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 14, 2025
Q3 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
672+ 22400.0% |
$19.4K - $21.6K
|
675
$21.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
672+ 3.37% |
$19.4K - $21.6K
|
20.6K
$666K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
666+ 6.63% |
$19.3K - $21.4K
|
10.7K
$345K
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
648+ 8.73% |
$18.7K - $20.9K
|
8.07K
$260K
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
643New |
$18.6K - $20.7K
|
643
$20.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
625New |
$18.1K - $20.1K
|
625
$20.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
625+ 4.38% |
$18.1K - $20.1K
|
14.9K
$481K
|
|
|
Nov 14, 2025
Q3 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
609+ 3.64% |
$17.6K - $19.6K
|
17.3K
$560K
|
|
|
Nov 10, 2025
Q3 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
603+ 3.36% |
$17.4K - $19.4K
|
18.5K
$598K
|
|
|
Nov 12, 2025
Q3 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
584+ 1.38% |
$16.9K - $18.8K
|
43K
$1.39M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
565+ 87.33% |
$16.3K - $18.2K
|
1.21K
$39.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
556New |
$16.1K - $17.9K
|
556
$17.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
547New |
$15.8K - $17.6K
|
547
$17.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
535+ 0.76% |
$15.5K - $17.2K
|
71.1K
$2.3M
|
|
|
Dec 08, 2025
Q3 2025
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
519+ 4.99% |
$15K - $16.7K
|
10.9K
$352K
|
|
|
Nov 12, 2025
Q3 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
513+ 0.67% |
$14.8K - $16.5K
|
76.6K
$2.47M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
496+ 32.27% |
$14.3K - $16K
|
2.03K
$65.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
488+ 14.04% |
$14.1K - $15.7K
|
3.96K
$128K
|
|
|
Nov 05, 2025
Q3 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
488+ 6.7% |
$14.1K - $15.7K
|
7.77K
$251K
|
|
|
Nov 12, 2025
Q3 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
465+ 3.56% |
$13.4K - $15K
|
13.5K
$437K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
454+ 2.03% |
$13.1K - $14.6K
|
22.8K
$735K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
453+ 0.14% |
$13.1K - $14.6K
|
328K
$10.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
403+ 2.09% |
$11.7K - $13K
|
19.7K
$634K
|
|
|
Nov 06, 2025
Q3 2025
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
400+ 0.63% |
$11.6K - $12.9K
|
64.2K
$2.07M
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
400New |
$11.6K - $12.9K
|
400
$12.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
386+ 6.16% |
$11.2K - $12.4K
|
6.66K
$215K
|
|
|
Nov 12, 2025
Q3 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
368+ 1.68% |
$10.6K - $11.8K
|
22.3K
$718K
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
360+ 4.52% |
$10.4K - $11.6K
|
8.33K
$269K
|
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
360+ 2.52% |
$10.4K - $11.6K
|
14.7K
$473K
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
355+ 4.91% |
$10.3K - $11.4K
|
7.58K
$244K
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
344+ 0.09% |
$9.95K - $11.1K
|
402K
$13M
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
336+ 1.27% |
$9.72K - $10.8K
|
26.8K
$865K
|
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
328+ 6.6% |
$9.49K - $10.6K
|
5.3K
$171K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
315+ 0.88% |
$9.11K - $10.1K
|
36.2K
$1.17M
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
310+ 885.71% |
$8.97K - $9.98K
|
345
$11.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
308+ 2.38% |
$8.91K - $9.91K
|
13.2K
$427K
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
300New |
$8.68K - $9.66K
|
300
$9.68K
|
|
|
Nov 03, 2025
Q3 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
300New |
$8.68K - $9.66K
|
300
$9.68K
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
298+ 4.02% |
$8.62K - $9.59K
|
7.72K
$249K
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
291+ 65.69% |
$8.42K - $9.37K
|
734
$23.7K
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
278+ 2.68% |
$8.04K - $8.95K
|
10.7K
$344K
|
|
|
Nov 14, 2025
Q3 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
266+ 0.19% |
$7.69K - $8.56K
|
143K
$4.61M
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
250+ 1.96% |
$7.23K - $8.05K
|
13K
$419K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
250New |
$7.23K - $8.05K
|
250
$8.06K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
236New |
$6.83K - $7.6K
|
236
$7.61K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
235+ 11.6% |
$6.8K - $7.56K
|
2.26K
$72.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
BUY
|
- |
231+ 3.09% |
$6.68K - $7.44K
|
7.7K
$248K
|
|
|
Nov 18, 2025
Q3 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
226+ 2.43% |
$6.54K - $7.27K
|
9.53K
$307K
|
|
|
Nov 14, 2025
Q3 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
202+ 0.8% |
$5.84K - $6.5K
|
25.4K
$820K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
201+ 4.94% |
$5.81K - $6.47K
|
4.27K
$138K
|
|