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
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 50.0% |
$24.9 - $29
|
3
$89.1
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
26.3K+ 17.54% |
$655K - $763K
|
176K
$5.23M
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-2.19K- 5.86% |
$54.5K - $63.5K
|
35.2K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
66.5K+ 9.05% |
$1.66M - $1.93M
|
801K
$23.8M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.32K- 5.82% |
$32.8K - $38.2K
|
21.3K
$632K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-16.8K- 10.31% |
$419K - $488K
|
146K
$4.34M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.96K- 0.26% |
$124K - $144K
|
1.9M
$56.3M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.26K+ 4.21% |
$81.1K - $94.5K
|
80.5K
$2.39M
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
3.23KNew |
$80.4K - $93.7K
|
3.23K
$95.9K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
776K+ 12.34% |
$19.3M - $22.5M
|
7.07M
$210M
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
5+ 0.06% |
$125 - $145
|
8.13K
$241K
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
12.3K+ 89.04% |
$307K - $358K
|
26.2K
$777K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
17+ 0.11% |
$423 - $493
|
14.9K
$443K
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
53+ 0.07% |
$1.32K - $1.54K
|
74.1K
$2.2M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-43.3K- 9.73% |
$1.08M - $1.26M
|
402K
$11.9M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
5.2K+ 8.56% |
$130K - $151K
|
66K
$1.96M
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-94K- 78.89% |
$2.34M - $2.73M
|
25.1K
$747K
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
1.5KNew |
$37.2K - $43.4K
|
1.5K
$44.4K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
176New |
$4.38K - $5.11K
|
176
$5.23K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-637KClosed |
$15.9M - $18.5M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-41.3K- 13.78% |
$1.03M - $1.2M
|
258K
$7.67M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
607+ 1.43% |
$15.1K - $17.6K
|
42.9K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.17K+ 1.83% |
$54.1K - $63.1K
|
121K
$3.59M
|
|
|
May 14, 2025
Q1 2025
|
Synergy Financial Group, LTD
|
SELL
|
- |
-70- 0.33% |
$1.74K - $2.03K
|
21.4K
$636K
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
89.9KNew |
$2.24M - $2.61M
|
89.9K
$2.67M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
7.34K+ 2.84% |
$183K - $213K
|
265K
$7.88M
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
830+ 26.93% |
$20.7K - $24.1K
|
3.91K
$116K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
119K+ 202.67% |
$2.98M - $3.47M
|
178K
$5.3M
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
55.4KNew |
$1.38M - $1.61M
|
55.4K
$1.65M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-20.5K- 1.23% |
$511K - $596K
|
1.64M
$48.7M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-905K- 90.75% |
$22.5M - $26.3M
|
92.3K
$2.74M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-353K- 6.04% |
$8.79M - $10.2M
|
5.49M
$163M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.16K+ 3.61% |
$53.7K - $62.5K
|
61.8K
$1.84M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-907- 3.77% |
$22.6K - $26.3K
|
23.1K
$687K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-2.08K- 1.3% |
$51.7K - $60.2K
|
158K
$4.69M
|
|
|
May 13, 2025
Q1 2025
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-1.7K- 11.53% |
$42.2K - $49.2K
|
13K
$386K
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
BUY
|
- |
12+ 0.11% |
$299 - $348
|
11.2K
$332K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.57K- 1.58% |
$88.9K - $104K
|
222K
$6.58M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.34K+ 26.8% |
$58.2K - $67.8K
|
11.1K
$328K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.97M- 79.46% |
$49.1M - $57.2M
|
510K
$15.1M
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
8.41KNew |
$210K - $244K
|
8.41K
$250K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
78.3KNew |
$1.95M - $2.27M
|
78.3K
$2.32M
|
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1.12K+ 0.6% |
$28K - $32.6K
|
188K
$5.59M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-6.26K- 1.15% |
$156K - $182K
|
537K
$15.9M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
21.8K+ 3.93% |
$542K - $631K
|
576K
$17.1M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
74.7K+ 109.22% |
$1.86M - $2.17M
|
143K
$4.25M
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
9.67KNew |
$241K - $281K
|
9.67K
$287K
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
8.76KNew |
$218K - $254K
|
8.76K
$260K
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
21K+ 12.27% |
$522K - $608K
|
192K
$5.69M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
2.4K+ 3.64% |
$59.7K - $69.5K
|
68.2K
$2.02M
|