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 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
|
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
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.51K+ 145.51% |
$43.6K - $48.5K
|
2.54K
$82K
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
SELL
|
- |
-39.3K- 6.01% |
$1.14M - $1.27M
|
615K
$19.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-150K- 3.99% |
$4.34M - $4.83M
|
3.62M
$117M
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
666+ 6.63% |
$19.3K - $21.4K
|
10.7K
$345K
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-4.74K- 7.46% |
$137K - $153K
|
58.8K
$1.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-6- 0.01% |
$174 - $193
|
92.2K
$2.97M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
65.9K+ 12.97% |
$1.91M - $2.12M
|
574K
$18.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
14.4K+ 9.44% |
$418K - $465K
|
167K
$5.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
SELL
|
- |
-5.1K- 18.03% |
$148K - $164K
|
23.2K
$749K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-10.4K- 5.41% |
$301K - $335K
|
182K
$5.87M
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
20New |
$578 - $644
|
20
$645
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
672+ 3.37% |
$19.4K - $21.6K
|
20.6K
$666K
|
|
|
Oct 29, 2025
Q3 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
7+ 0.07% |
$202 - $225
|
9.69K
$313K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
207K+ 3.04% |
$5.99M - $6.67M
|
7.01M
$226M
|
|
|
Oct 29, 2025
Q3 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
29.9K+ 3.86% |
$865K - $962K
|
805K
$26M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3.66K+ 28.7% |
$106K - $118K
|
16.4K
$529K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-14- 0.18% |
$405 - $451
|
7.56K
$244K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
26.5K+ 8.36% |
$768K - $855K
|
344K
$11.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
3.14KNew |
$90.9K - $101K
|
3.14K
$101K
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-38- 0.04% |
$1.1K - $1.22K
|
102K
$3.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-816- 3.7% |
$23.6K - $26.3K
|
21.2K
$685K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-793- 21.32% |
$22.9K - $25.5K
|
2.93K
$94.4K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
9.29K+ 4.22% |
$269K - $299K
|
229K
$7.39M
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
SELL
|
- |
-816- 1.1% |
$23.6K - $26.3K
|
73.5K
$2.37M
|
|
|
Oct 28, 2025
Q3 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-6.09K- 1.88% |
$176K - $196K
|
318K
$10.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
104+ 0.12% |
$3.01K - $3.35K
|
84.6K
$2.73M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
315+ 0.88% |
$9.11K - $10.1K
|
36.2K
$1.17M
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-2.41K- 0.63% |
$69.7K - $77.6K
|
383K
$12.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
BUY
|
- |
43.5K+ 26.09% |
$1.26M - $1.4M
|
210K
$6.78M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-26.5K- 99.76% |
$765K - $851K
|
64
$2.06K
|
|
|
Oct 28, 2025
Q3 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
6.46KNew |
$187K - $208K
|
6.46K
$208K
|
|
|
Oct 28, 2025
Q3 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
SELL
|
- |
-2.32K- 1.36% |
$67K - $74.6K
|
168K
$5.42M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-866- 0.65% |
$25K - $27.9K
|
132K
$4.26M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-26.9K- 31.3% |
$778K - $866K
|
59K
$1.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
159K+ 51.62% |
$4.59M - $5.11M
|
466K
$15M
|
|
|
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
|
|