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 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
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
16.2K+ 48.15% |
$468K - $521K
|
49.8K
$1.61M
|
|
|
Nov 07, 2025
Q3 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
15.9K+ 3.19% |
$461K - $513K
|
515K
$16.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
15.8K+ 6.99% |
$458K - $510K
|
242K
$7.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
15.8K+ 26.81% |
$456K - $507K
|
74.6K
$2.41M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
15.4K+ 12.33% |
$446K - $496K
|
140K
$4.53M
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
15.4K+ 5.26% |
$444K - $494K
|
307K
$9.91M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
15.2K+ 9.06% |
$440K - $489K
|
183K
$5.91M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
15.1K+ 32.72% |
$437K - $487K
|
61.3K
$1.98M
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
15.1K+ 20.24% |
$437K - $486K
|
89.7K
$2.89M
|
|
|
Nov 06, 2025
Q3 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
14.7K+ 1.07% |
$426K - $475K
|
1.39M
$44.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
14.7K+ 0.62% |
$426K - $474K
|
2.4M
$77.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
14.4K+ 9.44% |
$418K - $465K
|
167K
$5.4M
|
|
|
Nov 05, 2025
Q3 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
14.4K+ 110.02% |
$416K - $464K
|
27.5K
$887K
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
14.1KNew |
$407K - $453K
|
14.1K
$454K
|
|
|
Nov 03, 2025
Q3 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
13.7KNew |
$398K - $443K
|
13.7K
$443K
|
|
|
Nov 13, 2025
Q3 2025
|
Private Management Group Inc
|
BUY
|
- |
13.7KNew |
$396K - $441K
|
13.7K
$442K
|
|
|
Oct 02, 2025
Q3 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
13.7K+ 4.16% |
$396K - $441K
|
343K
$11.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
13.5K+ 2.73% |
$390K - $434K
|
508K
$16.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
13.1K+ 6.02% |
$380K - $423K
|
231K
$7.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
12.7KNew |
$367K - $408K
|
12.7K
$409K
|
|
|
Oct 24, 2025
Q3 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
12.6K+ 5.96% |
$366K - $407K
|
225K
$7.25M
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
12.6KNew |
$363K - $404K
|
12.6K
$405K
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
12.5K+ 78.05% |
$363K - $404K
|
28.6K
$924K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
12.5K+ 91.5% |
$361K - $402K
|
26.1K
$843K
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
12.5K+ 10.64% |
$361K - $402K
|
130K
$4.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12.5K+ 6.29% |
$360K - $401K
|
210K
$6.79M
|
|