Latest Institutional Purchases of Schwab Strategic Tr Us Large C (SCHG)
This list provides information on the latest institutional transactions involving Schwab Strategic Tr Us Large C (SCHG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Schaeffer Financial LLC
|
BUY
|
- |
4.77K+ 1.13% |
$138K - $153K
|
426K
$13.7M
|
|
|
Dec 08, 2025
Q3 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
4.76K+ 69.11% |
$138K - $153K
|
11.6K
$376K
|
|
|
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 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.68K+ 9.84% |
$135K - $151K
|
52.2K
$1.69M
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
4.67K+ 4.86% |
$135K - $150K
|
101K
$3.25M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.51K+ 29.73% |
$130K - $145K
|
19.7K
$634K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4.41K+ 7.36% |
$128K - $142K
|
64.3K
$2.07M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
4.35K+ 2.56% |
$126K - $140K
|
174K
$5.62M
|
|
|
Nov 03, 2025
Q3 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
4.34K+ 45.38% |
$125K - $140K
|
13.9K
$448K
|
|
|
Nov 06, 2025
Q3 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
4.28K+ 0.67% |
$124K - $138K
|
647K
$20.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
4.23K+ 6.98% |
$122K - $136K
|
64.8K
$2.09M
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
4.09K+ 3.08% |
$118K - $132K
|
137K
$4.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4.05K+ 494.99% |
$117K - $130K
|
4.87K
$157K
|
|
|
Nov 10, 2025
Q3 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
3.87K+ 1.15% |
$112K - $124K
|
340K
$11M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.81K+ 1.97% |
$110K - $123K
|
198K
$6.37M
|
|
|
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
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
3.77K+ 17.21% |
$109K - $121K
|
25.7K
$828K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3.66K+ 28.7% |
$106K - $118K
|
16.4K
$529K
|
|
|
Nov 12, 2025
Q3 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
3.61K+ 3.91% |
$104K - $116K
|
95.9K
$3.09M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.6K+ 3.63% |
$104K - $116K
|
103K
$3.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.54K+ 2.29% |
$102K - $114K
|
158K
$5.09M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
3.51K+ 36.86% |
$102K - $113K
|
13K
$421K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
3.41KNew |
$98.5K - $110K
|
3.41K
$110K
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
3.4K+ 22.7% |
$98.3K - $109K
|
18.4K
$593K
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
3.39K+ 10.25% |
$98.1K - $109K
|
36.5K
$1.18M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
3.39K+ 7.93% |
$98K - $109K
|
46.1K
$1.49M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.3K+ 1.11% |
$95.4K - $106K
|
301K
$9.72M
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
3.29K+ 2.58% |
$95.1K - $106K
|
131K
$4.22M
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
3.28K+ 2.11% |
$94.7K - $105K
|
159K
$5.12M
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.21K+ 11.71% |
$92.9K - $103K
|
30.6K
$989K
|
|
|
Nov 14, 2025
Q3 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
3.16K+ 2.05% |
$91.3K - $102K
|
157K
$5.07M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.15K+ 2.29% |
$91K - $101K
|
141K
$4.53M
|
|
|
Oct 29, 2025
Q3 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
3.14KNew |
$90.9K - $101K
|
3.14K
$101K
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.08K+ 38.22% |
$89K - $99K
|
11.1K
$359K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.03K+ 13.49% |
$87.7K - $97.7K
|
25.5K
$824K
|
|
|
Nov 12, 2025
Q3 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
3.01K+ 1.77% |
$87.1K - $96.9K
|
174K
$5.6M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.94K+ 0.66% |
$85.1K - $94.7K
|
446K
$14.4M
|
|
|
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 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.86K+ 12.18% |
$82.7K - $92.1K
|
26.3K
$850K
|
|
|
Oct 21, 2025
Q3 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
2.86K+ 0.6% |
$82.7K - $92.1K
|
483K
$15.6M
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
2.77K+ 7.15% |
$80.1K - $89.2K
|
41.5K
$1.34M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
2.67K+ 10.63% |
$77.1K - $85.8K
|
27.7K
$894K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.63K+ 0.38% |
$75.9K - $84.5K
|
693K
$22.3M
|
|
|
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
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2.6K+ 2.56% |
$75.2K - $83.7K
|
104K
$3.36M
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
2.6K+ 3.67% |
$75.1K - $83.6K
|
73.5K
$2.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
2.59K+ 25.96% |
$75K - $83.5K
|
12.6K
$406K
|
|
|
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
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.5K+ 0.38% |
$72.2K - $80.3K
|
667K
$21.5M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.46K+ 301.96% |
$71.2K - $79.2K
|
3.28K
$106K
|
|