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 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.78K- 72.99% |
$39.5K - $51.8K
|
657
$19.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2.26K+ 11.09% |
$50.4K - $66.1K
|
22.7K
$673K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
5.1K+ 26.73% |
$114K - $149K
|
24.2K
$718K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
SELL
|
- |
-85- 0.8% |
$1.89K - $2.48K
|
10.5K
$312K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-102- 0.04% |
$2.27K - $2.98K
|
248K
$7.37M
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
3+ 0.08% |
$66.8 - $87.6
|
3.57K
$106K
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
7.57KNew |
$169K - $221K
|
7.57K
$225K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
27.5K+ 16.23% |
$612K - $802K
|
197K
$5.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-1.36K- 1.8% |
$30.3K - $39.7K
|
74.3K
$2.21M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-31K- 18.47% |
$691K - $906K
|
137K
$4.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-2.23K- 7.68% |
$49.7K - $65.2K
|
26.8K
$797K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2.88K- 27.79% |
$64.1K - $84.1K
|
7.48K
$222K
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
234+ 0.1% |
$5.21K - $6.84K
|
240K
$7.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
203K+ 12.9% |
$4.53M - $5.94M
|
1.78M
$52.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.66K- 2.37% |
$59.2K - $77.6K
|
110K
$3.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
33.2K+ 60.01% |
$739K - $969K
|
88.5K
$2.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
8+ 0.08% |
$178 - $234
|
9.88K
$293K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-12K- 15.81% |
$268K - $351K
|
64K
$1.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
62.7KNew |
$1.4M - $1.83M
|
62.7K
$1.86M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
32.4K+ 2.07% |
$721K - $945K
|
1.6M
$47.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.19K- 0.72% |
$26.5K - $34.7K
|
165K
$4.89M
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
68+ 0.14% |
$1.51K - $1.99K
|
50K
$1.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
3.77K+ 0.22% |
$84K - $110K
|
1.75M
$51.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
22.7K+ 1.98% |
$505K - $662K
|
1.17M
$34.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
11.2K+ 3.57% |
$249K - $326K
|
324K
$9.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-346- 0.1% |
$7.71K - $10.1K
|
340K
$10.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
123K+ 84.5% |
$2.75M - $3.6M
|
269K
$8M
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
536+ 1.45% |
$11.9K - $15.7K
|
37.6K
$1.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
BUY
|
- |
33+ 0.06% |
$735 - $964
|
58.2K
$1.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
2.06K+ 2.83% |
$46K - $60.3K
|
75.1K
$2.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.1K+ 3.54% |
$113K - $149K
|
149K
$4.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-5.24K- 1.03% |
$117K - $153K
|
503K
$14.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
41.9K+ 27.11% |
$933K - $1.22M
|
197K
$5.83M
|
|
|
Jul 16, 2025
Q2 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-410- 2.03% |
$9.13K - $12K
|
19.8K
$588K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-19.1K- 9.26% |
$424K - $557K
|
187K
$5.55M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-863- 3.85% |
$19.2K - $25.2K
|
21.6K
$640K
|
|
|
Jul 16, 2025
Q2 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
47.6KNew |
$1.06M - $1.39M
|
47.6K
$1.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1.25K+ 6.05% |
$27.9K - $36.6K
|
21.9K
$652K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-686- 2.72% |
$15.3K - $20K
|
24.6K
$729K
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
744+ 3.69% |
$16.6K - $21.7K
|
20.9K
$621K
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.03K- 0.4% |
$22.9K - $30.1K
|
254K
$7.53M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-140- 0.19% |
$3.12K - $4.09K
|
72K
$2.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-593- 1.51% |
$13.2K - $17.3K
|
38.7K
$1.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-523- 5.2% |
$11.6K - $15.3K
|
9.53K
$283K
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
7.02KNew |
$156K - $205K
|
7.02K
$209K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-3.64K- 2.49% |
$81.1K - $106K
|
143K
$4.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
276K+ 25.6% |
$6.15M - $8.07M
|
1.36M
$40.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
9.49K+ 8.05% |
$211K - $277K
|
127K
$3.78M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-2.96K- 5.32% |
$65.9K - $86.5K
|
52.7K
$1.56M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.5K+ 5.58% |
$55.6K - $72.9K
|
47.2K
$1.4M
|