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
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
308+ 2.38% |
$8.91K - $9.91K
|
13.2K
$427K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
38.8K+ 0.22% |
$1.12M - $1.25M
|
17.8M
$576M
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-63.9K- 12.31% |
$1.85M - $2.06M
|
455K
$14.7M
|
|
|
Nov 14, 2025
Q3 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
25.7KNew |
$743K - $827K
|
25.7K
$829K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
149K+ 70.48% |
$4.32M - $4.81M
|
361K
$11.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.66K- 4.45% |
$77K - $85.7K
|
57.1K
$1.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-5.4K- 41.54% |
$156K - $174K
|
7.6K
$245K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
105K+ 5.6% |
$3.04M - $3.38M
|
1.98M
$63.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.3K+ 11.36% |
$66.5K - $74.1K
|
22.6K
$728K
|
|
|
Nov 14, 2025
Q3 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
345KNew |
$9.97M - $11.1M
|
345K
$11.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
35.5KNew |
$1.03M - $1.14M
|
35.5K
$1.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
63.4K+ 17621.11% |
$1.83M - $2.04M
|
63.8K
$2.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
2.59K+ 25.96% |
$75K - $83.5K
|
12.6K
$406K
|
|
|
Nov 14, 2025
Q3 2025
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-1.46K- 1.97% |
$42.2K - $47K
|
72.7K
$2.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-38.7K- 99.9% |
$1.12M - $1.25M
|
40
$1.29K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-442- 3.79% |
$12.8K - $14.2K
|
11.2K
$362K
|
|
|
Nov 14, 2025
Q3 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-46.5K- 14.42% |
$1.34M - $1.5M
|
276K
$8.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-3- 0.05% |
$86.8 - $96.6
|
6.09K
$197K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.84KNew |
$53.2K - $59.2K
|
1.84K
$59.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
835+ 4.57% |
$24.1K - $26.9K
|
19.1K
$617K
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-4.04K- 5.52% |
$117K - $130K
|
69.1K
$2.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
3.16K+ 2.05% |
$91.3K - $102K
|
157K
$5.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
7.07K+ 61.8% |
$205K - $228K
|
18.5K
$597K
|
|
|
Nov 14, 2025
Q3 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
264K+ 33.22% |
$7.62M - $8.49M
|
1.06M
$34.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
6.83KNew |
$197K - $220K
|
6.83K
$220K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-800K- 5.22% |
$23.1M - $25.8M
|
14.5M
$468M
|
|
|
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
|
|