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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-25.6K- 7.24% |
$637K - $743K
|
328K
$8.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
2+ 0.11% |
$49.8 - $58
|
1.81K
$45.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
81+ 0.48% |
$2.02K - $2.35K
|
16.9K
$422K
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-640- 8.67% |
$15.9K - $18.6K
|
6.74K
$169K
|
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
70New |
$1.74K - $2.03K
|
70
$1.75K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
45.4K+ 4.85% |
$1.13M - $1.32M
|
982K
$24.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-72- 0.33% |
$1.79K - $2.09K
|
21.9K
$547K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2.18K+ 10.04% |
$54.3K - $63.3K
|
23.9K
$598K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-89.4K- 4.03% |
$2.23M - $2.59M
|
2.13M
$53.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-15K- 4.57% |
$374K - $435K
|
313K
$7.84M
|
|
|
Apr 16, 2025
Q1 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
64+ 0.07% |
$1.59K - $1.86K
|
88.9K
$2.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
4.79K+ 28.95% |
$119K - $139K
|
21.3K
$533K
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-129K- 52.77% |
$3.21M - $3.74M
|
115K
$2.88M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
360KNew |
$8.97M - $10.5M
|
360K
$9.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-400- 1.29% |
$9.96K - $11.6K
|
30.7K
$767K
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
8.76KNew |
$218K - $254K
|
8.76K
$219K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-5.99K- 1.49% |
$149K - $174K
|
396K
$9.92M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
16+ 0.11% |
$399 - $464
|
15.1K
$379K
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
51.3K+ 54.18% |
$1.28M - $1.49M
|
146K
$3.65M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-17.5K- 55.17% |
$436K - $508K
|
14.2K
$356K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
175+ 7.7% |
$4.36K - $5.08K
|
2.45K
$61.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
2.64K+ 2.58% |
$65.6K - $76.5K
|
105K
$2.62M
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
18.2K+ 43.58% |
$454K - $529K
|
60.1K
$1.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-7.09K- 51.26% |
$177K - $206K
|
6.74K
$169K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.08M- 70.94% |
$26.8M - $31.2M
|
441K
$11M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-4.46K- 26.91% |
$111K - $129K
|
12.1K
$303K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-7.13K- 1.32% |
$178K - $207K
|
532K
$13.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
20K+ 4.3% |
$498K - $580K
|
485K
$12.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
4.01K+ 2.07% |
$99.8K - $116K
|
198K
$4.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-28.8K- 0.63% |
$718K - $837K
|
4.58M
$115M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
22.3KNew |
$555K - $646K
|
22.3K
$557K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-25.9K- 16.06% |
$645K - $752K
|
135K
$3.39M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
384+ 2.24% |
$9.57K - $11.1K
|
17.5K
$439K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
34+ 0.91% |
$847 - $987
|
3.78K
$94.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
14.6K+ 4.49% |
$364K - $424K
|
340K
$8.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
881New |
$21.9K - $25.6K
|
881
$22K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
35+ 0.13% |
$872 - $1.02K
|
27.9K
$697K
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-91.9K- 8.55% |
$2.29M - $2.67M
|
983K
$24.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
4.23K+ 0.76% |
$105K - $123K
|
560K
$14M
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
10.6K+ 3.91% |
$264K - $308K
|
282K
$7.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
316+ 0.58% |
$7.87K - $9.17K
|
54.7K
$1.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
551+ 17.47% |
$13.7K - $16K
|
3.71K
$92.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-915- 17.02% |
$22.8K - $26.6K
|
4.46K
$112K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
8.4K+ 27.2% |
$209K - $244K
|
39.3K
$983K
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
750+ 8.96% |
$18.7K - $21.8K
|
9.12K
$228K
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-14.8K- 4.73% |
$369K - $430K
|
298K
$7.47M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-3.46K- 11.74% |
$86.2K - $100K
|
26K
$651K
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-61.1K- 16.41% |
$1.52M - $1.77M
|
311K
$7.79M
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
71K+ 25.96% |
$1.77M - $2.06M
|
345K
$8.62M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-476- 1.4% |
$11.9K - $13.8K
|
33.6K
$841K
|