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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
74+ 0.92% |
$1.65K - $2.16K
|
8.08K
$261K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
70+ 1.83% |
$1.56K - $2.04K
|
3.89K
$126K
|
|
|
Jul 21, 2025
Q2 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
59+ 0.1% |
$1.31K - $1.72K
|
61.6K
$1.99M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
45+ 0.45% |
$1K - $1.31K
|
10K
$324K
|
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
34+ 0.34% |
$757 - $993
|
10K
$324K
|
|
|
Jul 28, 2025
Q2 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
7+ 6.6% |
$156 - $204
|
113
$3.65K
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
2+ 0.02% |
$44.5 - $58.4
|
12.5K
$403K
|
|
|
Aug 06, 2025
Q2 2025
|
Eukles Asset Management
|
BUY
|
- |
1+ 50.0% |
$22.3 - $29.2
|
3
$96.8
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
360K+ 298.39% |
$8.96M - $10.4M
|
480K
$15.5M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
158KNew |
$3.95M - $4.6M
|
158K
$5.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
142K+ 25.58% |
$3.53M - $4.12M
|
697K
$22.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
117K+ 20.89% |
$2.92M - $3.4M
|
679K
$21.9M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
44.6K+ 254.41% |
$1.11M - $1.29M
|
62.1K
$2M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
42.4KNew |
$1.06M - $1.23M
|
42.4K
$1.37M
|
|
|
May 06, 2025
Q1 2025
|
Alpha Omega Group, Inc.
|
BUY
|
- |
25.9K+ 6.35% |
$644K - $750K
|
433K
$14M
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
24.2KNew |
$603K - $702K
|
24.2K
$781K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
22.7K+ 316.35% |
$566K - $660K
|
29.9K
$965K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
14.8K+ 300.0% |
$368K - $429K
|
19.7K
$636K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
14.6KNew |
$363K - $423K
|
14.6K
$470K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
12.7KNew |
$317K - $369K
|
12.7K
$410K
|
|
|
May 15, 2025
Q1 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
11.3KNew |
$282K - $329K
|
11.3K
$366K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
9.49KNew |
$236K - $275K
|
9.49K
$306K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
9.13KNew |
$227K - $265K
|
9.13K
$295K
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
8.86KNew |
$221K - $257K
|
8.86K
$286K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
8.32K+ 267.94% |
$207K - $241K
|
11.4K
$368K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
5.31K+ 66.92% |
$132K - $154K
|
13.3K
$428K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
4.57KNew |
$114K - $133K
|
4.57K
$147K
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
4.11KNew |
$102K - $119K
|
4.11K
$133K
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
3.73K+ 44.07% |
$92.8K - $108K
|
12.2K
$393K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
3.12KNew |
$77.8K - $90.6K
|
3.12K
$101K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2.97KNew |
$74K - $86.2K
|
2.97K
$95.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
2.81K+ 234.0% |
$69.9K - $81.5K
|
4.01K
$129K
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.16K+ 3.61% |
$53.7K - $62.5K
|
61.8K
$1.99M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
1.91KNew |
$47.6K - $55.4K
|
1.91K
$61.6K
|
|
|
May 06, 2025
Q1 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
1.72K+ 7.2% |
$42.8K - $49.9K
|
25.6K
$826K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.52K+ 5.42% |
$37.8K - $44K
|
29.5K
$952K
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
1.5KNew |
$37.2K - $43.4K
|
1.5K
$48.2K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
965+ 3.34% |
$24K - $28K
|
29.8K
$962K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
814New |
$20.3K - $23.6K
|
814
$26.3K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
720+ 29.9% |
$17.9K - $20.9K
|
3.13K
$101K
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
712New |
$17.7K - $20.7K
|
712
$23K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
652+ 8.89% |
$16.2K - $18.9K
|
7.99K
$258K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
586+ 7.59% |
$14.6K - $17K
|
8.31K
$268K
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
584New |
$14.5K - $16.9K
|
584
$18.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
483New |
$12K - $14K
|
483
$15.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
350New |
$8.72K - $10.2K
|
350
$11.3K
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
268New |
$6.68K - $7.78K
|
268
$8.65K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
256New |
$6.38K - $7.43K
|
256
$8.26K
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
232New |
$5.78K - $6.73K
|
232
$7.48K
|
|