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 17, 2025
Q3 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-218- 1.1% |
$6.3K - $7.02K
|
19.6K
$632K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
7.3K+ 9.97% |
$211K - $235K
|
80.6K
$2.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
67.3K+ 165.03% |
$1.95M - $2.17M
|
108K
$3.49M
|
|
|
Oct 17, 2025
Q3 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
12.1K+ 1.56% |
$349K - $389K
|
788K
$25.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
55.6K+ 6.97% |
$1.61M - $1.79M
|
853K
$27.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
30.1K+ 7.63% |
$872K - $970K
|
425K
$13.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.74K+ 13.7% |
$137K - $153K
|
39.3K
$1.27M
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-846- 2.27% |
$24.5K - $27.2K
|
36.4K
$1.17M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
59.6K+ 7.49% |
$1.72M - $1.92M
|
855K
$27.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
55New |
$1.59K - $1.77K
|
55
$1.77K
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-16.3K- 5.43% |
$470K - $524K
|
284K
$9.15M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
188K+ 75.61% |
$5.43M - $6.04M
|
436K
$14.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-863- 0.65% |
$25K - $27.8K
|
132K
$4.25M
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
11+ 0.09% |
$318 - $354
|
12.2K
$393K
|
|
|
Oct 17, 2025
Q3 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-1.47K- 0.95% |
$42.6K - $47.4K
|
154K
$4.97M
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
2.27K+ 1.41% |
$65.7K - $73.1K
|
163K
$5.26M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-8.82K- 3.68% |
$255K - $284K
|
231K
$7.45M
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
9+ 0.09% |
$260 - $290
|
9.89K
$319K
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
650+ 1.31% |
$18.8K - $20.9K
|
50.1K
$1.62M
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
SELL
|
- |
-28K- 2.54% |
$810K - $902K
|
1.07M
$34.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
336+ 1.27% |
$9.72K - $10.8K
|
26.8K
$865K
|
|
|
Oct 17, 2025
Q3 2025
|
Retireful, LLC
|
SELL
|
- |
-4.25K- 26.57% |
$123K - $137K
|
11.7K
$379K
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.24K- 9.78% |
$64.8K - $72.1K
|
20.7K
$666K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.28K+ 5.15% |
$37K - $41.2K
|
26.2K
$844K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
6.35KNew |
$184K - $204K
|
6.35K
$205K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.08K+ 6.0% |
$31.2K - $34.7K
|
19.1K
$615K
|
|
|
Oct 16, 2025
Q3 2025
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-141K- 63.7% |
$4.08M - $4.54M
|
80.4K
$2.59M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-22.2K- 21.59% |
$642K - $715K
|
80.6K
$2.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
800+ 7.14% |
$23.1K - $25.8K
|
12K
$387K
|
|
|
Oct 16, 2025
Q3 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
71+ 0.11% |
$2.05K - $2.29K
|
63.3K
$2.04M
|
|
|
Oct 16, 2025
Q3 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
7.44K+ 1200.32% |
$215K - $240K
|
8.06K
$260K
|
|
|
Oct 16, 2025
Q3 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
6+ 0.02% |
$174 - $193
|
24.3K
$785K
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-15.8K- 6.58% |
$458K - $510K
|
225K
$7.25M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
22.3K+ 2.19% |
$646K - $719K
|
1.04M
$33.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
14New |
$405 - $451
|
14
$452
|
|
|
Oct 16, 2025
Q3 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
3.08K+ 2.26% |
$89.2K - $99.2K
|
139K
$4.5M
|
|
|
Oct 16, 2025
Q3 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
11K+ 21.94% |
$317K - $353K
|
61K
$1.97M
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
36New |
$1.04K - $1.16K
|
36
$1.16K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
67K+ 44.58% |
$1.94M - $2.16M
|
217K
$7.01M
|
|
|
Oct 16, 2025
Q3 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-49- 2.58% |
$1.42K - $1.58K
|
1.85K
$59.6K
|
|
|
Oct 16, 2025
Q3 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-602- 6.82% |
$17.4K - $19.4K
|
8.23K
$265K
|
|
|
Oct 16, 2025
Q3 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-42- 0.15% |
$1.21K - $1.35K
|
27.9K
$899K
|
|
|
Oct 16, 2025
Q3 2025
|
Meyer Handelman CO
|
BUY
|
- |
7.1KNew |
$205K - $228K
|
7.1K
$229K
|
|
|
Oct 16, 2025
Q3 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
10.4KNew |
$300K - $334K
|
10.4K
$335K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-320- 6.56% |
$9.25K - $10.3K
|
4.56K
$147K
|
|
|
Oct 16, 2025
Q3 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
40K+ 50.07% |
$1.16M - $1.29M
|
120K
$3.87M
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-7.65K- 0.59% |
$221K - $246K
|
1.29M
$41.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-23.9K- 23.98% |
$690K - $768K
|
75.7K
$2.44M
|
|
|
Oct 16, 2025
Q3 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.67K+ 14.84% |
$48.2K - $53.7K
|
12.9K
$416K
|
|
|
Oct 16, 2025
Q3 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
3.47K+ 2.0% |
$100K - $112K
|
177K
$5.72M
|
|