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 22, 2025
Q3 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
2.63K+ 5.28% |
$76.1K - $84.7K
|
52.4K
$1.69M
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
547New |
$15.8K - $17.6K
|
547
$17.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
16.2K+ 48.15% |
$468K - $521K
|
49.8K
$1.61M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
SELL
|
- |
-1.4K- 3.31% |
$40.3K - $44.9K
|
40.7K
$1.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
3.28K+ 2.11% |
$94.7K - $105K
|
159K
$5.12M
|
|
|
Oct 22, 2025
Q3 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
27.4K+ 8.36% |
$791K - $881K
|
355K
$11.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-321- 3.16% |
$9.28K - $10.3K
|
9.85K
$318K
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
6.94KNew |
$201K - $224K
|
6.94K
$224K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.94K+ 0.66% |
$85.1K - $94.7K
|
446K
$14.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-752- 0.46% |
$21.7K - $24.2K
|
161K
$5.19M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
373+ 5.07% |
$10.8K - $12K
|
7.73K
$249K
|
|
|
Oct 22, 2025
Q3 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-115- 0.66% |
$3.33K - $3.7K
|
17.2K
$555K
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-850- 6.03% |
$24.6K - $27.4K
|
13.3K
$428K
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-16.6K- 5.44% |
$479K - $533K
|
287K
$9.27M
|
|
|
Oct 22, 2025
Q3 2025
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-4.49K- 0.58% |
$130K - $144K
|
770K
$24.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-1.77K- 1.67% |
$51.2K - $57K
|
104K
$3.36M
|
|
|
Oct 22, 2025
Q3 2025
|
Brickley Wealth Management
|
SELL
|
- |
-270- 1.87% |
$7.81K - $8.69K
|
14.2K
$458K
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
3.69K+ 6.67% |
$107K - $119K
|
59K
$1.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
BUY
|
- |
6.7KNew |
$194K - $216K
|
6.7K
$216K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.76K+ 4.15% |
$166K - $185K
|
145K
$4.66M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-679K- 85.42% |
$19.6M - $21.9M
|
116K
$3.74M
|
|
|
Oct 22, 2025
Q3 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-26.8K- 3.68% |
$776K - $864K
|
702K
$22.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
535+ 0.76% |
$15.5K - $17.2K
|
71.1K
$2.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
65+ 0.04% |
$1.88K - $2.09K
|
156K
$5.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
6+ 0.08% |
$174 - $193
|
7.49K
$242K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Planning LLC
|
SELL
|
- |
-4.9K- 0.62% |
$142K - $158K
|
788K
$25.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-10.8K- 18.48% |
$314K - $349K
|
47.9K
$1.54M
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-848- 4.84% |
$24.5K - $27.3K
|
16.7K
$538K
|
|
|
Oct 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-13.1K- 61.99% |
$380K - $423K
|
8.05K
$260K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-14.6K- 30.97% |
$423K - $471K
|
32.6K
$1.05M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.03K- 1.11% |
$87.5K - $97.4K
|
269K
$8.69M
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
6.6KNew |
$191K - $212K
|
6.6K
$213K
|
|
|
Oct 22, 2025
Q3 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-16.3K- 3.42% |
$473K - $526K
|
461K
$14.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
386+ 6.16% |
$11.2K - $12.4K
|
6.66K
$215K
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
2.96K+ 2.34% |
$85.5K - $95.2K
|
129K
$4.17M
|
|
|
Oct 22, 2025
Q3 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-2.83K- 0.47% |
$81.9K - $91.2K
|
605K
$19.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5.21K+ 10.18% |
$151K - $168K
|
56.3K
$1.82M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-75.2K- 2.41% |
$2.17M - $2.42M
|
3.04M
$98.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
774New |
$22.4K - $24.9K
|
774
$25K
|
|
|
Oct 22, 2025
Q3 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
9.75K+ 78.14% |
$282K - $314K
|
22.2K
$717K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
4.91K+ 1.44% |
$142K - $158K
|
345K
$11.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
3+ 0.02% |
$86.8 - $96.6
|
15.1K
$488K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-372- 0.76% |
$10.8K - $12K
|
48.6K
$1.57M
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-60- 0.71% |
$1.74K - $1.93K
|
8.4K
$271K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
81.1K+ 65.4% |
$2.35M - $2.61M
|
205K
$6.62M
|
|
|
Oct 21, 2025
Q3 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
7+ 0.09% |
$202 - $225
|
8.14K
$263K
|
|
|
Oct 21, 2025
Q3 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-800- 5.26% |
$23.1K - $25.8K
|
14.4K
$465K
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-49.8K- 7.8% |
$1.44M - $1.6M
|
589K
$19M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-167- 1.55% |
$4.83K - $5.38K
|
10.6K
$341K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
13+ 0.1% |
$376 - $418
|
13.3K
$428K
|
|