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
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
3.61K+ 3.91% |
$104K - $116K
|
95.9K
$3.09M
|
|
|
Nov 10, 2025
Q3 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
30+ 10.83% |
$868 - $966
|
307
$9.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
125K+ 22.46% |
$3.61M - $4.01M
|
680K
$21.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
235+ 11.6% |
$6.8K - $7.56K
|
2.26K
$72.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Dearborn Partners LLC
|
BUY
|
- |
8KNew |
$231K - $258K
|
8K
$258K
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
29.6K+ 61.09% |
$856K - $952K
|
78K
$2.52M
|
|
|
Nov 10, 2025
Q3 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-38.2K- 1.7% |
$1.11M - $1.23M
|
2.21M
$71.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-59- 0.01% |
$1.71K - $1.9K
|
634K
$20.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-126K- 9.27% |
$3.63M - $4.04M
|
1.23M
$39.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
128K+ 1.76% |
$3.69M - $4.11M
|
7.39M
$238M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
26.9K+ 2.85% |
$778K - $866K
|
971K
$31.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-295- 1.72% |
$8.53K - $9.5K
|
16.8K
$543K
|
|
|
Nov 10, 2025
Q3 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
3.87K+ 1.15% |
$112K - $124K
|
340K
$11M
|
|
|
Nov 10, 2025
Q3 2025
|
American Money Management, LLC
|
BUY
|
- |
11+ 0.1% |
$318 - $354
|
11.2K
$361K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
89.1K+ 1.59% |
$2.58M - $2.87M
|
5.7M
$184M
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.68K+ 9.84% |
$135K - $151K
|
52.2K
$1.69M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.71M+ 5.2% |
$49.3M - $54.9M
|
34.5M
$1.11B
|
|
|
Nov 10, 2025
Q3 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
31.5K+ 4.61% |
$911K - $1.01M
|
714K
$23M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.08MClosed |
$60.1M - $66.9M
|
0
$0
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
68.5K+ 38.95% |
$1.98M - $2.21M
|
244K
$7.89M
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
37.3K+ 2.2% |
$1.08M - $1.2M
|
1.73M
$55.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
2.9K+ 4.2% |
$83.8K - $93.3K
|
71.8K
$2.32M
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
4.99KNew |
$144K - $160K
|
4.99K
$161K
|
|
|
Nov 10, 2025
Q3 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-13.5K- 1.14% |
$390K - $434K
|
1.17M
$37.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.3K- 2.44% |
$153K - $171K
|
212K
$6.85M
|
|
|
Nov 10, 2025
Q3 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-898- 7.14% |
$26K - $28.9K
|
11.7K
$377K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
56.1K+ 294.49% |
$1.62M - $1.81M
|
75.1K
$2.42M
|
|
|
Nov 10, 2025
Q3 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
12.2K+ 127.22% |
$354K - $394K
|
21.9K
$705K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
625New |
$18.1K - $20.1K
|
625
$20.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
53New |
$1.53K - $1.71K
|
53
$1.71K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
SELL
|
- |
-28.7K- 14.93% |
$830K - $924K
|
163K
$5.27M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
7.25K+ 0.32% |
$210K - $233K
|
2.26M
$72.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-21.1K- 18.58% |
$610K - $679K
|
92.5K
$2.98M
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
643New |
$18.6K - $20.7K
|
643
$20.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.5K+ 0.38% |
$72.2K - $80.3K
|
667K
$21.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
2.51KNew |
$72.6K - $80.8K
|
2.51K
$80.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
14+ 0.08% |
$405 - $451
|
17.1K
$552K
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
BUY
|
- |
58+ 0.34% |
$1.68K - $1.87K
|
16.9K
$545K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.85K- 1.79% |
$111K - $124K
|
211K
$6.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Glassman Wealth Services
|
BUY
|
- |
197+ 1.23% |
$5.7K - $6.34K
|
16.2K
$522K
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
SELL
|
- |
-14K- 7.5% |
$405K - $451K
|
173K
$5.58M
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
119New |
$3.44K - $3.83K
|
119
$3.84K
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.24K- 9.57% |
$64.9K - $72.2K
|
21.2K
$684K
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.05K- 0.8% |
$30.4K - $33.8K
|
131K
$4.23M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
297K+ 16.19% |
$8.58M - $9.54M
|
2.13M
$68.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
8.85K+ 23.24% |
$256K - $285K
|
46.9K
$1.51M
|
|
|
Nov 10, 2025
Q3 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-29.3K- 1.94% |
$848K - $944K
|
1.48M
$47.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
111+ 0.14% |
$3.21K - $3.57K
|
77.6K
$2.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
50.3K+ 8.44% |
$1.46M - $1.62M
|
647K
$20.9M
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-416- 2.0% |
$12K - $13.4K
|
20.4K
$659K
|
|