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 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
798+ 3990.0% |
$17.8K - $23.3K
|
818
$26.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
3.23K+ 17.66% |
$71.9K - $94.3K
|
21.5K
$694K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
2.54KNew |
$56.6K - $74.3K
|
2.54K
$82K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
15.4KNew |
$343K - $450K
|
15.4K
$497K
|
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
8.81KNew |
$196K - $257K
|
8.81K
$284K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-120- 75.0% |
$2.67K - $3.51K
|
40
$1.29K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
124+ 1.04% |
$2.76K - $3.62K
|
12K
$387K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-126- 0.57% |
$2.81K - $3.68K
|
21.9K
$706K
|
|
|
Aug 06, 2025
Q2 2025
|
Eukles Asset Management
|
BUY
|
- |
1+ 50.0% |
$22.3 - $29.2
|
3
$96.8
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
22+ 0.24% |
$490 - $643
|
9.01K
$291K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
74+ 0.92% |
$1.65K - $2.16K
|
8.08K
$261K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
9.74K+ 145.85% |
$217K - $285K
|
16.4K
$530K
|
|
|
Aug 05, 2025
Q2 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
7.6KNew |
$169K - $222K
|
7.6K
$245K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-322- 1.69% |
$7.17K - $9.41K
|
18.7K
$604K
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-200- 16.08% |
$4.45K - $5.84K
|
1.04K
$33.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
8.28KNew |
$184K - $242K
|
8.28K
$267K
|
|
|
Aug 04, 2025
Q2 2025
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-7.75K- 39.44% |
$173K - $226K
|
11.9K
$384K
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
6.88KNew |
$153K - $201K
|
6.88K
$222K
|
|
|
Aug 04, 2025
Q2 2025
|
Vgi Partners LTD
Sydney, Nsw, C3 |
BUY
|
- |
8.61KNew |
$192K - $251K
|
8.61K
$278K
|
|
|
Aug 01, 2025
Q2 2025
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
6.86KNew |
$153K - $200K
|
6.86K
$221K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
45+ 0.45% |
$1K - $1.31K
|
10K
$324K
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-25.3K- 49.68% |
$564K - $739K
|
25.6K
$827K
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-20- 6.76% |
$445 - $584
|
276
$8.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
7.1KNew |
$158K - $207K
|
7.1K
$229K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
889New |
$19.8K - $26K
|
889
$28.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
6.94KNew |
$154K - $203K
|
6.94K
$224K
|
|
|
Jul 30, 2025
Q2 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
705+ 8.05% |
$15.7K - $20.6K
|
9.46K
$305K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
276New |
$6.15K - $8.06K
|
276
$8.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
41.8K+ 484.69% |
$931K - $1.22M
|
50.4K
$1.63M
|
|
|
Jul 29, 2025
Q2 2025
|
Hoese & CO LLP
|
SELL
|
- |
-3.63K- 9.1% |
$80.8K - $106K
|
36.3K
$1.17M
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
239KNew |
$5.33M - $6.99M
|
239K
$7.72M
|
|
|
Jul 29, 2025
Q2 2025
|
Systelligence, LLC
|
BUY
|
- |
10.6K+ 1.73% |
$237K - $311K
|
625K
$20.2M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.45K+ 31.6% |
$144K - $189K
|
26.9K
$867K
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-189- 0.69% |
$4.21K - $5.52K
|
27.2K
$878K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
7.98KNew |
$178K - $233K
|
7.98K
$257K
|
|
|
Jul 29, 2025
Q2 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
418KNew |
$9.31M - $12.2M
|
418K
$13.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
34+ 0.34% |
$757 - $993
|
10K
$324K
|
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
15.1KNew |
$336K - $441K
|
15.1K
$487K
|
|
|
Jul 28, 2025
Q2 2025
|
Brown Financial Advisory
|
BUY
|
- |
8.24KNew |
$184K - $241K
|
8.24K
$266K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
573+ 2.45% |
$12.8K - $16.7K
|
23.9K
$772K
|
|
|
Jul 28, 2025
Q2 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
7+ 6.6% |
$156 - $204
|
113
$3.65K
|
|
|
Jul 25, 2025
Q2 2025
|
Advocate Group LLC
|
BUY
|
- |
7.7KNew |
$172K - $225K
|
7.7K
$248K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
19.1KNew |
$426K - $559K
|
19.1K
$617K
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
240+ 1.12% |
$5.34K - $7.01K
|
21.7K
$701K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-10.9K- 14.69% |
$243K - $319K
|
63.4K
$2.04M
|
|
|
Jul 25, 2025
Q2 2025
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
3.63K+ 1.8% |
$80.9K - $106K
|
205K
$6.61M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-468K- 51.48% |
$10.4M - $13.7M
|
441K
$14.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-1.6K- 11.24% |
$35.6K - $46.7K
|
12.6K
$407K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-372- 1.26% |
$8.28K - $10.9K
|
29.2K
$943K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
9.68KNew |
$215K - $283K
|
9.68K
$312K
|
|