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 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
|
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
|
|
|
Oct 20, 2025
Q3 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
25.1K+ 12.65% |
$726K - $808K
|
224K
$7.21M
|
|
|
Oct 20, 2025
Q3 2025
|
Wolff Financial Management LLC
|
SELL
|
- |
-168- 1.96% |
$4.86K - $5.41K
|
8.39K
$271K
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.49K+ 0.51% |
$43.1K - $48K
|
296K
$9.54M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
12.9K+ 94.75% |
$374K - $417K
|
26.6K
$858K
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-14K- 2.24% |
$405K - $451K
|
612K
$19.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-23.3K- 2.92% |
$674K - $750K
|
775K
$25M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
7.25KNew |
$210K - $234K
|
7.25K
$234K
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-110- 0.88% |
$3.18K - $3.54K
|
12.4K
$400K
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
90K+ 197.64% |
$2.6M - $2.9M
|
136K
$4.37M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-98.1K- 78.67% |
$2.84M - $3.16M
|
26.6K
$858K
|
|
|
Oct 20, 2025
Q3 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
10+ 0.09% |
$289 - $322
|
11.6K
$373K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
496+ 32.27% |
$14.3K - $16K
|
2.03K
$65.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-3.73K- 0.8% |
$108K - $120K
|
461K
$14.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.15K+ 2.29% |
$91K - $101K
|
141K
$4.53M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1.96K+ 27.02% |
$56.6K - $63K
|
9.2K
$297K
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
3+ 0.03% |
$86.8 - $96.6
|
9.6K
$310K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
SELL
|
- |
-7.31K- 0.46% |
$211K - $235K
|
1.59M
$51.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.79K- 14.49% |
$80.7K - $89.8K
|
16.5K
$531K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.69K- 0.8% |
$77.8K - $86.6K
|
335K
$10.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
66K+ 13.01% |
$1.91M - $2.13M
|
574K
$18.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.11% |
$28.9 - $32.2
|
879
$28.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
33+ 0.06% |
$954 - $1.06K
|
58.3K
$1.88M
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-191- 2.04% |
$5.52K - $6.15K
|
9.19K
$296K
|
|
|
Oct 20, 2025
Q3 2025
|
Reston Wealth Management LLC
|
SELL
|
- |
-1.31K- 1.77% |
$38K - $42.3K
|
72.9K
$2.35M
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
BUY
|
- |
8+ 0.05% |
$231 - $258
|
14.9K
$479K
|
|
|
Oct 20, 2025
Q3 2025
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-659- 0.06% |
$19.1K - $21.2K
|
1.16M
$37.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-6- 0.48% |
$174 - $193
|
1.23K
$39.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-119K- 0.28% |
$3.43M - $3.82M
|
42.2M
$1.36B
|
|