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 |
|---|---|---|---|---|---|---|---|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
11.9KNew |
$265K - $348K
|
11.9K
$384K
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-72- 13.04% |
$1.6K - $2.1K
|
480
$15.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
34.6KNew |
$771K - $1.01M
|
34.6K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.51K+ 26.61% |
$100K - $132K
|
21.5K
$693K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
91+ 1.18% |
$2.03K - $2.66K
|
7.8K
$252K
|
|
|
Aug 14, 2025
Q2 2025
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-5.58K- 19.08% |
$124K - $163K
|
23.6K
$763K
|
|
|
Aug 14, 2025
Q2 2025
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
2.14K+ 1.1% |
$47.7K - $62.5K
|
197K
$6.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
31.1KNew |
$693K - $909K
|
31.1K
$1M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-144- 1.49% |
$3.21K - $4.21K
|
9.52K
$307K
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
86.5KNew |
$1.93M - $2.53M
|
86.5K
$2.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
SELL
|
- |
-842- 0.95% |
$18.8K - $24.6K
|
88K
$2.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
368K+ 100.06% |
$8.21M - $10.8M
|
737K
$23.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-138K- 84.03% |
$3.07M - $4.02M
|
26.2K
$844K
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
66.5K+ 137.92% |
$1.48M - $1.94M
|
115K
$3.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
16KNew |
$356K - $467K
|
16K
$516K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
82.7KNew |
$1.84M - $2.42M
|
82.7K
$2.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
11.7KNew |
$261K - $342K
|
11.7K
$378K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
47.2K+ 21.86% |
$1.05M - $1.38M
|
263K
$8.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.59KNew |
$57.6K - $75.5K
|
2.59K
$83.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
49.4K+ 450.99% |
$1.1M - $1.44M
|
60.3K
$1.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
10.1KNew |
$224K - $294K
|
10.1K
$325K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
22.4KNew |
$498K - $653K
|
22.4K
$722K
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
8.96KNew |
$199K - $262K
|
8.96K
$289K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
580New |
$12.9K - $16.9K
|
580
$18.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
700+ 8.5% |
$15.6K - $20.4K
|
8.93K
$288K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.9KNew |
$64.7K - $84.8K
|
2.9K
$93.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
415+ 6.48% |
$9.24K - $12.1K
|
6.82K
$220K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
102K+ 110.56% |
$2.27M - $2.98M
|
194K
$6.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.14% |
$22.3 - $29.2
|
714
$23K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.15K- 86.49% |
$25.7K - $33.6K
|
180
$5.81K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
7.72KNew |
$172K - $226K
|
7.72K
$249K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
109K+ 2871.19% |
$2.42M - $3.17M
|
112K
$3.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
7.76KNew |
$173K - $227K
|
7.76K
$250K
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-298- 20.99% |
$6.64K - $8.7K
|
1.12K
$36.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
7.27KNew |
$162K - $212K
|
7.27K
$234K
|
|
|
Aug 11, 2025
Q2 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
8.96KNew |
$200K - $262K
|
8.96K
$289K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
279+ 0.78% |
$6.21K - $8.15K
|
36.2K
$1.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-3.52K- 11.92% |
$78.4K - $103K
|
26K
$840K
|
|
|
Aug 11, 2025
Q2 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
7.54KNew |
$168K - $220K
|
7.54K
$243K
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
7.97KNew |
$178K - $233K
|
7.97K
$257K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-5.2K- 8.25% |
$116K - $152K
|
57.8K
$1.87M
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
7.12KNew |
$158K - $208K
|
7.12K
$230K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
396+ 1.95% |
$8.82K - $11.6K
|
20.7K
$669K
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
17.8KNew |
$396K - $519K
|
17.8K
$573K
|
|
|
Aug 08, 2025
Q2 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
15KNew |
$334K - $438K
|
15K
$483K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
29.3KNew |
$652K - $855K
|
29.3K
$944K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
419K+ 8.29% |
$9.32M - $12.2M
|
5.47M
$176M
|
|
|
Aug 08, 2025
Q2 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-8.05K- 44.43% |
$179K - $235K
|
10.1K
$325K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
100+ 5.57% |
$2.23K - $2.92K
|
1.9K
$61.1K
|
|