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 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
120K+ 4.37% |
$2.99M - $3.48M
|
2.87M
$71.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-108K- 90.63% |
$2.7M - $3.15M
|
11.2K
$281K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
12+ 0.11% |
$299 - $348
|
10.5K
$263K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
3.13K+ 6.25% |
$77.9K - $90.8K
|
53.2K
$1.33M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-13.6K- 2.09% |
$340K - $396K
|
640K
$16M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-7.79K- 11.43% |
$194K - $226K
|
60.3K
$1.51M
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
7.81K+ 6.14% |
$194K - $227K
|
135K
$3.37M
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-9.95K- 1.58% |
$248K - $289K
|
619K
$15.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-144- 0.77% |
$3.59K - $4.18K
|
18.5K
$464K
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
SELL
|
- |
-7.72K- 0.62% |
$192K - $224K
|
1.24M
$31.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
3.73K+ 44.07% |
$92.8K - $108K
|
12.2K
$305K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.71K- 6.31% |
$42.7K - $49.7K
|
25.4K
$636K
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
BUY
|
- |
2+ 0.14% |
$49.8 - $58
|
1.41K
$35.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
14.8K+ 300.0% |
$368K - $429K
|
19.7K
$493K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
21.7K+ 4.29% |
$541K - $631K
|
528K
$13.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
1+ 0.01% |
$24.9 - $29
|
8.18K
$205K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
SELL
|
- |
-340- 0.39% |
$8.47K - $9.87K
|
87K
$2.18M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-18.6K- 31.05% |
$463K - $539K
|
41.3K
$1.03M
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
40.5KNew |
$1.01M - $1.18M
|
40.5K
$1.01M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.8K- 5.39% |
$44.9K - $52.3K
|
31.6K
$791K
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
2.25K+ 1.71% |
$56K - $65.3K
|
134K
$3.36M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 0.2% |
$49.8 - $58
|
1.02K
$25.5K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
36+ 0.62% |
$897 - $1.04K
|
5.82K
$146K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
208+ 1.13% |
$5.18K - $6.04K
|
18.6K
$464K
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
SELL
|
- |
-33.6K- 73.81% |
$838K - $976K
|
11.9K
$299K
|
|
|
Apr 02, 2025
Q1 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
839+ 3.51% |
$20.9K - $24.3K
|
24.8K
$620K
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-10.9K- 55.32% |
$272K - $317K
|
8.83K
$221K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-9.15K- 16.22% |
$228K - $266K
|
47.3K
$1.18M
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-2.69K- 5.13% |
$66.9K - $77.9K
|
49.7K
$1.24M
|
|
| Q4 2024 | |||||||
|
Apr 16, 2025
Q4 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
19.2K+ 370.46% |
$497K - $2.02M
|
24.3K
$609K
|
|
|
Apr 07, 2025
Q4 2024
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
17.3KNew |
$447K - $1.82M
|
17.3K
$432K
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
14.6KNew |
$379K - $1.54M
|
14.6K
$366K
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
43.8KNew |
$1.14M - $4.62M
|
43.8K
$1.1M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
3New |
$77.8 - $316
|
3
$75.1
|
|
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
151KNew |
$3.91M - $15.9M
|
151K
$3.77M
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
BUY
|
- |
17.8K+ 268.75% |
$462K - $1.88M
|
24.4K
$612K
|
|
|
Mar 21, 2025
Q4 2024
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
196KNew |
$5.07M - $20.6M
|
196K
$4.9M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
644New |
$16.7K - $67.8K
|
644
$16.1K
|
|
|
Mar 18, 2025
Q4 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
7.3K+ 300.0% |
$189K - $768K
|
9.73K
$243K
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
963K+ 300.13% |
$25M - $101M
|
1.28M
$32.1M
|
|
|
Mar 13, 2025
Q4 2024
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
19.7KNew |
$511K - $2.07M
|
19.7K
$493K
|
|
|
Mar 12, 2025
Q4 2024
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
199KNew |
$5.15M - $20.9M
|
199K
$4.97M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
91.5K+ 334.66% |
$2.37M - $9.63M
|
119K
$2.97M
|
|
|
Mar 10, 2025
Q4 2024
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
29.5KNew |
$765K - $3.11M
|
29.5K
$739K
|
|
|
Mar 06, 2025
Q4 2024
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
91.5KNew |
$2.37M - $9.64M
|
91.5K
$2.29M
|
|
|
Mar 06, 2025
Q4 2024
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
8.25KNew |
$214K - $869K
|
8.25K
$206K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
4.1KNew |
$106K - $432K
|
4.1K
$103K
|
|
|
Mar 06, 2025
Q4 2024
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
347KNew |
$9.01M - $36.6M
|
347K
$8.69M
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
7.03KNew |
$182K - $740K
|
7.03K
$176K
|
|
|
Mar 03, 2025
Q4 2024
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
1.37K+ 0.19% |
$35.4K - $144K
|
704K
$17.6M
|
|