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 14, 2025
Q3 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
3.2K+ 10.7% |
$92.5K - $103K
|
33.1K
$1.07M
|
|
|
Oct 14, 2025
Q3 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-13K- 22.2% |
$376K - $418K
|
45.5K
$1.47M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-2.38K- 0.53% |
$68.9K - $76.7K
|
448K
$14.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.52K- 0.91% |
$43.8K - $48.8K
|
164K
$5.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3.15K+ 4.93% |
$91.2K - $101K
|
67.1K
$2.16M
|
|
|
Oct 14, 2025
Q3 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
3.46K+ 22.71% |
$100K - $111K
|
18.7K
$603K
|
|
|
Oct 14, 2025
Q3 2025
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-4- 0.03% |
$116 - $129
|
15.2K
$490K
|
|
|
Oct 14, 2025
Q3 2025
|
Veery Capital, LLC
|
BUY
|
- |
22.9K+ 1.75% |
$663K - $738K
|
1.33M
$43M
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-2.78K- 2.73% |
$80.4K - $89.5K
|
99.1K
$3.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
29K+ 4.18% |
$838K - $932K
|
722K
$23.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
44.6K+ 11.38% |
$1.29M - $1.43M
|
436K
$14.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
6.64KNew |
$192K - $214K
|
6.64K
$214K
|
|
|
Oct 14, 2025
Q3 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
3+ 0.07% |
$86.8 - $96.6
|
4.02K
$130K
|
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
360+ 2.52% |
$10.4K - $11.6K
|
14.7K
$473K
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
3.51K+ 36.86% |
$102K - $113K
|
13K
$421K
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
38+ 0.2% |
$1.1K - $1.22K
|
18.7K
$602K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2.02K+ 103.11% |
$58.5K - $65.1K
|
3.99K
$129K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.9K- 1.45% |
$54.8K - $61K
|
129K
$4.15M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-139K- 31.32% |
$4.02M - $4.47M
|
305K
$9.83M
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
BUY
|
- |
525+ 0.48% |
$15.2K - $16.9K
|
110K
$3.55M
|
|
|
Oct 10, 2025
Q3 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
3+ 0.02% |
$86.8 - $96.6
|
16.9K
$544K
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
4.5K+ 38.87% |
$130K - $145K
|
16.1K
$519K
|
|
|
Oct 10, 2025
Q3 2025
|
Stolper CO
|
SELL
|
- |
-276- 2.89% |
$7.98K - $8.88K
|
9.27K
$299K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-31- 4.72% |
$897 - $998
|
626
$20.2K
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
119K+ 111.86% |
$3.43M - $3.82M
|
225K
$7.25M
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
108K+ 6.71% |
$3.13M - $3.49M
|
1.72M
$55.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-13.1K- 6.65% |
$378K - $421K
|
184K
$5.92M
|
|
|
Oct 10, 2025
Q3 2025
|
Seneca House Advisors
|
SELL
|
- |
-146- 1.38% |
$4.22K - $4.7K
|
10.4K
$336K
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
1.36K+ 13.99% |
$39.4K - $43.8K
|
11.1K
$358K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-9.23K- 7.53% |
$267K - $297K
|
113K
$3.65M
|
|
|
Oct 10, 2025
Q3 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
117K+ 13.37% |
$3.37M - $3.75M
|
988K
$31.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-1.51K- 3.41% |
$43.7K - $48.6K
|
42.7K
$1.38M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.54K- 5.48% |
$44.4K - $49.4K
|
26.5K
$854K
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.65K- 1.16% |
$47.7K - $53.1K
|
141K
$4.54M
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
954+ 4.13% |
$27.6K - $30.7K
|
24K
$776K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.65% |
$28.9 - $32.2
|
156
$5.03K
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.07K- 0.35% |
$30.9K - $34.4K
|
304K
$9.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-2.31K- 1.19% |
$66.7K - $74.3K
|
191K
$6.17M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-92.3K- 34.34% |
$2.67M - $2.97M
|
177K
$5.69M
|
|
|
Oct 09, 2025
Q3 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-3.12K- 30.26% |
$90.2K - $100K
|
7.19K
$232K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-49- 0.26% |
$1.42K - $1.58K
|
18.7K
$603K
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
119K+ 32.81% |
$3.45M - $3.85M
|
484K
$15.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
328+ 6.6% |
$9.49K - $10.6K
|
5.3K
$171K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-20K- 7.4% |
$580K - $645K
|
251K
$8.09M
|
|
|
Oct 09, 2025
Q3 2025
|
Adams Asset Advisors, LLC
|
BUY
|
- |
285+ 0.61% |
$8.24K - $9.17K
|
46.9K
$1.51M
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-5.06K- 2.2% |
$146K - $163K
|
225K
$7.27M
|
|
|
Oct 09, 2025
Q3 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-298- 1.7% |
$8.62K - $9.59K
|
17.3K
$557K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
54+ 1.82% |
$1.56K - $1.74K
|
3.01K
$97.2K
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
49.9K+ 63.34% |
$1.44M - $1.61M
|
129K
$4.15M
|
|
|
Oct 09, 2025
Q3 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-1.32K- 5.87% |
$38.1K - $42.4K
|
21.1K
$681K
|
|