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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 0.09% |
$62.8 - $67.4
|
2.28K
$73.6K
|
|
|
Jan 23, 2026
Q4 2025
|
Nbt Bank N A
|
BUY
|
- |
1+ 1.56% |
$31.4 - $33.7
|
65
$2.1K
|
|
|
Jan 08, 2026
Q4 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
1+ 0.01% |
$31.4 - $33.7
|
9.79K
$316K
|
|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1+ 0.01% |
$31.4 - $33.7
|
7.89K
$255K
|
|
| Q3 2025 | |||||||
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
16MNew |
$464M - $516M
|
16M
$517M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.65M+ 12.04% |
$192M - $214M
|
61.9M
$2B
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.12M+ 65.99% |
$177M - $197M
|
15.4M
$496M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.85M+ 13.81% |
$111M - $124M
|
31.7M
$1.02B
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.96M+ 376.77% |
$56.6M - $63M
|
2.48M
$79.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.71M+ 5.2% |
$49.3M - $54.9M
|
34.5M
$1.11B
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.53M+ 17.71% |
$44.3M - $49.3M
|
10.2M
$328M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.43M+ 20.53% |
$41.3M - $46M
|
8.39M
$271M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.26M+ 8.16% |
$36.5M - $40.6M
|
16.7M
$539M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.08MNew |
$31.2M - $34.7M
|
1.08M
$34.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
841K+ 9.15% |
$24.3M - $27.1M
|
10M
$323M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
597K+ 3.17% |
$17.3M - $19.2M
|
19.4M
$627M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
560K+ 14.57% |
$16.2M - $18M
|
4.4M
$142M
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
484K+ 29705.52% |
$14M - $15.6M
|
486K
$15.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
470K+ 15.07% |
$13.6M - $15.1M
|
3.59M
$116M
|
|
|
Nov 12, 2025
Q3 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
463K+ 5.04% |
$13.4M - $14.9M
|
9.65M
$311M
|
|
|
Oct 23, 2025
Q3 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
408K+ 69.36% |
$11.8M - $13.1M
|
996K
$32.1M
|
|
|
Nov 20, 2025
Q3 2025
|
Portus Wealth Advisors, LLC
Charlotte, NC |
BUY
|
- |
393KNew |
$11.4M - $12.7M
|
393K
$12.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
345KNew |
$9.97M - $11.1M
|
345K
$11.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
329K+ 4.08% |
$9.51M - $10.6M
|
8.39M
$271M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
322KNew |
$9.32M - $10.4M
|
322K
$10.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
297K+ 16.19% |
$8.58M - $9.54M
|
2.13M
$68.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
278K+ 1414.63% |
$8.04M - $8.95M
|
298K
$9.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
267K+ 9.06% |
$7.73M - $8.61M
|
3.22M
$104M
|
|
|
Nov 14, 2025
Q3 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
264K+ 33.22% |
$7.62M - $8.49M
|
1.06M
$34.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
253K+ 75.45% |
$7.32M - $8.14M
|
588K
$19M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
244K+ 29.89% |
$7.06M - $7.86M
|
1.06M
$34.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
243K+ 27.68% |
$7.02M - $7.81M
|
1.12M
$36.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
242K+ 7.96% |
$7M - $7.8M
|
3.28M
$106M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
236K+ 2.98% |
$6.82M - $7.59M
|
8.13M
$262M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
228K+ 44.85% |
$6.6M - $7.34M
|
737K
$23.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
227K+ 315.48% |
$6.58M - $7.32M
|
300K
$9.66M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
218K+ 29.53% |
$6.29M - $7.01M
|
955K
$30.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
207K+ 3.04% |
$5.99M - $6.67M
|
7.01M
$226M
|
|
|
Nov 07, 2025
Q3 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
202K+ 39.12% |
$5.85M - $6.51M
|
719K
$23.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
167K+ 10.03% |
$4.83M - $5.38M
|
1.83M
$59.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
159K+ 51.62% |
$4.59M - $5.11M
|
466K
$15M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
156K+ 9.72% |
$4.51M - $5.02M
|
1.76M
$56.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
156K+ 16.54% |
$4.51M - $5.02M
|
1.1M
$35.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
155K+ 3.24% |
$4.49M - $4.99M
|
4.95M
$160M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
149K+ 70.48% |
$4.32M - $4.81M
|
361K
$11.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Q3 Asset Management
|
BUY
|
- |
141KNew |
$4.08M - $4.54M
|
141K
$4.55M
|
|
|
Nov 07, 2025
Q3 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
138KNew |
$4M - $4.45M
|
138K
$4.46M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
137K+ 10451.42% |
$3.95M - $4.4M
|
138K
$4.45M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
136K+ 4.42% |
$3.93M - $4.38M
|
3.22M
$104M
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
135K+ 31.87% |
$3.9M - $4.34M
|
558K
$18M
|
|