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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-1.96K- 1.69% |
$48.9K - $56.9K
|
114K
$3.4M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-5.72K- 0.35% |
$143K - $166K
|
1.64M
$48.6M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
157K+ 49.87% |
$3.9M - $4.55M
|
471K
$14M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
23.4K+ 46.49% |
$583K - $679K
|
73.8K
$2.19M
|
|
|
May 14, 2025
Q1 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
614+ 7.67% |
$15.3K - $17.8K
|
8.62K
$256K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
6+ 0.11% |
$149 - $174
|
5.64K
$168K
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-18.1K- 39.8% |
$451K - $526K
|
27.4K
$814K
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
2.83K+ 1.2% |
$70.4K - $82K
|
239K
$7.09M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
38+ 0.1% |
$947 - $1.1K
|
38.2K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
748+ 6.86% |
$18.6K - $21.7K
|
11.6K
$346K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
182+ 0.74% |
$4.53K - $5.28K
|
24.7K
$733K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
825+ 202.21% |
$20.6K - $23.9K
|
1.23K
$36.6K
|
|
|
May 14, 2025
Q1 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
4.73K+ 2.42% |
$118K - $137K
|
200K
$5.95M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.91K+ 19.48% |
$147K - $172K
|
36.3K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
46.5K+ 2.0% |
$1.16M - $1.35M
|
2.37M
$70.3M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
158KNew |
$3.95M - $4.6M
|
158K
$4.7M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
56.7K+ 23.41% |
$1.41M - $1.65M
|
299K
$8.87M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2K- 6.01% |
$49.8K - $58K
|
31.3K
$929K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
1.53K+ 3.68% |
$38.2K - $44.5K
|
43.3K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Resolute Advisors LLC
|
BUY
|
- |
26+ 0.11% |
$648 - $755
|
23.2K
$688K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
82.2K+ 61.51% |
$2.05M - $2.39M
|
216K
$6.41M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.11M+ 7.7% |
$27.6M - $32.1M
|
15.5M
$460M
|
|
|
May 14, 2025
Q1 2025
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-47.1K- 12.7% |
$1.17M - $1.37M
|
324K
$9.61M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
49.6K+ 26.42% |
$1.24M - $1.44M
|
237K
$7.05M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
141K+ 10.76% |
$3.52M - $4.1M
|
1.45M
$43.2M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-4.64K- 5.13% |
$116K - $135K
|
85.9K
$2.55M
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
5.31K+ 66.92% |
$132K - $154K
|
13.3K
$393K
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-2.22K- 1.87% |
$55.3K - $64.5K
|
117K
$3.47M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
5+ 0.1% |
$125 - $145
|
4.9K
$146K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
56.8K+ 19.96% |
$1.41M - $1.65M
|
341K
$10.1M
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
406K+ 33.52% |
$10.1M - $11.8M
|
1.62M
$48M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-35.4K- 18.0% |
$881K - $1.03M
|
161K
$4.78M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
508K+ 6.56% |
$12.7M - $14.7M
|
8.25M
$245M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-2.17K- 12.81% |
$54.1K - $63K
|
14.8K
$439K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
32.5K+ 41.19% |
$810K - $943K
|
111K
$3.31M
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.73K+ 0.52% |
$68K - $79.2K
|
529K
$15.7M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
14.4K+ 142.8% |
$358K - $417K
|
24.4K
$725K
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-85- 0.36% |
$2.12K - $2.47K
|
23.5K
$698K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
3K+ 39.63% |
$74.8K - $87.1K
|
10.6K
$314K
|
|
|
May 14, 2025
Q1 2025
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-4.43K- 1.22% |
$110K - $129K
|
359K
$10.7M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
2.29K+ 2.46% |
$57.1K - $66.5K
|
95.4K
$2.83M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
288K+ 462.76% |
$7.17M - $8.35M
|
350K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
18.1K+ 3.16% |
$450K - $525K
|
591K
$17.5M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-159- 0.05% |
$3.96K - $4.61K
|
311K
$9.22M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
22.7K+ 316.35% |
$566K - $660K
|
29.9K
$889K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
4.58K+ 9.2% |
$114K - $133K
|
54.3K
$1.61M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-19.4K- 16.85% |
$483K - $562K
|
95.7K
$2.84M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
5.15K+ 23.38% |
$128K - $150K
|
27.2K
$807K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
403+ 2.68% |
$10K - $11.7K
|
15.4K
$458K
|
|
|
May 14, 2025
Q1 2025
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-11.5K- 2.55% |
$286K - $333K
|
439K
$13M
|