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 12, 2025
Q3 2025
|
Seek First Inc.
Campbell, CA |
SELL
|
- |
-1.72K- 0.25% |
$49.8K - $55.4K
|
699K
$22.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-2.58K- 5.89% |
$74.6K - $83.1K
|
41.2K
$1.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
91.9K+ 4.4% |
$2.66M - $2.96M
|
2.18M
$70.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
47.1K+ 29.64% |
$1.36M - $1.52M
|
206K
$6.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
463K+ 5.04% |
$13.4M - $14.9M
|
9.65M
$311M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
9.13K+ 54.66% |
$264K - $294K
|
25.8K
$833K
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.13K- 10.49% |
$32.8K - $36.5K
|
9.67K
$312K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
12.7KNew |
$367K - $408K
|
12.7K
$409K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
242K+ 7.96% |
$7M - $7.8M
|
3.28M
$106M
|
|
|
Nov 12, 2025
Q3 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-66- 0.53% |
$1.91K - $2.12K
|
12.4K
$402K
|
|
|
Nov 12, 2025
Q3 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-20.4K- 2.23% |
$590K - $657K
|
895K
$28.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Lathrop Investment Management Corp
|
BUY
|
- |
6.4KNew |
$185K - $206K
|
6.4K
$206K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
4.36KNew |
$126K - $140K
|
4.36K
$141K
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-4.07K- 3.7% |
$118K - $131K
|
106K
$3.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
513+ 0.67% |
$14.8K - $16.5K
|
76.6K
$2.47M
|
|
|
Nov 12, 2025
Q3 2025
|
ETF Store, Inc.
|
BUY
|
- |
2.45K+ 22.21% |
$70.9K - $78.9K
|
13.5K
$435K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12.5K+ 6.29% |
$360K - $401K
|
210K
$6.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-990- 2.83% |
$28.6K - $31.9K
|
34K
$1.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
6.99KNew |
$202K - $225K
|
6.99K
$226K
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-18.3K- 41.14% |
$529K - $589K
|
26.2K
$845K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
10.2K+ 977.61% |
$295K - $329K
|
11.3K
$363K
|
|
|
Nov 12, 2025
Q3 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-10.9K- 0.58% |
$315K - $351K
|
1.86M
$59.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-8.34K- 55.71% |
$241K - $268K
|
6.63K
$214K
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
790+ 3.24% |
$22.8K - $25.4K
|
25.2K
$811K
|
|
|
Nov 12, 2025
Q3 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
5.13K+ 54.26% |
$148K - $165K
|
14.6K
$470K
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
5.95K+ 70.06% |
$172K - $192K
|
14.4K
$466K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
24.4K+ 4.94% |
$706K - $785K
|
518K
$16.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.08K+ 38.22% |
$89K - $99K
|
11.1K
$359K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.67K+ 1.55% |
$222K - $247K
|
504K
$16.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
9+ 0.05% |
$260 - $290
|
17.8K
$574K
|
|
|
Nov 12, 2025
Q3 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
465+ 3.56% |
$13.4K - $15K
|
13.5K
$437K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-44.6K- 3.37% |
$1.29M - $1.44M
|
1.28M
$41.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1.45K- 80.12% |
$42K - $46.7K
|
360
$11.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
4.72K+ 31.15% |
$137K - $152K
|
19.9K
$642K
|
|
|
Nov 12, 2025
Q3 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
856+ 1.1% |
$24.8K - $27.6K
|
78.7K
$2.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
3.4K+ 22.7% |
$98.3K - $109K
|
18.4K
$593K
|
|
|
Nov 12, 2025
Q3 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
3.01K+ 1.77% |
$87.1K - $96.9K
|
174K
$5.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-2.29K- 2.63% |
$66.2K - $73.7K
|
84.7K
$2.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
4.23K+ 6.98% |
$122K - $136K
|
64.8K
$2.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
31.4KNew |
$909K - $1.01M
|
31.4K
$1.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-985- 5.58% |
$28.5K - $31.7K
|
16.7K
$537K
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
227K+ 315.48% |
$6.58M - $7.32M
|
300K
$9.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.85M+ 13.81% |
$111M - $124M
|
31.7M
$1.02B
|
|
|
Nov 12, 2025
Q3 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
28.6K+ 5.43% |
$827K - $920K
|
555K
$17.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
3+ 0.03% |
$86.8 - $96.6
|
8.73K
$282K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
32.1K+ 2.22% |
$929K - $1.03M
|
1.48M
$47.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.25K+ 2.27% |
$152K - $169K
|
237K
$7.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
9.35K+ 11.42% |
$270K - $301K
|
91.2K
$2.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
57.9K+ 2.72% |
$1.67M - $1.86M
|
2.18M
$70.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.97K- 1.17% |
$115K - $128K
|
336K
$10.8M
|
|