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 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 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-12.2K- 10.04% |
$353K - $393K
|
109K
$3.53M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
12.3K+ 86.37% |
$355K - $395K
|
26.5K
$855K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-71.8K- 1.49% |
$2.08M - $2.31M
|
4.74M
$153M
|
|
|
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
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.36K+ 21.83% |
$39.3K - $43.7K
|
7.58K
$244K
|
|
|
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 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-13- 0.13% |
$376 - $418
|
10.3K
$333K
|
|
|
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
|
Beacon Financial Strategies Corp
Raleigh, NC |
BUY
|
- |
6.4KNew |
$185K - $206K
|
6.4K
$206K
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-109K- 2.16% |
$3.17M - $3.52M
|
4.97M
$160M
|
|
|
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
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
5.24K+ 1.11% |
$152K - $169K
|
477K
$15.4M
|
|
|
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
|
|
|
Nov 12, 2025
Q2 2025
|
Alpha Zero LLC
Boca Raton, FL |
BUY
|
- |
19.5K+ 4.98% |
$435K - $570K
|
412K
$13.3M
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11K+ 93.54% |
$244K - $320K
|
22.7K
$731K
|
|
|
Oct 21, 2025
Q2 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
977+ 0.2% |
$21.8K - $28.5K
|
478K
$15.4M
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3.34K- 77.99% |
$74.5K - $97.7K
|
944
$30.5K
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
131K+ 16.92% |
$2.93M - $3.84M
|
908K
$29.3M
|
|
|
Sep 04, 2025
Q2 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
184New |
$4.1K - $5.37K
|
184
$5.94K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
3.41KNew |
$75.8K - $99.5K
|
3.41K
$110K
|
|
|
Aug 28, 2025
Q2 2025
|
Stark Wealth Management LLC
Bethlehem, PA |
BUY
|
- |
37.2KNew |
$828K - $1.09M
|
37.2K
$1.2M
|
|