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 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 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 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 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
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
200+ 2.46% |
$5.78K - $6.44K
|
8.32K
$268K
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
198New |
$5.73K - $6.37K
|
198
$6.39K
|
|
|
Oct 28, 2025
Q3 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
195+ 2.53% |
$5.64K - $6.28K
|
7.9K
$255K
|
|
|
Nov 04, 2025
Q3 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
183+ 1.25% |
$5.29K - $5.89K
|
14.8K
$477K
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
177+ 769.57% |
$5.12K - $5.7K
|
200
$6.45K
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
170+ 11.85% |
$4.92K - $5.47K
|
1.6K
$51.7K
|
|
|
Nov 07, 2025
Q3 2025
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
157+ 1.73% |
$4.54K - $5.05K
|
9.26K
$299K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
156+ 15.65% |
$4.51K - $5.02K
|
1.15K
$37.2K
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
146+ 2.08% |
$4.22K - $4.7K
|
7.15K
$231K
|
|
|
Nov 13, 2025
Q3 2025
|
Athena Investment Management
|
BUY
|
- |
142+ 0.11% |
$4.11K - $4.57K
|
128K
$4.13M
|
|
|
Nov 06, 2025
Q3 2025
|
Wulff, Hansen & Co.
|
BUY
|
- |
135+ 1.04% |
$3.9K - $4.35K
|
13.2K
$425K
|
|
|
Nov 14, 2025
Q3 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
133New |
$3.85K - $4.28K
|
133
$4.29K
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
127+ 1.12% |
$3.67K - $4.09K
|
11.5K
$370K
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
119New |
$3.44K - $3.83K
|
119
$3.84K
|
|
|
Oct 30, 2025
Q3 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
118+ 0.01% |
$3.41K - $3.8K
|
1.08M
$34.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
116+ 0.85% |
$3.35K - $3.73K
|
13.8K
$444K
|
|
|
Nov 07, 2025
Q3 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
113+ 1.04% |
$3.27K - $3.64K
|
11K
$355K
|
|
|
Nov 10, 2025
Q3 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
111+ 0.14% |
$3.21K - $3.57K
|
77.6K
$2.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
104+ 0.12% |
$3.01K - $3.35K
|
84.6K
$2.73M
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
103+ 4.82% |
$2.98K - $3.32K
|
2.24K
$72.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
90+ 0.35% |
$2.6K - $2.9K
|
26.1K
$842K
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
75+ 4.05% |
$2.17K - $2.41K
|
1.93K
$62.2K
|
|