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
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-16.5K- 10.42% |
$476K - $530K
|
142K
$4.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-253K- 34.69% |
$7.32M - $8.14M
|
476K
$15.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-1.58K- 1.82% |
$45.8K - $50.9K
|
85.5K
$2.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.54K+ 2.29% |
$102K - $114K
|
158K
$5.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
236New |
$6.83K - $7.6K
|
236
$7.61K
|
|
|
Nov 14, 2025
Q3 2025
|
Synergy Financial Group, LTD
|
SELL
|
- |
-30- 0.16% |
$868 - $966
|
18.7K
$603K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
123K+ 19.07% |
$3.56M - $3.96M
|
769K
$24.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-427- 1.99% |
$12.3K - $13.7K
|
21K
$677K
|
|
|
Nov 14, 2025
Q3 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-15.1K- 2.47% |
$437K - $487K
|
598K
$19.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
SELL
|
- |
-3.72K- 14.25% |
$107K - $120K
|
22.4K
$721K
|
|
|
Nov 14, 2025
Q3 2025
|
Shuttleworth & CO
Powell, OH |
BUY
|
- |
7.3KNew |
$211K - $235K
|
7.3K
$235K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.81K+ 1.97% |
$110K - $123K
|
198K
$6.37M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2.6K+ 2.56% |
$75.2K - $83.7K
|
104K
$3.36M
|
|
|
Nov 13, 2025
Q3 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.6K+ 28.22% |
$75.2K - $83.8K
|
11.8K
$381K
|
|
|
Nov 13, 2025
Q3 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
5.27K+ 10.93% |
$152K - $170K
|
53.5K
$1.72M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-7.93K- 5.39% |
$229K - $255K
|
139K
$4.49M
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-50.8K- 3.1% |
$1.47M - $1.63M
|
1.59M
$51.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5.38KNew |
$156K - $173K
|
5.38K
$174K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.1K- 2.17% |
$31.7K - $35.3K
|
49.5K
$1.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
8.14K+ 27.69% |
$235K - $262K
|
37.5K
$1.21M
|
|
|
Nov 13, 2025
Q3 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.86K+ 11.66% |
$53.9K - $60K
|
17.8K
$575K
|
|
|
Nov 13, 2025
Q3 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-4.78K- 2.96% |
$138K - $154K
|
157K
$5.05M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
6.85KNew |
$198K - $220K
|
6.85K
$221K
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
360+ 4.52% |
$10.4K - $11.6K
|
8.33K
$269K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
15.4K+ 12.33% |
$446K - $496K
|
140K
$4.53M
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-2.16K- 11.47% |
$62.6K - $69.7K
|
16.7K
$539K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
250New |
$7.23K - $8.05K
|
250
$8.06K
|
|
|
Nov 13, 2025
Q3 2025
|
Basepoint Wealth LLC
Cedar Rapids, IA |
BUY
|
- |
13+ 0.09% |
$376 - $418
|
13.8K
$444K
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-5.78K- 13.8% |
$167K - $186K
|
36.1K
$1.17M
|
|
|
Nov 13, 2025
Q3 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-100- 0.66% |
$2.89K - $3.22K
|
15.1K
$486K
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.88K- 1.62% |
$54.5K - $60.6K
|
114K
$3.69M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-11K- 7.94% |
$318K - $355K
|
128K
$4.12M
|
|
|
Nov 13, 2025
Q3 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-1.24K- 1.09% |
$35.9K - $39.9K
|
112K
$3.63M
|
|
|
Nov 13, 2025
Q3 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
2.57K+ 0.69% |
$74.3K - $82.7K
|
377K
$12.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-48- 0.05% |
$1.39K - $1.55K
|
92.9K
$3M
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
648+ 8.73% |
$18.7K - $20.9K
|
8.07K
$260K
|
|
|
Nov 13, 2025
Q3 2025
|
United Financial Planning Group LLC
Hauppauge, NY |
BUY
|
- |
2.07KNew |
$59.8K - $66.6K
|
2.07K
$66.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
560K+ 14.57% |
$16.2M - $18M
|
4.4M
$142M
|
|
|
Nov 13, 2025
Q3 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-75.1K- 44.22% |
$2.17M - $2.42M
|
94.8K
$3.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-7.2K- 1.0% |
$208K - $232K
|
712K
$23M
|
|
|
Nov 13, 2025
Q3 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
6.39K+ 11.74% |
$185K - $206K
|
60.8K
$1.96M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-3.95K- 0.72% |
$114K - $127K
|
542K
$17.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
74.1K+ 3.55% |
$2.14M - $2.39M
|
2.16M
$69.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
15.2K+ 9.06% |
$440K - $489K
|
183K
$5.91M
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.31K+ 4.85% |
$66.9K - $74.5K
|
50K
$1.61M
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.21K+ 11.71% |
$92.9K - $103K
|
30.6K
$989K
|
|
|
Nov 13, 2025
Q3 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
22+ 0.09% |
$636 - $708
|
25K
$806K
|
|
|
Nov 13, 2025
Q3 2025
|
Founders Capital Management
|
BUY
|
- |
2+ 0.14% |
$57.8 - $64.4
|
1.43K
$46.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
17.2K+ 76.29% |
$498K - $555K
|
39.8K
$1.28M
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
BUY
|
- |
231+ 3.09% |
$6.68K - $7.44K
|
7.7K
$248K
|
|