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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
36+ 0.21% |
$1.04K - $1.16K
|
17.5K
$564K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
36New |
$1.04K - $1.16K
|
36
$1.16K
|
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
36New |
$1.04K - $1.16K
|
36
$1.16K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
33+ 0.06% |
$954 - $1.06K
|
58.3K
$1.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
31+ 193.75% |
$897 - $998
|
47
$1.52K
|
|
|
Nov 10, 2025
Q3 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
30+ 10.83% |
$868 - $966
|
307
$9.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
28+ 4.58% |
$810 - $901
|
639
$20.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
25New |
$723 - $805
|
25
$807
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
25+ 0.03% |
$723 - $805
|
73.3K
$2.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
24+ 0.25% |
$694 - $773
|
9.73K
$314K
|
|
|
Nov 14, 2025
Q3 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
23+ 10.18% |
$665 - $740
|
249
$8.03K
|
|
|
Nov 13, 2025
Q3 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
22+ 0.09% |
$636 - $708
|
25K
$806K
|
|
|
Nov 13, 2025
Q3 2025
|
Resolute Advisors LLC
|
BUY
|
- |
22+ 0.09% |
$636 - $708
|
23.2K
$749K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
20New |
$578 - $644
|
20
$645
|
|
|
Nov 13, 2025
Q3 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
16+ 0.09% |
$463 - $515
|
17.5K
$564K
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
14+ 0.08% |
$405 - $451
|
17.1K
$552K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
14New |
$405 - $451
|
14
$452
|
|
|
Nov 13, 2025
Q3 2025
|
Basepoint Wealth LLC
Cedar Rapids, IA |
BUY
|
- |
13+ 0.09% |
$376 - $418
|
13.8K
$444K
|
|
|
Nov 10, 2025
Q3 2025
|
American Money Management, LLC
|
BUY
|
- |
11+ 0.1% |
$318 - $354
|
11.2K
$361K
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
11+ 0.09% |
$318 - $354
|
12.2K
$393K
|
|
|
Nov 12, 2025
Q3 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
10+ 0.05% |
$289 - $322
|
18.2K
$588K
|
|
|
Nov 06, 2025
Q3 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
10+ 0.09% |
$289 - $322
|
10.8K
$347K
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
BUY
|
- |
10+ 0.08% |
$289 - $322
|
12.4K
$399K
|
|
|
Nov 12, 2025
Q3 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
9+ 0.05% |
$260 - $290
|
17.8K
$574K
|
|
|
Oct 31, 2025
Q3 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
8+ 0.04% |
$231 - $258
|
20.9K
$675K
|
|
|
Nov 19, 2025
Q3 2025
|
Penobscot Wealth Management
|
BUY
|
- |
7+ 0.09% |
$202 - $225
|
7.66K
$247K
|
|
|
Nov 12, 2025
Q3 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
7+ 0.02% |
$202 - $225
|
38.3K
$1.23M
|
|
|
Oct 29, 2025
Q3 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
7+ 0.07% |
$202 - $225
|
9.69K
$313K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 0.09% |
$174 - $193
|
6.75K
$218K
|
|
|
Oct 16, 2025
Q3 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
6+ 0.02% |
$174 - $193
|
24.3K
$785K
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
5+ 0.1% |
$145 - $161
|
4.91K
$158K
|
|
|
Nov 04, 2025
Q3 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
5+ 0.01% |
$145 - $161
|
74.7K
$2.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
4+ 0.05% |
$116 - $129
|
8.13K
$262K
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
4+ 0.01% |
$116 - $129
|
59.5K
$1.92M
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
4+ 0.09% |
$116 - $129
|
4.35K
$140K
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
4+ 0.01% |
$116 - $129
|
29K
$936K
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
3+ 0.03% |
$86.8 - $96.6
|
8.73K
$282K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
3New |
$86.8 - $96.6
|
3
$96.8
|
|
|
Oct 31, 2025
Q3 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
3+ 0.12% |
$86.8 - $96.6
|
2.52K
$81.2K
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
3+ 0.03% |
$86.8 - $96.6
|
9.6K
$310K
|
|
|
Nov 13, 2025
Q3 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2+ 0.0% |
$57.8 - $64.4
|
51.7K
$1.67M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2+ 0.0% |
$57.8 - $64.4
|
51.7K
$1.67M
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2+ 0.01% |
$57.8 - $64.4
|
20.3K
$655K
|
|
|
Nov 03, 2025
Q3 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.01% |
$57.8 - $64.4
|
17.4K
$560K
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.02% |
$57.8 - $64.4
|
12.5K
$404K
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.19% |
$28.9 - $32.2
|
525
$16.9K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.17% |
$28.9 - $32.2
|
575
$18.5K
|
|
|
Nov 05, 2025
Q3 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1+ 0.07% |
$28.9 - $32.2
|
1.45K
$46.8K
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
1+ 0.0% |
$28.9 - $32.2
|
45.7K
$1.47M
|
|
|
Oct 23, 2025
Q3 2025
|
Moneywise, Inc.
|
BUY
|
- |
1+ 0.01% |
$28.9 - $32.2
|
17.2K
$554K
|
|