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 10, 2025
Q3 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
1.05K+ 5.45% |
$30.5K - $33.9K
|
20.4K
$658K
|
|
|
Nov 10, 2025
Q3 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
6.66K+ 2.3% |
$193K - $214K
|
297K
$9.57M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-5.98K- 3.27% |
$173K - $192K
|
177K
$5.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2.15K- 3.39% |
$62K - $69K
|
61.1K
$1.97M
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-979- 2.66% |
$28.3K - $31.5K
|
35.8K
$1.16M
|
|
|
Nov 10, 2025
Q3 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
718+ 0.73% |
$20.8K - $23.1K
|
99.1K
$3.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-18.3K- 2.83% |
$529K - $588K
|
629K
$20.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
6.28KNew |
$182K - $202K
|
6.28K
$203K
|
|
|
Nov 10, 2025
Q3 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
12.4K+ 2.32% |
$359K - $400K
|
547K
$17.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
BUY
|
- |
7.07KNew |
$205K - $228K
|
7.07K
$228K
|
|
|
Nov 10, 2025
Q3 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
603+ 3.36% |
$17.4K - $19.4K
|
18.5K
$598K
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.08K- 7.08% |
$60.2K - $67K
|
27.3K
$882K
|
|
|
Nov 10, 2025
Q3 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-54.2K- 7.22% |
$1.57M - $1.75M
|
697K
$22.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-54.5K- 7.89% |
$1.58M - $1.75M
|
637K
$20.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
SELL
|
- |
-5.25K- 25.36% |
$152K - $169K
|
15.4K
$498K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.74K- 0.96% |
$137K - $152K
|
487K
$15.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4.41K+ 7.36% |
$128K - $142K
|
64.3K
$2.07M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-12.3K- 3.04% |
$356K - $397K
|
393K
$12.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-5- 0.02% |
$145 - $161
|
21.8K
$703K
|
|
|
Nov 10, 2025
Q3 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
48+ 0.02% |
$1.39K - $1.55K
|
252K
$8.13M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-359- 0.21% |
$10.4K - $11.6K
|
169K
$5.45M
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
65+ 0.08% |
$1.88K - $2.09K
|
81.7K
$2.63M
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
3.77K+ 17.21% |
$109K - $121K
|
25.7K
$828K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.7K+ 10.36% |
$194K - $216K
|
71.3K
$2.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-4.48K- 3.29% |
$130K - $144K
|
131K
$4.24M
|
|
|
Nov 07, 2025
Q3 2025
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-104K- 3.43% |
$3.02M - $3.36M
|
2.94M
$94.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.8K+ 0.72% |
$52.1K - $58K
|
252K
$8.12M
|
|
|
Nov 07, 2025
Q3 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
3.46K+ 4.46% |
$100K - $111K
|
81.1K
$2.62M
|
|
|
Nov 07, 2025
Q3 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
5.91K+ 11.58% |
$171K - $190K
|
56.9K
$1.84M
|
|
|
Nov 07, 2025
Q3 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
138KNew |
$4M - $4.45M
|
138K
$4.46M
|
|
|
Nov 07, 2025
Q3 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
3.8K+ 41.69% |
$110K - $122K
|
12.9K
$417K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.43M+ 20.53% |
$41.3M - $46M
|
8.39M
$271M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
109K+ 42.49% |
$3.15M - $3.51M
|
366K
$11.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
4+ 0.09% |
$116 - $129
|
4.35K
$140K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
488+ 14.04% |
$14.1K - $15.7K
|
3.96K
$128K
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
6K+ 5.33% |
$174K - $193K
|
119K
$3.82M
|
|
|
Nov 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-2.51K- 2.94% |
$72.5K - $80.7K
|
82.7K
$2.67M
|
|
|
Nov 07, 2025
Q3 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
6.79KNew |
$196K - $218K
|
6.79K
$219K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.09K+ 20.31% |
$60.5K - $67.4K
|
12.4K
$400K
|
|
|
Nov 07, 2025
Q3 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.21K+ 8.43% |
$34.9K - $38.9K
|
15.5K
$501K
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
16.3K+ 12.68% |
$472K - $525K
|
145K
$4.68M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-1.19K- 4.26% |
$34.5K - $38.4K
|
26.8K
$865K
|
|
|
Nov 07, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
80+ 0.0% |
$2.31K - $2.58K
|
1.83M
$59.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-185K- 27.35% |
$5.36M - $5.97M
|
492K
$15.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.17% |
$28.9 - $32.2
|
575
$18.5K
|
|
|
Nov 07, 2025
Q3 2025
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
157+ 1.73% |
$4.54K - $5.05K
|
9.26K
$299K
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
5.45K+ 56.76% |
$158K - $175K
|
15K
$485K
|
|
|
Nov 07, 2025
Q3 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
15.9K+ 3.19% |
$461K - $513K
|
515K
$16.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
146+ 2.08% |
$4.22K - $4.7K
|
7.15K
$231K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2.55K+ 13.39% |
$73.6K - $81.9K
|
21.5K
$695K
|
|