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 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-5- 0.06% |
$145 - $161
|
8.6K
$277K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.08MNew |
$31.2M - $34.7M
|
1.08M
$34.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
SELL
|
- |
-1.18K- 1.13% |
$34K - $37.9K
|
103K
$3.32M
|
|
|
Oct 28, 2025
Q3 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
195+ 2.53% |
$5.64K - $6.28K
|
7.9K
$255K
|
|
|
Oct 28, 2025
Q3 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-22K- 16.91% |
$635K - $707K
|
108K
$3.48M
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-254- 25.32% |
$7.35K - $8.18K
|
749
$24.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-30.8K- 5.87% |
$890K - $990K
|
493K
$15.9M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
49.2K+ 84.6% |
$1.42M - $1.58M
|
107K
$3.46M
|
|
|
Oct 27, 2025
Q3 2025
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-540- 4.66% |
$15.6K - $17.4K
|
11K
$356K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.26K+ 7.54% |
$239K - $266K
|
118K
$3.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
198New |
$5.73K - $6.37K
|
198
$6.39K
|
|
|
Oct 27, 2025
Q3 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
780+ 0.18% |
$22.6K - $25.1K
|
437K
$14.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
15.1K+ 20.24% |
$437K - $486K
|
89.7K
$2.89M
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
19.8K+ 93.15% |
$571K - $636K
|
41K
$1.32M
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
23.6K+ 26.82% |
$684K - $761K
|
112K
$3.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
2.09KNew |
$60.4K - $67.2K
|
2.09K
$67.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-53.6K- 8.67% |
$1.55M - $1.73M
|
564K
$18.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-16K- 60.12% |
$462K - $515K
|
10.6K
$342K
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
1.78K+ 10.86% |
$51.5K - $57.3K
|
18.2K
$587K
|
|
|
Oct 27, 2025
Q3 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
7.59KNew |
$220K - $244K
|
7.59K
$245K
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-12- 0.08% |
$347 - $386
|
14.4K
$464K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
17.2K+ 2.51% |
$497K - $554K
|
703K
$22.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-5.69K- 0.46% |
$165K - $183K
|
1.22M
$39.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
156K+ 16.54% |
$4.51M - $5.02M
|
1.1M
$35.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-9.26K- 4.08% |
$268K - $298K
|
218K
$7.02M
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-465- 2.62% |
$13.4K - $15K
|
17.3K
$558K
|
|
|
Oct 27, 2025
Q3 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
34.8KNew |
$1.01M - $1.12M
|
34.8K
$1.12M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-8.06K- 3.14% |
$233K - $259K
|
248K
$8.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-659- 8.53% |
$19.1K - $21.2K
|
7.07K
$228K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-185K- 90.93% |
$5.36M - $5.97M
|
18.5K
$597K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-22.4K- 35.71% |
$648K - $722K
|
40.4K
$1.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.35K+ 5.52% |
$39K - $43.5K
|
25.8K
$832K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
9.33K+ 1.19% |
$270K - $300K
|
796K
$25.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Q3 Asset Management
|
BUY
|
- |
141KNew |
$4.08M - $4.54M
|
141K
$4.55M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
1.74K+ 5.96% |
$50.2K - $55.9K
|
30.9K
$996K
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
67.4K+ 64.66% |
$1.95M - $2.17M
|
172K
$5.53M
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
202+ 0.92% |
$5.84K - $6.5K
|
22.1K
$714K
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-731K- 97.39% |
$21.1M - $23.5M
|
19.6K
$633K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
BUY
|
- |
120+ 0.92% |
$3.47K - $3.86K
|
13.2K
$426K
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
12.5K+ 6.87% |
$362K - $403K
|
195K
$6.27M
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-483- 6.75% |
$14K - $15.5K
|
6.67K
$215K
|
|
|
Oct 27, 2025
Q3 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-292- 0.34% |
$8.44K - $9.4K
|
84.8K
$2.74M
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
7.55KNew |
$218K - $243K
|
7.55K
$244K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
2.67K+ 10.63% |
$77.1K - $85.8K
|
27.7K
$894K
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.02% |
$57.8 - $64.4
|
12.5K
$404K
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
19+ 1.29% |
$549 - $612
|
1.49K
$48.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.46K+ 6.0% |
$42.2K - $46.9K
|
25.8K
$831K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
400New |
$11.6K - $12.9K
|
400
$12.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
1.15K+ 0.33% |
$33.1K - $36.9K
|
344K
$11.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
4.67K+ 4.86% |
$135K - $150K
|
101K
$3.25M
|
|