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 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
|
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
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.65% |
$28.9 - $32.2
|
156
$5.03K
|
|
|
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
|
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
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.98K+ 13.95% |
$144K - $160K
|
40.7K
$1.31M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.66K- 1.86% |
$106K - $118K
|
193K
$6.23M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
22.9K+ 6.2% |
$661K - $736K
|
392K
$12.6M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.63K+ 0.38% |
$75.9K - $84.5K
|
693K
$22.3M
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
17.3K+ 3.61% |
$499K - $556K
|
495K
$16M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-159K- 37.23% |
$4.59M - $5.11M
|
268K
$8.64M
|
|
|
Oct 08, 2025
Q3 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
3.29K+ 6.29% |
$95.2K - $106K
|
55.7K
$1.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.21K+ 11.79% |
$34.8K - $38.8K
|
11.4K
$368K
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-15.6K- 4.82% |
$450K - $501K
|
307K
$9.91M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.46K+ 301.96% |
$71.2K - $79.2K
|
3.28K
$106K
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
177+ 769.57% |
$5.12K - $5.7K
|
200
$6.45K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
45.7K+ 5.24% |
$1.32M - $1.47M
|
918K
$29.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-771- 5.22% |
$22.3K - $24.8K
|
14K
$452K
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
60K+ 18.2% |
$1.73M - $1.93M
|
389K
$12.6M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
923+ 12.34% |
$26.7K - $29.7K
|
8.4K
$271K
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
SELL
|
- |
-1.79K- 13.85% |
$51.7K - $57.6K
|
11.1K
$359K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-91- 0.99% |
$2.63K - $2.93K
|
9.06K
$292K
|
|
|
Oct 06, 2025
Q3 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
1+ 0.01% |
$28.9 - $32.2
|
8.18K
$264K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-8.14K- 99.3% |
$235K - $262K
|
57
$1.84K
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-3.6K- 3.68% |
$104K - $116K
|
94.2K
$3.04M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
886+ 0.54% |
$25.6K - $28.5K
|
166K
$5.34M
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
355+ 4.91% |
$10.3K - $11.4K
|
7.58K
$244K
|
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
36New |
$1.04K - $1.16K
|
36
$1.16K
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
SELL
|
- |
-6.28K- 11.64% |
$181K - $202K
|
47.6K
$1.54M
|
|
|
Oct 02, 2025
Q3 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
13.7K+ 4.16% |
$396K - $441K
|
343K
$11.1M
|
|
| Q2 2025 | |||||||
|
Nov 24, 2025
Q2 2025
|
William Mack & Associates, Inc.
Troy, MI |
BUY
|
- |
68K+ 11.61% |
$1.51M - $1.99M
|
653K
$21.1M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
101K+ 3.63% |
$2.24M - $2.94M
|
2.88M
$92.8M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-987- 2.92% |
$22K - $28.8K
|
32.8K
$1.06M
|
|