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 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
128K+ 1.76% |
$3.69M - $4.11M
|
7.39M
$238M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
126KNew |
$3.64M - $4.05M
|
126K
$4.06M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
125K+ 22.46% |
$3.61M - $4.01M
|
680K
$21.9M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
123K+ 19.07% |
$3.56M - $3.96M
|
769K
$24.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
119K+ 111.86% |
$3.43M - $3.82M
|
225K
$7.25M
|
|
|
Oct 10, 2025
Q3 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
117K+ 13.37% |
$3.37M - $3.75M
|
988K
$31.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
111K+ 1.92% |
$3.2M - $3.56M
|
5.87M
$189M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
110KNew |
$3.19M - $3.56M
|
110K
$3.56M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
109K+ 42.49% |
$3.15M - $3.51M
|
366K
$11.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
105KNew |
$3.04M - $3.38M
|
105K
$3.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
105K+ 5.6% |
$3.04M - $3.38M
|
1.98M
$63.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
101K+ 7.11% |
$2.93M - $3.26M
|
1.53M
$49.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
99.9K+ 137.22% |
$2.89M - $3.21M
|
173K
$5.57M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
97.8KNew |
$2.83M - $3.15M
|
97.8K
$3.16M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
95.9K+ 5.56% |
$2.77M - $3.09M
|
1.82M
$58.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
92.9K+ 8.78% |
$2.69M - $2.99M
|
1.15M
$37.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
92K+ 1.89% |
$2.66M - $2.96M
|
4.96M
$160M
|
|
|
Nov 12, 2025
Q3 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
91.9K+ 4.4% |
$2.66M - $2.96M
|
2.18M
$70.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
90K+ 197.64% |
$2.6M - $2.9M
|
136K
$4.37M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
89.1K+ 1.59% |
$2.58M - $2.87M
|
5.7M
$184M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
77.4K+ 13.83% |
$2.24M - $2.49M
|
637K
$20.6M
|
|
|
Nov 13, 2025
Q3 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
75.7K+ 50.0% |
$2.19M - $2.44M
|
227K
$7.33M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
74.5K+ 10.2% |
$2.15M - $2.4M
|
805K
$26M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
74.4K+ 5.74% |
$2.15M - $2.4M
|
1.37M
$44.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
74.1K+ 3.55% |
$2.14M - $2.39M
|
2.16M
$69.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
73.5K+ 8.99% |
$2.13M - $2.37M
|
892K
$28.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
69.4K+ 45.41% |
$2.01M - $2.23M
|
222K
$7.17M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
68.5K+ 38.95% |
$1.98M - $2.21M
|
244K
$7.89M
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
68.4K+ 50.53% |
$1.98M - $2.2M
|
204K
$6.57M
|
|
|
Nov 17, 2025
Q3 2025
|
Equity Wealth Partners, LLC
Independence, MO |
BUY
|
- |
67.2KNew |
$1.94M - $2.16M
|
67.2K
$2.17M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
65.9K+ 12.97% |
$1.91M - $2.12M
|
574K
$18.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
BUY
|
- |
65.5K+ 12.57% |
$1.9M - $2.11M
|
587K
$18.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
63.6K+ 14.18% |
$1.84M - $2.05M
|
512K
$16.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
63.4K+ 17621.11% |
$1.83M - $2.04M
|
63.8K
$2.06M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
60.4K+ 3.39% |
$1.75M - $1.94M
|
1.84M
$59.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
57.9K+ 2.72% |
$1.67M - $1.86M
|
2.18M
$70.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
57.4K+ 9.52% |
$1.66M - $1.85M
|
660K
$21.3M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
56.5K+ 15.35% |
$1.63M - $1.82M
|
424K
$13.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
56.1K+ 294.49% |
$1.62M - $1.81M
|
75.1K
$2.42M
|
|
|
Oct 30, 2025
Q3 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
53.1KNew |
$1.54M - $1.71M
|
53.1K
$1.71M
|
|
|
Nov 06, 2025
Q3 2025
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
52.1K+ 4.61% |
$1.51M - $1.68M
|
1.18M
$38.2M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
50.6K+ 10.42% |
$1.46M - $1.63M
|
536K
$17.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
50.3K+ 8.44% |
$1.46M - $1.62M
|
647K
$20.9M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
49.2K+ 84.6% |
$1.42M - $1.58M
|
107K
$3.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
48.5K+ 2.62% |
$1.4M - $1.56M
|
1.9M
$61.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
47.6K+ 3.91% |
$1.38M - $1.53M
|
1.27M
$40.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
47.1K+ 29.64% |
$1.36M - $1.52M
|
206K
$6.65M
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
BUY
|
- |
45.8K+ 5.72% |
$1.32M - $1.47M
|
846K
$27.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
45.7K+ 5.24% |
$1.32M - $1.47M
|
918K
$29.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
44.6K+ 11.38% |
$1.29M - $1.43M
|
436K
$14.1M
|
|