Latest Institutional Transactions on Schwab Strategic Tr Us Large C (SCHG)
This table provides information on the latest institutional transactions involving Schwab Strategic Tr Us Large C (SCHG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-1.57K- 9.69% |
$45.3K - $50.4K
|
14.6K
$463K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-5.67K- 0.39% |
$164K - $182K
|
1.46M
$46.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
20.9KNew |
$604K - $673K
|
20.9K
$663K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.48K- 0.35% |
$100K - $112K
|
982K
$31.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
8.57K+ 1.98% |
$248K - $276K
|
441K
$14M
|
|
|
Oct 31, 2025
Q3 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.8K- 3.37% |
$52K - $57.8K
|
51.6K
$1.64M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
43.3K+ 25.25% |
$1.25M - $1.39M
|
215K
$6.81M
|
|
|
Oct 31, 2025
Q3 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-2.71K- 7.43% |
$78.4K - $87.3K
|
33.8K
$1.07M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
8.97K+ 6.3% |
$259K - $289K
|
151K
$4.81M
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
8.04KNew |
$232K - $259K
|
8.04K
$255K
|
|
|
Oct 31, 2025
Q3 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
12.1K+ 3.7% |
$349K - $388K
|
338K
$10.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
706+ 4.15% |
$20.4K - $22.7K
|
17.7K
$563K
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-48- 0.16% |
$1.39K - $1.55K
|
29.9K
$947K
|
|
|
Oct 31, 2025
Q3 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
8+ 0.04% |
$231 - $258
|
20.9K
$664K
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
310+ 885.71% |
$8.97K - $9.98K
|
345
$11K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-24- 0.1% |
$694 - $773
|
23.4K
$744K
|
|
|
Oct 31, 2025
Q3 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
3+ 0.12% |
$86.8 - $96.6
|
2.52K
$79.9K
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-40.2K- 11.63% |
$1.16M - $1.29M
|
305K
$9.69M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
SELL
|
- |
-4.08K- 20.19% |
$118K - $131K
|
16.1K
$512K
|
|
|
Oct 31, 2025
Q3 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
896+ 1.1% |
$25.9K - $28.8K
|
82.2K
$2.61M
|
|
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
16MNew |
$464M - $516M
|
16M
$509M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
348+ 669.23% |
$10.1K - $11.2K
|
400
$12.7K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
312+ 16.25% |
$9.02K - $10K
|
2.23K
$70.8K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-644- 1.74% |
$18.6K - $20.7K
|
36.4K
$1.16M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-34.8K- 5.99% |
$1.01M - $1.12M
|
546K
$17.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-44.7K- 3.88% |
$1.29M - $1.44M
|
1.11M
$35.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
41.8K+ 416.95% |
$1.21M - $1.35M
|
51.9K
$1.65M
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
BUY
|
- |
8.78K+ 13.77% |
$254K - $283K
|
72.5K
$2.3M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
33.2K+ 44.12% |
$959K - $1.07M
|
108K
$3.44M
|
|
|
Oct 31, 2025
Q3 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-2.63K- 6.1% |
$76.1K - $84.7K
|
40.5K
$1.29M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-192K- 1.26% |
$5.54M - $6.17M
|
15M
$477M
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
36+ 0.21% |
$1.04K - $1.16K
|
17.5K
$555K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
126KNew |
$3.64M - $4.05M
|
126K
$3.99M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
2.02K+ 6.29% |
$58.5K - $65.1K
|
34.2K
$1.09M
|
|
|
Oct 31, 2025
Q3 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
7.35K+ 12.23% |
$212K - $236K
|
67.4K
$2.14M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
16.8KNew |
$487K - $542K
|
16.8K
$535K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
3.39K+ 7.93% |
$98K - $109K
|
46.1K
$1.46M
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
352+ 2.65% |
$10.2K - $11.3K
|
13.6K
$433K
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
17.5K+ 1.75% |
$507K - $564K
|
1.02M
$32.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.18K+ 60.26% |
$34K - $37.8K
|
3.13K
$99.2K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-7.99K- 23.22% |
$231K - $257K
|
26.4K
$838K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-989- 18.96% |
$28.6K - $31.8K
|
4.23K
$134K
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-158K- 77.2% |
$4.58M - $5.1M
|
46.8K
$1.48M
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
486+ 1.21% |
$14.1K - $15.6K
|
40.7K
$1.29M
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
4.99K+ 3.89% |
$144K - $161K
|
133K
$4.23M
|
|
|
Oct 30, 2025
Q3 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
19.6K+ 4.63% |
$568K - $632K
|
444K
$14.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-658- 0.97% |
$19K - $21.2K
|
67.2K
$2.13M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-80- 0.48% |
$2.31K - $2.58K
|
16.4K
$521K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
67.1K+ 40.27% |
$1.94M - $2.16M
|
234K
$7.42M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-165K- 35.36% |
$4.76M - $5.3M
|
301K
$9.56M
|