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 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
12.6KNew |
$363K - $404K
|
12.6K
$405K
|
|
|
Nov 05, 2025
Q3 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
788+ 3.56% |
$22.8K - $25.4K
|
22.9K
$739K
|
|
|
Nov 05, 2025
Q3 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-70- 0.23% |
$2.02K - $2.25K
|
30.9K
$997K
|
|
|
Nov 05, 2025
Q3 2025
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-11.7K- 31.09% |
$338K - $377K
|
25.9K
$836K
|
|
|
Nov 05, 2025
Q3 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1+ 0.07% |
$28.9 - $32.2
|
1.45K
$46.8K
|
|
|
Nov 05, 2025
Q3 2025
|
Appleton Partners Inc
|
SELL
|
- |
-4.51K- 6.1% |
$130K - $145K
|
69.3K
$2.24M
|
|
|
Nov 05, 2025
Q3 2025
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
11.7K+ 8.48% |
$339K - $377K
|
150K
$4.84M
|
|
|
Nov 05, 2025
Q3 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-18.4K- 4.71% |
$532K - $592K
|
372K
$12M
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-4.36K- 0.88% |
$126K - $140K
|
493K
$15.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
18.1K+ 29.64% |
$522K - $581K
|
79K
$2.55M
|
|
|
Nov 05, 2025
Q3 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
3.56K+ 3.66% |
$103K - $115K
|
101K
$3.25M
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
103+ 4.82% |
$2.98K - $3.32K
|
2.24K
$72.3K
|
|
|
Nov 05, 2025
Q3 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
14.4K+ 110.02% |
$416K - $464K
|
27.5K
$887K
|
|
|
Nov 05, 2025
Q3 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-397- 1.31% |
$11.5K - $12.8K
|
29.9K
$963K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
278K+ 1414.63% |
$8.04M - $8.95M
|
298K
$9.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-320- 3.12% |
$9.25K - $10.3K
|
9.93K
$320K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
SELL
|
- |
-96- 7.79% |
$2.78K - $3.09K
|
1.14K
$36.7K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
42.1KNew |
$1.22M - $1.36M
|
42.1K
$1.36M
|
|
|
Nov 05, 2025
Q3 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
23.9K+ 10.86% |
$690K - $768K
|
244K
$7.86M
|
|
|
Nov 05, 2025
Q3 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
8.74KNew |
$253K - $281K
|
8.74K
$282K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-761- 4.99% |
$22K - $24.5K
|
14.5K
$468K
|
|
|
Nov 05, 2025
Q3 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-2.98K- 2.56% |
$86.2K - $95.9K
|
113K
$3.65M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-10.8K- 12.24% |
$313K - $349K
|
77.7K
$2.51M
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
7.29K+ 6.53% |
$211K - $235K
|
119K
$3.84M
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-50.2K- 1.7% |
$1.45M - $1.62M
|
2.91M
$93.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-124K- 32.66% |
$3.59M - $3.99M
|
256K
$8.25M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
33.9K+ 7.42% |
$982K - $1.09M
|
492K
$15.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
454+ 2.03% |
$13.1K - $14.6K
|
22.8K
$735K
|
|
|
Nov 05, 2025
Q3 2025
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
44+ 0.09% |
$1.27K - $1.42K
|
46.4K
$1.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-763- 5.04% |
$22.1K - $24.6K
|
14.4K
$464K
|
|
|
Nov 05, 2025
Q3 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
23.8K+ 31.77% |
$690K - $768K
|
98.9K
$3.19M
|
|
|
Nov 05, 2025
Q3 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
10.4KNew |
$301K - $335K
|
10.4K
$335K
|
|
|
Nov 05, 2025
Q3 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
4.7K+ 11.1% |
$136K - $151K
|
47K
$1.52M
|
|
|
Nov 05, 2025
Q3 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
33.6K+ 29.2% |
$972K - $1.08M
|
149K
$4.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
890New |
$25.7K - $28.6K
|
890
$28.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
150+ 1.22% |
$4.34K - $4.83K
|
12.4K
$400K
|
|
|
Nov 04, 2025
Q3 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.65K+ 0.6% |
$76.6K - $85.2K
|
443K
$14.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
51.6KNew |
$1.49M - $1.66M
|
51.6K
$1.66M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2.27K+ 10.26% |
$65.6K - $73.1K
|
24.4K
$787K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.98M- 98.08% |
$57.3M - $63.8M
|
38.8K
$1.25M
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-2.72K- 28.52% |
$78.6K - $87.5K
|
6.81K
$220K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-964- 0.83% |
$27.9K - $31K
|
115K
$3.72M
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-3.53K- 2.57% |
$102K - $114K
|
134K
$4.32M
|
|
|
Nov 04, 2025
Q3 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
12.2K+ 2.12% |
$354K - $394K
|
589K
$19M
|
|
|
Nov 04, 2025
Q3 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
7.49KNew |
$217K - $241K
|
7.49K
$242K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.3K- 0.85% |
$182K - $203K
|
731K
$23.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.52K+ 14.13% |
$44K - $48.9K
|
12.3K
$396K
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-130K- 43.17% |
$3.75M - $4.17M
|
170K
$5.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-26.3K- 3.08% |
$759K - $845K
|
828K
$26.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Souders Financial Advisors
|
SELL
|
- |
-18.8K- 2.73% |
$544K - $605K
|
670K
$21.6M
|
|