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
|
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 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-50.3K- 6.79% |
$1.12M - $1.47M
|
691K
$20.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-29.7K- 49.34% |
$660K - $866K
|
30.4K
$904K
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
6.95KNew |
$155K - $203K
|
6.95K
$206K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
554KNew |
$12.3M - $16.2M
|
554K
$16.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
26.5K+ 9.97% |
$589K - $773K
|
292K
$8.66M
|
|
|
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
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
64.5K+ 2.92% |
$1.44M - $1.88M
|
2.27M
$67.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
24.4K+ 4.86% |
$543K - $712K
|
526K
$15.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
25.7K+ 11.99% |
$572K - $750K
|
240K
$7.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-25.2K- 7.69% |
$562K - $737K
|
303K
$8.98M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
97.3K+ 319.77% |
$2.17M - $2.84M
|
128K
$3.79M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
2.11K+ 8.39% |
$47.1K - $61.7K
|
27.3K
$810K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
21+ 0.06% |
$468 - $613
|
33.1K
$983K
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-21.5K- 8.92% |
$479K - $629K
|
220K
$6.53M
|
|
|
Jul 22, 2025
Q2 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
119K+ 5.54% |
$2.65M - $3.48M
|
2.27M
$67.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
583K+ 51.0% |
$13M - $17M
|
1.73M
$51.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
322KNew |
$7.18M - $9.42M
|
322K
$9.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
50.6K+ 6.79% |
$1.13M - $1.48M
|
795K
$23.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
644New |
$14.3K - $18.8K
|
644
$19.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
427K+ 1083.52% |
$9.5M - $12.5M
|
466K
$13.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-3.18K- 4.12% |
$70.7K - $92.8K
|
73.9K
$2.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
132K+ 69.69% |
$2.95M - $3.87M
|
322K
$9.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-1.07K- 1.42% |
$23.7K - $31.1K
|
73.8K
$2.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
15.2KNew |
$339K - $444K
|
15.2K
$451K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
286K+ 688.3% |
$6.36M - $8.34M
|
327K
$9.71M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
44.3K+ 8.82% |
$986K - $1.29M
|
546K
$16.2M
|