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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
32.2K+ 139.77% |
$803K - $935K
|
55.3K
$1.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-34.9K- 36.34% |
$870K - $1.01M
|
61.2K
$1.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-2.75K- 2.45% |
$68.4K - $79.7K
|
109K
$2.74M
|
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
SELL
|
- |
-294- 0.21% |
$7.32K - $8.53K
|
140K
$3.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
8.21K+ 1.71% |
$204K - $238K
|
490K
$12.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
15K+ 29.26% |
$374K - $436K
|
66.4K
$1.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
2.37K+ 7.38% |
$59.1K - $68.8K
|
34.5K
$863K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-15.6K- 9.82% |
$387K - $451K
|
143K
$3.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-19.1K- 4.18% |
$477K - $555K
|
439K
$11M
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
15.3K+ 4.07% |
$382K - $445K
|
392K
$9.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
16+ 0.12% |
$399 - $464
|
13.8K
$345K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.35K- 10.87% |
$33.6K - $39.1K
|
11.1K
$277K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
16.3K+ 26.8% |
$406K - $473K
|
77.1K
$1.93M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
494K+ 29.25% |
$12.3M - $14.3M
|
2.18M
$54.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-12- 0.28% |
$299 - $348
|
4.29K
$107K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-691- 1.64% |
$17.2K - $20.1K
|
41.6K
$1.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
273+ 34.13% |
$6.8K - $7.92K
|
1.07K
$26.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
424+ 0.86% |
$10.6K - $12.3K
|
49.8K
$1.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
1.85K+ 74.17% |
$46.1K - $53.7K
|
4.35K
$109K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-262- 2.37% |
$6.53K - $7.6K
|
10.8K
$270K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-190- 6.16% |
$4.73K - $5.51K
|
2.9K
$72.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
11.8K+ 8.78% |
$294K - $342K
|
146K
$3.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
60.2KNew |
$1.5M - $1.75M
|
60.2K
$1.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
367K+ 2000.11% |
$9.14M - $10.7M
|
385K
$9.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
846+ 6.67% |
$21.1K - $24.6K
|
13.5K
$338K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
8.06KNew |
$201K - $234K
|
8.06K
$202K
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-826- 1.33% |
$20.6K - $24K
|
61.3K
$1.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
5+ 0.02% |
$125 - $145
|
29K
$726K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
8+ 0.1% |
$199 - $232
|
8.38K
$210K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
30.5K+ 343.23% |
$759K - $885K
|
39.4K
$985K
|
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
24.1K+ 10.03% |
$601K - $700K
|
264K
$6.62M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
171+ 1.14% |
$4.26K - $4.96K
|
15.2K
$381K
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
SELL
|
- |
-6.11K- 2.23% |
$152K - $177K
|
267K
$6.69M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
25.3K+ 4.38% |
$629K - $733K
|
602K
$15.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-730- 1.1% |
$18.2K - $21.2K
|
65.8K
$1.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.64K- 96.01% |
$40.7K - $47.4K
|
68
$1.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-7.41K- 18.29% |
$185K - $215K
|
33.1K
$828K
|
|
|
Apr 11, 2025
Q1 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
30K+ 153.34% |
$746K - $869K
|
49.5K
$1.24M
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
11+ 0.1% |
$274 - $319
|
10.8K
$271K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1.06K+ 1.0% |
$26.4K - $30.8K
|
107K
$2.68M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.88K+ 2.26% |
$71.8K - $83.6K
|
130K
$3.26M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-295K- 27.08% |
$7.36M - $8.58M
|
796K
$19.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
13.2K+ 148.62% |
$328K - $382K
|
22K
$551K
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
11.1KNew |
$276K - $321K
|
11.1K
$277K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-24.1K- 4.72% |
$600K - $699K
|
486K
$12.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-4.41K- 12.36% |
$110K - $128K
|
31.3K
$783K
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
5.82K+ 4.21% |
$145K - $169K
|
144K
$3.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-44.7K- 2.6% |
$1.11M - $1.3M
|
1.68M
$41.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-352- 2.17% |
$8.77K - $10.2K
|
15.9K
$398K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-208- 41.27% |
$5.18K - $6.04K
|
296
$7.41K
|