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
|
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
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-37- 8.47% |
$1.07K - $1.19K
|
400
$12.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-773- 1.02% |
$22.4K - $24.9K
|
75.1K
$2.42M
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
1.21K+ 0.7% |
$34.9K - $38.8K
|
174K
$5.62M
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.21K- 5.61% |
$35K - $39K
|
20.4K
$657K
|
|
|
Nov 03, 2025
Q3 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-1.35K- 1.45% |
$39.2K - $43.6K
|
92.3K
$2.98M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
25K+ 7.45% |
$724K - $806K
|
361K
$11.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
201+ 4.94% |
$5.81K - $6.47K
|
4.27K
$138K
|
|
|
Nov 03, 2025
Q3 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-2.16K- 2.83% |
$62.3K - $69.4K
|
73.9K
$2.38M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
26.4K+ 6.45% |
$763K - $850K
|
436K
$14.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
66+ 0.94% |
$1.91K - $2.12K
|
7.08K
$228K
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
11.7KNew |
$339K - $377K
|
11.7K
$378K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.61K- 17.04% |
$46.4K - $51.7K
|
7.82K
$252K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
1.01K+ 2.11% |
$29.1K - $32.4K
|
48.6K
$1.57M
|
|
|
Nov 03, 2025
Q3 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
4.34K+ 45.38% |
$125K - $140K
|
13.9K
$448K
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-220- 2.43% |
$6.36K - $7.08K
|
8.84K
$285K
|
|
|
Nov 03, 2025
Q3 2025
|
Schaeffer Financial LLC
|
BUY
|
- |
4.77K+ 1.13% |
$138K - $153K
|
426K
$13.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Everett Harris & CO
|
BUY
|
- |
1K+ 3.46% |
$28.9K - $32.2K
|
29.9K
$966K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
21.8K+ 7.65% |
$630K - $702K
|
307K
$9.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
300New |
$8.68K - $9.66K
|
300
$9.68K
|
|
|
Nov 03, 2025
Q3 2025
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-554- 7.25% |
$16K - $17.8K
|
7.08K
$229K
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-35- 0.15% |
$1.01K - $1.13K
|
23.3K
$750K
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.38K- 1.7% |
$39.9K - $44.4K
|
79.8K
$2.58M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
6.42K+ 0.41% |
$186K - $207K
|
1.55M
$50.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.92K+ 2.67% |
$55.4K - $61.7K
|
73.8K
$2.38M
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-2- 66.67% |
$57.8 - $64.4
|
1
$32.3
|
|
|
Nov 03, 2025
Q3 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.01% |
$57.8 - $64.4
|
17.4K
$560K
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1.09K- 1.29% |
$31.6K - $35.1K
|
83.7K
$2.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
13.7KNew |
$398K - $443K
|
13.7K
$443K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
5.57K+ 5.21% |
$161K - $179K
|
112K
$3.63M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
470K+ 15.07% |
$13.6M - $15.1M
|
3.59M
$116M
|
|
|
Oct 31, 2025
Q3 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-1.57K- 9.69% |
$45.3K - $50.4K
|
14.6K
$471K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-5.67K- 0.39% |
$164K - $182K
|
1.46M
$47.1M
|
|