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 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
9.45K+ 4.48% |
$211K - $276K
|
221K
$6.55M
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
7.9KNew |
$176K - $231K
|
7.9K
$234K
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-7.71K- 0.59% |
$172K - $225K
|
1.29M
$38.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-12K- 1.72% |
$266K - $349K
|
683K
$20.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6.95K- 3.41% |
$155K - $203K
|
197K
$5.85M
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-487- 3.12% |
$10.8K - $14.2K
|
15.1K
$449K
|
|
|
Jul 18, 2025
Q2 2025
|
Eagle Capital Management, LLC
|
SELL
|
- |
-24.1K- 12.16% |
$536K - $703K
|
174K
$5.16M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-7.94K- 19.56% |
$177K - $232K
|
32.6K
$969K
|
|
|
Jul 18, 2025
Q2 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-436- 0.27% |
$9.71K - $12.7K
|
162K
$4.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-519- 3.77% |
$11.6K - $15.2K
|
13.3K
$394K
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
54.4K+ 11.76% |
$1.21M - $1.59M
|
517K
$15.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
5.62K+ 2.6% |
$125K - $164K
|
221K
$6.58M
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
BUY
|
- |
21+ 1.49% |
$468 - $613
|
1.43K
$42.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-7.73K- 3.25% |
$172K - $226K
|
230K
$6.84M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-2.53K- 16.18% |
$56.3K - $73.8K
|
13.1K
$389K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.72K- 9.85% |
$60.5K - $79.4K
|
24.9K
$739K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
8.42KNew |
$188K - $246K
|
8.42K
$250K
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-544- 3.76% |
$12.1K - $15.9K
|
13.9K
$414K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-47K- 5.88% |
$1.05M - $1.37M
|
751K
$22.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
66+ 0.46% |
$1.47K - $1.93K
|
14.4K
$428K
|
|
|
Jul 18, 2025
Q2 2025
|
Schaeffer Financial LLC
|
BUY
|
- |
123K+ 41.26% |
$2.74M - $3.6M
|
421K
$12.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-32.4K- 1.52% |
$722K - $947K
|
2.1M
$62.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.45K- 12.47% |
$32.3K - $42.3K
|
10.2K
$302K
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-2.04K- 21.4% |
$45.4K - $59.5K
|
7.49K
$222K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-174- 6.11% |
$3.87K - $5.08K
|
2.68K
$79.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
7.01KNew |
$156K - $205K
|
7.01K
$208K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-641- 96.68% |
$14.3K - $18.7K
|
22
$653
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
3+ 0.49% |
$66.8 - $87.6
|
611
$18.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-240- 1.08% |
$5.34K - $7.01K
|
21.9K
$651K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
11.8K+ 29.21% |
$264K - $346K
|
52.4K
$1.55M
|
|
|
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
|