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 23, 2025
Q3 2025
|
Moneywise, Inc.
|
BUY
|
- |
1+ 0.01% |
$28.9 - $32.2
|
17.2K
$554K
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.11% |
$28.9 - $32.2
|
879
$28.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
1+ 0.13% |
$28.9 - $32.2
|
765
$24.7K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.65% |
$28.9 - $32.2
|
156
$5.03K
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2025 | |||||||
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
419K+ 8.29% |
$9.32M - $12.2M
|
5.47M
$176M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
368K+ 100.06% |
$8.21M - $10.8M
|
737K
$23.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
322KNew |
$7.18M - $9.42M
|
322K
$10.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Polianta LTD
|
BUY
|
- |
289KNew |
$6.42M - $8.43M
|
289K
$9.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
239KNew |
$5.33M - $6.99M
|
239K
$7.72M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
131K+ 16.92% |
$2.93M - $3.84M
|
908K
$29.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
109K+ 2871.19% |
$2.42M - $3.17M
|
112K
$3.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
102K+ 110.56% |
$2.27M - $2.98M
|
194K
$6.27M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
101K+ 3.63% |
$2.24M - $2.94M
|
2.88M
$92.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
86.5KNew |
$1.93M - $2.53M
|
86.5K
$2.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
82.7KNew |
$1.84M - $2.42M
|
82.7K
$2.67M
|
|
|
Nov 24, 2025
Q2 2025
|
William Mack & Associates, Inc.
Troy, MI |
BUY
|
- |
68K+ 11.61% |
$1.51M - $1.99M
|
653K
$21.1M
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
66.5K+ 137.92% |
$1.48M - $1.94M
|
115K
$3.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
49.4K+ 450.99% |
$1.1M - $1.44M
|
60.3K
$1.95M
|
|
|
Jul 16, 2025
Q2 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
47.6KNew |
$1.06M - $1.39M
|
47.6K
$1.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
47.2K+ 21.86% |
$1.05M - $1.38M
|
263K
$8.48M
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
41.8K+ 484.69% |
$931K - $1.22M
|
50.4K
$1.63M
|
|
|
Aug 28, 2025
Q2 2025
|
Stark Wealth Management LLC
Bethlehem, PA |
BUY
|
- |
37.2KNew |
$828K - $1.09M
|
37.2K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
34.6KNew |
$771K - $1.01M
|
34.6K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
31.1KNew |
$693K - $909K
|
31.1K
$1M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
29.3KNew |
$652K - $855K
|
29.3K
$944K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
29.2KNew |
$651K - $854K
|
29.2K
$943K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
22.4KNew |
$498K - $653K
|
22.4K
$722K
|
|
|
Nov 12, 2025
Q2 2025
|
Alpha Zero LLC
Boca Raton, FL |
BUY
|
- |
19.5K+ 4.98% |
$435K - $570K
|
412K
$13.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
19.1KNew |
$426K - $559K
|
19.1K
$617K
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
17.8KNew |
$396K - $519K
|
17.8K
$573K
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
16KNew |
$356K - $467K
|
16K
$516K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
15.4KNew |
$343K - $450K
|
15.4K
$497K
|
|
|
Aug 08, 2025
Q2 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
15KNew |
$334K - $438K
|
15K
$483K
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
11.9KNew |
$265K - $348K
|
11.9K
$384K
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
11.7KNew |
$261K - $342K
|
11.7K
$378K
|
|
|
Jul 29, 2025
Q2 2025
|
Systelligence, LLC
|
BUY
|
- |
10.6K+ 1.73% |
$237K - $311K
|
625K
$20.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
10.1K+ 61.89% |
$225K - $295K
|
26.4K
$851K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
9.74K+ 145.85% |
$217K - $285K
|
16.4K
$530K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
9.68KNew |
$215K - $283K
|
9.68K
$312K
|
|
|
Aug 11, 2025
Q2 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
8.96KNew |
$200K - $262K
|
8.96K
$289K
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
8.96KNew |
$199K - $262K
|
8.96K
$289K
|
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
8.81KNew |
$196K - $257K
|
8.81K
$284K
|
|
|
Aug 04, 2025
Q2 2025
|
Vgi Partners LTD
Sydney, Nsw, C3 |
BUY
|
- |
8.61KNew |
$192K - $251K
|
8.61K
$278K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
8.28KNew |
$184K - $242K
|
8.28K
$267K
|
|
|
Jul 28, 2025
Q2 2025
|
Brown Financial Advisory
|
BUY
|
- |
8.24KNew |
$184K - $241K
|
8.24K
$266K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
7.98KNew |
$178K - $233K
|
7.98K
$257K
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
7.97KNew |
$178K - $233K
|
7.97K
$257K
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
7.9KNew |
$176K - $231K
|
7.9K
$255K
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
7.76KNew |
$173K - $227K
|
7.76K
$250K
|
|