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 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.07K+ 8.04% |
$59.7K - $66.5K
|
27.7K
$895K
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
170+ 11.85% |
$4.92K - $5.47K
|
1.6K
$51.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-21.4K- 7.44% |
$619K - $690K
|
266K
$8.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
30.4KNew |
$878K - $977K
|
30.4K
$980K
|
|
|
Nov 04, 2025
Q3 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
46.4K+ 16.44% |
$1.34M - $1.49M
|
329K
$10.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
218K+ 29.53% |
$6.29M - $7.01M
|
955K
$30.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
325+ 0.81% |
$9.4K - $10.5K
|
40.6K
$1.31M
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
300New |
$8.68K - $9.66K
|
300
$9.68K
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-169- 0.51% |
$4.89K - $5.44K
|
33.2K
$1.07M
|
|
|
Nov 04, 2025
Q3 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
7.33KNew |
$212K - $236K
|
7.33K
$237K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
5.43K+ 16.63% |
$157K - $175K
|
38.1K
$1.23M
|
|
|
Nov 04, 2025
Q3 2025
|
Imc Chicago, LLC
|
BUY
|
- |
25KNew |
$724K - $806K
|
25K
$808K
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-65.1K- 35.25% |
$1.88M - $2.1M
|
120K
$3.86M
|
|
|
Nov 04, 2025
Q3 2025
|
Win Advisors, Inc
|
SELL
|
- |
-88.4K- 11.1% |
$2.56M - $2.85M
|
708K
$22.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
156+ 15.65% |
$4.51K - $5.02K
|
1.15K
$37.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-778- 2.68% |
$22.5K - $25K
|
28.2K
$910K
|
|
|
Nov 04, 2025
Q3 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
5+ 0.01% |
$145 - $161
|
74.7K
$2.41M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
SELL
|
- |
-32K- 6.91% |
$925K - $1.03M
|
431K
$13.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
183+ 1.25% |
$5.29K - $5.89K
|
14.8K
$477K
|
|
|
Nov 04, 2025
Q3 2025
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-905- 6.64% |
$26.2K - $29.1K
|
12.7K
$410K
|
|
|
Nov 04, 2025
Q3 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-38.3K- 3.49% |
$1.11M - $1.23M
|
1.06M
$34.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-1.93K- 1.25% |
$55.9K - $62.2K
|
152K
$4.91M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.09K- 87.02% |
$31.4K - $35K
|
162
$5.23K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
3New |
$86.8 - $96.6
|
3
$96.8
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.51K+ 8.57% |
$72.7K - $80.9K
|
31.9K
$1.03M
|
|
|
Nov 04, 2025
Q3 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-309- 3.41% |
$8.94K - $9.95K
|
8.75K
$282K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.03K+ 13.49% |
$87.7K - $97.7K
|
25.5K
$824K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-7.38K- 1.02% |
$213K - $238K
|
719K
$23.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
5.05K+ 41.84% |
$146K - $162K
|
17.1K
$552K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
56.5K+ 15.35% |
$1.63M - $1.82M
|
424K
$13.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.05K- 3.07% |
$30.5K - $33.9K
|
33.3K
$1.07M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.65M+ 12.04% |
$192M - $214M
|
61.9M
$2B
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
565+ 87.33% |
$16.3K - $18.2K
|
1.21K
$39.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
6.92K+ 70.81% |
$200K - $223K
|
16.7K
$538K
|
|
|
Nov 04, 2025
Q3 2025
|
Payne Capital LLC
Lake Oswego, OR |
BUY
|
- |
58.9KNew |
$1.7M - $1.9M
|
58.9K
$1.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
SELL
|
- |
-735- 4.74% |
$21.3K - $23.7K
|
14.8K
$476K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
3.29K+ 2.58% |
$95.1K - $106K
|
131K
$4.22M
|
|
|
Nov 03, 2025
Q3 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
12.7KNew |
$367K - $409K
|
12.7K
$410K
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
3.39K+ 10.25% |
$98.1K - $109K
|
36.5K
$1.18M
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-4.04K- 3.55% |
$117K - $130K
|
110K
$3.55M
|
|
|
Nov 03, 2025
Q3 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
10.5K+ 12.11% |
$304K - $338K
|
97.2K
$3.14M
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
125+ 1.69% |
$3.62K - $4.02K
|
7.5K
$242K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-232- 0.65% |
$6.71K - $7.47K
|
35.4K
$1.14M
|
|
|
Nov 03, 2025
Q3 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-1.98K- 7.51% |
$57.4K - $63.9K
|
24.4K
$788K
|
|
|
Nov 03, 2025
Q3 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-3.41K- 23.07% |
$98.6K - $110K
|
11.4K
$367K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
136K+ 4.42% |
$3.93M - $4.38M
|
3.22M
$104M
|
|
|
Nov 03, 2025
Q3 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
8+ 0.07% |
$231 - $258
|
10.8K
$350K
|
|
|
Nov 03, 2025
Q3 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-3.02K- 0.1% |
$87.2K - $97.1K
|
3.09M
$99.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-18- 0.21% |
$521 - $579
|
8.59K
$277K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
453+ 0.14% |
$13.1K - $14.6K
|
328K
$10.6M
|
|