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 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
177K+ 185.63% |
$3.94M - $5.17M
|
272K
$8.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.48K+ 3.8% |
$32.8K - $43.1K
|
40.3K
$1.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
265KNew |
$5.9M - $7.74M
|
265K
$7.87M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
1.87K+ 7.57% |
$41.7K - $54.7K
|
26.6K
$790K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-34K- 66.67% |
$758K - $995K
|
17K
$505K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.09M+ 132.08% |
$24.3M - $31.9M
|
1.92M
$56.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-974- 5.25% |
$21.7K - $28.5K
|
17.6K
$522K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
3.73K+ 2.24% |
$83K - $109K
|
170K
$5.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
8.21K+ 1.31% |
$183K - $240K
|
635K
$18.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
6.38K+ 0.35% |
$142K - $186K
|
1.83M
$54.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-7K- 14.06% |
$156K - $204K
|
42.8K
$1.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
402KNew |
$8.96M - $11.8M
|
402K
$11.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
543+ 1.78% |
$12.1K - $15.9K
|
31K
$920K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.8K- 14.34% |
$40.1K - $52.5K
|
10.7K
$319K
|
|
|
Jul 22, 2025
Q2 2025
|
Madden Securities Corp
|
SELL
|
- |
-3.69K- 1.38% |
$82.2K - $108K
|
264K
$7.83M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-993K- 35.72% |
$22.1M - $29M
|
1.79M
$53.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.19K+ 0.95% |
$26.6K - $34.8K
|
127K
$3.78M
|
|
|
Jul 22, 2025
Q2 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-201- 0.13% |
$4.48K - $5.87K
|
156K
$4.62M
|
|
|
Jul 22, 2025
Q2 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
36.9K+ 9.54% |
$823K - $1.08M
|
424K
$12.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
47.2K+ 13.7% |
$1.05M - $1.38M
|
392K
$11.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-573- 0.41% |
$12.8K - $16.7K
|
138K
$4.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-12.4K- 2.81% |
$275K - $361K
|
427K
$12.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-1.81K- 0.06% |
$40.2K - $52.8K
|
3.09M
$91.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
682+ 15.9% |
$15.2K - $19.9K
|
4.97K
$148K
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
8.46KNew |
$188K - $247K
|
8.46K
$251K
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
5.01K+ 1.73% |
$112K - $146K
|
294K
$8.74M
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
SELL
|
- |
-305K- 27.75% |
$6.78M - $8.9M
|
793K
$23.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
1.92K+ 44.15% |
$42.8K - $56.1K
|
6.27K
$186K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
3.16K+ 127.21% |
$70.3K - $92.2K
|
5.64K
$167K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-38.8K- 95.05% |
$863K - $1.13M
|
2.02K
$60K
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
7.42KNew |
$165K - $217K
|
7.42K
$220K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
315+ 3.8% |
$7.02K - $9.2K
|
8.6K
$255K
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-182- 0.34% |
$4.05K - $5.32K
|
53K
$1.57M
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-34.4K- 3.33% |
$765K - $1M
|
999K
$29.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-13.1K- 4.0% |
$293K - $384K
|
316K
$9.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
29.2KNew |
$651K - $854K
|
29.2K
$868K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-26.8K- 11.8% |
$597K - $782K
|
200K
$5.94M
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-20K- 61.61% |
$446K - $585K
|
12.5K
$370K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
5.2K+ 253.98% |
$116K - $152K
|
7.25K
$215K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.48K- 0.73% |
$55.3K - $72.5K
|
337K
$10M
|
|
|
Jul 21, 2025
Q2 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
59+ 0.1% |
$1.31K - $1.72K
|
61.6K
$1.83M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
29.2K+ 36.18% |
$651K - $854K
|
110K
$3.27M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
3.51K+ 1.08% |
$78.1K - $102K
|
330K
$9.78M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
41K+ 9.53% |
$914K - $1.2M
|
471K
$14M
|
|
|
Jul 21, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-19- 0.06% |
$423 - $555
|
32.1K
$953K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
71.3KNew |
$1.59M - $2.08M
|
71.3K
$2.12M
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
28.5K+ 9.55% |
$635K - $833K
|
327K
$9.72M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-136K- 4.24% |
$3.04M - $3.98M
|
3.08M
$91.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.91K- 0.79% |
$42.6K - $55.8K
|
240K
$7.12M
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-2.08K- 15.58% |
$46.4K - $60.8K
|
11.3K
$335K
|