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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-627K- 6.57% |
$14M - $18.3M
|
8.93M
$271M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-56.8K- 8.62% |
$1.26M - $1.66M
|
602K
$18.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
238K+ 100.44% |
$5.31M - $6.96M
|
476K
$14.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
125+ 0.35% |
$2.78K - $3.65K
|
35.5K
$1.08M
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
39.3K+ 11.91% |
$874K - $1.15M
|
369K
$11.2M
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-72- 13.04% |
$1.6K - $2.1K
|
480
$14.6K
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
12.9KNew |
$287K - $376K
|
12.9K
$391K
|
|
|
Aug 15, 2025
Q2 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
57+ 25.91% |
$1.27K - $1.66K
|
277
$8.42K
|
|
|
Aug 15, 2025
Q2 2025
|
Synergy Financial Group, LTD
|
SELL
|
- |
-2.72K- 12.67% |
$60.5K - $79.3K
|
18.7K
$569K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.16K+ 5.9% |
$25.9K - $33.9K
|
20.9K
$634K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
34.6KNew |
$771K - $1.01M
|
34.6K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
5.74K+ 5.02% |
$128K - $168K
|
120K
$3.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.29K+ 1.98% |
$118K - $155K
|
272K
$8.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.19K- 4.5% |
$26.4K - $34.7K
|
25.2K
$766K
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
SELL
|
- |
-54.4K- 9.44% |
$1.21M - $1.59M
|
522K
$15.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
79.5K+ 48.4% |
$1.77M - $2.32M
|
244K
$7.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
39.6K+ 9.03% |
$882K - $1.16M
|
478K
$14.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-60.5K- 98.41% |
$1.35M - $1.77M
|
977
$29.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
278K+ 15.37% |
$6.19M - $8.12M
|
2.09M
$63.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
1.27K+ 1.67% |
$28.3K - $37.1K
|
77.5K
$2.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.51K+ 26.61% |
$100K - $132K
|
21.5K
$652K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
199K+ 9.12% |
$4.44M - $5.82M
|
2.38M
$72.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-24.7K- 0.53% |
$551K - $723K
|
4.63M
$141M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
91+ 1.18% |
$2.03K - $2.66K
|
7.8K
$237K
|
|
|
Aug 14, 2025
Q2 2025
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-5.58K- 19.08% |
$124K - $163K
|
23.6K
$719K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
65.9K+ 55.49% |
$1.47M - $1.93M
|
185K
$5.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Win Advisors, Inc
|
BUY
|
- |
645K+ 425.87% |
$14.4M - $18.8M
|
796K
$24.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-8.26K- 3.04% |
$184K - $241K
|
263K
$8M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
496+ 1.18% |
$11K - $14.5K
|
42.4K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
2.14K+ 1.1% |
$47.7K - $62.5K
|
197K
$5.98M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
176K+ 37.51% |
$3.92M - $5.15M
|
646K
$19.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.58M+ 22.34% |
$35.1M - $46.1M
|
8.64M
$263M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
5+ 0.06% |
$111 - $146
|
8.13K
$247K
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
4.52M+ 10.98% |
$101M - $132M
|
45.7M
$1.39B
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
7.05K+ 50.11% |
$157K - $206K
|
21.1K
$642K
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
3.75K+ 5.06% |
$83.5K - $109K
|
77.8K
$2.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
7.42KNew |
$165K - $217K
|
7.42K
$225K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
244K+ 6.77% |
$5.43M - $7.12M
|
3.84M
$117M
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
BUY
|
- |
22.5K+ 25.87% |
$501K - $657K
|
110K
$3.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-13.8K- 20.24% |
$307K - $403K
|
54.4K
$1.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
5.64K+ 20.58% |
$126K - $165K
|
33.1K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.85K- 2.28% |
$85.6K - $112K
|
165K
$5.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.9K- 15.44% |
$42.2K - $55.4K
|
10.4K
$316K
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
22.6KNew |
$503K - $660K
|
22.6K
$687K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-25.6K- 7.32% |
$570K - $748K
|
324K
$9.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
126K+ 7.28% |
$2.8M - $3.67M
|
1.85M
$56.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
BUY
|
- |
60.8K+ 10.41% |
$1.35M - $1.78M
|
645K
$19.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
11.8K+ 11.28% |
$263K - $344K
|
116K
$3.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
597+ 2.97% |
$13.3K - $17.4K
|
20.7K
$629K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-770- 0.2% |
$17.1K - $22.5K
|
393K
$12M
|