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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.2K- 23.33% |
$63.5K - $70.7K
|
7.22K
$233K
|
|
|
Nov 14, 2025
Q3 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
266+ 0.19% |
$7.69K - $8.56K
|
143K
$4.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
47.6K+ 3.91% |
$1.38M - $1.53M
|
1.27M
$40.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2.18K+ 2.07% |
$62.9K - $70K
|
107K
$3.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4.05K+ 494.99% |
$117K - $130K
|
4.87K
$157K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
74.4K+ 5.74% |
$2.15M - $2.4M
|
1.37M
$44.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-136- 0.27% |
$3.93K - $4.38K
|
49.7K
$1.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
672+ 22400.0% |
$19.4K - $21.6K
|
675
$21.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-199K- 87.4% |
$5.75M - $6.4M
|
28.7K
$925K
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6.45K+ 8.81% |
$187K - $208K
|
79.6K
$2.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
28+ 4.58% |
$810 - $901
|
639
$20.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-38.9K- 3.44% |
$1.13M - $1.25M
|
1.09M
$35.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.9K- 1.98% |
$113K - $125K
|
193K
$6.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
12.5K+ 10.64% |
$361K - $402K
|
130K
$4.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-9.84K- 11.81% |
$285K - $317K
|
73.5K
$2.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.12M+ 65.99% |
$177M - $197M
|
15.4M
$496M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-63.2K- 3.12% |
$1.83M - $2.03M
|
1.96M
$63.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.53K- 4.38% |
$44.1K - $49.1K
|
33.3K
$1.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
291+ 65.69% |
$8.42K - $9.37K
|
734
$23.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-59.8K- 9.94% |
$1.73M - $1.93M
|
542K
$17.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
6.5K+ 3.1% |
$188K - $209K
|
217K
$6.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
4+ 0.05% |
$116 - $129
|
8.13K
$262K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-67.8K- 16.44% |
$1.96M - $2.18M
|
345K
$11.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
308+ 2.38% |
$8.91K - $9.91K
|
13.2K
$427K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
38.8K+ 0.22% |
$1.12M - $1.25M
|
17.8M
$576M
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-63.9K- 12.31% |
$1.85M - $2.06M
|
455K
$14.7M
|
|
|
Nov 14, 2025
Q3 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
25.7KNew |
$743K - $827K
|
25.7K
$829K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
149K+ 70.48% |
$4.32M - $4.81M
|
361K
$11.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.66K- 4.45% |
$77K - $85.7K
|
57.1K
$1.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-5.4K- 41.54% |
$156K - $174K
|
7.6K
$245K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
105K+ 5.6% |
$3.04M - $3.38M
|
1.98M
$63.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.3K+ 11.36% |
$66.5K - $74.1K
|
22.6K
$728K
|
|
|
Nov 14, 2025
Q3 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
345KNew |
$9.97M - $11.1M
|
345K
$11.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
35.5KNew |
$1.03M - $1.14M
|
35.5K
$1.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
63.4K+ 17621.11% |
$1.83M - $2.04M
|
63.8K
$2.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
2.59K+ 25.96% |
$75K - $83.5K
|
12.6K
$406K
|
|
|
Nov 14, 2025
Q3 2025
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-1.46K- 1.97% |
$42.2K - $47K
|
72.7K
$2.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-38.7K- 99.9% |
$1.12M - $1.25M
|
40
$1.29K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-442- 3.79% |
$12.8K - $14.2K
|
11.2K
$362K
|
|
|
Nov 14, 2025
Q3 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-46.5K- 14.42% |
$1.34M - $1.5M
|
276K
$8.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-3- 0.05% |
$86.8 - $96.6
|
6.09K
$197K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.84KNew |
$53.2K - $59.2K
|
1.84K
$59.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
835+ 4.57% |
$24.1K - $26.9K
|
19.1K
$617K
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-4.04K- 5.52% |
$117K - $130K
|
69.1K
$2.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
3.16K+ 2.05% |
$91.3K - $102K
|
157K
$5.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
7.07K+ 61.8% |
$205K - $228K
|
18.5K
$597K
|
|
|
Nov 14, 2025
Q3 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
264K+ 33.22% |
$7.62M - $8.49M
|
1.06M
$34.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
6.83KNew |
$197K - $220K
|
6.83K
$220K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-800K- 5.22% |
$23.1M - $25.8M
|
14.5M
$468M
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-16.5K- 10.42% |
$476K - $530K
|
142K
$4.57M
|
|