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
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
106+ 0.12% |
$3.07K - $3.41K
|
85.4K
$2.75M
|
|
|
Nov 12, 2025
Q3 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
33.2KNew |
$959K - $1.07M
|
33.2K
$1.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
15.8K+ 26.81% |
$456K - $507K
|
74.6K
$2.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
34.2K+ 1693.91% |
$990K - $1.1M
|
36.3K
$1.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
30.8KNew |
$891K - $992K
|
30.8K
$994K
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
110KNew |
$3.19M - $3.56M
|
110K
$3.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
5.72K+ 4.29% |
$165K - $184K
|
139K
$4.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-3.8K- 35.85% |
$110K - $122K
|
6.8K
$219K
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
62+ 0.02% |
$1.79K - $2K
|
265K
$8.54M
|
|
|
Nov 12, 2025
Q3 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
31.7K+ 13.0% |
$915K - $1.02M
|
275K
$8.87M
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.2K+ 8.16% |
$34.8K - $38.7K
|
15.9K
$514K
|
|
|
Nov 12, 2025
Q3 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
10+ 0.05% |
$289 - $322
|
18.2K
$588K
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
127+ 1.12% |
$3.67K - $4.09K
|
11.5K
$370K
|
|
|
Nov 12, 2025
Q3 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-12.2K- 57.57% |
$352K - $392K
|
8.96K
$289K
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
344+ 0.09% |
$9.95K - $11.1K
|
402K
$13M
|
|
|
Nov 12, 2025
Q3 2025
|
Truepoint, Inc.
|
SELL
|
- |
-8.91K- 3.44% |
$258K - $287K
|
250K
$8.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
35.2KNew |
$1.02M - $1.13M
|
35.2K
$1.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
3.39K+ 16.12% |
$98K - $109K
|
24.4K
$788K
|
|
|
Nov 12, 2025
Q3 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
886+ 11.78% |
$25.6K - $28.5K
|
8.41K
$271K
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
18.5KNew |
$534K - $594K
|
18.5K
$596K
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
35.2KNew |
$1.02M - $1.13M
|
35.2K
$1.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
10.1K+ 2.53% |
$291K - $324K
|
407K
$13.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-7.53K- 3.13% |
$218K - $242K
|
233K
$7.53M
|
|
|
Nov 12, 2025
Q3 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
7+ 0.02% |
$202 - $225
|
38.3K
$1.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-5.33K- 3.36% |
$154K - $172K
|
153K
$4.95M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
57.4K+ 9.52% |
$1.66M - $1.85M
|
660K
$21.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-1.43K- 4.06% |
$41.4K - $46.1K
|
33.9K
$1.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
8.94K+ 4.04% |
$258K - $288K
|
230K
$7.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
18.2K+ 12.25% |
$528K - $587K
|
167K
$5.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
322KNew |
$9.32M - $10.4M
|
322K
$10.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.27K+ 0.14% |
$36.6K - $40.8K
|
901K
$29.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
403+ 2.09% |
$11.7K - $13K
|
19.7K
$634K
|
|
|
Nov 12, 2025
Q3 2025
|
Barden Capital Management, Inc.
|
SELL
|
- |
-3.78K- 2.76% |
$109K - $122K
|
133K
$4.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
90+ 0.35% |
$2.6K - $2.9K
|
26.1K
$842K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-4.25K- 33.58% |
$123K - $137K
|
8.41K
$271K
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.86K+ 12.18% |
$82.7K - $92.1K
|
26.3K
$850K
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
5.28K+ 616.36% |
$153K - $170K
|
6.13K
$198K
|
|
|
Nov 12, 2025
Q3 2025
|
Triton Wealth Management, Pllc
|
BUY
|
- |
5.49K+ 0.34% |
$159K - $177K
|
1.62M
$52.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
6.82KNew |
$197K - $219K
|
6.82K
$220K
|
|
|
Nov 12, 2025
Q3 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-11.8K- 2.28% |
$342K - $381K
|
506K
$16.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
368+ 1.68% |
$10.6K - $11.8K
|
22.3K
$718K
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
4+ 0.01% |
$116 - $129
|
59.5K
$1.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-113K- 34.31% |
$3.26M - $3.63M
|
216K
$6.96M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
8.11K+ 12.43% |
$235K - $261K
|
73.4K
$2.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5.29K+ 1.65% |
$153K - $170K
|
327K
$10.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-16.6K- 36.08% |
$481K - $535K
|
29.5K
$950K
|
|
|
Nov 12, 2025
Q3 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
13.3K+ 2.35% |
$385K - $428K
|
580K
$18.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
30.9K+ 37.96% |
$894K - $995K
|
112K
$3.62M
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
25New |
$723 - $805
|
25
$807
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-309K- 92.85% |
$8.93M - $9.94M
|
23.8K
$767K
|
|