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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
800+ 46.84% |
$17.8K - $23.4K
|
2.51K
$74.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.26K- 7.14% |
$72.5K - $95.1K
|
42.3K
$1.26M
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-3.21K- 3.63% |
$71.4K - $93.6K
|
85.1K
$2.53M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
4.8MNew |
$107M - $140M
|
4.8M
$142M
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-23.9K- 35.04% |
$532K - $697K
|
44.3K
$1.31M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
63.3K+ 8.4% |
$1.41M - $1.85M
|
817K
$24.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
977+ 8.64% |
$21.8K - $28.5K
|
12.3K
$365K
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-6.93K- 1.8% |
$154K - $202K
|
379K
$11.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-4.2K- 21.92% |
$93.5K - $123K
|
15K
$444K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.19K- 1.9% |
$26.5K - $34.7K
|
61.2K
$1.82M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
7.58KNew |
$169K - $221K
|
7.58K
$225K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
70+ 1.83% |
$1.56K - $2.04K
|
3.89K
$116K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
13.7KNew |
$304K - $399K
|
13.7K
$406K
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-233- 0.81% |
$5.19K - $6.81K
|
28.5K
$846K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
260+ 0.89% |
$5.79K - $7.59K
|
29.3K
$871K
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5.37K+ 1.83% |
$120K - $157K
|
298K
$8.85M
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-324- 3.07% |
$7.22K - $9.46K
|
10.2K
$303K
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
11.4KNew |
$255K - $334K
|
11.4K
$340K
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.4K- 24.39% |
$31.2K - $40.9K
|
4.34K
$129K
|
|
|
Jul 23, 2025
Q2 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-100K- 32.21% |
$2.23M - $2.93M
|
211K
$6.26M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-315- 1.17% |
$7.02K - $9.2K
|
26.5K
$787K
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
8.06K+ 4.98% |
$179K - $235K
|
170K
$5.04M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
6.96K+ 10.49% |
$155K - $203K
|
73.4K
$2.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
SELL
|
- |
-185K- 84.59% |
$4.12M - $5.41M
|
33.7K
$1M
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-2.4K- 8.13% |
$53.4K - $70.1K
|
27.1K
$805K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
32.4K+ 349.46% |
$722K - $947K
|
41.7K
$1.24M
|
|
|
Jul 23, 2025
Q2 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-976- 1.83% |
$21.7K - $28.5K
|
52.4K
$1.56M
|
|
|
Jul 23, 2025
Q2 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
339K+ 12.18% |
$7.54M - $9.89M
|
3.12M
$92.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-3.95K- 0.45% |
$87.9K - $115K
|
872K
$25.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Hall Capital Management CO Inc
|
SELL
|
- |
-2.36K- 14.25% |
$52.6K - $68.9K
|
14.2K
$422K
|
|
|
Jul 23, 2025
Q2 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2.94K+ 15.48% |
$65.4K - $85.8K
|
21.9K
$650K
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
105K+ 10.07% |
$2.35M - $3.08M
|
1.15M
$34.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-1.87K- 7.13% |
$41.6K - $54.5K
|
24.3K
$722K
|
|
|
Jul 23, 2025
Q2 2025
|
Financial Life Advisors
|
SELL
|
- |
-10- 0.03% |
$223 - $292
|
33.8K
$1M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
99.7K+ 14.23% |
$2.22M - $2.91M
|
800K
$23.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
8.73K+ 4.29% |
$194K - $255K
|
212K
$6.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-74.1K- 9.32% |
$1.65M - $2.17M
|
722K
$21.4M
|
|
|
Jul 22, 2025
Q2 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
186+ 0.76% |
$4.14K - $5.43K
|
24.8K
$737K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-195- 1.66% |
$4.34K - $5.7K
|
11.6K
$344K
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
6.05K+ 52.17% |
$135K - $177K
|
17.6K
$524K
|
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-23.2K- 2.36% |
$516K - $677K
|
959K
$28.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
7.47KNew |
$166K - $218K
|
7.47K
$222K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
130+ 0.59% |
$2.9K - $3.8K
|
22.2K
$658K
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-5.65K- 2.76% |
$126K - $165K
|
199K
$5.91M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
15.2KNew |
$339K - $445K
|
15.2K
$452K
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-3.87K- 5.37% |
$86.3K - $113K
|
68.3K
$2.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
6.98KNew |
$155K - $204K
|
6.98K
$207K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.5K- 3.85% |
$122K - $161K
|
137K
$4.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
76.1K+ 12.64% |
$1.69M - $2.22M
|
678K
$20.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
10.1K+ 61.89% |
$225K - $295K
|
26.4K
$783K
|