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 11, 2025
Q1 2025
|
Seneca House Advisors
|
SELL
|
- |
-160- 1.45% |
$3.99K - $4.64K
|
10.8K
$271K
|
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
11.8K+ 79.28% |
$293K - $342K
|
26.6K
$666K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.06K- 5.37% |
$26.5K - $30.8K
|
18.7K
$469K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-14- 0.01% |
$349 - $406
|
240K
$6.01M
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
1.45K+ 14.71% |
$36.1K - $42.1K
|
11.3K
$283K
|
|
|
Apr 11, 2025
Q1 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
21.5K+ 3.03% |
$535K - $623K
|
730K
$18.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
16K+ 0.88% |
$397K - $463K
|
1.83M
$45.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.15K+ 4.13% |
$28.7K - $33.4K
|
29K
$726K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
455+ 1.05% |
$11.3K - $13.2K
|
43.9K
$1.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
299K+ 1116.12% |
$7.45M - $8.68M
|
326K
$8.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
17.3K+ 2.99% |
$430K - $501K
|
595K
$14.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-40- 0.35% |
$996 - $1.16K
|
11.3K
$284K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
67.5K+ 3.68% |
$1.68M - $1.96M
|
1.9M
$47.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-3.3K- 13.89% |
$82.2K - $95.7K
|
20.5K
$512K
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-6.19K- 5.63% |
$154K - $180K
|
104K
$2.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
9.91KNew |
$247K - $288K
|
9.91K
$248K
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
2.64K+ 2.29% |
$65.7K - $76.6K
|
118K
$2.95M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-11.7K- 55.4% |
$291K - $339K
|
9.4K
$235K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
350+ 2.43% |
$8.72K - $10.2K
|
14.8K
$370K
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-1.48K- 6.06% |
$36.9K - $42.9K
|
22.9K
$574K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-341K- 6.64% |
$8.49M - $9.89M
|
4.79M
$120M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
350New |
$8.72K - $10.2K
|
350
$8.76K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
69.4KNew |
$1.73M - $2.01M
|
69.4K
$1.74M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
32.1K+ 25.65% |
$801K - $933K
|
157K
$3.94M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
300K+ 21.75% |
$7.47M - $8.7M
|
1.68M
$42M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
61.4K+ 137.96% |
$1.53M - $1.78M
|
106K
$2.65M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-9.93K- 1.23% |
$247K - $288K
|
796K
$19.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-5.5K- 18.91% |
$137K - $160K
|
23.6K
$590K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
117K+ 20.89% |
$2.92M - $3.4M
|
679K
$17M
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-283- 0.53% |
$7.05K - $8.21K
|
53.4K
$1.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
8.99K+ 86.93% |
$224K - $261K
|
19.3K
$484K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-374K- 21.33% |
$9.32M - $10.9M
|
1.38M
$34.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-4.43K- 29.5% |
$110K - $129K
|
10.6K
$265K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
33.2K+ 7.8% |
$826K - $963K
|
458K
$11.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
16+ 0.12% |
$399 - $464
|
13.7K
$342K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
9+ 0.11% |
$224 - $261
|
8.13K
$203K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
11.3K+ 562500.0% |
$280K - $326K
|
11.3K
$282K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
6.81K+ 10.47% |
$170K - $198K
|
71.8K
$1.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
127K+ 19.1% |
$3.17M - $3.69M
|
793K
$19.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-36- 7.26% |
$897 - $1.04K
|
460
$11.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-30.7K- 0.76% |
$766K - $892K
|
4M
$100M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
139KNew |
$3.46M - $4.03M
|
139K
$3.47M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-144- 1.78% |
$3.59K - $4.18K
|
7.95K
$199K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.42K+ 2.25% |
$35.5K - $41.3K
|
64.8K
$1.62M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
680K+ 466.09% |
$16.9M - $19.7M
|
826K
$20.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-20.7K- 4.81% |
$517K - $602K
|
410K
$10.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
70.6K+ 23.09% |
$1.76M - $2.05M
|
376K
$9.42M
|
|
|
Apr 09, 2025
Q1 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
8.22KNew |
$205K - $238K
|
8.22K
$206K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.34K+ 0.8% |
$33.4K - $38.9K
|
168K
$4.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
39K+ 1795.9% |
$972K - $1.13M
|
41.2K
$1.03M
|