05, 2025
Q3 2025
|
Fusion Capital, LLC
|
SELL
|
- |
-2.77K- 6.45% |
$80.2K - $89.3K
|
40.2K
$1.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
243K+ 27.68% |
$7.02M - $7.81M
|
1.12M
$36.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
BUY
|
- |
10+ 0.08% |
$289 - $322
|
12.4K
$399K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-982- 1.24% |
$28.4K - $31.6K
|
78.3K
$2.52M
|
|
|
Nov 05, 2025
Q3 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-53- 0.18% |
$1.53K - $1.71K
|
29.9K
$963K
|
|
|
Nov 05, 2025
Q3 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-1.29K- 2.61% |
$37.4K - $41.6K
|
48.2K
$1.55M
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-520- 2.75% |
$15K - $16.7K
|
18.4K
$592K
|
|
|
Nov 05, 2025
Q3 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
SELL
|
- |
-5.91K- 17.54% |
$171K - $190K
|
27.8K
$897K
|
|
|
Nov 05, 2025
Q3 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
488+ 6.7% |
$14.1K - $15.7K
|
7.77K
$251K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.09K+ 1.56% |
$31.6K - $35.2K
|
71.2K
$2.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-183K- 10.23% |
$5.29M - $5.88M
|
1.6M
$51.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
SELL
|
- |
-8- 0.2% |
$231 - $258
|
4.01K
$129K
|
|