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 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
82+ 0.15% |
$2.37K - $2.64K
|
54.9K
$1.77M
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
6.34KNew |
$183K - $204K
|
6.34K
$205K
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.75K- 0.99% |
$50.6K - $56.3K
|
174K
$5.63M
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-245- 0.33% |
$7.09K - $7.89K
|
73.1K
$2.36M
|
|
|
Oct 16, 2025
Q3 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
102K+ 194.48% |
$2.95M - $3.28M
|
154K
$4.98M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
37K+ 11.96% |
$1.07M - $1.19M
|
346K
$11.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-44.2K- 55.33% |
$1.28M - $1.42M
|
35.7K
$1.15M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
44.6K+ 16.4% |
$1.29M - $1.44M
|
317K
$10.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-81.3K- 4.65% |
$2.35M - $2.62M
|
1.67M
$53.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
6.79KNew |
$196K - $219K
|
6.79K
$219K
|
|
|
Oct 15, 2025
Q3 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-7.63K- 7.61% |
$221K - $246K
|
92.7K
$2.99M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-3.76K- 1.86% |
$109K - $121K
|
198K
$6.39M
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
458+ 3.04% |
$13.2K - $14.7K
|
15.5K
$501K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-7.7K- 41.96% |
$223K - $248K
|
10.7K
$344K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
1.32K+ 0.52% |
$38.1K - $42.4K
|
255K
$8.23M
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
1+ 0.13% |
$28.9 - $32.2
|
765
$24.7K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
23.3K+ 1.74% |
$675K - $751K
|
1.37M
$44.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-13.8K- 1.61% |
$398K - $443K
|
844K
$27.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-6.61K- 2.2% |
$191K - $213K
|
294K
$9.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
2.04K+ 0.09% |
$59.1K - $65.8K
|
2.27M
$73.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
25.1KNew |
$725K - $807K
|
25.1K
$809K
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
298+ 4.02% |
$8.62K - $9.59K
|
7.72K
$249K
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-10K- 1.9% |
$289K - $322K
|
517K
$16.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
25.5K+ 35.48% |
$738K - $821K
|
97.4K
$3.14M
|
|
|
Oct 15, 2025
Q3 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-1.86K- 10.89% |
$53.9K - $60K
|
15.2K
$492K
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
174K+ 9.47% |
$5.02M - $5.59M
|
2.01M
$64.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.42K- 5.2% |
$41.2K - $45.8K
|
26K
$838K
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-844- 3.72% |
$24.4K - $27.2K
|
21.9K
$706K
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
15.9KNew |
$461K - $513K
|
15.9K
$514K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
6.59K+ 13.61% |
$191K - $212K
|
55K
$1.78M
|
|
|
Oct 15, 2025
Q3 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-23.1K- 3.69% |
$668K - $744K
|
604K
$19.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
11.8K+ 0.59% |
$341K - $379K
|
2M
$64.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
27.9K+ 0.38% |
$806K - $897K
|
7.3M
$236M
|
|
|
Oct 15, 2025
Q3 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-737- 0.83% |
$21.3K - $23.7K
|
88.2K
$2.85M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.29K+ 2.38% |
$37.4K - $41.6K
|
55.7K
$1.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
13.5K+ 2.73% |
$390K - $434K
|
508K
$16.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
6.6KNew |
$191K - $213K
|
6.6K
$213K
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-433- 1.97% |
$12.5K - $13.9K
|
21.5K
$693K
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-3.04K- 23.72% |
$88K - $98K
|
9.79K
$316K
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
3.64K+ 19.01% |
$105K - $117K
|
22.8K
$735K
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-7.71K- 0.98% |
$223K - $248K
|
783K
$25.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-283- 1.49% |
$8.18K - $9.11K
|
18.7K
$602K
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
2.6K+ 3.67% |
$75.1K - $83.6K
|
73.5K
$2.37M
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
13+ 0.02% |
$376 - $418
|
64.7K
$2.09M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
468K+ 44.26% |
$13.5M - $15.1M
|
1.53M
$49.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-5.41K- 30.68% |
$156K - $174K
|
12.2K
$394K
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3.56K+ 8.74% |
$103K - $115K
|
44.4K
$1.43M
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-3.87K- 0.17% |
$112K - $125K
|
2.27M
$73.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
11+ 0.61% |
$318 - $354
|
1.81K
$58.5K
|
|