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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.01K- 3.01% |
$22.5K - $29.5K
|
32.6K
$1.05M
|
|
|
Jul 10, 2025
Q2 2025
|
Polianta LTD
|
BUY
|
- |
289KNew |
$6.42M - $8.43M
|
289K
$9.31M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
718+ 6.78% |
$16K - $21K
|
11.3K
$365K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-123K- 51.44% |
$2.74M - $3.59M
|
116K
$3.74M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.2K- 1.73% |
$26.7K - $35.1K
|
68.2K
$2.2M
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
385New |
$8.57K - $11.2K
|
385
$12.4K
|
|
| Q1 2025 | |||||||
|
Nov 12, 2025
Q1 2025
|
Manske Wealth Management
Houston, TX |
SELL
|
- |
-1K- 6.33% |
$24.9K - $29K
|
14.8K
$477K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
24.2KNew |
$603K - $702K
|
24.2K
$781K
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
584New |
$14.5K - $16.9K
|
584
$18.8K
|
|
|
May 20, 2025
Q1 2025
|
Tenret CO LLC
|
SELL
|
- |
-2.4K- 3.2% |
$59.7K - $69.6K
|
72.5K
$2.34M
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-64.7K- 96.17% |
$1.61M - $1.88M
|
2.57K
$83K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
8.32K+ 267.94% |
$207K - $241K
|
11.4K
$368K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
3.12KNew |
$77.8K - $90.6K
|
3.12K
$101K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
360K+ 298.39% |
$8.96M - $10.4M
|
480K
$15.5M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-166- 62.41% |
$4.14K - $4.82K
|
100
$3.23K
|
|
|
May 15, 2025
Q1 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
11.3KNew |
$282K - $329K
|
11.3K
$366K
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
4.11KNew |
$102K - $119K
|
4.11K
$133K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-34.4K- 98.15% |
$856K - $997K
|
649
$20.9K
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
158KNew |
$3.95M - $4.6M
|
158K
$5.11M
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
5.31K+ 66.92% |
$132K - $154K
|
13.3K
$428K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
22.7K+ 316.35% |
$566K - $660K
|
29.9K
$965K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
17+ 0.11% |
$423 - $493
|
14.9K
$482K
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
1.5KNew |
$37.2K - $43.4K
|
1.5K
$48.2K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
176New |
$4.38K - $5.11K
|
176
$5.68K
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.16K+ 3.61% |
$53.7K - $62.5K
|
61.8K
$1.99M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
42.4KNew |
$1.06M - $1.23M
|
42.4K
$1.37M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
720+ 29.9% |
$17.9K - $20.9K
|
3.13K
$101K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
9.13KNew |
$227K - $265K
|
9.13K
$295K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
5.23KNew |
$130K - $152K
|
5.23K
$169K
|
|
|
May 12, 2025
Q1 2025
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-16.8K- 20.74% |
$417K - $486K
|
64K
$2.07M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
965+ 3.34% |
$24K - $28K
|
29.8K
$962K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
12.7KNew |
$317K - $369K
|
12.7K
$410K
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-144K- 71.53% |
$3.58M - $4.17M
|
57.2K
$1.85M
|
|
|
May 09, 2025
Q1 2025
|
Belvedere Trading LLC
|
SELL
|
CALL |
-2.4K- 7.69% |
$59.8K - $69.6K
|
28.8K
$929K
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
8.86KNew |
$221K - $257K
|
8.86K
$286K
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-1.2K- 5.78% |
$30K - $34.9K
|
19.6K
$633K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
44.6K+ 254.41% |
$1.11M - $1.29M
|
62.1K
$2M
|
|
|
May 06, 2025
Q1 2025
|
Alpha Omega Group, Inc.
|
BUY
|
- |
25.9K+ 6.35% |
$644K - $750K
|
433K
$14M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-200- 1.71% |
$4.98K - $5.8K
|
11.5K
$370K
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
712New |
$17.7K - $20.7K
|
712
$23K
|
|
|
May 06, 2025
Q1 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
1.72K+ 7.2% |
$42.8K - $49.9K
|
25.6K
$826K
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-5.99K- 29.45% |
$149K - $174K
|
14.3K
$462K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.52K+ 5.42% |
$37.8K - $44K
|
29.5K
$952K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
16KNew |
$400K - $465K
|
16K
$517K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
14.6KNew |
$363K - $423K
|
14.6K
$470K
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-52- 0.55% |
$1.3K - $1.51K
|
9.46K
$305K
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
2.19K+ 9.06% |
$54.5K - $63.5K
|
26.3K
$850K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-18.2K- 11.3% |
$453K - $527K
|
143K
$4.6M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
268New |
$6.68K - $7.78K
|
268
$8.65K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
45+ 0.11% |
$1.12K - $1.31K
|
40.6K
$1.31M
|
|