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
|
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
|
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
|
|
|
Oct 21, 2025
Q3 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-4.72K- 40.24% |
$137K - $152K
|
7.02K
$226K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
SELL
|
- |
-14- 0.04% |
$405 - $451
|
32.6K
$1.05M
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
4.34K+ 1.66% |
$125K - $140K
|
265K
$8.56M
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-182- 0.64% |
$5.26K - $5.86K
|
28.3K
$913K
|
|
|
Oct 21, 2025
Q3 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
1.13K+ 15.11% |
$32.6K - $36.3K
|
8.59K
$277K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-10.5K- 18.37% |
$304K - $339K
|
46.7K
$1.51M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
24.5K+ 11.8% |
$709K - $789K
|
232K
$7.49M
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.23K- 4.56% |
$35.6K - $39.6K
|
25.8K
$832K
|
|
|
Oct 21, 2025
Q3 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
872+ 11.52% |
$25.2K - $28.1K
|
8.44K
$272K
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
12.2KNew |
$352K - $392K
|
12.2K
$393K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-10.7K- 9.85% |
$310K - $345K
|
98.2K
$3.17M
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
5+ 0.09% |
$145 - $161
|
5.64K
$182K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
47+ 0.09% |
$1.36K - $1.51K
|
54.4K
$1.75M
|
|
|
Oct 21, 2025
Q3 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
SELL
|
- |
-190- 1.93% |
$5.49K - $6.12K
|
9.64K
$311K
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
14.5K+ 53.04% |
$419K - $466K
|
41.8K
$1.35M
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
24.1K+ 109.32% |
$697K - $776K
|
46.1K
$1.49M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-649- 0.36% |
$18.8K - $20.9K
|
178K
$5.73M
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-2.19K- 0.5% |
$63.2K - $70.4K
|
439K
$14.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
2.86K+ 0.6% |
$82.7K - $92.1K
|
483K
$15.6M
|
|
|
Oct 21, 2025
Q3 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-2.11K- 0.77% |
$61.1K - $68K
|
271K
$8.74M
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-20.6K- 2.66% |
$596K - $663K
|
753K
$24.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-3.64K- 34.05% |
$105K - $117K
|
7.04K
$227K
|
|
|
Oct 21, 2025
Q3 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-1.19K- 5.88% |
$34.4K - $38.3K
|
19.1K
$615K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-18.6K- 41.18% |
$539K - $600K
|
26.6K
$859K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.85K+ 8.19% |
$53.5K - $59.6K
|
24.5K
$789K
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
8.97KNew |
$259K - $289K
|
8.97K
$289K
|
|
|
Oct 20, 2025
Q3 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
6.64KNew |
$192K - $214K
|
6.64K
$214K
|
|
|
Oct 20, 2025
Q3 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-592- 4.9% |
$17.1K - $19.1K
|
11.5K
$371K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
5+ 0.0% |
$145 - $161
|
136K
$4.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-3.03K- 5.72% |
$87.7K - $97.7K
|
50K
$1.61M
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-81K- 10.08% |
$2.34M - $2.61M
|
723K
$23.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.48K- 1.04% |
$71.7K - $79.8K
|
237K
$7.64M
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
SELL
|
- |
-43- 0.41% |
$1.24K - $1.38K
|
10.5K
$337K
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
1+ 0.01% |
$28.9 - $32.2
|
16.1K
$519K
|
|