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 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
|
|
|
Nov 12, 2025
Q3 2025
|
ETF Store, Inc.
|
BUY
|
- |
2.45K+ 22.21% |
$70.9K - $78.9K
|
13.5K
$435K
|
|
|
Nov 06, 2025
Q3 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
2.44K+ 18.92% |
$70.5K - $78.4K
|
15.3K
$494K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.4K+ 28.49% |
$69.4K - $77.3K
|
10.8K
$349K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
2.39K+ 13.16% |
$69.2K - $77.1K
|
20.6K
$664K
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
2.37K+ 25.66% |
$68.4K - $76.1K
|
11.6K
$374K
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.31K+ 4.85% |
$66.9K - $74.5K
|
50K
$1.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.3K+ 11.36% |
$66.5K - $74.1K
|
22.6K
$728K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2.27K+ 10.26% |
$65.6K - $73.1K
|
24.4K
$787K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2.18K+ 2.07% |
$62.9K - $70K
|
107K
$3.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
2.14K+ 3.81% |
$61.8K - $68.8K
|
58.2K
$1.88M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.09K+ 20.31% |
$60.5K - $67.4K
|
12.4K
$400K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
2.09KNew |
$60.4K - $67.2K
|
2.09K
$67.4K
|
|
|
Nov 13, 2025
Q3 2025
|
United Financial Planning Group LLC
Hauppauge, NY |
BUY
|
- |
2.07KNew |
$59.8K - $66.6K
|
2.07K
$66.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.07K+ 8.04% |
$59.7K - $66.5K
|
27.7K
$895K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
2.02K+ 6.29% |
$58.5K - $65.1K
|
34.2K
$1.1M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1.96K+ 27.02% |
$56.6K - $63K
|
9.2K
$297K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.92K+ 2.67% |
$55.4K - $61.7K
|
73.8K
$2.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
1.89K+ 8.55% |
$54.7K - $60.9K
|
24K
$774K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.88KNew |
$54.4K - $60.5K
|
1.88K
$60.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.86K+ 11.66% |
$53.9K - $60K
|
17.8K
$575K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.85K+ 8.19% |
$53.5K - $59.6K
|
24.5K
$789K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.84KNew |
$53.2K - $59.2K
|
1.84K
$59.4K
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
1.78K+ 10.86% |
$51.5K - $57.3K
|
18.2K
$587K
|
|
|
Nov 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.78K+ 0.44% |
$51.4K - $57.3K
|
411K
$13.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
1.74K+ 5.96% |
$50.2K - $55.9K
|
30.9K
$996K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.64K+ 8.62% |
$47.3K - $52.7K
|
20.6K
$666K
|
|
|
Dec 05, 2025
Q3 2025
|
Vestwell Advisors, LLC
New York, NY |
BUY
|
- |
1.61K+ 0.14% |
$46.5K - $51.8K
|
1.17M
$37.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
1.56K+ 12.75% |
$45.1K - $50.2K
|
13.8K
$445K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1.54K+ 6.77% |
$44.4K - $49.4K
|
24.2K
$781K
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.52K+ 14.13% |
$44K - $48.9K
|
12.3K
$396K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.51K+ 145.51% |
$43.6K - $48.5K
|
2.54K
$82K
|
|
|
Oct 24, 2025
Q3 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.46K+ 6.0% |
$42.2K - $46.9K
|
25.8K
$831K
|
|
|
Nov 12, 2025
Q3 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
1.36K+ 3.3% |
$39.3K - $43.7K
|
42.6K
$1.37M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.35K+ 5.52% |
$39K - $43.5K
|
25.8K
$832K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.28K+ 5.15% |
$37K - $41.2K
|
26.2K
$844K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.27K+ 0.14% |
$36.6K - $40.8K
|
901K
$29.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
1.21K+ 0.7% |
$34.9K - $38.8K
|
174K
$5.62M
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.18K+ 60.26% |
$34K - $37.8K
|
3.13K
$101K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.17K+ 0.86% |
$33.7K - $37.5K
|
136K
$4.39M
|
|
|
Oct 24, 2025
Q3 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
1.15K+ 0.33% |
$33.1K - $36.9K
|
344K
$11.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.08K+ 11.26% |
$31.3K - $34.8K
|
10.7K
$345K
|
|
|
Nov 10, 2025
Q3 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
1.05K+ 5.45% |
$30.5K - $33.9K
|
20.4K
$658K
|
|
|
Oct 29, 2025
Q3 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
1.04K+ 11.92% |
$30K - $33.4K
|
9.74K
$314K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
1.01K+ 2.11% |
$29.1K - $32.4K
|
48.6K
$1.57M
|
|
|
Nov 03, 2025
Q3 2025
|
Everett Harris & CO
|
BUY
|
- |
1K+ 3.46% |
$28.9K - $32.2K
|
29.9K
$966K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
995+ 0.1% |
$28.8K - $32K
|
949K
$30.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
985New |
$28.5K - $31.7K
|
985
$31.8K
|
|