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 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
30.4KNew |
$878K - $977K
|
30.4K
$980K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
30.1K+ 7.63% |
$872K - $970K
|
425K
$13.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
29.9K+ 3.86% |
$865K - $962K
|
805K
$26M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
29.6K+ 61.09% |
$856K - $952K
|
78K
$2.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
28.6K+ 5.43% |
$827K - $920K
|
555K
$17.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
28.5K+ 4.11% |
$825K - $918K
|
723K
$23.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
28.3K+ 26.53% |
$820K - $912K
|
135K
$4.36M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
27.9K+ 66.86% |
$806K - $897K
|
69.6K
$2.24M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
27.9K+ 0.38% |
$806K - $897K
|
7.3M
$236M
|
|
|
Dec 01, 2025
Q3 2025
|
Payne Capital Management, LLC
New York, NY |
BUY
|
- |
27.5K+ 5.26% |
$795K - $885K
|
550K
$17.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
27.4K+ 8.36% |
$791K - $881K
|
355K
$11.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
26.9K+ 2.85% |
$778K - $866K
|
971K
$31.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
26.5K+ 8.36% |
$768K - $855K
|
344K
$11.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
26.4K+ 6.45% |
$763K - $850K
|
436K
$14.1M
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
26.1KNew |
$756K - $841K
|
26.1K
$843K
|
|
|
Nov 14, 2025
Q3 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
25.7KNew |
$743K - $827K
|
25.7K
$829K
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
25.5K+ 35.48% |
$738K - $821K
|
97.4K
$3.14M
|
|
|
Oct 20, 2025
Q3 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
25.1K+ 12.65% |
$726K - $808K
|
224K
$7.21M
|
|
|
Nov 04, 2025
Q3 2025
|
Imc Chicago, LLC
|
BUY
|
- |
25KNew |
$724K - $806K
|
25K
$808K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
25K+ 7.45% |
$724K - $806K
|
361K
$11.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
24.5K+ 11.8% |
$709K - $789K
|
232K
$7.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
24.4K+ 4.94% |
$706K - $785K
|
518K
$16.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
24.1K+ 109.32% |
$697K - $776K
|
46.1K
$1.49M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
24K+ 3.82% |
$694K - $772K
|
652K
$21M
|
|
|
Nov 05, 2025
Q3 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
23.9K+ 10.86% |
$690K - $768K
|
244K
$7.86M
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
23.6K+ 26.82% |
$684K - $761K
|
112K
$3.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
23.4K+ 1.51% |
$677K - $754K
|
1.57M
$50.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
23.3K+ 1.74% |
$675K - $751K
|
1.37M
$44.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
23.2K+ 11.87% |
$670K - $745K
|
218K
$7.04M
|
|
|
Oct 14, 2025
Q3 2025
|
Veery Capital, LLC
|
BUY
|
- |
22.9K+ 1.75% |
$663K - $738K
|
1.33M
$43M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
22.9K+ 6.2% |
$661K - $736K
|
392K
$12.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
22.7K+ 8.45% |
$657K - $731K
|
291K
$9.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
21.8K+ 7.65% |
$630K - $702K
|
307K
$9.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
21.1K+ 3.09% |
$610K - $679K
|
703K
$22.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
20.9KNew |
$604K - $673K
|
20.9K
$674K
|
|
|
Nov 06, 2025
Q3 2025
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
20.7K+ 8.38% |
$599K - $667K
|
268K
$8.64M
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
20.4K+ 4.47% |
$589K - $656K
|
477K
$15.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
19.8K+ 93.15% |
$571K - $636K
|
41K
$1.32M
|
|
|
Oct 23, 2025
Q3 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
19.7K+ 8.22% |
$570K - $634K
|
260K
$8.37M
|
|
|
Oct 30, 2025
Q3 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
19.6K+ 4.63% |
$568K - $632K
|
444K
$14.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
19.4K+ 79.3% |
$562K - $626K
|
44K
$1.42M
|
|
|
Oct 23, 2025
Q3 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
18.7K+ 2.34% |
$540K - $601K
|
816K
$26.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
18.5KNew |
$534K - $594K
|
18.5K
$596K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
18.2K+ 12.25% |
$528K - $587K
|
167K
$5.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
18.1K+ 29.64% |
$522K - $581K
|
79K
$2.55M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
17.7KNew |
$512K - $570K
|
17.7K
$571K
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
17.5K+ 1.75% |
$507K - $564K
|
1.02M
$32.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
17.2K+ 76.29% |
$498K - $555K
|
39.8K
$1.28M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
17.2K+ 2.51% |
$497K - $554K
|
703K
$22.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
16.3K+ 12.68% |
$472K - $525K
|
145K
$4.68M
|
|