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 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
BUY
|
- |
231+ 3.09% |
$6.68K - $7.44K
|
7.7K
$248K
|
|
|
Nov 13, 2025
Q3 2025
|
Athena Investment Management
|
BUY
|
- |
142+ 0.11% |
$4.11K - $4.57K
|
128K
$4.13M
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
BUY
|
- |
65.5K+ 12.57% |
$1.9M - $2.11M
|
587K
$18.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Private Management Group Inc
|
BUY
|
- |
13.7KNew |
$396K - $441K
|
13.7K
$442K
|
|
|
Nov 13, 2025
Q3 2025
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-68K- 14.2% |
$1.97M - $2.19M
|
410K
$13.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2+ 0.0% |
$57.8 - $64.4
|
51.7K
$1.67M
|
|
|
Nov 13, 2025
Q3 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
73.5K+ 8.99% |
$2.13M - $2.37M
|
892K
$28.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
13.1K+ 6.02% |
$380K - $423K
|
231K
$7.46M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-669K- 33.71% |
$19.3M - $21.5M
|
1.32M
$42.4M
|
|
|
Nov 13, 2025
Q3 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1- 0.03% |
$28.9 - $32.2
|
3.91K
$126K
|
|
|
Nov 13, 2025
Q3 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
105KNew |
$3.04M - $3.38M
|
105K
$3.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-42- 0.15% |
$1.21K - $1.35K
|
27.2K
$878K
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-3- 0.13% |
$86.8 - $96.6
|
2.3K
$74.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
116+ 0.85% |
$3.35K - $3.73K
|
13.8K
$444K
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.29M- 2.83% |
$37.4M - $41.7M
|
44.5M
$1.43B
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
26.1KNew |
$756K - $841K
|
26.1K
$843K
|
|
|
Nov 13, 2025
Q3 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
21.1K+ 3.09% |
$610K - $679K
|
703K
$22.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
6.47K+ 26.76% |
$187K - $208K
|
30.7K
$989K
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
14K+ 2.71% |
$405K - $451K
|
530K
$17.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-74- 0.79% |
$2.14K - $2.38K
|
9.29K
$300K
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-8K- 80.71% |
$231K - $258K
|
1.91K
$61.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
99.9K+ 137.22% |
$2.89M - $3.21M
|
173K
$5.57M
|
|
|
Nov 13, 2025
Q3 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5.17K+ 24.0% |
$149K - $166K
|
26.7K
$861K
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.51K+ 29.73% |
$130K - $145K
|
19.7K
$634K
|
|
|
Nov 13, 2025
Q3 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
16+ 0.09% |
$463 - $515
|
17.5K
$564K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.17K+ 0.86% |
$33.7K - $37.5K
|
136K
$4.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
3.41KNew |
$98.5K - $110K
|
3.41K
$110K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-288K- 13.64% |
$8.32M - $9.26M
|
1.82M
$58.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-563- 0.96% |
$16.3K - $18.1K
|
58.1K
$1.87M
|
|
|
Nov 13, 2025
Q3 2025
|
Resolute Advisors LLC
|
BUY
|
- |
22+ 0.09% |
$636 - $708
|
23.2K
$749K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.92K- 0.22% |
$229K - $255K
|
3.64M
$118M
|
|
|
Nov 13, 2025
Q3 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
75.7K+ 50.0% |
$2.19M - $2.44M
|
227K
$7.33M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
17.7KNew |
$512K - $570K
|
17.7K
$571K
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
8.67KNew |
$251K - $279K
|
8.67K
$280K
|
|
|
Nov 13, 2025
Q3 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
8.41KNew |
$243K - $271K
|
8.41K
$271K
|
|
|
Nov 13, 2025
Q3 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
1.56K+ 12.75% |
$45.1K - $50.2K
|
13.8K
$445K
|
|
|
Nov 13, 2025
Q3 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
11.4K+ 2.52% |
$330K - $367K
|
465K
$15M
|
|
|
Nov 13, 2025
Q3 2025
|
Elite Financial, Inc.
Lewiston, ID |
SELL
|
- |
-760- 0.17% |
$22K - $24.5K
|
445K
$14.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-3.02K- 0.73% |
$87.3K - $97.1K
|
409K
$13.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2+ 0.0% |
$57.8 - $64.4
|
51.7K
$1.67M
|
|
|
Nov 12, 2025
Q3 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
1.36K+ 3.3% |
$39.3K - $43.7K
|
42.6K
$1.37M
|
|
|
Nov 12, 2025
Q3 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-28.5K- 4.08% |
$825K - $918K
|
670K
$21.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.2K- 1.49% |
$92.5K - $103K
|
212K
$6.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
584+ 1.38% |
$16.9K - $18.8K
|
43K
$1.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-432- 1.04% |
$12.5K - $13.9K
|
41.1K
$1.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-11K- 8.16% |
$317K - $353K
|
124K
$3.99M
|
|
|
Nov 12, 2025
Q3 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
3+ 0.0% |
$86.8 - $96.6
|
135K
$4.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.19% |
$28.9 - $32.2
|
525
$16.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.88KNew |
$54.4K - $60.5K
|
1.88K
$60.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-3.61K- 63.97% |
$104K - $116K
|
2.03K
$65.6K
|
|