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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
7.35K+ 12.23% |
$212K - $236K
|
67.4K
$2.17M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
16.8KNew |
$487K - $542K
|
16.8K
$544K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
3.39K+ 7.93% |
$98K - $109K
|
46.1K
$1.49M
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
352+ 2.65% |
$10.2K - $11.3K
|
13.6K
$440K
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
17.5K+ 1.75% |
$507K - $564K
|
1.02M
$32.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.18K+ 60.26% |
$34K - $37.8K
|
3.13K
$101K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-989- 18.96% |
$28.6K - $31.8K
|
4.23K
$136K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
95.9K+ 5.56% |
$2.77M - $3.09M
|
1.82M
$58.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-158K- 77.2% |
$4.58M - $5.1M
|
46.8K
$1.51M
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
486+ 1.21% |
$14.1K - $15.6K
|
40.7K
$1.31M
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
4.99K+ 3.89% |
$144K - $161K
|
133K
$4.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
19.6K+ 4.63% |
$568K - $632K
|
444K
$14.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-658- 0.97% |
$19K - $21.2K
|
67.2K
$2.17M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-80- 0.48% |
$2.31K - $2.58K
|
16.4K
$530K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
67.1K+ 40.27% |
$1.94M - $2.16M
|
234K
$7.54M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-165K- 35.36% |
$4.76M - $5.3M
|
301K
$9.72M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
6.92KNew |
$200K - $223K
|
6.92K
$223K
|
|
|
Oct 30, 2025
Q3 2025
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-8.76K- 2.76% |
$253K - $282K
|
309K
$9.98M
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.88K- 8.72% |
$54.4K - $60.5K
|
19.7K
$635K
|
|
|
Oct 30, 2025
Q3 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-2.25K- 4.83% |
$64.9K - $72.3K
|
44.2K
$1.43M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
16.1K+ 94.68% |
$466K - $519K
|
33.1K
$1.07M
|
|
|
Oct 30, 2025
Q3 2025
|
Planning Center, Inc.
|
SELL
|
- |
-152- 0.47% |
$4.4K - $4.89K
|
32.4K
$1.04M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
1+ 0.0% |
$28.9 - $32.2
|
45.7K
$1.47M
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-283- 0.82% |
$8.18K - $9.11K
|
34.1K
$1.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.4K+ 28.49% |
$69.4K - $77.3K
|
10.8K
$349K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.43K- 1.32% |
$41.2K - $45.9K
|
107K
$3.44M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-7.7K- 0.7% |
$223K - $248K
|
1.1M
$35.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
53.1KNew |
$1.54M - $1.71M
|
53.1K
$1.71M
|
|
|
Oct 30, 2025
Q3 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-27K- 1.39% |
$780K - $869K
|
1.92M
$61.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
68.4K+ 50.53% |
$1.98M - $2.2M
|
204K
$6.57M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
74.5K+ 10.2% |
$2.15M - $2.4M
|
805K
$26M
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
BUY
|
- |
6.28KNew |
$182K - $202K
|
6.28K
$203K
|
|
|
Oct 30, 2025
Q3 2025
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-1.22K- 6.16% |
$35.3K - $39.3K
|
18.6K
$599K
|
|
|
Oct 30, 2025
Q3 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-760- 2.56% |
$22K - $24.5K
|
29K
$935K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
802New |
$23.2K - $25.8K
|
802
$25.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
2.37K+ 25.66% |
$68.4K - $76.1K
|
11.6K
$374K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
156K+ 9.72% |
$4.51M - $5.02M
|
1.76M
$56.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
155K+ 3.24% |
$4.49M - $4.99M
|
4.95M
$160M
|
|
|
Oct 30, 2025
Q3 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
118+ 0.01% |
$3.41K - $3.8K
|
1.08M
$34.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
2.45K+ 33.12% |
$70.9K - $78.9K
|
9.85K
$318K
|
|
|
Oct 30, 2025
Q3 2025
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-8.5K- 5.24% |
$246K - $274K
|
154K
$4.96M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-4.08K- 9.55% |
$118K - $131K
|
38.7K
$1.25M
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
20.4K+ 4.47% |
$589K - $656K
|
477K
$15.4M
|
|
|
Oct 29, 2025
Q3 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-2.1K- 9.65% |
$60.6K - $67.5K
|
19.6K
$633K
|
|
|
Oct 29, 2025
Q3 2025
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
7.72KNew |
$223K - $248K
|
7.72K
$249K
|
|
|
Oct 29, 2025
Q3 2025
|
Blvd Private Wealth, LLC
Prospect, KY |
SELL
|
- |
-2.62K- 3.83% |
$75.7K - $84.3K
|
65.8K
$2.12M
|
|
|
Oct 29, 2025
Q3 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
725+ 2.92% |
$21K - $23.3K
|
25.5K
$824K
|
|
|
Oct 29, 2025
Q3 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
1.04K+ 11.92% |
$30K - $33.4K
|
9.74K
$314K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-19.8K- 5.04% |
$574K - $638K
|
374K
$12M
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
11.5KNew |
$333K - $371K
|
11.5K
$372K
|
|